HoldingsChannel.com
Funds Holding BWX
HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN2,519,413$70,040 03/31/2020
     BWX2,519,413$70,040 03/31/2020
Bank of America Corp DE2,318,587$64,457 03/31/2020
     BWX2,318,587$64,457 03/31/2020
Morgan Stanley1,739,159$48,349 03/31/2020
     BWX1,739,159$48,349 03/31/2020
People s United Financial Inc.1,580,395$43,935 03/31/2020
     BWX1,580,395$43,935 03/31/2020
Checchi Capital Advisers LLC1,400,505$38,934 03/31/2020
     BWX1,400,505$38,934 03/31/2020
MD Financial Management Inc.1,118,735$31,101 03/31/2020
     BWX1,118,735$31,101 03/31/2020
Envestnet Asset Management Inc.881,897$25,496 06/30/2020
     BWX881,897$25,496 06/30/2020
FormulaFolio Investments LLC435,721$12,113 03/31/2020
     BWX435,721$12,113 03/31/2020
Jane Street Group LLC327,919$9,116 03/31/2020
     BWX327,919$9,116 03/31/2020
Leuthold Group LLC279,462$7,769 03/31/2020
     BWX279,462$7,769 03/31/2020
Money Design Co. Ltd.267,591$7,439 03/31/2020
     BWX267,591$7,439 03/31/2020
State Street Corp257,252$7,152 03/31/2020
     BWX257,252$7,152 03/31/2020
Assetmark Inc.246,868$6,863 03/31/2020
     BWX246,868$6,863 03/31/2020
First Merchants Corp241,936$6,723 03/31/2020
     BWX241,936$6,723 03/31/2020
LPL Financial LLC225,824$6,278 03/31/2020
     BWX225,824$6,278 03/31/2020
Peak Financial Management Inc.192,910$5,363 03/31/2020
     BWX192,910$5,363 03/31/2020
Pure Financial Advisors Inc.169,044$4,887 06/30/2020
     BWX169,044$4,887 06/30/2020
Mackenzie Financial Corp173,005$4,810 03/31/2020
     BWX173,005$4,810 03/31/2020
Fairview Capital Investment Management LLC158,771$4,413 03/31/2020
     BWX158,771$4,413 03/31/2020
Creative Planning155,657$4,327 03/31/2020
     BWX155,657$4,327 03/31/2020
Qube Research & Technologies Ltd152,837$4,249 03/31/2020
     BWX152,837$4,249 03/31/2020
UBS Group AG125,553$3,490 03/31/2020
     BWX125,553$3,490 03/31/2020
ETRADE Capital Management LLC111,261$3,093 03/31/2020
     BWX111,261$3,093 03/31/2020
Charles Schwab Investment Management Inc.98,164$2,729 03/31/2020
     BWX98,164$2,729 03/31/2020
Prudential Financial Inc.96,110$2,672 03/31/2020
     BWX96,110$2,672 03/31/2020
Advisor Group Holdings Inc.94,285$2,618 03/31/2020
     BWX94,285$2,618 03/31/2020
Citigroup Inc.86,696$2,410 03/31/2020
     BWX86,696$2,410 03/31/2020
Opes Wealth Management LLC71,339$1,983 03/31/2020
     BWX71,339$1,983 03/31/2020
PNC Financial Services Group Inc.62,420$1,736 03/31/2020
     BWX62,420$1,736 03/31/2020
Voya Financial Advisors Inc.62,015$1,715 03/31/2020
     BWX62,015$1,715 03/31/2020
Change Path LLC57,848$1,609 03/31/2020
     BWX57,848$1,609 03/31/2020
Stifel Financial Corp54,916$1,531 03/31/2020
     BWX54,916$1,531 03/31/2020
Cambridge Investment Research Advisors Inc.50,703$1,410 03/31/2020
     BWX50,703$1,410 03/31/2020
Pinnacle Advisory Group Inc.47,565$1,322 03/31/2020
     BWX47,565$1,322 03/31/2020
Alphasimplex Group LLC46,020$1,279 03/31/2020
     BWX46,020$1,279 03/31/2020
QS Investors LLC45,844$1,275 03/31/2020
     BWX45,844$1,275 03/31/2020
Steward Partners Investment Advisory LLC45,246$1,257 03/31/2020
     BWX45,246$1,257 03/31/2020
Windham Capital Management LLC44,785$1,245 03/31/2020
     BWX44,785$1,245 03/31/2020
Royal Bank of Canada41,552$1,155 03/31/2020
     BWX41,552$1,155 03/31/2020
Ameriprise Financial Inc.39,081$1,087 03/31/2020
     BWX39,081$1,087 03/31/2020
Flow Traders U.S. LLC38,880$1,081 03/31/2020
     BWX38,880$1,081 03/31/2020
Burleson & Company LLC38,197$1,069 03/31/2020
     BWX38,197$1,069 03/31/2020
Commonwealth Equity Services LLC36,273$1,008 03/31/2020
