BLW — Institutional owners (13F)

90 filers · $137.9M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $51,004,477 4,083,624 36.98% Shares
WELLS FARGO & COMPANY/MN $12,587,955 1,007,843 9.13% Shares
UBS Group AG $7,570,576 606,131 5.49% Shares
GUGGENHEIM CAPITAL LLC $6,500,871 520,486 4.71% Shares
Invesco Ltd. $4,802,255 384,488 3.48% Shares
Shaker Financial Services, LLC $3,765,111 301,450 2.73% Shares
RAYMOND JAMES FINANCIAL INC $3,548,989 284,146 2.57% Shares
Venture Visionary Partners LLC $3,488,900 279,335 2.53% Shares
ENVESTNET ASSET MANAGEMENT INC $2,553,633 204,454 1.85% Shares
ROYAL BANK OF CANADA $2,388,000 191,191 1.73% Shares
PRINCIPAL SECURITIES, INC. $2,275,903 182,218 1.65% Shares
BANK OF AMERICA CORP /DE/ $2,233,973 178,861 1.62% Shares
LPL Financial LLC $2,142,437 171,532 1.55% Shares
Blue Zone Wealth Advisors, LLC $2,035,058 162,935 1.48% Shares
Waterfront Wealth Inc. $1,994,078 156,398 1.45% Shares
WOLVERINE ASSET MANAGEMENT LLC $1,951,075 156,211 1.41% Shares
Fiera Capital Corp $1,893,109 151,570 1.37% Shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $1,840,276 147,340 1.33% Shares
Baird Financial Group, Inc. $1,728,953 138,427 1.25% Shares
Jefferies Financial Group Inc. $1,621,901 129,856 1.18% Shares
Capital Investment Advisors, LLC $1,510,171 120,910 1.10% Shares
Ethos Financial Group, LLC $1,389,350 111,237 1.01% Shares
OSAIC HOLDINGS, INC. $1,303,844 104,390 0.95% Shares
Lido Advisors, LLC $1,230,504 98,519 0.89% Shares
Kestra Advisory Services, LLC $842,527 67,456 0.61% Shares
Gridiron Partners, LLC $786,133 62,941 0.57% Shares
Cetera Investment Advisers $754,693 60,424 0.55% Shares
Peregrine Asset Advisers, Inc. $718,425 57,520 0.52% Shares
WEALTH ALLIANCE, LLC $682,546 54,647 0.49% Shares
Smith Asset Management Co., LLC $666,391 53,354 0.48% Shares
READYSTATE ASSET MANAGEMENT LP $642,011 51,402 0.47% Shares
COMERICA BANK $586,409 42,679 0.43% Shares
NewEdge Advisors, LLC $519,940 41,629 0.38% Shares
LANARK FINANCIAL, INC. $512,432 41,027 0.37% Shares
Jackson Hole Capital Partners, LLC $435,236 34,570 0.32% Shares
SHUFRO ROSE & CO LLC $426,534 34,150 0.31% Shares
Rockefeller Capital Management L.P. $407,175 32,600 0.30% Shares
AMERIPRISE FINANCIAL INC $390,881 31,296 0.28% Shares
Virtus Investment Advisers, LLC $354,279 28,365 0.26% Shares
ORLEANS CAPITAL MANAGEMENT CORP/LA $340,977 27,300 0.25% Shares
BTG Pactual Asset Management US LLC $340,103 27,230 0.25% Shares
Integrated Wealth Concepts LLC $330,469 26,459 0.24% Shares
Almitas Capital LLC $297,537 23,822 0.22% Shares
IMC-Chicago, LLC $296,200 23,715 0.21% Shares
Marex Group Ltd $253,897 20,328 0.18% Shares
NOMURA HOLDINGS INC $238,559 19,100 0.17% Shares
Pointe Capital Management LLC $238,097 19,063 0.17% Shares
MAI Capital Management $229,723 18,393 0.17% Shares
Beacon Pointe Advisors, LLC $228,026 18,257 0.17% Shares
Prospera Financial Services Inc $218,553 17,489 0.16% Shares
MML INVESTORS SERVICES, LLC $212,758 17,034 0.15% Shares
Marin Bay Wealth Advisors, LLC $207,329 16,599 0.15% Shares
Fortitude Advisory Group L.L.C. $205,804 16,477 0.15% Shares
Pathstone Holdings, LLC $195,543 15,656 0.14% Shares
Annex Advisory Services, LLC $193,974 15,407 0.14% Shares
XTX Topco Ltd $184,190 14,747 0.13% Shares
Concurrent Investment Advisors, LLC $165,506 13,251 0.12% Shares
Samalin Investment Counsel, LLC $159,144 12,742 0.12% Shares
ProVise Management Group, LLC $152,853 12,238 0.11% Shares
JANE STREET GROUP, LLC $151,378 12,120 0.11% Shares
FIFTH THIRD BANCORP $148,653 11,902 0.11% Shares
StoneX Group Inc. $131,292 10,498 0.10% Shares
IHT Wealth Management, LLC $130,644 10,460 0.09% Shares
MAIMON WEALTH MANAGEMENT LTD. $124,900 10,000 0.09% Shares
Leonteq Securities AG $99,920 8,000 0.07% Shares
OLIVER LAGORE VANVALIN INVESTMENT GROUP $46,662 3,300 0.03% Shares
HOLLENCREST CAPITAL MANAGEMENT $43,715 3,500 0.03% Shares
IFP Advisors, Inc $33,273 2,664 0.02% Shares
Allworth Financial LP $27,214 2,179 0.02% Shares
BARTLETT & CO. WEALTH MANAGEMENT LLC $23,731 1,900 0.02% Shares
CWM, LLC $21,113 1,677 0.02% Shares
Bogart Wealth, LLC $20,209 1,618 0.01% Shares
Steward Partners Investment Advisory, LLC $19,060 1,526 0.01% Shares
Crews Bank & Trust $16,862 1,350 0.01% Shares
Blue Trust, Inc. $16,351 1,309 0.01% Shares
BNP PARIBAS FINANCIAL MARKETS $15,350 1,229 0.01% Shares
LifeSteps Financial, Inc. $12,490 1,000 0.01% Shares
Farther Finance Advisors, LLC $10,592 848 0.01% Shares
Global Retirement Partners, LLC $8,106 649 0.01% Shares
Moisand Fitzgerald Tamayo, LLC $6,245 500 0.00% Shares
North Star Investment Management Corp. $6,245 500 0.00% Shares
COHEN & STEERS, INC. $4,644 371,801 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $3,747 300 0.00% Shares
SIT INVESTMENT ASSOCIATES INC $3,616 289,494 0.00% Shares
Pinnacle Wealth Planning Services, Inc. $2,810 225 0.00% Shares
HARBOUR INVESTMENTS, INC. $2,373 190 0.00% Shares
HOEY INVESTMENTS, INC $2,136 171 0.00% Shares
WPG Advisers, LLC $1,224 98 0.00% Shares
Janney Montgomery Scott LLC $667 53,411 0.00% Shares
Cambridge Investment Research Advisors, Inc. $325 26,017 0.00% Shares