Public record / Tickers / BWA

BWA — BORGWARNER INC

Both disclosure regimes on one name: who in Congress filed about BWA, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
22
all PTR rows naming BWA
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-14
filed 2025-05-14
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Thomas R. Suozzi · $50.0K–$100K

Sale · traded 2021-08-26 → filed 2021-09-23. Ranked over every BWA row by the provable lower bound, never a point estimate.

No member disclosed BWA in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BWA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BWA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-01 +43d$1K–$15K
2025-03-12Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 02-12 +28d$1K–$15K
2021-09-23Thomas R. Suozzi D–NY-3SaleTraded 08-26 +28d$50K–$100K
2021-09-23Thomas R. Suozzi D–NY-3PurchaseTraded 08-03 LATE·51d$50K–$100K
2021-09-23Thomas R. Suozzi D–NY-3SaleTraded 06-04 LATE·111d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 22 ↗

Members active in BWA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed BWA in the trailing 12 months.

Congress ↔ notable managers · BWA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $57.9M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BORGWARNER INC

Merged timeline of congressional filings and notable-manager moves on BWA
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+188,790 sh
2026-05-15Bridgewater Associates 13Ftrim−251,915 sh
2026-05-14Caxton Associates 13Ftrim−49,761 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of BWA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.5B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$734M1
3DIMENSIONAL FUND ADVISORS LP$647M1
4VANGUARD CAPITAL MANAGEMENT LLC$504M1
5AQR CAPITAL MANAGEMENT LLC$389M1
6STATE STREET CORP$378M1
7GEODE CAPITAL MANAGEMENT, LLC$261M1
8VICTORY CAPITAL MANAGEMENT INC$252M1
9FULLER & THALER ASSET MANAGEMENT, INC.$224M1
10EARNEST PARTNERS LLC$205M1
11BANK OF AMERICA CORP /DE/$205M1
12ALLIANCEBERNSTEIN L.P.$161M1
13Swedbank AB$159M1
14MILLENNIUM MANAGEMENT LLC$157M1
15WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$156M1
16SEI INVESTMENTS CO$146M1
17AMERICAN CENTURY COMPANIES INC$128M1
18MORGAN STANLEY$124M1
19Invesco Ltd.$118M1
20HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$114M1
21FMR LLC$107M1
22Robeco Institutional Asset Management B.V.$105M1
23NORTHERN TRUST CORP$105M1
24Bank of New York Mellon Corp$96.8M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$95.2M1
26Qube Research & Technologies Ltd$92.3M1
27PANAGORA ASSET MANAGEMENT INC$91.2M1
28AMERIPRISE FINANCIAL INC$79.3M1
29UBS Group AG$77.1M1
30VANGUARD FIDUCIARY TRUST CO$69.7M1
31ROYAL LONDON ASSET MANAGEMENT LTD$68.2M1
32D. E. Shaw & Co., Inc.$58.5M1
33Gotham Asset Management, LLC$57.9M1
34BALYASNY ASSET MANAGEMENT L.P.$57.6M1
35SEB Asset Management AB$50.9M1
36Freestone Grove Partners LP$47.9M1
