BNDW

—

not in universe+ Compare Tear sheet →

$67.58

-0.24 (-0.35%)

USD · as of 2026-07-29 · marketstack

Switch Ticker

Institutional ownership· 13F filers holding BNDW · 2026-Q1 methodology → sources →

113 holders

% of shares outstanding held

—

Shares held (13F)

6,082,802

Reporting holders

113

Top holders

largest 100 of 113 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	1,866,1971.9M	$128M	—	TRIM -32%
2	Amicus Financial Advisors, LLC	454,660454,660	$31M	—	ADD 4%
3	Betterment LLC	371,918371,918	$25M	—	ADD 3%
4	Aurelius Family Office LLC	355,695355,695	$24M	—	ADD 2%
5	Waverly Advisors, LLC	353,548353,548	$24M	—	ADD 17%
6	BANK OF AMERICA CORP /DE/	323,829323,829	$22M	—	ADD 4%
7	Two West Capital Advisors LLC	254,869254,869	$17M	—	—
8	ENVESTNET ASSET MANAGEMENT INC	248,453248,453	$17M	—	ADD 6%
9	MERCER GLOBAL ADVISORS INC /ADV	245,361245,361	$17M	—	TRIM -23%
10	Applied Capital LLC	219,720219,720	$15M	—	ADD 15%
11	Beacon Pointe Advisors, LLC	207,030207,030	$14M	—	TRIM -19%
12	Stone Summit Wealth LLC	123,961123,961	$8M	—	ADD 5%
13	WELLS FARGO & COMPANY/MN	95,75195,751	$7M	—	TRIM -10%
14	Mariner, LLC	93,80193,801	$6M	—	ADD 9%
15	ROYAL BANK OF CANADA	82,82382,823	$6M	—	ADD 4%
16	Five Pine Wealth Management	78,10678,106	$5M	—	ADD 27%
17	Alhambra Investment Management LLC	68,81168,811	$5M	—	ADD 7%
18	LPL Financial LLC	64,34764,347	$4M	—	ADD 26%
19	US BANCORP \DE\	43,41043,410	$3M	—	ADD 4050%
20	Professional Financial Advisors, LLC	31,43031,430	$2M	—	TRIM -64%
21	OneDigital Investment Advisors LLC	24,04124,041	$2M	—	TRIM -66%
22	Destiny Wealth Partners, LLC	22,63622,636	$2M	—	—
23	Bleakley Financial Group, LLC	22,46022,460	$2M	—	TRIM -4%
24	Geometric Wealth Advisors	22,25122,251	$2M	—	ADD 24%
25	JPMORGAN CHASE & CO	21,08721,087	$1M	—	TRIM -64%
26	CITADEL ADVISORS LLC	20,40020,400	$1M	—	TRIM -31%
27	Apella Capital, LLC	17,81217,812	$1M	—	—
28	Inscription Capital, LLC	16,99916,999	$1M	—	—
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	15,37515,375	$1M	—	TRIM -10%
30	Farther Finance Advisors, LLC	15,20815,208	$1M	—	ADD 11%
31	RIK SAYLOR FINANCIAL, INC.	12,24412,244	$836,866	—	—
32	17 CAPITAL PARTNERS, LLC	11,24611,246	$768,664	—	ADD 141%
33	Maridea Wealth Management LLC	9,8669,866	$674,370	—	ADD 21%
34	Moss Adams Wealth Advisors LLC	9,8449,844	$672,838	—	—
35	Gould Capital, LLC	9,5429,542	$652,196	—	ADD 8%
36	RAYMOND JAMES FINANCIAL INC	9,5069,506	$649,759	—	ADD 4%
37	Focus Partners Wealth	9,0589,058	$619,160	—	NEW
38	COMMONWEALTH EQUITY SERVICES, LLC	8,7938,793	$601,010	—	—
39	Cetera Investment Advisers	8,7198,719	$595,951	—	TRIM -8%
40	OSAIC HOLDINGS, INC.	8,6548,654	$591,484	—	ADD 24%
41	Valmark Advisers, Inc.	8,1398,139	$556,293	—	ADD 6%
42	Symmetry Partners, LLC	6,9976,997	$478,245	—	ADD 8%
43	Ethos Financial Group, LLC	6,7046,704	$458,218	—	ADD 78%
44	CFS Investment Advisory Services, LLC	6,5636,563	$451,209	—	TRIM -47%
45	Arcadia Wealth Management, Inc.	5,8255,825	$398,139	—	—
46	Stonehage Fleming Financial Services Holdings Ltd	5,7845,784	$395,336	—	—
47	JANE STREET GROUP, LLC	5,7405,740	$392,329	—	TRIM -98%
