Public record / Tickers / BWXT

BWXT — BWX Technologies, Inc.

Both disclosure regimes on one name: who in Congress filed about BWXT, 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
62
all PTR rows naming BWXT
Members · 12m
2
9 buys · 3 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
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

April McClain Delaney · $100K–$250K

Sale · traded 2026-08-25 → filed 2026-09-09. Ranked over every BWXT row by the provable lower bound, never a point estimate.

2 members · 9 buys / 3 sells

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

1 row 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

13 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. 13 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BWXT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BWXT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-25 +15d$100K–$250K
2026-09-09April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 08-03 +37d$1K–$15K
2026-08-03April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 07-30 +4d$1K–$15K
2026-08-03April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 07-27 +7d$1K–$15K
2026-08-03April McClain Delaney D–MD-6Purchase · DC (dependent-child-owned)Traded 07-24 +10d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 62 ↗

Members active in BWXT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BWXT in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
April McClain Delaney D–MD-69−$200K to $125K2
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · BWXT

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

Congress · last 90 days

Buyers
1 April McClain Delaney D–MD-6 $18K–$95K
Sellers
1 April McClain Delaney D–MD-6 $100K–$250K

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $599K held

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

Merged timeline of congressional filings and notable-manager moves on BWXT
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$100K–$250K
2026-09-09April McClain Delaney CongressPurchase$1K–$15K
2026-08-03April McClain Delaney CongressPurchase$1K–$15K
2026-08-03April McClain Delaney CongressPurchase$1K–$15K
2026-08-03April McClain Delaney CongressPurchase$15K–$50K
2026-05-15Gotham Asset Management 13Fadd+9,198 sh
2026-05-15Moore Capital Management 13Fadd+11,053 sh
2026-05-15Bridgewater Associates 13Fadd+8,448 sh
2026-05-14Caxton Associates 13Ftrim−976 sh