37Mawer Investment Management Ltd.$45.3M1
38Nuveen, LLC$43.6M1
39NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$40.7M1
40HSBC HOLDINGS PLC$40.6M1
41TODD ASSET MANAGEMENT LLC$39.1M1
42Alyeska Investment Group, L.P.$38.3M1
43GREAT LAKES ADVISORS, LLC$36.5M1
44DANSKE BANK A/S$35.4M1
45Bridgewater Associates, LP$35.3M1
46UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$33.5M1
47JANE STREET GROUP, LLC$33.3M1
48SCHRODER INVESTMENT MANAGEMENT GROUP$31.1M1
49IEQ CAPITAL, LLC$30.0M1
50FIRST TRUST ADVISORS LP$29.5M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$28.9M1
52DEUTSCHE BANK AG\$27.2M1
53ADAGE CAPITAL PARTNERS GP, L.L.C.$27.1M1
54Leith Wheeler Investment Counsel Ltd.$26.7M1
55WELLS FARGO & COMPANY/MN$25.1M1
56PRINCIPAL FINANCIAL GROUP INC$25.1M1
57Grantham, Mayo, Van Otterloo & Co. LLC$24.4M1
58Oribel Capital Management, LP$23.3M1
59Swiss National Bank$23.0M1
60STOREBRAND ASSET MANAGEMENT AS$22.9M1
61MACQUARIE GROUP LTD$22.6M1
62FRANKLIN RESOURCES INC$22.3M1
63Man Group plc$22.0M1
64CANADA PENSION PLAN INVESTMENT BOARD$21.3M1
65Quantinno Capital Management LP$20.7M1
66Empowered Funds, LLC$19.9M1
67Mitsubishi UFJ Trust & Banking Corp$19.6M1
68Aventail Capital Group, LP$19.3M1
69Quantedge Capital Pte Ltd$19.1M1
70NEW YORK STATE COMMON RETIREMENT FUND$19.0M1
71OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$18.9M1
72Vivaldi Capital Management LP$18.6M1
73Legal & General Group Plc$17.6M1
74Amundi$17.5M1
75RAYMOND JAMES FINANCIAL INC$17.4M1
76PRUDENTIAL FINANCIAL INC$17.3M1
77BNP Paribas Asset Management Holding S.A.$16.9M1
78Distillate Capital Partners LLC$16.8M1
79Cerity Partners LLC$16.2M1
80JUPITER ASSET MANAGEMENT LTD$15.3M1
81Universal- Beteiligungs- und Servicegesellschaft mbH$15.2M1
82ENVESTNET ASSET MANAGEMENT INC$14.9M1
83COOKSON PEIRCE & CO INC$14.1M1
84Retirement Systems of Alabama$13.8M1
85CWM, LLC$12.9M1
86Walleye Trading LLC$12.7M1
87STATE OF WISCONSIN INVESTMENT BOARD$12.2M1
88CITADEL ADVISORS LLC$12.1M1
89HARRIS ASSOCIATES L P$12.0M1
90UniSuper Management Pty Ltd$11.6M1
91WEDGE CAPITAL MANAGEMENT L L P/NC$11.3M1
92Creative Planning$11.2M1
93Mariner, LLC$10.8M1
94VANGUARD ASSET MANAGEMENT, Ltd$10.5M1
95PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$9.9M1
96STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.7M1
97Cambria Investment Management, L.P.$9.5M1
98ROYAL BANK OF CANADA$9.5M1
99O'SHAUGHNESSY ASSET MANAGEMENT, LLC$8.8M1
100Albar Capital Partners LLP$8.5M1
101MAC Alpha Capital Management, LP$8.4M1
102Covalis Capital LLP$8.3M1
103CITIGROUP INC$8.2M1
104WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.1M1
105CASTLEARK MANAGEMENT LLC$8.1M1
106MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.9M1
107VOYA INVESTMENT MANAGEMENT LLC$7.7M1
108Illinois Municipal Retirement Fund$7.7M1
109Bank Julius Baer & Co. Ltd, Zurich$7.5M1
110Boston Partners$7.5M1
111TOWLE & CO$7.5M1
112Holocene Advisors, LP$7.4M1
113Vanguard Global Advisers, LLC$7.4M1
