BWX Institutional Ownership & Shareholders
SPDR BLOOMBERG INT TREASURY (BWX) is currently held by 155 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $706.81M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cerity Partners Ocio Llc is currently the largest disclosed institutional shareholder of BWX tracked by InsiderSet, reporting ownership valued at approximately $169.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $167.35M, representing an estimated loss of -1.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed BWX value among the investors covered in this analysis. Major shareholders include Cerity Partners Ocio Llc, Ci Investments Inc., Morgan Stanley, and several other long-term asset managers with concentrated positions in SPDR BLOOMBERG INT TREASURY (BWX).
This page ranks the largest institutional BWX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
155
Total Reported Value
$706.81M
Largest Holder
Cerity Partners Ocio Llc
Largest Position
$169.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cerity Partners Ocio Llc | 8.57% | 7,812,961 | $169,384,989 | $167,353,625 | -$2,031,364 | -1.20% | |
| Ci Investments Inc. | 0.31% | 4,435,253 | $96,156,285 | $95,003,119 | -$1,153,166 | -1.20% | |
| Morgan Stanley | 0.00% | 3,443,678 | $74,658,960 | $73,763,583 | -$895,377 | -1.20% | |
| Manufacturers Life Insurance Company, The | 0.03% | 1,740,387 | $37,731,590 | $37,279,090 | -$452,500 | -1.20% | |
| Checchi Capital Advisers, Llc | 1.99% | 1,446,266 | $31,355,047 | $30,979,018 | -$376,029 | -1.20% | |
| Creative Planning | 0.02% | 1,467,195 | $31,075,186 | $31,427,317 | +$352,131 | +1.13% | |
| Jane Street Group, Llc | 0.01% | 1,000,518 | $21,691,230 | $21,431,096 | -$260,134 | -1.20% | |
| Gould Asset Management Llc | 2.58% | 755,142 | $16,371,469 | $16,175,142 | -$196,327 | -1.20% | |
| Tectonic Advisors Llc | 0.73% | 744,825 | $15,775,394 | $15,954,152 | +$178,758 | +1.13% | |
| Envestnet Asset Management Inc | 0.00% | 697,184 | $15,114,943 | $14,933,681 | -$181,262 | -1.20% | |
| Leuthold Group, Llc | 1.16% | 531,295 | $11,518,476 | $11,380,339 | -$138,137 | -1.20% | |
| Walkner Condon Financial Advisors Llc | 1.14% | 487,029 | $10,315,269 | $10,432,161 | +$116,892 | +1.13% | |
| Bank Of America Corp | 0.00% | 469,476 | $10,178,234 | $10,056,176 | -$122,058 | -1.20% | |
| Citigroup Inc | 0.00% | 466,784 | $10,119,882 | $9,998,513 | -$121,369 | -1.20% | |
| Farther Finance Advisors, Llc | 0.07% | 448,827 | $9,506,151 | $9,613,874 | +$107,723 | +1.13% | |
| Lpl Financial Llc | 0.00% | 419,399 | $9,092,580 | $8,983,527 | -$109,053 | -1.20% | |
| Net Worth Advisory Group | 2.13% | 401,238 | $8,454,080 | $8,594,518 | +$140,438 | +1.66% | |
| Financial Engines Advisors L.L.C. | 0.01% | 360,232 | $7,809,826 | $7,716,169 | -$93,657 | -1.20% | |
| Cetera Investment Advisers | 0.01% | 308,639 | $6,691,281 | $6,611,047 | -$80,234 | -1.20% | |
| Ackerman Capital Advisors, Llc | 1.29% | 312,192 | $6,612,227 | $6,687,153 | +$74,926 | +1.13% | |
| Ameriprise Financial Inc | 0.00% | 302,158 | $6,545,277 | $6,472,224 | -$73,053 | -1.12% | |
| Rebel Financial Llc | 2.80% | 294,183 | $6,457,324 | $6,301,400 | -$155,924 | -2.41% | |
| Newsquare Capital Llc | 0.38% | 235,237 | $5,099,938 | $5,038,777 | -$61,161 | -1.20% | |
| Alliancebernstein L.P. | 0.00% | 219,917 | $4,827,178 | $4,710,622 | -$116,556 | -2.41% | |
| Mml Investors Services, Llc | 0.01% | 203,525 | $4,412,417 | $4,359,506 | -$52,912 | -1.20% | |
| Janney Montgomery Scott Llc | 0.01% | 199,707 | $4,330,000 | $4,277,724 | -$52,276 | -1.21% | |
| Baron Financial Group, Llc | 1.83% | 177,376 | $3,756,824 | $3,799,394 | +$42,570 | +1.13% | |
| Mackenzie Financial Corp | 0.00% | 173,005 | $3,664,246 | $3,705,767 | +$41,521 | +1.13% | |
| Pnc Financial Services Group, Inc. | 0.00% | 159,157 | $3,450,529 | $3,409,143 | -$41,386 | -1.20% | |
| Jones Financial Companies Lllp | 0.00% | 153,742 | $3,340,804 | $3,293,154 | -$47,650 | -1.43% | |
| Assetmark, Inc | 0.01% | 150,721 | $3,192,261 | $3,228,444 | +$36,183 | +1.13% | |
| Upper Left Wealth Management, Llc | 1.64% | 149,456 | $3,165,479 | $3,201,348 | +$35,869 | +1.13% | |
| Wells Fargo & Company/Mn | 0.00% | 144,539 | $3,133,596 | $3,096,025 | -$37,571 | -1.20% | |
| Ubs Group Ag | 0.00% | 140,360 | $3,043,005 | $3,006,511 | -$36,494 | -1.20% | |
| Foundations Investment Advisors, Llc | 0.03% | 131,343 | $2,847,520 | $2,813,367 | -$34,153 | -1.20% | |
| Cerity Partners Llc | 0.00% | 121,120 | $2,625,877 | $2,594,390 | -$31,487 | -1.20% | |
| Susquehanna International Group, Llp | 0.00% | 107,906 | $2,339,402 | $2,311,347 | -$28,055 | -1.20% | |
| Quent Capital, Llc | 0.14% | 102,400 | $2,220,023 | $2,193,408 | -$26,615 | -1.20% | |
| Commonwealth Equity Services, Llc | 0.00% | 87,930 | $1,862,357 | $1,883,461 | +$21,104 | +1.13% | |
| Osaic Holdings, Inc. | 0.00% | 82,586 | $1,790,509 | $1,768,992 | -$21,517 | -1.20% | |
| Auour Investments Llc | 0.50% | 82,688 | $1,751,322 | $1,771,177 | +$19,855 | +1.13% | |
| Cfg Wealth Management Services, Inc. | 1.32% | 68,314 | $1,439,376 | $1,463,286 | +$23,910 | +1.66% | |
| Royal Bank Of Canada | 0.00% | 65,940 | $1,431,000 | $1,412,435 | -$18,565 | -1.30% | |
| Smartleaf Asset Management Llc | 0.04% | 62,479 | $1,358,918 | $1,338,300 | -$20,618 | -1.52% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 55,618 | $1,205,798 | $1,191,338 | -$14,460 | -1.20% | |
| Euro Pacific Asset Management, Llc | 0.10% | 54,914 | $1,198,223 | $1,176,258 | -$21,965 | -1.83% | |
| Mercer Global Advisors Inc | 0.00% | 52,156 | $1,130,735 | $1,117,182 | -$13,553 | -1.20% | |
| Pure Financial Advisors, Llc | 0.01% | 50,436 | $1,093,453 | $1,080,339 | -$13,114 | -1.20% | |
| Tennessee Valley Asset Management Partners | 0.11% | 45,147 | $978,784 | $967,049 | -$11,735 | -1.20% | |
| State Street Corp | 0.00% | 42,776 | $927,384 | $916,262 | -$11,122 | -1.20% |
Frequently asked questions about BWX
Who are the largest institutional holders of BWX?
The largest institutional holders of BWX reported in the latest SEC Form 13F filings include Cerity Partners Ocio Llc, Ci Investments Inc., Morgan Stanley, Manufacturers Life Insurance Company, The, and Checchi Capital Advisers, Llc. InsiderSet ranks institutional holders by their latest reported BWX position.
What is BWX institutional ownership?
This page tracks BWX positions reported by institutional investment managers through SEC Form 13F. SPDR BLOOMBERG INT TREASURY (BWX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BWX?
InsiderSet currently tracks 155 institutional managers reporting BWX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BWX shareholders.
How much BWX stock do institutions own?
Institutional investment managers disclosed approximately $706.81M in BWX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BWX institutional ownership last updated?
The latest BWX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BWX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BWX position after the reporting date.
Are institutions buying or selling BWX?
Institutional buying and selling can be analyzed by comparing BWX positions across consecutive 13F reporting periods. InsiderSet's BWX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BWX ownership changes.
How has BWX institutional ownership changed over time?
InsiderSet tracks BWX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.