9 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 BWXT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.6B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
3VANGUARD CAPITAL MANAGEMENT LLC$837M1
4STATE STREET CORP$767M1
5Invesco Ltd.$516M1
6FRANKLIN RESOURCES INC$389M1
7GEODE CAPITAL MANAGEMENT, LLC$367M1
8ALKEON CAPITAL MANAGEMENT LLC$356M1
9BLAIR WILLIAM & CO/IL$294M1
10FIRST TRUST ADVISORS LP$284M1
11MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$263M1
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/$263M1
13Bank of New York Mellon Corp$263M1
14SNYDER CAPITAL MANAGEMENT L P$225M1
15Artisan Partners Limited Partnership$217M1
16BANK OF AMERICA CORP /DE/$206M1
17WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$201M1
18MORGAN STANLEY$200M1
19Clearbridge Investments, LLC$169M1
20FMR LLC$168M1
21Mawer Investment Management Ltd.$150M1
22Fiera Capital Corp$149M1
23Select Equity Group, L.P.$149M1
24NORTHERN TRUST CORP$148M1
25DIMENSIONAL FUND ADVISORS LP$142M1
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC$141M1
27VANGUARD FIDUCIARY TRUST CO$117M1
28Capital World Investors$116M1
29Stephens Investment Management Group LLC$114M1
30TWO SIGMA INVESTMENTS, LP$113M1
31FEDERATED HERMES, INC.$111M1
32RAYMOND JAMES FINANCIAL INC$109M1
33Chevy Chase Trust Holdings, LLC$109M1
34ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$100M1
35ALLIANCEBERNSTEIN L.P.$100M1
36ROYAL BANK OF CANADA$89.2M1
37BARROW HANLEY MEWHINNEY & STRAUSS LLC$87.1M1
38UBS Group AG$82.4M1
39CITIGROUP INC$81.5M1
40FengHe Fund Management Pte. Ltd.$80.4M1
41ZWJ INVESTMENT COUNSEL INC$80.2M1
42SCHRODER INVESTMENT MANAGEMENT GROUP$73.0M1
43WELLS FARGO & COMPANY/MN$68.8M1
44PRINCIPAL FINANCIAL GROUP INC$66.7M1
45Orbis Allan Gray Ltd$61.0M1
46NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$60.9M1
47NEW YORK STATE COMMON RETIREMENT FUND$60.7M1
48KING LUTHER CAPITAL MANAGEMENT CORP$60.1M1
49STIFEL FINANCIAL CORP$57.3M1
50AMERIPRISE FINANCIAL INC$54.0M1
51Nicholas Investment Partners, LP$53.5M1
52TREMBLANT CAPITAL GROUP$52.2M1
53Harvey Partners, LLC$52.2M1
54Capital Research Global Investors$51.3M1
55Munro Partners$50.3M1
56SAPIENT CAPITAL LLC$47.1M1
57VICTORY CAPITAL MANAGEMENT INC$46.3M1
58Ensign Peak Advisors, Inc$41.3M1
59MIZUHO MARKETS AMERICAS LLC$40.4M1
60Allspring Global Investments Holdings, LLC$40.0M1
61TORONTO DOMINION BANK$39.5M1
62AQR CAPITAL MANAGEMENT LLC$38.6M1
63Vident Advisory, LLC$37.1M1
64Swiss National Bank$37.0M1
65Gotham Asset Management, LLC$36.3M1
66Nuveen, LLC$36.0M1
67CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$35.1M1
68UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$34.0M1
69AMERICAN CENTURY COMPANIES INC$33.7M1
70SEI INVESTMENTS CO$33.7M1
71Focus Partners Wealth$33.6M1
72Minneapolis Portfolio Management Group, LLC$32.2M1
73Tidal Investments LLC$29.1M1
74Cresset Asset Management, LLC$28.2M1
75DRIEHAUS CAPITAL MANAGEMENT LLC$28.0M1
76RPG Investment Advisory, LLC$27.4M1
77DEUTSCHE BANK AG\$26.8M1
78ENVESTNET ASSET MANAGEMENT INC$26.7M1
79CI INVESTMENTS INC.$26.3M1
80Retirement Systems of Alabama$25.4M1
81Legal & General Group Plc$24.8M1
82Covea Finance$24.3M1
83JENNISON ASSOCIATES LLC$24.3M1
84Ananym Capital Management, LP$24.2M1