114Crossmark Global Holdings, Inc.$6.9M1
115AIA Group Ltd$6.9M1
116Leeward Investments, LLC - MA$6.6M1
117Kopion Asset Management, LLC$6.6M1
118MACKENZIE FINANCIAL CORP$6.4M1
119MERCER GLOBAL ADVISORS INC /ADV$6.4M1
120ExodusPoint Capital Management, LP$6.3M1
121Arbor Wealth Advisors LLC$5.9M1
122Hillsdale Investment Management Inc.$5.7M1
123BARCLAYS PLC$5.6M1
124MetLife Investment Management, LLC$5.5M1
125Drum Hill Capital, LLC$5.4M1
126Arbejdsmarkedets Tillaegspension$5.3M1
127FIFTH THIRD BANCORP$5.3M1
128Allspring Global Investments Holdings, LLC$5.2M1
129Janus Henderson Group Ltd.$5.2M1
130Genus Capital Management Inc.$5.0M1
131CWA Asset Management Group, LLC$4.9M1
132Cullen Capital Management, LLC$4.9M1
133Zurcher Kantonalbank (Zurich Cantonalbank)$4.8M1
134Barnes Dennig Private Wealth Management LLC$4.7M1
135WELLINGTON MANAGEMENT GROUP LLP$4.7M1
136US BANCORP \DE\$4.7M1
137Carrera Capital Advisors$4.6M1
138Verition Fund Management LLC$4.5M1
139BOOTHBAY FUND MANAGEMENT, LLC$4.3M1
140MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.3M1
141IMC-Chicago, LLC$4.2M1
142Howard Capital Management, LLC$4.1M1
143Brevan Howard Capital Management LP$4.1M1
144RITHOLTZ WEALTH MANAGEMENT$4.0M1
145CAMBIAR INVESTORS LLC$4.0M1
146KLP KAPITALFORVALTNING AS$4.0M1
147TEACHER RETIREMENT SYSTEM OF TEXAS$3.9M1
148State of New Jersey Common Pension Fund D$3.9M1
149NISA INVESTMENT ADVISORS, LLC$3.9M1
150Schonfeld Strategic Advisors LLC$3.9M1
151MMCAP International Inc. SPC$3.9M1
152Pathstone Holdings, LLC$3.8M1
153Federation des caisses Desjardins du Quebec$3.6M1
154YOUSIF CAPITAL MANAGEMENT, LLC$3.6M1
155LPL Financial LLC$3.6M1
156WORLDQUANT MILLENNIUM ADVISORS LLC$3.6M1
157ARIEL INVESTMENTS, LLC$3.5M1
158Assenagon Asset Management S.A.$3.5M1
159WINTON GROUP Ltd$3.4M1
160INTECH INVESTMENT MANAGEMENT LLC$3.3M1
161Elo Mutual Pension Insurance Co$3.3M1
162XTX Topco Ltd$3.3M1
163TWO SIGMA INVESTMENTS, LP$3.2M1
164LAZARD ASSET MANAGEMENT LLC$3.2M1
165Arizona State Retirement System$3.2M1
166Kestra Investment Management, LLC$3.1M1
167Kendall Capital Management$3.1M1
168Ethic Inc.$3.0M1
169Vanguard Investments Australia, Ltd.$2.9M1
170CHICAGO TRUST Co NA$2.9M1
171Merit Financial Group, LLC$2.8M1
172PRUDENTIAL PLC$2.8M1
173COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.8M1
174AMG National Trust Bank$2.8M1
175ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.8M1
176Focus Partners Wealth$2.8M1
177Hudson Bay Capital Management LP$2.8M1
178STATE OF MICHIGAN RETIREMENT SYSTEM$2.7M1
179EDMP, INC.$2.6M1
180Sumitomo Mitsui Trust Group, Inc.$2.6M1
181NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.5M1
182Twelve Points Wealth Management LLC$2.5M1
183BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.4M1
184CLARK ESTATES INC/NY$2.3M1
185Zurich Insurance Group Ltd/FI$2.3M1
186Asset Management One Co., Ltd.$2.3M1
187OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
188BANK OF MONTREAL /CAN/$2.3M1
