BWX Institutional Ownership
SPDR Bloomberg International Treasury Bond ETF
1W: -0.7%
1M: -2.6%
3M: -2.4%
YTD: -5.6%
1Y: -7.5%
3Y: +4.8%
5Y: -21.7%
$21.15
+0.08 (+0.38%)
Weekly Expected Move ±1.0%
$21
$21
$21
$21
$22
Overview
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Holdings
Changes
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Analysis
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Institutions
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Short Interest
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Institutional Ownership — BWX
178
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
699M
Total Invested
21
New Positions
51
Increased
78
Reduced
20
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (198 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners OCIO LLC | 7,812,961 | $165M | +724,945 | +10.2% | 9Q | SEC ↗ |
| 2 | CI INVESTMENTS INC. | 4,435,253 | $94M | -2,081,388 | -31.9% | 2Q | SEC ↗ |
| 3 | MORGAN STANLEY | 3,443,678 | $73M | +219,593 | +6.8% | 60Q | SEC ↗ |
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, | 1,740,387 | $37M | -816,541 | -31.9% | 24Q | SEC ↗ |
| 5 | Checchi Capital Advisers, LLC | 1,446,266 | $31M | +12,529 | +0.9% | 51Q | SEC ↗ |
| 6 | Creative Planning | 1,256,828 | $27M | -93,955 | -7.0% | 44Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 1,000,518 | $21M | -1,917,108 | -65.7% | 10Q | SEC ↗ |
| 8 | GOULD ASSET MANAGEMENT LLC /CA | 755,142 | $16M | +31,754 | +4.4% | 4Q | SEC ↗ |
| 9 | TECTONIC ADVISORS LLC | 744,825 | $16M | — | +0.0% | 23Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 697,184 | $15M | -170,531 | -19.7% | 74Q | SEC ↗ |
| 11 | LEUTHOLD GROUP, LLC | 531,295 | $11M | -297,843 | -35.9% | 56Q | SEC ↗ |
| 12 | Walkner Condon Financial Advisors LLC | 494,885 | $10M | +9,060 | +1.9% | 24Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 469,476 | $10M | -63,762 | -12.0% | 15Q | SEC ↗ |
| 14 | CITIGROUP INC | 466,784 | $10M | +21,391 | +4.8% | 75Q | SEC ↗ |
| 15 | LPL Financial LLC | 419,399 | $9M | -28,655 | -6.4% | 53Q | SEC ↗ |
| 16 | Net Worth Advisory Group | 384,335 | $8M | -7,067 | -1.8% | 8Q | SEC ↗ |
| 17 | Financial Engines Advisors L.L.C. | 360,232 | $8M | -13,783 | -3.7% | 19Q | SEC ↗ |
| 18 | Ackerman Capital Advisors, LLC | 320,396 | $7M | -613 | -0.2% | 7Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 308,639 | $7M | -12,848 | -4.0% | 23Q | SEC ↗ |
| 20 | Upper Left Wealth Management, LLC | 306,718 | $6M | -5,778 | -1.8% | 19Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 302,158 | $6M | -40,522 | -11.8% | 16Q | SEC ↗ |
| 22 | rebel Financial LLC | 294,183 | $6M | +14,642 | +5.2% | 4Q | SEC ↗ |
| 23 | PNC Financial Services Group, Inc. | 239,631 | $5M | -2,196 | -0.9% | 15Q | SEC ↗ |
| 24 | NewSquare Capital LLC | 235,237 | $5M | +16,262 | +7.4% | 4Q | SEC ↗ |
| 25 | ASSETMARK, INC | 233,512 | $5M | +26,915 | +13.0% | 52Q | SEC ↗ |
| 26 | ALLIANCEBERNSTEIN L.P. NEW | 219,917 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 27 | MML INVESTORS SERVICES, LLC | 203,525 | $4M | -77,261 | -27.5% | 37Q | SEC ↗ |