85COOKSON PEIRCE & CO INC$24.0M1
86BROWN ADVISORY INC$23.0M1
87CLOUGH CAPITAL PARTNERS L P$22.8M1
88NATIONAL BANK OF CANADA /FI/$21.4M1
89BANK OF NOVA SCOTIA$20.5M1
90LPL Financial LLC$20.5M1
91Telemark Asset Management, LLC$20.4M1
92LEVIN CAPITAL STRATEGIES, L.P.$20.2M1
93Ceredex Value Advisors LLC$20.0M1
94TD ASSET MANAGEMENT INC$19.0M1
95Holocene Advisors, LP$18.6M1
96BARCLAYS PLC$18.5M1
97WESTWOOD HOLDINGS GROUP INC$18.0M1
98EXCHANGE TRADED CONCEPTS, LLC$17.1M1
99Atika Capital Management LLC$16.9M1
100STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$16.5M1
101Sanctuary Advisors, LLC$16.4M1
102LBP AM SA$16.1M1
103Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$15.0M1
104Mirae Asset Global Investments Co., Ltd.$14.6M1
105VANGUARD ASSET MANAGEMENT, Ltd$14.6M1
106Chescapmanager LLC$14.3M1
107Janus Henderson Group Ltd.$14.3M1
108PINNACLE ASSOCIATES LTD$13.8M1
109Curi Capital, LLC$13.7M1
110AGF MANAGEMENT LTD$13.7M1
111Quantinno Capital Management LP$12.4M1
112NEEDHAM INVESTMENT MANAGEMENT LLC$12.1M1
113Ranger Investment Management, L.P.$12.0M1
114Bank Julius Baer & Co. Ltd, Zurich$11.8M1
115Empowered Funds, LLC$11.7M1
116TEMA ETFS LLC$11.4M1
117ArrowMark Colorado Holdings LLC$11.1M1
118Susquehanna Portfolio Strategies, LLC$10.6M1
119Sequoia Financial Advisors, LLC$10.5M1
120Copeland Capital Management, LLC$10.4M1
121PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$10.2M1
122Baird Financial Group, Inc.$10.1M1
123MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.7M1
124Brevan Howard Capital Management LP$9.7M1
125BUILDER INVESTMENT GROUP INC /ADV$9.5M1
126MetLife Investment Management, LLC$9.3M1
127BRIDGES INVESTMENT MANAGEMENT INC$9.3M1
128SHAPIRO CAPITAL MANAGEMENT LLC$9.2M1
129Bensler, LLC$9.2M1
130WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.1M1
131Stonebridge Financial Group, LLC$8.5M1
132Steward Partners Investment Advisory, LLC$8.4M1
133KIECKHEFER GROUP LLC$8.1M1
134Owl Creek Asset Management, L.P.$8.0M1
135Narwhal Capital Management$8.0M1
136POLEN CAPITAL MANAGEMENT LLC$7.8M1
137NAPLES GLOBAL ADVISORS, LLC$7.8M1
138Vanguard Global Advisers, LLC$7.7M1
139Inspire Investing, LLC$7.7M1
140COMMONWEALTH EQUITY SERVICES, LLC$7.7M1
141CONGRESS ASSET MANAGEMENT CO$7.6M1
142Cetera Investment Advisers$7.6M1
143STATE OF WISCONSIN INVESTMENT BOARD$7.4M1
144Demars Financial Group, LLC$7.3M1
145ARS Investment Partners, LLC$7.3M1
146MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.2M1
147MILLENNIUM MANAGEMENT LLC$7.0M1
148Future Fund LLC$6.7M1
149STRATEGIC PLANNING GROUP, LLC$6.5M1
150MOORE CAPITAL MANAGEMENT, LP$6.4M1
151State of New Jersey Common Pension Fund D$6.3M1
152Legato Capital Management LLC$6.2M1
153Quadrature Capital Ltd$6.2M1
154Eos Management, L.P.$6.1M1
155ROYCE & ASSOCIATES LP$6.1M1
156Pier Capital, LLC$6.1M1
157Mitsubishi UFJ Asset Management Co., Ltd.$6.0M1
158FIFTH THIRD BANCORP$6.0M1
159BAHL & GAYNOR INC$6.0M1
160Independent Advisor Alliance$6.0M1
161Citizens Business Bank$5.9M1
162BECK CAPITAL MANAGEMENT, LLC$5.9M1
163Cerity Partners LLC$5.9M1
164OSAIC HOLDINGS, INC.$5.9M1
165AE Wealth Management LLC$5.8M1
166Rockefeller Capital Management L.P.$5.7M1
167Korea Investment CORP$5.5M1
168NLB Skladi, upravljanje premozenja, d.o.o.$5.5M1
169BANK OF MONTREAL /CAN/$5.4M1
170Zurcher Kantonalbank (Zurich Cantonalbank)$5.3M1
171Arkfeld Wealth Strategies, L.L.C.$5.3M1
172ESSEX INVESTMENT MANAGEMENT CO LLC$5.2M1
173Arizona State Retirement System$5.1M1
174ARDSLEY ADVISORY PARTNERS LP$5.1M1
175INTECH INVESTMENT MANAGEMENT LLC$5.1M1
176DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$5.1M1
177Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$5.1M1
178MARTINGALE ASSET MANAGEMENT L P$5.0M1
179Pictet Asset Management Holding SA$5.0M1
180Rafferty Asset Management, LLC$5.0M1
181ARP Global Capital Ltd$5.0M1
182Spire Wealth Management$4.9M1
183MEITAV INVESTMENT HOUSE LTD$4.7M1
184Walleye Capital LLC$4.7M1
185Vanguard Investments Australia, Ltd.$4.7M1
186Hennion & Walsh Asset Management, Inc.$4.7M1
187ANCHOR CAPITAL ADVISORS LLC$4.7M1
188COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.7M1
189SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$4.7M1
190PRUDENTIAL FINANCIAL INC$4.6M1
191Bridgewater Associates, LP$4.6M1
192STATE OF MICHIGAN RETIREMENT SYSTEM$4.5M1
193PFG Advisors$4.4M1
194Pinnacle Financial Partners, Inc.$4.4M1
195NAVELLIER & ASSOCIATES INC$4.4M1
196Defiance ETFs, LLC$4.4M1
197Mariner, LLC$4.2M1
198SIGNATUREFD, LLC$4.2M1
199NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$4.2M1
200ASSETMARK, INC$4.1M1
201Connor, Clark & Lunn Investment Management Ltd.$4.1M1
202Creative Planning$4.0M1
203Hilton Capital Management, LLC$4.0M1
204Universal- Beteiligungs- und Servicegesellschaft mbH$4.0M1
205New Age Alpha Advisors, LLC$4.0M1
206STEPHENS INC /AR/$3.9M1
207OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.8M1
208American Trust Investment Advisors, LLC$3.8M1
209Composition Wealth, LLC$3.8M1
210D. E. Shaw & Co., Inc.$3.8M1
211Aubrey Capital Management Ltd$3.8M1
212MGO ONE SEVEN LLC$3.8M1
213HighTower Advisors, LLC$3.7M1
214Orion Porfolio Solutions, LLC$3.6M1
215Concurrent Investment Advisors, LLC$3.6M1
216Ameritas Investment Partners, Inc.$3.4M1
217Compass Wealth Management LLC$3.4M1
218WCM INVESTMENT MANAGEMENT, LLC$3.4M1
219Summit Trail Advisors, LLC$3.3M1
220HSBC HOLDINGS PLC$3.3M1
221Financial Sense Advisors, Inc.$3.2M1
222L & S Advisors Inc$3.1M1
223Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.$3.1M1
224MML INVESTORS SERVICES, LLC$3.1M1
225MRP Capital Investments, LLC$3.0M1
226Granahan Investment Management, LLC$3.0M1
227Richard Bernstein Advisors LLC$3.0M1
228Gradient Investments LLC$2.9M1
229M.D. Sass, LLC$2.8M1
230PINNBROOK CAPITAL MANAGEMENT LP$2.7M1
231XPONANCE LLC$2.7M1
232XTX Topco Ltd$2.7M1
233SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.6M1
234TORRAY INVESTMENT PARTNERS LLC$2.6M1
235IEQ CAPITAL, LLC$2.5M1
236SBI Okasan Asset Management Co.Ltd.$2.4M1
237Barbara Oil Co.$2.4M1
238TEACHER RETIREMENT SYSTEM OF TEXAS$2.4M1
239RENAISSANCE TECHNOLOGIES LLC$2.4M1
240Pathstone Holdings, LLC$2.3M1
241CAISSE DES DEPOTS ET CONSIGNATIONS$2.3M1
242CITADEL ADVISORS LLC$2.3M1
243JT Stratford LLC$2.3M1
244VOYA INVESTMENT MANAGEMENT LLC$2.3M1
245Sumitomo Mitsui Trust Group, Inc.$2.2M1
246&PARTNERS$2.2M1
247Corient Private Wealth LLC$2.2M1
248Adalta Capital Management LLC$2.2M1
249US BANCORP \DE\$2.2M1
250Radnor Capital Management, LLC$2.1M1
