BWMX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.0% ·
aandelenstroom +28.9% ·
netto nieuwe posities +13.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | 0 | 813.79K | $14.64M | +1 | −1 |
| Q1 2026 | 23 | +3 | 720.41K | $12.15M | +6 | −3 |
| Q4 2025 | 20 | 0 | 558.74K | $7.94M | n/a | n/a |
| Q3 2025 | 9 | +3 | 434.46K | $5.84M | +3 | n/a |
| Q2 2025 | 4 | 0 | 153.65K | $1.33M | +1 | −1 |
| Q1 2025 | 3 | -1 | 151.13K | $1.72M | n/a | −1 |
| Q4 2024 | 4 | 0 | 178.26K | $1.99M | n/a | n/a |
| Q3 2024 | 3 | 0 | 98.70K | $1.25M | n/a | n/a |
| Q2 2024 | 3 | n/a | 104.22K | $1.52M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 123.81K | +259.9% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Goldman Sachs Group ✦ | 121.35K | +100.0% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passief) | 91.33K | +1.4% | $1.54M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Arrowstreet Capital ✦ | 72.58K | +177.8% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bnp Paribas Financial Markets | 59.22K | +5.9% | $998,382 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Lazard Asset Management Llc | 46.59K | Nieuw | $785,457 | 0.0% | New | 1 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 36.40K | -2.1% | $613,704 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 8 | Sei Investments Co | 36.37K | Nieuw | $613,215 | 0.0% | New | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 33.72K | +2.2% | $568,440 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 31.51K | -7.7% | $531,241 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 25.81K | +8.2% | $435,225 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 14.89K | -59.4% | $251,130 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Millennium Management ✦ | 12.34K | -75.3% | $208,052 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | New York State Common Retirement… | 5.55K | +392.3% | $93,539 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 2.87K | +30.3% | $48,372 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Russell Investments Group, Ltd. | 1.63K | Nieuw | $27,156 | 0.0% | New | 1 | SEC ↗ |
| 17 | Citigroup Inc | 1.46K | -13.9% | $24,683 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passief) | 1.12K | +133.2% | $18,833 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 19 | JPMorgan Chase ✦ | 866 | Nieuw | $14,410 | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 502 | 0.0% | $8,000 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 285 | Nieuw | $4,805 | 0.0% | New | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 121 | +9.0% | $2,041 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Simplex Trading, Llc | 85 | Nieuw | $1,433 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Lazard Asset Management Llc | $785,457 | 0.0% |
| Sei Investments Co | $613,215 | 0.0% |
| Russell Investments Group… | $27,156 | 0.0% |
| JPMorgan Chase | $14,410 | 0.0% |
| Wells Fargo & Company/Mn | $4,805 | 0.0% |
| Simplex Trading, Llc | $1,433 | 0.0% |
Verlaten
| Marshall Wace | $563,668 | was 0.0% |
| Susquehanna International… | $424,467 | was 0.0% |
| Group One Trading Llc | $14,210 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 45 houders, 4.78M aandelen, $77.36M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Officer, Director · CHIEF EXECUTIVE… · 15.00K aand @ 16.50 · $247,494
Director, 10% owner · 35.00K aand @ 16.44 · $575,456
Officer, Director · MD Betterware Mexico · 15.00K aand @ 16.46 · $246,924
Director, 10% owner · 45.00K aand @ 16.26 · $731,646
Officer, Director · CHIEF EXECUTIVE… · 30.00K aand @ 16.41 · $492,291
Director, 10% owner · 21.83K aand @ 17.00 · $371,093
Director, 10% owner · 3.19K aand @ 17.00 · $54,162
Open-market verkopen (S)
Geen open-market insider-verkopen in ons dekkingsvenster.
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
51.4% van klasse · Originele SEC-indiening bekijken ↗