Skip to main content
Equibles
BWB logo

BWB · Bridgewater Bancshares Inc

Track BWB — free

Use BWB with AI

Ask our own analyst here, or connect this data to the AI you already use.

Ask ALVIS about BWB

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$22.23 -0.01 (-0.04%) At close · Aug 14
Market Cap
$619.86M
Shares
27.88M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding BWB

192 fund positions
Fund Balance Value % of Fund Open
THRIVENT SMALL CAP STOCK FUND 1,577,351 $28,597,374 0.98%
VANGUARD TOTAL STOCK MARKET INDEX FUND 643,868 $11,396,464 0.00%
Avantis U.S. Small Cap Value ETF 566,536 $10,684,869 0.04%
iShares Russell 2000 ETF 522,728 $9,252,286 0.01%
THRIVENT SMALL CAP STOCK PORTFOLIO 508,810 $9,005,937 1.01%
VANGUARD EXTENDED MARKET INDEX FUND 252,810 $4,474,737 0.01%
Fidelity Small Cap Index Fund 199,915 $3,624,459 0.01%
AB Small Cap Value Portfolio 180,018 $3,395,139 0.57%
Tax-Managed U.S. Mid & Small Cap Fund 171,412 $3,107,700 0.15%
U.S. SMALL CAP VALUE PORTFOLIO 149,222 $2,705,395 0.01%
U.S. Targeted Value Portfolio 146,920 $2,663,660 0.02%
Dimensional U.S. Targeted Value ETF 122,698 $2,224,515 0.02%
RMB Mendon Financial Services Fund 120,000 $2,124,000 0.93%
Fidelity Extended Market Index Fund 108,942 $2,054,646 0.00%
VANGUARD RUSSELL 2000 INDEX FUND 107,501 $2,027,469 0.01%
U.S. SMALL CAP PORTFOLIO 105,792 $1,918,009 0.01%
iShares Russell 2000 Value ETF 99,353 $1,758,548 0.01%
Ancora/Thelen Small-Mid Cap Fund 97,930 $1,733,361 0.82%
Dimensional U.S. Small Cap ETF 91,465 $1,658,260 0.01%
EA Bridgeway Omni Small-Cap Value ETF 92,109 $1,630,329 0.08%
Hotchkis and Wiley Small Cap Diversified Value Fund 72,000 $1,514,880 0.17%
iShares Russell 2000 Growth ETF 77,420 $1,370,334 0.01%
Hodges Small Intrinsic Value Fund 75,025 $1,327,943 2.60%
First Trust Dow Jones Select MicroCap Index Fund 69,735 $1,234,310 0.55%
Small Cap Core Portfolio 64,920 $1,149,084 0.16%
JPMorgan Small Cap Value Fund 63,605 $1,125,809 0.10%
iShares Core S&P Total U.S. Stock Market ETF 62,597 $1,107,967 0.00%
Dimensional US Small Cap Value ETF 57,907 $1,049,854 0.01%
Omni Small-Cap Value Fund 57,500 $1,017,750 0.08%
U.S. CORE EQUITY 2 PORTFOLIO 53,593 $971,641 0.00%
Dimensional U.S. Core Equity 2 ETF 53,252 $965,459 0.00%
iShares Micro-Cap ETF 52,764 $933,923 0.08%
U.S. MICRO CAP PORTFOLIO 50,016 $906,790 0.01%
Avantis U.S. Small Cap Equity ETF 45,818 $864,127 0.03%
THRIVENT AGGRESSIVE ALLOCATION FUND 46,612 $845,076 0.02%
Schwab Small-Cap Index Fund 46,373 $840,742 0.01%
Fidelity Total Market Index Fund 42,623 $803,870 0.00%
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF 44,191 $782,181 0.29%
VANGUARD FINANCIALS INDEX FUND 33,400 $629,924 0.00%
Fidelity Series Total Market Index Fund 32,478 $612,535 0.00%
Master Small Cap Index Series 33,266 $588,808 0.01%
Inspire Small/Mid Cap ETF 30,208 $569,723 0.18%
Bridge Builder Tax Managed Small/Mid Cap Fund 31,758 $562,117 0.02%
JPMorgan U.S. Small Company Fund 27,819 $492,396 0.05%
Victory Integrity Discovery Fund 27,500 $486,750 0.71%
SEI Select Small Cap ETF 27,003 $477,953 0.11%
AST Small-Cap Equity Portfolio 26,022 $460,589 0.02%
Nuveen Small Cap Blend Index Fund 25,156 $456,078 0.01%
SmallCap Value Fund II 23,184 $420,326 0.03%
U.S. CORE EQUITY 1 PORTFOLIO 22,825 $413,817 0.00%
Showing 1–50 of 192 positions
Key facts CIK 1341317 CUSIP 108621103 13F (30d) 162 filings 140 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)