HoldingsChannel.com
Funds Holding BWX
HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN2,748,177$79,477 06/30/2019
     BWX2,748,177$79,477 06/30/2019
People s United Financial Inc.2,647,473$76,565 06/30/2019
     BWX2,647,473$76,565 06/30/2019
MD Financial Management Inc.2,607,809$75,418 06/30/2019
     BWX2,607,809$75,418 06/30/2019
Bank of America Corp DE2,076,617$60,056 06/30/2019
     BWX2,076,617$60,056 06/30/2019
LPL Financial LLC1,907,042$55,152 06/30/2019
     BWX1,907,042$55,152 06/30/2019
Charles Schwab Investment Advisory Inc.1,372,935$39,706 06/30/2019
     BWX1,372,935$39,706 06/30/2019
Checchi Capital Advisers LLC1,172,420$33,906 06/30/2019
     BWX1,172,420$33,906 06/30/2019
Envestnet Asset Management Inc.1,057,721$30,357 09/30/2019
     BWX1,057,721$30,357 09/30/2019
Eqis Capital Management Inc.757,865$21,917 06/30/2019
     BWX757,865$21,917 06/30/2019
Morgan Stanley708,661$20,494 06/30/2019
     BWX708,661$20,494 06/30/2019
Assetmark Inc.348,528$10,079 06/30/2019
     BWX348,528$10,079 06/30/2019
QS Investors LLC307,003$8,879 06/30/2019
     BWX307,003$8,879 06/30/2019
Leuthold Group LLC282,640$8,174 06/30/2019
     BWX282,640$8,174 06/30/2019
Monroe Bank & Trust MI258,800$7,484 06/30/2019
     BWX258,800$7,484 06/30/2019
State Street Corp257,829$7,456 06/30/2019
     BWX257,829$7,456 06/30/2019
Change Path LLC237,543$6,870 06/30/2019
     BWX237,543$6,870 06/30/2019
Fairview Capital Investment Management LLC236,891$6,850 06/30/2019
     BWX236,891$6,850 06/30/2019
Pure Financial Advisors Inc.236,876$6,798 09/30/2019
     BWX236,876$6,798 09/30/2019
Peak Financial Management Inc.189,637$5,484 06/30/2019
     BWX189,637$5,484 06/30/2019
Mackenzie Financial Corp173,005$5,003 06/30/2019
     BWX173,005$5,003 06/30/2019
UBS Group AG166,929$4,827 06/30/2019
     BWX166,929$4,827 06/30/2019
Creative Planning166,653$4,820 06/30/2019
     BWX166,653$4,820 06/30/2019
Stifel Financial Corp159,693$4,417 06/30/2019
     BWX159,693$4,417 06/30/2019
Money Design Co. Ltd.134,121$3,879 06/30/2019
     BWX134,121$3,879 06/30/2019
Raymond James Financial Services Advisors Inc.133,030$3,847 06/30/2019
     BWX133,030$3,847 06/30/2019
Prudential Financial Inc.128,727$3,723 06/30/2019
     BWX128,727$3,723 06/30/2019
Opes Wealth Management LLC118,344$3,423 06/30/2019
     BWX118,344$3,423 06/30/2019
ETRADE Capital Management LLC115,842$3,350 06/30/2019
     BWX115,842$3,350 06/30/2019
The Manufacturers Life Insurance Company 108,028$3,124 06/30/2019
     BWX108,028$3,124 06/30/2019
Charles Schwab Investment Management Inc.102,597$2,968 06/30/2019
     BWX102,597$2,968 06/30/2019
Mirae Asset Global Investments Co. Ltd.101,253$2,928 06/30/2019
     BWX101,253$2,928 06/30/2019
Valentine Ventures LLC98,736$2,855 06/30/2019
     BWX98,736$2,855 06/30/2019
Allianz Asset Management GmbH97,450$2,818 06/30/2019
     BWX97,450$2,818 06/30/2019
Mackey Komara & Dankovich LLC89,838$2,598 06/30/2019
     BWX89,838$2,598 06/30/2019
Ameriprise Financial Inc.85,684$2,478 06/30/2019
     BWX85,684$2,478 06/30/2019
Voya Financial Advisors Inc.79,917$2,304 06/30/2019
     BWX79,917$2,304 06/30/2019
PNC Financial Services Group Inc.78,327$2,265 06/30/2019
     BWX78,327$2,265 06/30/2019
US Bancorp DE72,808$2,105 06/30/2019
     BWX72,808$2,105 06/30/2019
Citigroup Inc.68,255$1,974 06/30/2019
     BWX68,255$1,974 06/30/2019
First Heartland Consultants Inc.52,941$1,531 06/30/2019
     BWX52,941$1,531 06/30/2019
Alphasimplex Group LLC52,690$1,524 06/30/2019
     BWX52,690$1,524 06/30/2019
Hancock Whitney Corp49,954$1,445 06/30/2019
     BWX49,954$1,445 06/30/2019
Pinnacle Advisory Group Inc.49,871$1,431 09/30/2019
     BWX49,871$1,431 09/30/2019