48	Alpha Financial Advisors, LLC	5,7155,715	$390,586	—	TRIM -3%
49	Clark Capital Management Group, Inc.	5,7025,702	$389,732	—	—
50	Luminvest Wealth Management LLC	5,4305,430	$371,150	—	—
51	Creative Planning	5,1125,112	$349,405	—	ADD 11%
52	Kestra Advisory Services, LLC	5,0395,039	$344,437	—	ADD 1432%
53	Perigon Wealth Management, LLC	4,9854,985	$340,736	—	ADD 30%
54	Lido Advisors, LLC	4,8814,881	$333,616	—	TRIM -7%
55	SUSQUEHANNA INTERNATIONAL GROUP, LLP	4,8734,873	$333,070	—	NEW
56	WELLINGTON MANAGEMENT GROUP LLP	4,8384,838	$330,677	—	NEW
57	Stratos Wealth Partners, LTD.	4,8294,829	$330,082	—	TRIM -15%
58	Bedminster, LLC	4,7664,766	$325,756	—	ADD 25%
59	Wealthspire Advisors, LLC	4,3854,385	$299,717	—	—
60	SIMON QUICK ADVISORS, LLC	4,3484,348	$297,186	—	NEW
61	GOLDMAN SACHS GROUP INC	4,2984,298	$293,768	—	TRIM -8%
62	Corient Private Wealth LLC	4,2144,214	$288,012	—	TRIM -50%
63	BENJAMIN EDWARDS INC	3,8043,804	$260,555	—	ADD 4%
64	Cambridge Investment Research Advisors, Inc.	3,7963,796	$259,000	—	—
65	SAGE FINANCIAL GROUP INC	3,7743,774	$257,953	—	ADD 13%
66	American Investment Services, Inc.	3,7073,707	$253,374	—	TRIM -18%
67	Sigma Planning Corp	3,6963,696	$252,622	—	NEW
68	MONEYWISE, INC.	3,6453,645	$249,156	—	TRIM -5%
69	StoneX Group Inc.	3,5283,528	$241,139	—	NEW
70	Capstone Financial Advisors, Inc.	3,4983,498	$239,079	—	TRIM -10%
71	Wedmont Private Capital	3,4413,441	$235,908	—	TRIM -4%
72	Endowment Wealth Management, Inc.	3,3923,392	$231,851	—	ADD 4%
73	Cogent Private Wealth, Inc.	3,3423,342	$228,426	—	TRIM -8%
74	SEEDS INVESTOR LLC	3,3213,321	$227,913	—	TRIM -88%
75	MML INVESTORS SERVICES, LLC	3,3273,327	$227,410	—	TRIM -16%
76	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3,2753,275	$223,847	—	ADD 122%
77	Sanctuary Advisors, LLC	3,2683,268	$223,368	—	TRIM -63%
78	Aegis Wealth Management LLC	3,2593,259	$222,753	—	—
79	Newport Capital Group, LLC	3,1583,158	$215,841	—	NEW
80	Charter Oak Capital Management, LLC	3,1073,107	$212,369	—	TRIM -18%
81	Chicago Partners Investment Group LLC	3,0853,085	$211,440	—	—
82	Focus Partners Advisor Solutions, LLC	3,0253,025	$206,759	—	NEW
83	Leo Wealth, LLC	3,0003,000	$205,035	—	NEW
84	VANGUARD ADVISERS INC	2,0092,009	$137,293	—	NEW
85	Federation des caisses Desjardins du Quebec	1,6711,671	$114,159	—	ADD 53%
86	MAI Capital Management	1,6001,600	$109,360	—	—
87	Ashton Thomas Private Wealth, LLC	1,1271,127	$77,030	—	NEW
88	Evolution Advisers, Inc.	1,1001,100	$75,000	—	—
89	DecisionPoint Financial, LLC	939939	$64,181	—	—
90	BROWN, LISLE/CUMMINGS, INC.	850850	$58,098	—	—
91	CoreCap Advisors, LLC	773773	$52,841	—	—
92	Bogart Wealth, LLC	424424	$28,980	—	—
93	Capital Investment Advisory Services, LLC	420420	$28,707	—	—
94	FMR LLC	272272	$18,602	—	ADD 31%
95	Geneos Wealth Management Inc.	270270	$18,455	—	—
96	WealthShield Partners, LLC	165165	$11,278	—	ADD 450%
97	Peachtree Investment Partners, LLC	160160	$10,940	—	ADD 3%
98	UBS Group AG	137137	$9,364	—	NEW
99	NATIONAL BANK OF CANADA /FI/	135135	$9,220	—	—
100	Larson Financial Group LLC	125125	$8,544	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

2.4M

2.6M

2.7M

1.9M

$128M

Amicus Financial Advisors, LLC

—

436K

455K

$31M

Betterment LLC

33K

20K

310K

334K

361K

372K

$25M

Aurelius Family Office LLC

317K

320K

323K

334K

347K

356K

$24M

Waverly Advisors, LLC

—

303K

354K

$24M

BANK OF AMERICA CORP /DE/

168K

180K

265K

273K

312K

324K

$22M

Two West Capital Advisors LLC

176K

187K

222K

236K

250K

255K

$17M

ENVESTNET ASSET MANAGEMENT INC

315K

288K

280K

242K

234K

248K

$17M

MERCER GLOBAL ADVISORS INC /ADV

137K

825K

332K

324K

318K

245K

$17M

Applied Capital LLC

71K

161K

170K

177K

190K

220K

$15M

Beacon Pointe Advisors, LLC

195K

192K

188K

194K

256K

207K

$14M

Stone Summit Wealth LLC

—

99K

118K

124K

$8M

WELLS FARGO & COMPANY/MN

70K

61K

73K

54K

107K

96K

$7M

Mariner, LLC

81K

82K

90K

88K

86K

94K

$6M

ROYAL BANK OF CANADA

77K

79K

154K

78K

80K

83K

$6M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	113	6,082,802	—	$416M
2025-Q4	112	7,947,637	—	$546M
2025-Q3	98	5,828,917	—	$406M
2025-Q2	99	5,788,928	—	$401M
2025-Q1	106	5,732,490	—	$394M
2024-Q4	107	6,273,704	—	$428M
2024-Q3	94	2,305,492	—	$161M
2024-Q2	97	2,388,698	—	$162M
2024-Q1	96	2,221,031	—	$152M
2023-Q4	93	2,343,022	—	$162M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding BNDW · 2026-Q1 methodology → sources →

113 holders

% of shares outstanding held

—

Shares held (13F)