189Havemeyer Place LP$2.3M1
190POWER WEALTH MANAGEMENT LLC$2.2M1
191CAISSE DES DEPOTS ET CONSIGNATIONS$2.2M1
192SummitTX Capital, L.P.$2.2M1
193QRG CAPITAL MANAGEMENT, INC.$2.1M1
194OPPENHEIMER ASSET MANAGEMENT INC.$2.1M1
195CHOREO, LLC$2.1M1
196PICTON MAHONEY ASSET MANAGEMENT$2.1M1
197Ameritas Investment Partners, Inc.$2.1M1
198ACORN FINANCIAL ADVISORY SERVICES INC /ADV$2.0M1
199Vanguard Personalized Indexing Management, LLC$2.0M1
200Ethos Capital Management, Inc.$2.0M1
201Daiwa Securities Group Inc.$2.0M1
202Black Creek Investment Management Inc.$2.0M1
203QUADRANT CAPITAL GROUP LLC$1.9M1
204Pictet Asset Management Holding SA$1.9M1
205Arjuna Capital$1.9M1
206ONTARIO TEACHERS PENSION PLAN BOARD$1.9M1
207EFG International AG$1.9M1
208Engineers Gate Manager LP$1.9M1
209Krilogy Financial LLC$1.8M1
210SCOTIA CAPITAL INC.$1.8M1
211Focus Partners Advisor Solutions, LLC$1.7M1
212CITIZENS FINANCIAL GROUP INC/RI$1.7M1
213MEEDER ASSET MANAGEMENT INC$1.7M1
214Jefferies Financial Group Inc.$1.7M1
215IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.6M1
216Summit Trail Advisors, LLC$1.6M1
217OCCUDO QUANTITATIVE STRATEGIES LP$1.6M1
218OSAIC HOLDINGS, INC.$1.6M1
219New Age Alpha Advisors, LLC$1.6M1
220Cetera Investment Advisers$1.6M1
221XPONANCE LLC$1.5M1
222Convergence Investment Partners, LLC$1.5M1
223Johnson Financial Group, Inc.$1.5M1
224NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.5M1
225NFSG Corp$1.5M1
226FLPUTNAM INVESTMENT MANAGEMENT CO$1.5M1
227HighTower Advisors, LLC$1.4M1
228Baron Wealth Management LLC$1.4M1
229MML INVESTORS SERVICES, LLC$1.4M1
230Caprock Group, LLC$1.4M1
231OP Asset Management Ltd$1.4M1
232Sequoia Financial Advisors, LLC$1.4M1
233LECAP ASSET MANAGEMENT LTD$1.3M1
234Ensign Peak Advisors, Inc$1.2M1
235COMMONWEALTH EQUITY SERVICES, LLC$1.2M1
236&PARTNERS$1.2M1
237Artemis Investment Management LLP$1.2M1
238Pallas Capital Advisors LLC$1.2M1
239Callan Family Office, LLC$1.2M1
240Tidal Investments LLC$1.2M1
241OPPENHEIMER & CO INC$1.2M1
242Mutual Advisors, LLC$1.1M1
243Savant Capital, LLC$1.1M1
244FEDERATED HERMES, INC.$1.1M1
245MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.1M1
246COMMERCE BANK$1.1M1
247Advisors Asset Management, Inc.$1.1M1
248Family Manage LLC$1.1M1
249Bull Harbor Capital LLC$1.1M1
250Atria Investments, Inc$1.1M1
251Corient Private Wealth LLC$1.0M1
252Morningstar Investment Management LLC$1.0M1
253EVERGREEN CAPITAL MANAGEMENT LLC$1.0M1
254Swiss Life Asset Management Ltd$1.0M1
255GLOBEFLEX CAPITAL L P$982K1
256Blue Trust, Inc.$962K1
257CSS LLC/IL$960K1
258Financiere des Professionnels - Fonds d'investissement inc.$958K1
259HB Wealth Management, LLC$956K1
260TRUIST FINANCIAL CORP$947K1
261SIMPLEX TRADING, LLC$943K1
262Lido Advisors, LLC$942K1
263PINNACLE ASSOCIATES LTD$937K1
264NorthCrest Asset Manangement, LLC$904K1
265Frec Markets, Inc.$899K1
266Alpha Omega Wealth Management LLC$898K1
267Baird Financial Group, Inc.$885K1
268Inspire Investing, LLC$877K1