     BWX36,273$1,008 03/31/2020
Citadel Advisors LLC32,986$917 03/31/2020
     BWX32,986$917 03/31/2020
Deutsche Bank AG32,396$901 03/31/2020
     BWX32,396$901 03/31/2020
Bank of The West32,077$892 03/31/2020
     BWX32,077$892 03/31/2020
US Bancorp DE30,204$840 03/31/2020
     BWX30,204$840 03/31/2020
Newfound Research LLC30,049$829 03/31/2020
     BWX30,049$829 03/31/2020
Stephens Inc. AR26,907$748 03/31/2020
     BWX26,907$748 03/31/2020
MML Investors Services LLC26,708$742 03/31/2020
     BWX26,708$742 03/31/2020
Mirae Asset Global Investments Co. Ltd.26,585$739 03/31/2020
     BWX26,585$739 03/31/2020
Hancock Whitney Corp26,207$729 03/31/2020
     BWX26,207$729 03/31/2020
Blueprint Investment Partners LLC25,730$715 03/31/2020
     BWX25,730$715 03/31/2020
Fifth Third Bancorp21,804$606 03/31/2020
     BWX21,804$606 03/31/2020
First Allied Advisory Services Inc.21,604$601 03/31/2020
     BWX21,604$601 03/31/2020
361 Capital LLC21,185$589 03/31/2020
     BWX21,185$589 03/31/2020
Client 1ST Advisory Group LLC20,743$577 03/31/2020
     BWX20,743$577 03/31/2020
Capital One Financial Corp20,354$566 03/31/2020
     BWX20,354$566 03/31/2020
Beacon Financial Group19,220$532 03/31/2020
     BWX19,220$532 03/31/2020
Beacon Financial Advisory LLC17,457$504 06/30/2020
     BWX17,457$504 06/30/2020
Parkside Advisors LLC16,354$473 06/30/2020
     BWX16,354$473 06/30/2020
Raymond James Financial Services Advisors Inc.16,663$463 03/31/2020
     BWX16,663$463 03/31/2020
SeaCrest Wealth Management LLC15,711$437 03/31/2020
     BWX15,711$437 03/31/2020
Raymond James & Associates15,457$430 03/31/2020
     BWX15,457$430 03/31/2020
First Trust Advisors LP15,010$417 03/31/2020
     BWX15,010$417 03/31/2020
First National Corp MA ADV11,431$416 03/31/2020
     BWX11,431$416 03/31/2020
AMG National Trust Bank14,883$413 03/31/2020
     BWX14,883$413 03/31/2020
First Heartland Consultants Inc.12,765$355 03/31/2020
     BWX12,765$355 03/31/2020
First Horizon Advisors Inc.12,595$349 03/31/2020
     BWX12,595$349 03/31/2020
Arete Wealth Management LLC12,219$340 03/31/2020
     BWX12,219$340 03/31/2020
Jones Financial Companies Lllp12,149$339 03/31/2020
     BWX12,149$339 03/31/2020
JPMorgan Chase & Co.12,133$337 03/31/2020
     BWX12,133$337 03/31/2020
HM Payson & Co.11,381$316 03/31/2020
     BWX11,381$316 03/31/2020
Blair William & Co. IL11,225$312 03/31/2020
     BWX11,225$312 03/31/2020
Sigma Planning Corp11,100$309 03/31/2020
     BWX11,100$309 03/31/2020
Keybank National Association OH11,063$308 03/31/2020
     BWX11,063$308 03/31/2020
First National Trust Co9,600$267 03/31/2020
     BWX9,600$267 03/31/2020
SWS Partners9,343$260 03/31/2020
     BWX9,343$260 03/31/2020
Prospera Financial Services Inc9,063$252 03/31/2020
     BWX9,063$252 03/31/2020
Truist Financial Corp8,916$248 03/31/2020
     BWX8,916$248 03/31/2020
Tsfg LLC8,055$233 06/30/2020
     BWX8,055$233 06/30/2020
Private Advisor Group LLC8,149$227 03/31/2020
     BWX8,149$227 03/31/2020
Veritable L.P.7,838$218 03/31/2020
     BWX7,838$218 03/31/2020
Comerica Bank7,488$208 03/31/2020
     BWX7,488$208 03/31/2020
Morningstar Investment Services LLC7,448$206 03/31/2020
     BWX7,448$206 03/31/2020
Financial Engines Advisors L.L.C.7,340$204 03/31/2020
     BWX7,340$204 03/31/2020
Nkcfo LLC7,000$195 03/31/2020
     BWX7,000$195 03/31/2020
Interactive Financial Advisors6,671$185 03/31/2020
     BWX6,671$185 03/31/2020
First National Bank of South Miami5,680$158 03/31/2020
     BWX5,680$158 03/31/2020
NEXT Financial Group Inc4,942$137 03/31/2020
     BWX4,942$137 03/31/2020
