Security record · archived quarter
BWX
name pending profile ingest
39Tracked holders
-1Δ holders
13.34MShares held
$300.53MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.5% ·
share flow +6.3% ·
net new positions -2.6%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | +4 | 12.73M | $276.03M | +6 | −2 |
| Q1 2026 | 40 | +1 | 16.79M | $369.71M | +5 | −4 |
| Q4 2025 | 39 | -1 | 13.34M | $300.53M | — | −1 |
| Q3 2025 | 7 | 0 | 3.01M | $69.21M | — | — |
| Q2 2025 | 4 | +1 | 1.11M | $26.15M | +1 | — |
| Q1 2025 | 2 | +1 | 48.61K | $1.06M | +1 | — |
| Q4 2024 | 1 | — | 121.61K | $2.60M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.10M | +9.6% | $69.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.10M | +9.6% | $69.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.10M | +9.6% | $69.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Manufacturers Life Insurance… | 2.76M | — | $62.16M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Creative Planning | 1.10M | — | $24.78M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 925.63K | — | $20.85M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 625.92K | +2119.8% | $14.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 458.95K | — | $10.34M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 452.76K | — | $10.20M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 452.76K | — | $10.20M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 452.76K | — | $10.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Citigroup Inc | 445.84K | — | $10.04M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citigroup Inc | 445.84K | — | $10.04M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citigroup Inc | 445.84K | — | $10.04M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 426.30K | — | $9.60M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Financial Engines Advisors L.L.C. | 397.10K | — | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 324.10K | — | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 256.43K | — | $5.78M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 242.72K | — | $5.47M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 242.72K | — | $5.47M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 242.72K | — | $5.47M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 242.72K | — | $5.47M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 227.08K | — | $5.12M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 225.16K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 225.16K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 206.16K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 206.16K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 206.16K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 200.52K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mackenzie Financial Corp | 173.00K | — | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS Group AG | 142.08K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 91.34K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 91.34K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 91.34K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 90.81K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Raymond James Financial Inc | 86.91K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Raymond James Financial Inc | 86.91K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 72.47K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Royal Bank Of Canada | 72.47K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 72.47K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 64.22K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cerity Partners LLC | 62.97K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Stifel Financial Corp | 55.98K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Citadel Advisors ✦ | 43.12K | +8.3% | $971,449 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 24.49K | -39.9% | $551,737 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 24.49K | -39.9% | $551,737 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 24.49K | -39.9% | $551,737 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | State Street Global Advisors ✦ (passive) | 14.27K | +7.7% | $321,548 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 49 | Truist Financial Corp | 12.33K | — | $277,817 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Wealth Enhancement Advisory… | 10.51K | — | $236,364 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 9.71K | — | $218,766 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 8.69K | — | $195,763 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 8.69K | — | $195,763 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Franklin Resources Inc | 3.47K | — | $78,224 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Franklin Resources Inc | 3.47K | — | $78,224 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Northwestern Mutual Wealth… | 1.43K | — | $32,285 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 1.42K | -8.8% | $32,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 295 | — | $6,646 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Cwm, Llc | 121 | — | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 35 | — | $789 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $1.42M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 157 holders, 39.23M shares, $854.69M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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