6,082,802

Reporting holders

113

Top holders

largest 100 of 113 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	1,866,1971.9M	$128M	—	TRIM -32%
2	Amicus Financial Advisors, LLC	454,660454,660	$31M	—	ADD 4%
3	Betterment LLC	371,918371,918	$25M	—	ADD 3%
4	Aurelius Family Office LLC	355,695355,695	$24M	—	ADD 2%
5	Waverly Advisors, LLC	353,548353,548	$24M	—	ADD 17%
6	BANK OF AMERICA CORP /DE/	323,829323,829	$22M	—	ADD 4%
7	Two West Capital Advisors LLC	254,869254,869	$17M	—	—
8	ENVESTNET ASSET MANAGEMENT INC	248,453248,453	$17M	—	ADD 6%
9	MERCER GLOBAL ADVISORS INC /ADV	245,361245,361	$17M	—	TRIM -23%
10	Applied Capital LLC	219,720219,720	$15M	—	ADD 15%
11	Beacon Pointe Advisors, LLC	207,030207,030	$14M	—	TRIM -19%
12	Stone Summit Wealth LLC	123,961123,961	$8M	—	ADD 5%
13	WELLS FARGO & COMPANY/MN	95,75195,751	$7M	—	TRIM -10%
14	Mariner, LLC	93,80193,801	$6M	—	ADD 9%
15	ROYAL BANK OF CANADA	82,82382,823	$6M	—	ADD 4%
16	Five Pine Wealth Management	78,10678,106	$5M	—	ADD 27%
17	Alhambra Investment Management LLC	68,81168,811	$5M	—	ADD 7%
18	LPL Financial LLC	64,34764,347	$4M	—	ADD 26%
19	US BANCORP \DE\	43,41043,410	$3M	—	ADD 4050%
20	Professional Financial Advisors, LLC	31,43031,430	$2M	—	TRIM -64%
21	OneDigital Investment Advisors LLC	24,04124,041	$2M	—	TRIM -66%
22	Destiny Wealth Partners, LLC	22,63622,636	$2M	—	—
23	Bleakley Financial Group, LLC	22,46022,460	$2M	—	TRIM -4%
24	Geometric Wealth Advisors	22,25122,251	$2M	—	ADD 24%
25	JPMORGAN CHASE & CO	21,08721,087	$1M	—	TRIM -64%
26	CITADEL ADVISORS LLC	20,40020,400	$1M	—	TRIM -31%
27	Apella Capital, LLC	17,81217,812	$1M	—	—
28	Inscription Capital, LLC	16,99916,999	$1M	—	—
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	15,37515,375	$1M	—	TRIM -10%
30	Farther Finance Advisors, LLC	15,20815,208	$1M	—	ADD 11%
31	RIK SAYLOR FINANCIAL, INC.	12,24412,244	$836,866	—	—
32	17 CAPITAL PARTNERS, LLC	11,24611,246	$768,664	—	ADD 141%
33	Maridea Wealth Management LLC	9,8669,866	$674,370	—	ADD 21%
34	Moss Adams Wealth Advisors LLC	9,8449,844	$672,838	—	—
35	Gould Capital, LLC	9,5429,542	$652,196	—	ADD 8%
36	RAYMOND JAMES FINANCIAL INC	9,5069,506	$649,759	—	ADD 4%
37	Focus Partners Wealth	9,0589,058	$619,160	—	NEW
38	COMMONWEALTH EQUITY SERVICES, LLC	8,7938,793	$601,010	—	—
39	Cetera Investment Advisers	8,7198,719	$595,951	—	TRIM -8%
40	OSAIC HOLDINGS, INC.	8,6548,654	$591,484	—	ADD 24%
41	Valmark Advisers, Inc.	8,1398,139	$556,293	—	ADD 6%
42	Symmetry Partners, LLC	6,9976,997	$478,245	—	ADD 8%
43	Ethos Financial Group, LLC	6,7046,704	$458,218	—	ADD 78%
44	CFS Investment Advisory Services, LLC	6,5636,563	$451,209	—	TRIM -47%
45	Arcadia Wealth Management, Inc.	5,8255,825	$398,139	—	—
46	Stonehage Fleming Financial Services Holdings Ltd	5,7845,784	$395,336	—	—
47	JANE STREET GROUP, LLC	5,7405,740	$392,329	—	TRIM -98%
48	Alpha Financial Advisors, LLC	5,7155,715	$390,586	—	TRIM -3%
49	Clark Capital Management Group, Inc.	5,7025,702	$389,732	—	—
50	Luminvest Wealth Management LLC	5,4305,430	$371,150	—	—
51	Creative Planning	5,1125,112	$349,405	—	ADD 11%
52	Kestra Advisory Services, LLC	5,0395,039	$344,437	—	ADD 1432%
53	Perigon Wealth Management, LLC	4,9854,985	$340,736	—	ADD 30%
54	Lido Advisors, LLC	4,8814,881	$333,616	—	TRIM -7%
55	SUSQUEHANNA INTERNATIONAL GROUP, LLP	4,8734,873	$333,070	—	NEW
56	WELLINGTON MANAGEMENT GROUP LLP	4,8384,838	$330,677	—	NEW
57	Stratos Wealth Partners, LTD.	4,8294,829	$330,082	—	TRIM -15%
58	Bedminster, LLC	4,7664,766	$325,756	—	ADD 25%
59	Wealthspire Advisors, LLC	4,3854,385	$299,717	—	—
60	SIMON QUICK ADVISORS, LLC	4,3484,348	$297,186	—	NEW
61	GOLDMAN SACHS GROUP INC	4,2984,298	$293,768	—	TRIM -8%
62	Corient Private Wealth LLC	4,2144,214	$288,012	—	TRIM -50%
63	BENJAMIN EDWARDS INC	3,8043,804	$260,555	—	ADD 4%
64	Cambridge Investment Research Advisors, Inc.	3,7963,796	$259,000	—	—
65	SAGE FINANCIAL GROUP INC	3,7743,774	$257,953	—	ADD 13%
66	American Investment Services, Inc.	3,7073,707	$253,374	—	TRIM -18%
67	Sigma Planning Corp	3,6963,696	$252,622	—	NEW
68	MONEYWISE, INC.	3,6453,645	$249,156	—	TRIM -5%
69	StoneX Group Inc.	3,5283,528	$241,139	—	NEW
70	Capstone Financial Advisors, Inc.	3,4983,498	$239,079	—	TRIM -10%
71	Wedmont Private Capital	3,4413,441	$235,908	—	TRIM -4%
72	Endowment Wealth Management, Inc.	3,3923,392	$231,851	—	ADD 4%
73	Cogent Private Wealth, Inc.	3,3423,342	$228,426	—	TRIM -8%
74	SEEDS INVESTOR LLC	3,3213,321	$227,913	—	TRIM -88%
75	MML INVESTORS SERVICES, LLC	3,3273,327	$227,410	—	TRIM -16%
76	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3,2753,275	$223,847	—	ADD 122%
77	Sanctuary Advisors, LLC	3,2683,268	$223,368	—	TRIM -63%
78	Aegis Wealth Management LLC	3,2593,259	$222,753	—	—
79	Newport Capital Group, LLC	3,1583,158	$215,841	—	NEW
80	Charter Oak Capital Management, LLC	3,1073,107	$212,369	—	TRIM -18%
81	Chicago Partners Investment Group LLC	3,0853,085	$211,440	—	—
82	Focus Partners Advisor Solutions, LLC	3,0253,025	$206,759	—	NEW
83	Leo Wealth, LLC	3,0003,000	$205,035	—	NEW
84	VANGUARD ADVISERS INC	2,0092,009	$137,293	—	NEW
85	Federation des caisses Desjardins du Quebec	1,6711,671	$114,159	—	ADD 53%
86	MAI Capital Management	1,6001,600	$109,360	—	—
87	Ashton Thomas Private Wealth, LLC	1,1271,127	$77,030	—	NEW
88	Evolution Advisers, Inc.	1,1001,100	$75,000	—	—
89	DecisionPoint Financial, LLC	939939	$64,181	—	—
90	BROWN, LISLE/CUMMINGS, INC.	850850	$58,098	—	—
91	CoreCap Advisors, LLC	773773	$52,841	—	—
92	Bogart Wealth, LLC	424424	$28,980	—	—
93	Capital Investment Advisory Services, LLC	420420	$28,707	—	—
94	FMR LLC	272272	$18,602	—	ADD 31%
95	Geneos Wealth Management Inc.	270270	$18,455	—	—
96	WealthShield Partners, LLC	165165	$11,278	—	ADD 450%
97	Peachtree Investment Partners, LLC	160160	$10,940	—	ADD 3%
98	UBS Group AG	137137	$9,364	—	NEW
99	NATIONAL BANK OF CANADA /FI/	135135	$9,220	—	—
100	Larson Financial Group LLC	125125	$8,544	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

2.4M

2.6M

2.7M

1.9M

$128M

Amicus Financial Advisors, LLC

—

436K

455K

$31M

Betterment LLC

33K

20K

310K

334K

361K

372K

$25M

Aurelius Family Office LLC

317K

320K

323K

334K

347K

356K

$24M

Waverly Advisors, LLC

—

303K

354K

$24M

BANK OF AMERICA CORP /DE/

168K

180K

265K

273K

312K

324K

$22M

Two West Capital Advisors LLC

176K

187K

222K

236K

250K

255K

$17M

ENVESTNET ASSET MANAGEMENT INC

315K

288K

280K

242K

234K

248K

$17M

MERCER GLOBAL ADVISORS INC /ADV

137K

825K

332K

324K

318K

245K

$17M

Applied Capital LLC

71K

161K

170K

177K

190K

220K

$15M

Beacon Pointe Advisors, LLC

195K

192K

188K

194K

256K

207K

$14M

Stone Summit Wealth LLC

—

99K

118K

124K

$8M

WELLS FARGO & COMPANY/MN

70K

61K

73K

54K

107K

96K

$7M

Mariner, LLC

81K

82K

90K

88K

86K

94K

$6M

ROYAL BANK OF CANADA

77K

79K

154K

78K

80K

83K

$6M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	113	6,082,802	—	$416M
2025-Q4	112	7,947,637	—	$546M
2025-Q3	98	5,828,917	—	$406M
2025-Q2	99	5,788,928	—	$401M
2025-Q1	106	5,732,490	—	$394M
2024-Q4	107	6,273,704	—	$428M
2024-Q3	94	2,305,492	—	$161M
2024-Q2	97	2,388,698	—	$162M
2024-Q1	96	2,221,031	—	$152M
2023-Q4	93	2,343,022	—	$162M

Short interest has its own tab now — open SI →

BNDW☆

Institutional ownership· 13F filers holding BNDW · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding BNDW · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

BNDW