251Aristides Capital LLC$2.1M1
252PORTLAND INVESTMENT COUNSEL INC.$2.0M1
253Catalyst Capital Advisors LLC$2.0M1
254Kore Advisors LP$2.0M1
255Tribune Investment Group LP$2.0M1
256Veracity Capital LLC$2.0M1
257GATEWAY INVESTMENT ADVISERS LLC$2.0M1
258Provident Co of the Employees of the Hebrew University LTD$2.0M1
259Vanguard Personalized Indexing Management, LLC$2.0M1
260TRUIST FINANCIAL CORP$2.0M1
261Callan Family Office, LLC$2.0M1
262DUNCKER STREETT & CO INC$2.0M1
263Kurv Investment Management LLC$1.9M1
264MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$1.9M1
265GILDER GAGNON HOWE & CO LLC$1.9M1
266M&T BANK CORP$1.9M1
267Chicago Capital, LLC$1.9M1
268Concentric Capital Strategies, LP$1.8M1
269Man Group plc$1.8M1
270Cascade Investment Advisors, Inc.$1.8M1
271GUGGENHEIM CAPITAL LLC$1.7M1
272KAYNE ANDERSON CAPITAL ADVISORS LP$1.7M1
273Van Hulzen Asset Management, LLC$1.7M1
274HEARTLAND ADVISORS INC$1.7M1
275PECAUT & CO.$1.7M1
276ARCADIA INVESTMENT MANAGEMENT CORP/MI$1.7M1
277Prospera Financial Services Inc$1.6M1
278NewEdge Advisors, LLC$1.6M1
279PRINCETON CAPITAL MANAGEMENT LLC$1.6M1
280Beacon Pointe Advisors, LLC$1.6M1
281Federation des caisses Desjardins du Quebec$1.6M1
282Marex Group Ltd$1.5M1
283QUADRANT CAPITAL GROUP LLC$1.5M1
284KESTRA PRIVATE WEALTH SERVICES, LLC$1.5M1
285O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.5M1
286RICE HALL JAMES & ASSOCIATES, LLC$1.5M1
287Advisors Asset Management, Inc.$1.5M1
288MACKENZIE FINANCIAL CORP$1.5M1
289Merrion Investment Management Co, LLC$1.5M1
290NISA INVESTMENT ADVISORS, LLC$1.5M1
291DENALI ADVISORS LLC$1.4M1
292Snowden Capital Advisors LLC$1.4M1
293OPPENHEIMER ASSET MANAGEMENT INC.$1.4M1
294MONETTA FINANCIAL SERVICES INC$1.4M1
295Themes Management Co LLC$1.4M1
296U.S. Capital Wealth Advisors, LLC$1.4M1
297SECURIAN ASSET MANAGEMENT, INC$1.4M1
298Clear Creek Financial Management, LLC$1.4M1
2991832 Asset Management L.P.$1.4M1
300Envestnet Portfolio Solutions, Inc.$1.4M1
301EMERALD ADVISERS, LLC$1.4M1
302Equitable Holdings, Inc.$1.4M1
303Swiss Life Asset Management Ltd$1.3M1
304Western Wealth Management, LLC$1.3M1
305FIRST CITIZENS BANK & TRUST CO$1.3M1
306FULTON BANK, N.A.$1.2M1
307JANE STREET GROUP, LLC$1.2M1
308AlTi Global, Inc.$1.2M1
309Schonfeld Strategic Advisors LLC$1.2M1
310Twin Tree Management, LP$1.2M1
311MERCER GLOBAL ADVISORS INC /ADV$1.2M1
312VELA Investment Management, LLC$1.1M1
313OPPENHEIMER & CO INC$1.1M1
314SECURED RETIREMENT ADVISORS, LLC$1.1M1
315DIVERSIFY WEALTH MANAGEMENT, LLC$1.1M1
316Legacy Wealth Asset Management, LLC$1.1M1
317Jefferies Financial Group Inc.$1.1M1
318Neo Ivy Capital Management$1.1M1
319Altshuler Shaham Ltd$1.1M1
320DANSKE BANK A/S$1.0M1
321Qsemble Capital Management, LP$1.0M1
322Vestmark Advisory Solutions, Inc.$1.0M1
323COLDSTREAM CAPITAL MANAGEMENT INC$1.0M1
324Arosa Capital Management LP$1.0M1
325Longaeva Partners L.P.$1.0M1
326OneDigital Investment Advisors LLC$1.0M1
327Utah Retirement Systems$986K1
328Graham Capital Management, L.P.$985K1
329Dakota Wealth Management$975K1
330Atria Investments, Inc$973K1
331Brooklyn Investment Group$962K1
332Yorktown Management & Research Co Inc$961K1
333KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$958K1
334PEAK6 LLC$933K1