Captrust Financial Advisors3,541$98 03/31/2020
     BWX3,541$98 03/31/2020
Clearstead Advisors LLC3,205$89 03/31/2020
     BWX3,205$89 03/31/2020
Beacon Capital Management Inc.3,208$89 03/31/2020
     BWX3,208$89 03/31/2020
LifePlan Financial Group Inc3,211$89 03/31/2020
     BWX3,211$89 03/31/2020
Bank of Montreal Can3,063$84 03/31/2020
     BWX3,063$84 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC2,595$75 06/30/2020
     BWX2,595$75 06/30/2020
Cullen Frost Bankers Inc.2,525$70 03/31/2020
     BWX2,525$70 03/31/2020
Wealthcare Advisory Partners LLC2,500$70 03/31/2020
     BWX2,500$70 03/31/2020
North Star Investment Management Corp.2,000$56 03/31/2020
     BWX2,000$56 03/31/2020
SRS Capital Advisors Inc.1,900$53 03/31/2020
     BWX1,900$53 03/31/2020
Flagship Harbor Advisors LLC1,706$47 03/31/2020
     BWX1,706$47 03/31/2020
BTS Asset Management Inc.1,355$38 03/31/2020
     BWX1,355$38 03/31/2020
Proequities Inc.1,054$29 03/31/2020
     BWX1,054$29 03/31/2020
BlackRock Inc.891$25 03/31/2020
     BWX891$25 03/31/2020
CWM LLC864$24 03/31/2020
     BWX864$24 03/31/2020
Winslow Evans & Crocker Inc.730$22 03/31/2020
     BWX730$22 03/31/2020
Pinnacle Bank600$17 06/30/2020
     BWX600$17 06/30/2020
MUFG Americas Holdings Corp590$16 03/31/2020
     BWX590$16 03/31/2020
Truewealth LLC530$15 03/31/2020
     BWX530$15 03/31/2020
Efficient Wealth Management LLC534$15 03/31/2020
     BWX534$15 03/31/2020
Pacifica Partners Inc.495$14 03/31/2020
     BWX495$14 03/31/2020
Orion Portfolio Solutions LLC459$13 03/31/2020
     BWX459$13 03/31/2020
IFP Advisors Inc436$12 03/31/2020
     BWX436$12 03/31/2020
Verus Capital Partners LLC434$12 03/31/2020
     BWX434$12 03/31/2020
BNP Paribas Arbitrage SA413$11 03/31/2020
     BWX413$11 03/31/2020
Lakeview Capital Partners LLC364$10 03/31/2020
     BWX364$10 03/31/2020
Synovus Financial Corp324$9 03/31/2020
     BWX324$9 03/31/2020
Benjamin F. Edwards & Company Inc.337$9 03/31/2020
     BWX337$9 03/31/2020
Elmwood Wealth Management Inc.262$8 03/31/2020
     BWX262$8 03/31/2020
Allworth Financial LP248$7 03/31/2020
     BWX248$7 03/31/2020
Tradewinds Capital Management LLC227$6 03/31/2020
     BWX227$6 03/31/2020
Front Row Advisors LLC201$6 03/31/2020
     BWX201$6 03/31/2020
Toronto Dominion Bank197$5 03/31/2020
     BWX197$5 03/31/2020
Retirement Network152$4 03/31/2020
     BWX152$4 03/31/2020
Horizon Bancorp Inc. IN90$3 03/31/2020
     BWX90$3 03/31/2020
Stearns Financial Services Group110$3 03/31/2020
     BWX110$3 03/31/2020
Global Retirement Partners LLC105$3 03/31/2020
     BWX105$3 03/31/2020
Ameritas Investment Company LLC57$2 03/31/2020
     BWX57$2 03/31/2020
Gradient Investments LLC69$2 03/31/2020
     BWX69$2 03/31/2020
Capital Investment Advisory Services LLC77$2 03/31/2020
     BWX77$2 03/31/2020
Rockefeller Capital Management L.P.56$2 03/31/2020
     BWX56$2 03/31/2020
EPG Wealth Management LLC65$2 03/31/2020
     BWX65$2 03/31/2020
Wealth Quarterback LLC58$2 03/31/2020
     BWX58$2 03/31/2020
Howe & Rusling Inc.34$1 03/31/2020
     BWX34$1 03/31/2020
Ancora Advisors LLC36$1 03/31/2020
     BWX36$1 03/31/2020
Capital Asset Advisory Services LLC38$1 03/31/2020
     BWX38$1 03/31/2020
Capital Advisory Group Advisory Services LLC25$1 03/31/2020
     BWX25$1 03/31/2020
Huntington National Bank1$0 03/31/2020
     BWX1$0 03/31/2020
FMR LLC8$0 03/31/2020
     BWX8$0 03/31/2020
Advisory Services Network LLC4$0 03/31/2020
     BWX4$0 03/31/2020
AlphaCore Capital LLC15$0 03/31/2020
     BWX15$0 03/31/2020

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

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