| 28 | Janney Montgomery Scott LLC | 199,707 | $4M | +2,103 | +1.1% | 2Q | SEC ↗ |
| 29 | MACKENZIE FINANCIAL CORP | 173,005 | $4M | — | +0.0% | 34Q | SEC ↗ |
| 30 | Baron Financial Group, LLC | 164,521 | $3M | +15,630 | +10.5% | 24Q | SEC ↗ |
| 31 | JONES FINANCIAL COMPANIES LLLP | 153,742 | $3M | +38,534 | +33.4% | 26Q | SEC ↗ |
| 32 | WELLS FARGO & COMPANY/MN | 144,539 | $3M | -46,739 | -24.4% | 75Q | SEC ↗ |
| 33 | UBS Group AG | 140,360 | $3M | +40,310 | +40.3% | 47Q | SEC ↗ |
| 34 | Foundations Investment Advisors, LLC | 131,343 | $3M | +17,954 | +15.8% | 4Q | SEC ↗ |
| 35 | Cerity Partners LLC | 121,120 | $3M | +23,533 | +24.1% | 11Q | SEC ↗ |
| 36 | Redhawk Wealth Advisors, Inc. | 113,499 | $2M | +18,122 | +19.0% | 2Q | SEC ↗ |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 107,906 | $2M | +91,498 | +557.6% | 4Q | SEC ↗ |
| 38 | Quent Capital, LLC | 102,400 | $2M | -1,446 | -1.4% | 19Q | SEC ↗ |
| 39 | COMMONWEALTH EQUITY SERVICES, LLC | 93,520 | $2M | -16,498 | -15.0% | 35Q | SEC ↗ |
| 40 | Farther Finance Advisors, LLC | 92,550 | $2M | +82,139 | +789.0% | 7Q | SEC ↗ |
| 41 | OSAIC HOLDINGS, INC. | 82,586 | $2M | -4,927 | -5.6% | 26Q | SEC ↗ |
| 42 | Auour Investments LLC | 79,757 | $2M | +3,078 | +4.0% | 13Q | SEC ↗ |
| 43 | Main Street Financial Solutions, LLC | 79,487 | $2M | +2,259 | +2.9% | 2Q | SEC ↗ |
| 44 | CFG Wealth Management Services, Inc. | 74,567 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 45 | Convergence Financial, LLC | 70,836 | $1M | -9,748 | -12.1% | 10Q | SEC ↗ |
| 46 | ROYAL BANK OF CANADA | 65,940 | $1M | +4,754 | +7.8% | 67Q | SEC ↗ |
| 47 | Smartleaf Asset Management LLC | 62,479 | $1M | — | +0.0% | 6Q | SEC ↗ |
| 48 | Envestnet Portfolio Solutions, Inc. | 55,618 | $1M | -1,337 | -2.3% | 12Q | SEC ↗ |
| 49 | Euro Pacific Asset Management, LLC | 54,586 | $1M | -1,348 | -2.4% | 20Q | SEC ↗ |
| 50 | MERCER GLOBAL ADVISORS INC /ADV | 52,156 | $1M | -685 | -1.3% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 219,917 | $5M |
| OceanIQ Capital, LLC | 25,600 | $541K |
| CITADEL ADVISORS LLC | 23,240 | $492K |
| NATIXIS ADVISORS, LLC | 22,048 | $466K |
| TSG Advice Partners, LLC | 18,407 | $389K |
| Mason Investment Advisory Services, | 15,995 | $338K |
| Fisher Asset Management, LLC | 11,299 | $239K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 10,019 | $212K |
| EP Wealth Advisors, LLC | 5,742 | $121K |
| Cape Investment Advisory, Inc. | 1,998 | $42K |
| Integrated Wealth Concepts LLC | 1,583 | $33K |
| Triumph Capital Management | 1,236 | $26K |
| US BANCORP \DE | 737 | $16K |
| Ameritas Advisory Services, LLC | 472 | $10K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 403 | $9K |
| BlackRock, Inc. | 397 | $8K |
| Concord Wealth Partners | 131 | $3K |
| Tower Research Capital LLC (TRC) | 89 | $2K |
| Coppell Advisory Solutions LLC | 54 | $1K |
| Arax Advisory Partners | 36 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 625,925 | $13M |
| FLC Capital Advisors | 431,181 | $9M |
| Blueprint Investment Partners LLC | 289,700 | $6M |
| Point Nemo Capital, LLC | 263,702 | $6M |
| CROBAN | 224,801 | $5M |
| Lifestyle Asset Management, Inc. | 220,522 | $5M |
| Blueprint Financial Advisors LLC | 189,084 | $4M |
| Quadrature Capital Ltd | 108,872 | $2M |
| HANCOCK WHITNEY CORP | 79,184 | $2M |
| Buck Wealth Strategies, LLC | 71,776 | $2M |
| Cullen/Frost Bankers, Inc. | 57,822 | $1M |
| SYKON CAPITAL LLC | 57,495 | $1M |
| STIFEL FINANCIAL CORP | 54,236 | $1M |
| Spartan Planning & Wealth Managemen | 50,293 | $1M |
| AVALON CAPITAL MANAGEMENT | 26,839 | $568K |
| Global View Capital Management LLC | 17,938 | $379K |
| TRUIST FINANCIAL CORP | 12,331 | $261K |
| Thompson David Blair | 10,385 | $220K |
| Hillman Capital Management, Inc. | 10,384 | $220K |
| &PARTNERS | 9,837 | $208K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cerity Partners OCIO LLC | +724,945 | +10.2% | 7,812,961 |
| MORGAN STANLEY | +219,593 | +6.8% | 3,443,678 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +91,498 | +557.6% | 107,906 |
| Farther Finance Advisors, LLC | +82,139 | +789.0% | 92,550 |
| UBS Group AG | +40,310 | +40.3% | 140,360 |
| JONES FINANCIAL COMPANIES LLLP | +38,534 | +33.4% | 153,742 |
| GOULD ASSET MANAGEMENT LLC /CA | +31,754 | +4.4% | 755,142 |
| ASSETMARK, INC | +26,915 | +13.0% | 233,512 |
| Cerity Partners LLC | +23,533 | +24.1% | 121,120 |
| CITIGROUP INC | +21,391 | +4.8% | 466,784 |
| Redhawk Wealth Advisors, Inc. | +18,122 | +19.0% | 113,499 |
| Foundations Investment Advisors, LL | +17,954 | +15.8% | 131,343 |
| NewSquare Capital LLC | +16,262 | +7.4% | 235,237 |
| Baron Financial Group, LLC | +15,630 | +10.5% | 164,521 |
| Csenge Advisory Group | +15,256 | +93.3% | 31,609 |
| rebel Financial LLC | +14,642 | +5.2% | 294,183 |
| Checchi Capital Advisers, LLC | +12,529 | +0.9% | 1,446,266 |
| Fifth Third Securities, Inc. | +12,189 | +55.9% | 34,004 |
| Focus Partners Wealth | +10,974 | +163.3% | 17,693 |
| Destination Wealth Management | +10,640 | +92.7% | 22,112 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CI INVESTMENTS INC. | -2,081,388 | -31.9% | 4,435,253 |
| JANE STREET GROUP, LLC | -1,917,108 | -65.7% | 1,000,518 |
| STATE STREET CORP | -1,053,350 | -96.1% | 42,776 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -816,541 | -31.9% | 1,740,387 |
| WealthShield Partners, LLC | -386,054 | -99.4% | 2,497 |
| JPMORGAN CHASE & CO | -323,904 | -92.2% | 27,241 |
| LEUTHOLD GROUP, LLC | -297,843 | -35.9% | 531,295 |
| ENVESTNET ASSET MANAGEMENT INC | -170,531 | -19.7% | 697,184 |
| Creative Planning | -93,955 | -7.0% | 1,256,828 |
| MML INVESTORS SERVICES, LLC | -77,261 | -27.5% | 203,525 |
| BANK OF AMERICA CORP /DE | -63,762 | -12.0% | 469,476 |
| WELLS FARGO & COMPANY/MN | -46,739 | -24.4% | 144,539 |
| RAYMOND JAMES FINANCIAL INC | -44,458 | -52.1% | 40,929 |
| AMERIPRISE FINANCIAL INC | -40,522 | -11.8% | 302,158 |
| HRT FINANCIAL LP | -32,091 | -69.4% | 14,179 |
| LPL Financial LLC | -28,655 | -6.4% | 419,399 |
| COMMONWEALTH EQUITY SERVICES, LLC | -16,498 | -15.0% | 93,520 |
| Financial Engines Advisors L.L.C. | -13,783 | -3.7% | 360,232 |
| Cetera Investment Advisers | -12,848 | -4.0% | 308,639 |
| PARK AVENUE SECURITIES LLC | -11,516 | -43.7% | 14,816 |