335Maryland State Retirement & Pension System$930K1
336CWM, LLC$928K1
337Clare Market Investments LLC$901K1
338FLPUTNAM INVESTMENT MANAGEMENT CO$894K1
339Csenge Advisory Group$883K1
340SPIREPOINT PRIVATE CLIENT, LLC$870K1
341DOLIVER ADVISORS, LP$868K1
342IAMS WEALTH MANAGEMENT, LLC$868K1
343CHESAPEAKE CAPITAL CORP /IL/$862K1
344Permanent Capital Management, LP$852K1
345COMMERCE BANK$851K1
346MEEDER ASSET MANAGEMENT INC$846K1
347PETRA FINANCIAL ADVISORS INC$839K1
348ALPS ADVISORS INC$832K1
349Knollwood Investment Advisory, LLC$831K1
350Kestra Advisory Services, LLC$830K1
351Crossmark Global Holdings, Inc.$827K1
352Coppell Advisory Solutions LLC$818K1
353Cooper Financial Group$815K1
354MOSELEY INVESTMENT MANAGEMENT INC$815K1
355Tower Research Capital LLC (TRC)$814K1
356Sowell Financial Services LLC$810K1
357MAI Capital Management$809K1
358Goelzer Investment Management, Inc.$793K1
359Huntleigh Advisors, Inc.$790K1
360CHICAGO TRUST Co NA$764K1
361AXXCESS WEALTH MANAGEMENT, LLC$761K1
362BALDWIN WEALTH PARTNERS LLC/MA$757K1
363State of Wyoming$752K1
364ProShare Advisors LLC$750K1
365FIRST MANHATTAN CO. LLC.$739K1
366Banque Cantonale Vaudoise$731K1
367Leonteq Securities AG$724K1
368HB Wealth Management, LLC$716K1
369Jain Global LLC$709K1
370OpenArc Corporate Advisory, LLC$707K1
371Vontobel Holding Ltd.$704K1
372GLOBALT Investments LLC / GA$699K1
373CANADA PENSION PLAN INVESTMENT BOARD$675K1
374Sigma Planning Corp$658K1
375Mission Creek Capital Partners, Inc.$657K1
376Mesirow Financial Investment Management, Inc.$657K1
377EVERGREEN CAPITAL MANAGEMENT LLC$653K1
378BankChampaign, National Association$645K1
379UNITED CAPITAL FINANCIAL ADVISORS, LLC$639K1
380True Wealth Design, LLC$637K1
381Laird Norton Wetherby Trust Company, LLC$635K1
382Herold Advisors, Inc.$631K1
383Perennial Advisors, LLC$618K1
384Merit Financial Group, LLC$608K1
385SHELTON CAPITAL MANAGEMENT$605K1
386Grandview Asset Management LLC$602K1
387CAXTON ASSOCIATES LLP$599K1
388Whalen Wealth Management Inc.$585K1
389CIBC Asset Management Inc$585K1
390Private Advisor Group, LLC$582K1
391OLD MISSION CAPITAL LLC$582K1
392Brookmont Capital Management$568K1
393HANCOCK WHITNEY CORP$552K1
394Advisor Resource Council$547K1
395ALLIANZ SE$544K1
396Sterling Capital Management LLC$542K1
397HORIZON KINETICS ASSET MANAGEMENT LLC$541K1
398North Dakota State Investment Board$539K1
399Triasima Portfolio Management inc.$539K1
400Rithm Capital Corp.$532K1
401CIBC Bancorp USA Inc.$530K1
402KEYBANK NATIONAL ASSOCIATION/OH$530K1
403Heritage Investment Group, Inc.$521K1
404LAFFER TENGLER INVESTMENTS, INC.$518K1
405Brown Miller Wealth Management, LLC$514K1
406Once Capital Management, LLC$511K1
407Beacon Financial Advisory LLC$508K1
408QRG CAPITAL MANAGEMENT, INC.$503K1
409EMERALD MUTUAL FUND ADVISERS TRUST$498K1
410F/m Investments LLC$498K1
411CADINHA & CO LLC$485K1
412FOX RUN MANAGEMENT, L.L.C.$481K1
413CIBC WORLD MARKET INC.$475K1
414Spectrum Asset Management, Inc. (NB/CA)$475K1
415New England Research & Management, Inc.$470K1
416PROFUND ADVISORS LLC$468K1
417Compound Planning, Inc.$467K1
418Intrua Financial, LLC$465K1
419Belpointe Asset Management LLC$462K1
420Allianz Asset Management GmbH$462K1
421Stamos Capital Partners, L.P.$456K1
