State Street Spdr Bloomberg
$27.15+0.1%
+$4.2M
Net Activity
-36.62% total shares
Institutions Holding
74
Popularity Rank
#5243
Avg Weight
0.31%
Total Value
$186.5M
74 institutions currently hold BWZ, with 36 net buyers and 34 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
34
Net Buying Institutions
36
Top 5 by Value
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Across its top 20 institutional holders, BWZ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 21/100).
BWZ ranks #5243 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
74 institutions disclose a position in BWZ, but none treat it as a major bet — even BLVD Private Wealth, LLC, its most concentrated holder, allocates just 4.4% of its own portfolio to it.
Lam Group, Inc. has added to its BWZ position for two straight quarters, increasing it by $5.8M to reach $7.1M today.
Osaic Holdings, Inc. has trimmed its BWZ position for two straight quarters, cutting it by $31.7M while still holding $2.3M.
BWZ is up 0.1% today, and institutions have been net buyers of $4.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$40.2M
Total Buy Value
$142.2M
Total Sell Value
36
Net Buyers
34
Net Sellers
BWZ
Q2 2026
Top 5 Institutional Movers
-$76.6M
+$23.0M
-$14.1M
-$7.3M
BWZ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
78464A334
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
6,141
Total reported value
$2.9T
Held by 6141 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,251
Total reported value
$1.3T
Held by 5251 institutions — one of the most-tracked stocks on AlphaSMO
Access BWZ's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BWZCLI
npx alphasmo stocks get BWZ