269SECURIAN ASSET MANAGEMENT, INC$828K1
270WINCAP FINANCIAL LLC$821K1
271Valmark Advisers, Inc.$810K1
272EVOLVE PRIVATE WEALTH, LLC$809K1
273BAILARD, INC.$806K1
274Chicago Partners Investment Group LLC$797K1
275EP Wealth Advisors, LLC$776K1
276Polymer Capital Management (US) LLC$767K1
277Chesley Taft & Associates LLC$757K1
278Vise Technologies, Inc.$730K1
279UNITED CAPITAL FINANCIAL ADVISORS, LLC$730K1
280CAXTON ASSOCIATES LLP$728K1
281Sivia Capital Partners, LLC$715K1
282Qtron Investments LLC$713K1
283Caerus Investment Advisors, LLC$695K1
284Baker Ellis Asset Management LLC$694K1
285Independent Advisor Alliance$683K1
286Sterling Capital Management LLC$673K1
287HIGHLAND CAPITAL MANAGEMENT, LLC$672K1
288Prudent Man Advisors, LLC$662K1
289MAI Capital Management$658K1
290NOMURA HOLDINGS INC$655K1
291TECTONIC ADVISORS LLC$649K1
292Centiva Capital, LP$638K1
293DnB Asset Management AS$634K1
294Prospera Financial Services Inc$632K1
295FOX RUN MANAGEMENT, L.L.C.$623K1
296Utah Retirement Systems$611K1
297AVIVA PLC$605K1
298Parallax Volatility Advisers, L.P.$604K1
299WADDELL & ASSOCIATES, LLC$602K1
300Brooklyn Investment Group$597K1
301ALTFEST L J & CO INC$587K1
302Mitsubishi UFJ Asset Management Co., Ltd.$581K1
303M&T BANK CORP$578K1
304AE Wealth Management LLC$577K1
305Diversified Trust Co$573K1
306NewEdge Advisors, LLC$558K1
307Manske Wealth Management$553K1
308Eurizon Capital SGR S.p.A.$553K1
309Maryland State Retirement & Pension System$552K1
310Compound Planning, Inc.$550K1
311SUSQUEHANNA INTERNATIONAL GROUP, LLP$549K1
312Cresset Asset Management, LLC$543K1
313PRIVATE MANAGEMENT GROUP INC$543K1
314LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$528K1
315Waverly Advisors, LLC$518K1
316PAX Financial Group, LLC$518K1
317NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$517K1
318Kestra Advisory Services, LLC$515K1
319JACKSON THORNTON WEALTH MANAGEMENT, LLC$514K1
320GATEWAY INVESTMENT ADVISERS LLC$505K1
321Horst & Graben Wealth Management LLC$498K1
322Machina Capital S.A.S.$492K1
323Point72 Asset Management, L.P.$488K1
324PRELUDE CAPITAL MANAGEMENT, LLC$483K1
325Kera Capital Partners, Inc.$482K1
326Parcion Private Wealth LLC$476K1
327GUGGENHEIM CAPITAL LLC$472K1
328COLDSTREAM CAPITAL MANAGEMENT INC$468K1
329Allworth Financial LP$467K1
330Tower Research Capital LLC (TRC)$464K1
331Allianz Asset Management GmbH$463K1
332First Pacific Financial$458K1
333ProShare Advisors LLC$451K1
334Perigon Wealth Management, LLC$450K1
335Empirical Finance, LLC$444K1
336waypoint wealth counsel$443K1
337Wealthfront Advisers LLC$442K1
338GUYASUTA INVESTMENT ADVISORS INC$434K1
339Central Pacific Bank - Trust Division$434K1
340Beacon Pointe Advisors, LLC$425K1
341EVOKE WEALTH, LLC$422K1
342ROYCE & ASSOCIATES LP$412K1
343BURNEY CO/$400K1
344PFG Investments, LLC$397K1
345CIBC Asset Management Inc$397K1
346Verdad Advisers, LP$394K1
347Goelzer Investment Management, Inc.$393K1
348RMR Wealth Builders$392K1