422CenterBook Partners LP$456K1
423DAVENPORT & Co LLC$442K1
424Kingsview Wealth Management, LLC$440K1
425Bank of Marin$437K1
426Meiji Yasuda Asset Management Co Ltd.$431K1
427PRELUDE CAPITAL MANAGEMENT, LLC$425K1
428OAK ASSOCIATES LTD /OH/$423K1
429Moors & Cabot, Inc.$417K1
430Purkiss Capital Advisors LLC$416K1
431Ballentine Partners, LLC$410K1
432SMART Wealth LLC$409K1
433Stratos Wealth Partners, LTD.$408K1
434Wealthspire Advisors, LLC$408K1
435Darden Wealth Group Inc$401K1
436J.W. COLE ADVISORS, INC.$399K1
437CENTRAL TRUST Co$397K1
438Capital Investment Advisory Services, LLC$395K1
439Tannin Capital LLC$391K1
440NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$379K1
441NORTH STAR ASSET MANAGEMENT INC$377K1
442KCM INVESTMENT ADVISORS LLC$365K1
443Empire Financial Management Company, LLC$364K1
444Modera Wealth Management, LLC$359K1
445denkapparat Operations GmbH$359K1
446AIGEN INVESTMENT MANAGEMENT, LP$359K1
447MOODY ALDRICH PARTNERS LLC$355K1
448Wedmont Private Capital$348K1
449Stegent Equity Advisors, Inc.$347K1
450Tuttle Capital Management, LLC$347K1
451GLENMEDE TRUST CO NA$347K1
452LeConte Wealth Management, LLC$345K1
453TIEMANN INVESTMENT ADVISORS, LLC$345K1
454Abacus Planning Group, Inc.$341K1
455Lincoln Capital LLC$339K1
456SFMG, LLC$338K1
457Acropolis Investment Management, LLC$336K1
458Torrey Growth & Income Advisors$335K1
459BAMCO INC /NY/$333K1
460PANAGORA ASSET MANAGEMENT INC$328K1
461Advyzon Investment Management, LLC$326K1
462AMERIFLEX GROUP, INC.$325K1
463Capital Advisors Wealth Management, LLC$324K1
464VAN ECK ASSOCIATES CORP$324K1
465Granite Investment Partners, LLC$323K1
466RITHOLTZ WEALTH MANAGEMENT$315K1
467Perigon Wealth Management, LLC$312K1
468PETTYJOHN, WOOD & WHITE, INC$309K1
469Cannell & Spears LLC$307K1
470Symmetry Investments LP$307K1
471First Nebraska Trust Co$307K1
472AlphaStar Capital Management, LLC$291K1
473DOVER ADVISORS, LLC$290K1
474GREENLEAF TRUST$285K1
475Essex Financial Services, Inc.$284K1
476Apollon Wealth Management, LLC$279K1
477Ausdal Financial Partners, Inc.$278K1
478Lido Advisors, LLC$276K1
479TCFG WEALTH MANAGEMENT, LLC$273K1
480TCFG Investment Advisors, LLC$273K1
481Brown Financial Advisors$273K1
482Chicago Partners Investment Group LLC$273K1
483Mattson Financial Services, LLC$272K1
484Carmel Capital Partners, LLC$271K1
485FCG Investment Co$259K1
486MIRABELLA FINANCIAL SERVICES LLP$255K1
487Waverly Advisors, LLC$255K1
488Collaborative Fund Advisors, LLC$254K1
489MONEYWISE, INC.$253K1
490RFG Advisory, LLC$253K1
491BENJAMIN EDWARDS INC$251K1
492UMB Bank, n.a.$249K1
493Sara-Bay Financial$248K1
494Arax Advisory Partners$248K1
495Avestar Capital, LLC$247K1
496HBW ADVISORY SERVICES LLC$247K1
497Peregrine Asset Advisers, Inc.$245K1
498Independent Wealth Network Inc.$245K1
499Johnson Financial Group, LLC$244K1
500KANAWHA CAPITAL MANAGEMENT LLC$244K1
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)9 buy / 3 sell
Congress net ($ bound)−$229K to $138K
Filers net (actions)not in build
Filers net ($ 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 BWXT

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for BWXT · financials and macro

Financials — as filed PLANNED

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