Cambridge Investment Research Advisors Inc.47,366$1,370 06/30/2019
     BWX47,366$1,370 06/30/2019
Commonwealth Equity Services LLC44,242$1,279 06/30/2019
     BWX44,242$1,279 06/30/2019
Ladenburg Thalmann Financial Services Inc.40,274$1,164 06/30/2019
     BWX40,274$1,164 06/30/2019
Financial Gravity Wealth Inc.37,858$1,087 09/30/2019
     BWX37,858$1,087 09/30/2019
Advisor Group Inc.37,563$1,086 06/30/2019
     BWX37,563$1,086 06/30/2019
Bank of The West37,464$1,083 06/30/2019
     BWX37,464$1,083 06/30/2019
Perella Weinberg Partners Capital Management LP35,979$1,041 06/30/2019
     BWX35,979$1,041 06/30/2019
Burleson & Company LLC35,414$1,013 06/30/2019
     BWX35,414$1,013 06/30/2019
AE Wealth Management LLC33,605$972 06/30/2019
     BWX33,605$972 06/30/2019
Shamrock Asset Management LLC33,490$969 06/30/2019
     BWX33,490$969 06/30/2019
Sawtooth Solutions LLC31,892$922 06/30/2019
     BWX31,892$922 06/30/2019
FormulaFolio Investments LLC29,900$865 06/30/2019
     BWX29,900$865 06/30/2019
MML Investors Services LLC28,377$821 06/30/2019
     BWX28,377$821 06/30/2019
Royal Bank of Canada27,820$805 06/30/2019
     BWX27,820$805 06/30/2019
Vicus Capital27,804$804 06/30/2019
     BWX27,804$804 06/30/2019
JPMorgan Chase & Co.27,608$796 06/30/2019
     BWX27,608$796 06/30/2019
First Allied Advisory Services Inc.27,269$789 06/30/2019
     BWX27,269$789 06/30/2019
Stephens Inc. AR26,666$765 09/30/2019
     BWX26,666$765 09/30/2019
Steward Partners Investment Advisory LLC24,342$703 06/30/2019
     BWX24,342$703 06/30/2019
Rehmann Capital Advisory Group24,179$699 06/30/2019
     BWX24,179$699 06/30/2019
Fifth Third Bancorp23,878$691 06/30/2019
     BWX23,878$691 06/30/2019
SeaCrest Wealth Management LLC23,849$684 09/30/2019
     BWX23,849$684 09/30/2019
Cetera Advisor Networks LLC23,468$678 06/30/2019
     BWX23,468$678 06/30/2019
Newfound Research LLC23,622$677 06/30/2019
     BWX23,622$677 06/30/2019
Rockland Trust Co.23,070$667 09/30/2019
     BWX23,070$667 09/30/2019
Keybank National Association OH22,577$653 06/30/2019
     BWX22,577$653 06/30/2019
BlackRock Inc.20,142$583 06/30/2019
     BWX20,142$583 06/30/2019
361 Capital LLC19,793$572 06/30/2019
     BWX19,793$572 06/30/2019
Arete Wealth Advisors LLC19,225$556 06/30/2019
     BWX19,225$556 06/30/2019
Resources Investment Advisors LLC.19,234$556 06/30/2019
     BWX19,234$556 06/30/2019
Prudential PLC18,600$538 06/30/2019
     BWX18,600$538 06/30/2019
Two Sigma Securities LLC16,535$478 06/30/2019
     BWX16,535$478 06/30/2019
Captrust Financial Advisors16,425$475 06/30/2019
     BWX16,425$475 06/30/2019
Jones Financial Companies Lllp15,386$445 06/30/2019
     BWX15,386$445 06/30/2019
BCJ Capital Management LLC14,928$432 06/30/2019
     BWX14,928$432 06/30/2019
First Trust Advisors LP14,710$425 06/30/2019
     BWX14,710$425 06/30/2019
BB&T Corp14,415$417 06/30/2019
     BWX14,415$417 06/30/2019
SWS Partners14,377$415 06/30/2019
     BWX14,377$415 06/30/2019
Beacon Financial Group12,578$362 09/30/2019
     BWX12,578$362 09/30/2019
Veritable L.P.12,501$362 06/30/2019
     BWX12,501$362 06/30/2019
Integrated Wealth Concepts LLC11,983$347 06/30/2019
     BWX11,983$347 06/30/2019
Parkside Advisors LLC11,870$341 09/30/2019
     BWX11,870$341 09/30/2019
Citadel Advisors LLC11,773$340 06/30/2019
     BWX11,773$340 06/30/2019
Sigma Planning Corp11,600$335 06/30/2019
     BWX11,600$335 06/30/2019
HM Payson & Co.11,381$329 06/30/2019
     BWX11,381$329 06/30/2019
Raymond James & Associates11,047$319 06/30/2019
     BWX11,047$319 06/30/2019
First National Corp MA ADV10,321$298 06/30/2019
     BWX10,321$298 06/30/2019
Solstein Capital LLC10,000$289 06/30/2019
     BWX10,000$289 06/30/2019
Interactive Financial Advisors9,951$288 06/30/2019
     BWX9,951$288 06/30/2019
Blackhawk Capital Partners LLC.9,884$286 06/30/2019
     BWX9,884$286 06/30/2019
Innealta Capital LLC9,255$268 06/30/2019
     BWX9,255$268 06/30/2019
Blair William & Co. IL8,190$237 06/30/2019
     BWX8,190$237 06/30/2019
FTB Advisors Inc.8,196$237 06/30/2019
     BWX8,196$237 06/30/2019
Morningstar Investment Services LLC8,066$233 06/30/2019
     BWX8,066$233 06/30/2019
Private Advisor Group LLC9,515$220 06/30/2019
     BWX9,515$220 06/30/2019
Regions Financial Corp7,583$219 06/30/2019
     BWX7,583$219 06/30/2019
United Capital Financial Advisers LLC7,289$211 06/30/2019
     BWX7,289$211 06/30/2019
Comerica Securities Inc.7,435$205 09/30/2019
     BWX7,435$205 09/30/2019
Golub Group LLC7,090$205 06/30/2019
     BWX7,090$205 06/30/2019
Cetera Investment Advisers7,108$204 06/30/2019
     BWX7,108$204 06/30/2019
Proequities Inc.6,368$184 06/30/2019
     BWX6,368$184 06/30/2019
First National Bank of South Miami5,940$169 06/30/2019
     BWX5,940$169 06/30/2019
NEXT Financial Group Inc4,611$132 09/30/2019
     BWX4,611$132 09/30/2019
Beacon Capital Management Inc.3,715$107 06/30/2019
     BWX3,715$107 06/30/2019
LifePlan Financial Group Inc3,326$95 09/30/2019
     BWX3,326$95 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC3,131$89 09/30/2019
     BWX3,131$89 09/30/2019
Deutsche Bank AG2,747$79 06/30/2019
     BWX2,747$79 06/30/2019
Transamerica Financial Advisors Inc.2,560$75 06/30/2019
     BWX2,560$75 06/30/2019
Wealthcare Advisory Partners LLC2,500$72 09/30/2019
     BWX2,500$72 09/30/2019
Hussman Strategic Advisors Inc.2,000$58 06/30/2019
     BWX2,000$58 06/30/2019
North Star Investment Management Corp.2,000$57 09/30/2019
     BWX2,000$57 09/30/2019
Northwestern Mutual Wealth Management Co.1,725$50 06/30/2019
     BWX1,725$50 06/30/2019
Essex Savings Bank1,650$48 06/30/2019
     BWX1,650$48 06/30/2019
Bank of Montreal Can1,341$39 06/30/2019
     BWX1,341$39 06/30/2019
CWM LLC1,201$35 06/30/2019
     BWX1,201$35 06/30/2019
BTS Asset Management Inc.1,088$31 06/30/2019
     BWX1,088$31 06/30/2019
Capital Investment Advisory Services LLC1,028$30 09/30/2019
     BWX1,028$30 09/30/2019
Cullen Frost Bankers Inc.928$27 06/30/2019
     BWX928$27 06/30/2019
Mycio Wealth Partners LLC799$23 06/30/2019
     BWX799$23 06/30/2019
Coastal Investment Advisors Inc.694$20 09/30/2019
     BWX694$20 09/30/2019
Pinnacle Bank600$17 09/30/2019
     BWX600$17 09/30/2019
MUFG Americas Holdings Corp590$17 06/30/2019
     BWX590$17 06/30/2019
BNP Paribas Arbitrage SA407$12 06/30/2019
     BWX407$12 06/30/2019
Winslow Evans & Crocker Inc.320$10 09/30/2019
     BWX320$10 09/30/2019
Elmwood Wealth Management Inc.262$8 06/30/2019
     BWX262$8 06/30/2019
Tradewinds Capital Management LLC227$7 09/30/2019
     BWX227$7 09/30/2019
Crewe Advisors LLC112$3 06/30/2019
     BWX112$3 06/30/2019
Ameritas Investment Partners Inc.96$2 06/30/2019
     BWX96$2 06/30/2019
Quad Cities Investment Group LLC70$2 06/30/2019
     BWX70$2 06/30/2019
Strategic Blueprint LLC50$1 09/30/2019
     BWX50$1 09/30/2019
FMR LLC24$1 06/30/2019
     BWX24$1 06/30/2019
Howe & Rusling Inc.34$1 06/30/2019
     BWX34$1 06/30/2019
TD Capital Management LLC24$1 06/30/2019
     BWX24$1 06/30/2019
Huntington National Bank1$0 06/30/2019
     BWX1$0 06/30/2019
AdvisorNet Financial Inc1$0 06/30/2019
     BWX1$0 06/30/2019
Parallax Volatility Advisers L.P.2$0 06/30/2019
     BWX2$0 06/30/2019
Advisory Services Network LLC4$0 06/30/2019
     BWX4$0 06/30/2019
Wakefield Asset Management LLLP0$0 06/30/2019
     BWX0$0 06/30/2019
Strategic Wealth Partners Ltd.30$0 06/30/2019
     BWX30$0 06/30/2019

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

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