349Twin Tree Management, LP$389K1
350Fifth Third Wealth Advisors LLC$383K1
351SHELTON CAPITAL MANAGEMENT$383K1
352EXCHANGE TRADED CONCEPTS, LLC$381K1
353OMERS ADMINISTRATION Corp$379K1
354Curi Capital, LLC$378K1
355TORONTO DOMINION BANK$377K1
356VIRTUS ADVISERS, LLC$372K1
357Columbia Bank$369K1
358Journey Advisory Group, LLC$366K1
359RHS Financial, LLC$365K1
360Claro Advisors Inc.$363K1
361JOURNEY STRATEGIC WEALTH LLC$361K1
362Old North State Wealth Management, LLC$360K1
363GeoWealth Management, LLC$357K1
364LSV ASSET MANAGEMENT$350K1
365Westhampton Capital, LLC$347K1
366Beverly Hills Private Wealth, LLC$346K1
367Pine Valley Investments Ltd Liability Co$346K1
368111 Capital$345K1
369LifePlan Financial, LLC$342K1
370State of Wyoming$339K1
371North Dakota State Investment Board$337K1
372Paragon Capital Management Ltd$336K1
373Atom Investors LP$333K1
374Fortis Advisors, LLC$331K1
375Baker Avenue Asset Management, LP$324K1
376Ariadne Wealth Management, LP$323K1
377Frank, Rimerman Advisors LLC$323K1
378Clearstead Advisors, LLC$317K1
379Rockefeller Capital Management L.P.$312K1
380Savvy Advisors, Inc.$312K1
381Advisory Alpha, LLC$310K1
382STIFEL FINANCIAL CORP$309K1
383Cornell Pochily Investment Advisors, Inc.$308K1
384Rothschild Wealth LLC$304K1
385Graham Capital Management, L.P.$303K1
386NAVELLIER & ASSOCIATES INC$302K1
387Olympiad Research LP$292K1
388Bell Bank$282K1
389MONETA GROUP INVESTMENT ADVISORS LLC$281K1
390Magnetar Financial LLC$278K1
391Pinnacle Wealth Planning Services, Inc.$276K1
392FIDUCIARY TRUST CO$275K1
393Probity Advisors, Inc.$274K1
394PDS Planning, Inc$272K1
395FIDUCIARY FINANCIAL GROUP, LLC$265K1
396QTR Family Wealth, LLC$262K1
397EARNED WEALTH ADVISORS, LLC$262K1
398Meiji Yasuda Asset Management Co Ltd.$262K1
399KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$261K1
400Vinva Investment Management Ltd$261K1
401CAPSTONE INVESTMENT ADVISORS, LLC$260K1
402Modern Wealth Management, LLC$257K1
403FSM Wealth Advisors, LLC$256K1
404DV Trading LLC$255K1
405SAGE RHINO CAPITAL LLC$251K1
406Ballentine Partners, LLC$250K1
407Harvest Investment Services, LLC$248K1
408Vident Advisory, LLC$246K1
409Everhart Financial Group, Inc.$245K1
410Optas, LLC$243K1
411RIVERSEDGE ADVISORS, LLC$241K1
412Corient IA LLC$241K1
413MONECO ADVISORS, LLC$237K1
414Alvarez & Marsal Private Wealth Partners, LLC$237K1
415Traub Capital Management LLC$235K1
416Abundance Wealth Counselors$234K1
417Flatrock Wealth Partners LLC$234K1
418CIDEL ASSET MANAGEMENT INC$224K1
419FRONTIER CAPITAL MANAGEMENT CO LLC$217K1
420Principle Wealth Partners LLC$217K1
421Cove Private Wealth, LLC$217K1
422Envestnet Portfolio Solutions, Inc.$216K1
423COMPASS CAPITAL CORP /MA/ /ADV$215K1
424TRILLIUM ASSET MANAGEMENT, LLC$215K1
425CIBC Bancorp USA Inc.$213K1
426Leonteq Securities AG$213K1
427Trajan Wealth LLC$213K1
428Kaufman Rossin Wealth, LLC$210K1
429Venture Visionary Partners LLC$206K1
430PROFUND ADVISORS LLC$204K1
431SIGNATUREFD, LLC$204K1
