BWMX
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +13.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 9 | +3 | 434.46K | $5.84M | +3 | — |
| Q2 2025 | 4 | 0 | 153.65K | $1.33M | +1 | −1 |
| Q1 2025 | 3 | -1 | 151.13K | $1.72M | — | −1 |
| Q4 2024 | 4 | 0 | 178.26K | $1.99M | — | — |
| Q3 2024 | 3 | 0 | 98.70K | $1.25M | — | — |
| Q2 2024 | 3 | — | 104.22K | $1.52M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 115.19K | -7.0% | $2.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 115.19K | -7.0% | $2.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 115.19K | -7.0% | $2.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 91.33K | 0.0% | $1.64M | 0.0% | Held | 7 | SEC ↗ |
| 5 | Lazard Asset Management Llc | 81.45K | +74.8% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Arrowstreet Capital ✦ | 72.58K | 0.0% | $1.31M | 0.0% | Held | 4 | SEC ↗ |
| 7 | First Trust Advisors Lp | 72.08K | New | $1.30M | 0.0% | New | 1 | SEC ↗ |
| 8 | Bnp Paribas Financial Markets | 63.24K | +6.8% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 62.91K | +409.8% | $1.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 51.23K | -57.8% | $921,718 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Sei Investments Co | 47.32K | +30.1% | $851,269 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 46.14K | +46.4% | $829,986 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 46.14K | +46.4% | $829,986 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 33.31K | -1.2% | $599,200 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 25.70K | -29.4% | $462,343 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 16 | Stifel Financial Corp | 25.69K | -0.5% | $462,177 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 25.69K | -0.5% | $462,177 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | New York State Common Retirement… | 10.32K | +86.0% | $185,639 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Russell Investments Group, Ltd. | 7.55K | +362.5% | $137,071 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 2.24K | -21.9% | $40,321 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 2.24K | -21.9% | $40,321 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Citigroup Inc | 1.48K | +1.0% | $26,589 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.46K | +68.7% | $26,532 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 1.12K | 0.0% | $20,095 | 0.0% | Held | 5 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 1.12K | 0.0% | $20,095 | 0.0% | Held | 5 | SEC ↗ |
| 26 | Royal Bank Of Canada | 651 | +29.7% | $12,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Simplex Trading, Llc | 397 | +367.1% | $7,142 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 285 | 0.0% | $5,127 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 121 | 0.0% | $2,161 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| First Trust Advisors Lp | $1.30M | 0.0% |
Exited
| Citadel Advisors | $251,130 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 45 holders, 4.78M shares, $77.36M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director, 10% owner · 21.83K sh @ 17.00 · $371,093
Director, 10% owner · 3.19K sh @ 17.00 · $54,162
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology