HoldingsChannel.com
Funds Holding BNDW

On this page, we present all of the funds holding BNDW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BNDW, with a link to that fund's top holdings. The next columns indicate the amount of BNDW stock held by each of the funds holding BNDW, followed by the BNDW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 77 funds holding BNDW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding BNDW), click the fund name in the "Holder" column of the funds-holding-BNDW table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE244,586$16,380 09/30/2022
     BNDW244,586$16,380 09/30/2022
Wealth Enhancement Advisory Services LLC176,085$12,099 12/31/2022
     BNDW176,085$12,099 12/31/2022
Envestnet Asset Management Inc.153,471$10,278 09/30/2022
     BNDW153,471$10,278 09/30/2022
Royal Bank of Canada121,400$8,131 09/30/2022
     BNDW121,400$8,131 09/30/2022
Moneywise Inc.102,550$6,876 12/31/2022
     BNDW102,550$6,876 12/31/2022
Baystate Wealth Management LLC76,352$5,119 12/31/2022
     BNDW76,352$5,119 12/31/2022
Visionary Wealth Advisors75,311$5,044 09/30/2022
     BNDW75,311$5,044 09/30/2022
Charter Oak Capital Management LLC72,616$4,869 12/31/2022
     BNDW72,616$4,869 12/31/2022
Octavia Wealth Advisors LLC66,637$4,468 12/31/2022
     BNDW66,637$4,468 12/31/2022
Mercer Global Advisors Inc. ADV56,540$3,786 09/30/2022
     BNDW56,540$3,786 09/30/2022
Jane Street Group LLC56,416$3,778 09/30/2022
     BNDW56,416$3,778 09/30/2022
Susquehanna International Group LLP53,960$3,613 09/30/2022
     BNDW53,960$3,613 09/30/2022
Sterling Investment Counsel LLC51,593$3,459 12/31/2022
     BNDW51,593$3,459 12/31/2022
Professional Financial Advisors LLC50,753$3,399 09/30/2022
     BNDW50,753$3,399 09/30/2022
Apollon Wealth Management LLC49,883$3,341 09/30/2022
     BNDW49,883$3,341 09/30/2022
Beacon Pointe Advisors LLC48,860$3,273 09/30/2022
     BNDW48,860$3,273 09/30/2022
Applied Capital LLC47,996$3,218 12/31/2022
     BNDW47,996$3,218 12/31/2022
Amundi43,006$2,889 09/30/2022
     BNDW43,006$2,889 09/30/2022
Sargent Bickham Lagudis LLC30,870$2,070 12/31/2022
     BNDW30,870$2,070 12/31/2022
AE Wealth Management LLC29,900$2,005 12/31/2022
     BNDW29,900$2,005 12/31/2022
Mariner LLC28,771$1,927 09/30/2022
     BNDW28,771$1,927 09/30/2022
Truist Financial Corp25,557$1,712 09/30/2022
     BNDW25,557$1,712 09/30/2022
Sensible Financial Planning & Management LLC.23,016$1,543 12/31/2022
     BNDW23,016$1,543 12/31/2022
AdvisorNet Financial Inc20,169$1,352 12/31/2022
     BNDW20,169$1,352 12/31/2022
Change Path LLC19,470$1,304 09/30/2022
     BNDW19,470$1,304 09/30/2022
LPL Financial LLC17,876$1,197 09/30/2022
     BNDW17,876$1,197 09/30/2022
Thrivent Financial for Lutherans17,109$1,146 09/30/2022
     BNDW17,109$1,146 09/30/2022
Advisor Group Holdings Inc.15,337$1,028 09/30/2022
     BNDW15,337$1,028 09/30/2022
Bank of Montreal Can13,987$964 12/31/2022
     BNDW13,987$964 12/31/2022
Inscription Capital LLC12,927$866 09/30/2022
     BNDW12,927$866 09/30/2022
Atria Wealth Solutions Inc.10,526$743 09/30/2022
     BNDW10,526$743 09/30/2022
RWM Asset Management LLC10,196$684 12/31/2022
     BNDW10,196$684 12/31/2022
Creative Planning9,900$663 09/30/2022
     BNDW9,900$663 09/30/2022
Apella Capital LLC9,071$608 12/31/2022
     BNDW9,071$608 12/31/2022
JPMorgan Chase & Co.8,383$561 09/30/2022
     BNDW8,383$561 09/30/2022
Prudential Financial Inc.8,208$550 09/30/2022
     BNDW8,208$550 09/30/2022
Wells Fargo & Company MN7,648$512 09/30/2022
     BNDW7,648$512 09/30/2022
Chicago Partners Investment Group LLC6,836$451 09/30/2022
     BNDW6,836$451 09/30/2022
Stephens Inc. AR6,200$416 12/31/2022
     BNDW6,200$416 12/31/2022
Acorn Wealth Advisors LLC6,068$406 09/30/2022
     BNDW6,068$406 09/30/2022
Stonehage Fleming Financial Services Holdings Ltd5,769$386 09/30/2022
     BNDW5,769$386 09/30/2022
MML Investors Services LLC5,639$378 09/30/2022
     BNDW5,639$378 09/30/2022
Centaurus Financial Inc.5,585$374 09/30/2022
     BNDW5,585$374 09/30/2022
Smith Moore & CO.5,453$365 09/30/2022
     BNDW5,453$365 09/30/2022
Financial Consulate Inc.5,306$356 12/31/2022
     BNDW5,306$356 12/31/2022
Morgan Stanley4,772$320 09/30/2022
     BNDW4,772$320 09/30/2022
Kestra Advisory Services LLC3,961$266 12/31/2022
     BNDW3,961$266 12/31/2022
D.A. Davidson & CO.3,887$261 12/31/2022
     BNDW3,887$261 12/31/2022
GFS Advisors LLC3,755$252 12/31/2022
     BNDW3,755$252 12/31/2022
Strategic Blueprint LLC3,716$249 12/31/2022
     BNDW3,716$249 12/31/2022
Wealth Alliance3,695$247 09/30/2022
     BNDW3,695$247 09/30/2022
St. James Investment Advisors LLC3,165$212 09/30/2022
     BNDW3,165$212 09/30/2022
Alhambra Investment Partners LLC3,106$208 12/31/2022
     BNDW3,106$208 12/31/2022
Opes Wealth Management LLC3,041$204 12/31/2022
     BNDW3,041$204 12/31/2022
Citadel Advisors LLC3,053$204 09/30/2022
     BNDW3,053$204 09/30/2022
IFP Advisors Inc2,340$187 09/30/2022
     BNDW2,340$187 09/30/2022
Allworth Financial LP2,182$146 12/31/2022
     BNDW2,182$146 12/31/2022
Citigroup Inc.1,750$117 09/30/2022
     BNDW1,750$117 09/30/2022
HM Payson & Co.1,380$92 09/30/2022
     BNDW1,380$92 09/30/2022
S.A. Mason LLC1,223$82 12/31/2022
     BNDW1,223$82 12/31/2022
FSC Wealth Advisors LLC1,168$78 12/31/2022
     BNDW1,168$78 12/31/2022
UBS Group AG999$67 09/30/2022
     BNDW999$67 09/30/2022
National Bank of Canada FI800$54 12/31/2022
     BNDW800$54 12/31/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC804$53 09/30/2022
     BNDW804$53 09/30/2022
Wipfli Financial Advisors LLC675$47 09/30/2022
     BNDW675$47 09/30/2022
US Bancorp DE406$27 09/30/2022
     BNDW406$27 09/30/2022
Qube Research & Technologies Ltd296$20 09/30/2022
     BNDW296$20 09/30/2022
Aspire Wealth Management Corp262$18 09/30/2022
     BNDW262$18 09/30/2022
Rise Advisors LLC169$11 12/31/2022
     BNDW169$11 12/31/2022
Carmichael Hill & Associates Inc.150$10 09/30/2022
     BNDW150$10 09/30/2022
Benjamin F. Edwards & Company Inc.138$9 09/30/2022
     BNDW138$9 09/30/2022
Baldrige Asset Management LLC84$6 12/31/2022
     BNDW84$6 12/31/2022
Rockefeller Capital Management L.P.69$4 09/30/2022
     BNDW69$4 09/30/2022
Sugarloaf Wealth Management LLC49$3 12/31/2022
     BNDW49$3 12/31/2022
Proequities Inc.0$0 12/31/2022
     BNDW0$0 12/31/2022
CWM LLC1$0 12/31/2022
     BNDW1$0 12/31/2022
Glassman Wealth Services7$0 09/30/2022
     BNDW7$0 09/30/2022
Aptus Capital Advisors LLC1$0 09/30/2022
     BNDW1$0 09/30/2022

See Summary: Institutional Holders of BNDW
See Details: Top 10 Hedge Funds Holding BNDW
Also See: BNDW Holdings Changes

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