432Laird Norton Wetherby Trust Company, LLC$203K1
433CHILDRESS CAPITAL ADVISORS, LLC$203K1
434180 WEALTH ADVISORS, LLC$202K1
435SEEDS INVESTOR LLC$202K1
436Allegiance Financial Group Advisory Services LLC$202K1
437NOMURA ASSET MANAGEMENT CO LTD$151K1
438Generali Asset Management SPA SGR$115K1
439Mirae Asset Global Investments Co., Ltd.$113K1
440True Wealth Design, LLC$111K1
441Arax Advisory Partners$109K1
442UMB Bank, n.a.$108K1
443Global Trust Asset Management, LLC$106K1
444TD Waterhouse Canada Inc.$104K1
445Deseret Mutual Benefit Administrators$95.8K1
446CONTRAVISORY INVESTMENT MANAGEMENT, INC.$92.5K1
447Atlantic Union Bankshares Corp$86.4K1
448JFS WEALTH ADVISORS, LLC$83.9K1
449Capula Management Ltd$71.2K1
450CENTRAL TRUST Co$68.9K1
451Hilltop National Bank$68.0K1
452WPG Advisers, LLC$63.5K1
453CFG Wealth Management Services, Inc.$60.4K1
454Steward Partners Investment Advisory, LLC$56.5K1
455Walleye Capital LLC$52.9K1
456MATHER GROUP, LLC.$50.0K1
457Addison Advisors LLC$47.0K1
458NATIXIS ADVISORS, LLC$45.8K1
459Plato Investment Management Ltd$43.7K1
460Parkside Financial Bank & Trust$34.9K1
461TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$29.8K1
462PROSPERITY BANCSHARES INC$28.3K1
463JONES FINANCIAL COMPANIES LLLP$27.6K1
464CVA Family Office, LLC$23.6K1
465Destiny Wealth Partners, LLC$22.8K1
466Clearstead Trust, LLC$22.6K1
467Richardson Capital Management LLC$20.9K1
468ASSETMARK, INC$20.6K1
469Larson Financial Group LLC$17.6K1
470Mechanics Financial Corp$16.8K1
471SITTNER & NELSON, LLC$16.3K1
472Cromwell Holdings LLC$15.4K1
473Smartleaf Asset Management LLC$15.4K1
474WealthCollab, LLC$15.3K1
475MCF Advisors LLC$15.2K1
476Tacita Capital Inc$15.2K1
477SJS Investment Consulting Inc.$14.6K1
478PEREGRINE CAPITAL MANAGEMENT LLC$13.8K1
479ROGCO, LP$12.0K1
480Bernard Wealth Management Corp.$11.7K1
481NEW YORK STATE TEACHERS RETIREMENT SYSTEM$11.3K1
482Arlington Trust Co LLC$11.0K1
483CANADA LIFE ASSURANCE Co$10.9K1
484Wilmington Savings Fund Society, FSB$10.9K1
485Activest Wealth Management$10.8K1
486Itau Unibanco Holding S.A.$10.5K1
487Intentional Wealth Strategies, LLC$10.5K1
488KBC Group NV$10.4K1
489FARMERS & MERCHANTS INVESTMENTS INC$10.0K1
490Private Wealth Management Group, LLC$10.0K1
491Quest 10 Wealth Builders, Inc.$9.7K1
492ALGERT GLOBAL LLC$9.5K1
493Asset Dedication, LLC$9.3K1
494WOLFF WIESE MAGANA LLC$9.1K1
495Geneos Wealth Management Inc.$9.1K1
496MANNING & NAPIER ADVISORS LLC$9.1K1
497United Financial Planning Group LLC$8.8K1
498VAN ECK ASSOCIATES CORP$8.6K1
499Cairn Investment Group, Inc.$8.6K1
500Dogwood Wealth Management LLC$8.6K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BWA

RETAINED WINDOW · ACTIVE HITS

Zero hits on BWA in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for BWA · financials and macro

Financials — as filed PLANNED

BWA's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BWA on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing