HoldingsChannel.com
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Envestnet Asset Management Inc. | 1,285,185 | $35,214 | 12/31/2023 |
| BWZ | 1,285,185 | $35,214 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 963,518 | $26,400 | 12/31/2023 |
| BWZ | 963,518 | $26,400 | 12/31/2023 |
| Checchi Capital Advisers LLC | 763,720 | $20,132 | 03/31/2024 |
| BWZ | 763,720 | $20,132 | 03/31/2024 |
| Quent Capital LLC | 630,289 | $17,270 | 12/31/2023 |
| BWZ | 630,289 | $17,270 | 12/31/2023 |
| Financial Management Professionals Inc. | 600,934 | $15,841 | 03/31/2024 |
| BWZ | 600,934 | $15,841 | 03/31/2024 |
| Walkner Condon Financial Advisors LLC | 169,514 | $4,468 | 03/31/2024 |
| BWZ | 169,514 | $4,468 | 03/31/2024 |
| Royal Bank of Canada | 131,214 | $3,595 | 12/31/2023 |
| BWZ | 131,214 | $3,595 | 12/31/2023 |
| Creative Planning | 103,459 | $2,835 | 12/31/2023 |
| BWZ | 103,459 | $2,835 | 12/31/2023 |
| Commonwealth Equity Services LLC | 99,386 | $2,620 | 03/31/2024 |
| BWZ | 99,386 | $2,620 | 03/31/2024 |
| MML Investors Services LLC | 76,362 | $2,092 | 12/31/2023 |
| BWZ | 76,362 | $2,092 | 12/31/2023 |
| Elmwood Wealth Management Inc. | 75,826 | $2,078 | 12/31/2023 |
| BWZ | 75,826 | $2,078 | 12/31/2023 |
| Proequities Inc. | 71,662 | $1,964 | 12/31/2023 |
| BWZ | 71,662 | $1,964 | 12/31/2023 |
| Advisor Group Holdings Inc. | 58,220 | $1,595 | 12/31/2023 |
| BWZ | 58,220 | $1,595 | 12/31/2023 |
| Legacy Wealth Asset Management LLC | 26,794 | $706 | 03/31/2024 |
| BWZ | 26,794 | $706 | 03/31/2024 |
| Lunt Capital Management Inc. | 22,971 | $606 | 03/31/2024 |
| BWZ | 22,971 | $606 | 03/31/2024 |
| Ameriprise Financial Inc. | 19,261 | $528 | 12/31/2023 |
| BWZ | 19,261 | $528 | 12/31/2023 |
| Towneley Capital Management Inc DE | 17,164 | $452 | 03/31/2024 |
| BWZ | 17,164 | $452 | 03/31/2024 |
| Windham Capital Management LLC | 16,195 | $444 | 12/31/2023 |
| BWZ | 16,195 | $444 | 12/31/2023 |
| UBS Group AG | 16,034 | $439 | 12/31/2023 |
| BWZ | 16,034 | $439 | 12/31/2023 |
| Martin Capital Partners LLC | 13,323 | $351 | 03/31/2024 |
| BWZ | 13,323 | $351 | 03/31/2024 |
| Leavell Investment Management Inc. | 12,786 | $337 | 03/31/2024 |
| BWZ | 12,786 | $337 | 03/31/2024 |
| Palisades Hudson Asset Management L.P. | 9,919 | $272 | 12/31/2023 |
| BWZ | 9,919 | $272 | 12/31/2023 |
| Morgan Stanley | 9,558 | $262 | 12/31/2023 |
| BWZ | 9,558 | $262 | 12/31/2023 |
| Haverford Trust Co. | 7,500 | $206 | 12/31/2023 |
| BWZ | 7,500 | $206 | 12/31/2023 |
| LFA Lugano Financial Advisors SA | 6,455 | $177 | 12/31/2023 |
| BWZ | 6,455 | $177 | 12/31/2023 |
| Clearstead Advisors LLC | 3,509 | $96 | 12/31/2023 |
| BWZ | 3,509 | $96 | 12/31/2023 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 3,271 | $90 | 12/31/2023 |
| BWZ | 3,271 | $90 | 12/31/2023 |
| Bank of America Corp DE | 3,138 | $86 | 12/31/2023 |
| BWZ | 3,138 | $86 | 12/31/2023 |
| CWM LLC | 2,000 | $53 | 03/31/2024 |
| BWZ | 2,000 | $53 | 03/31/2024 |
| Wells Fargo & Company MN | 883 | $24 | 12/31/2023 |
| BWZ | 883 | $24 | 12/31/2023 |
| Beaird Harris Wealth Management LLC | 720 | $20 | 12/31/2023 |
| BWZ | 720 | $20 | 12/31/2023 |
| Cardiff Park Advisors LLC | 325 | $9 | 12/31/2023 |
| BWZ | 325 | $9 | 12/31/2023 |
| Lam Group Inc. | 210 | $6 | 03/31/2024 |
| BWZ | 210 | $6 | 03/31/2024 |
| Assetmark Inc. | 120 | $3 | 12/31/2023 |
| BWZ | 120 | $3 | 12/31/2023 |
| FMR LLC | 44 | $1 | 12/31/2023 |
| BWZ | 44 | $1 | 12/31/2023 |
See All: Funds Holding BWZ
See Details: Top 10 Hedge Funds Holding BWZ
Also See: BWZ Holdings Changes
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