BWX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.5% ·
aandelenstroom +6.3% ·
netto nieuwe posities -2.6%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 22.72K | $481,838 | n/a | −1 |
| 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 | n/a | −1 |
| Q3 2025 | 7 | 0 | 3.01M | $69.21M | n/a | n/a |
| Q2 2025 | 4 | +1 | 1.11M | $26.15M | +1 | n/a |
| Q1 2025 | 2 | +1 | 48.61K | $1.06M | +1 | n/a |
| Q4 2024 | 1 | n/a | 121.61K | $2.60M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.10M | +9.6% | $69.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Manufacturers Life Insurance… | 2.76M | n/a | $62.16M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Creative Planning | 1.10M | n/a | $24.78M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 925.63K | n/a | $20.85M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 625.92K | +2119.8% | $14.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Jane Street Group, Llc | 458.95K | n/a | $10.34M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 452.76K | n/a | $10.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Citigroup Inc | 445.84K | n/a | $10.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | LPL Financial LLC | 426.30K | n/a | $9.60M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Financial Engines Advisors L.L.C. | 397.10K | n/a | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 324.10K | n/a | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 256.43K | n/a | $5.78M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 242.72K | n/a | $5.47M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Mml Investors Services, Llc | 227.08K | n/a | $5.12M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 225.16K | n/a | $5.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Wells Fargo & Company/Mn | 206.16K | n/a | $4.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Assetmark, Inc | 200.52K | n/a | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mackenzie Financial Corp | 173.00K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 142.08K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 91.34K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Jones Financial Companies Lllp | 90.81K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 86.91K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Royal Bank Of Canada | 72.47K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Mercer Global Advisors Inc /Adv | 64.22K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cerity Partners LLC | 62.97K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 55.98K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 43.12K | +8.3% | $971,449 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 24.49K | -39.9% | $551,737 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | State Street Global Advisors ✦ (passief) | 14.27K | +7.7% | $321,548 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Truist Financial Corp | 12.33K | n/a | $277,817 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 10.51K | n/a | $236,364 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 9.71K | n/a | $218,766 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 8.69K | n/a | $195,763 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Franklin Resources Inc | 3.47K | n/a | $78,224 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Northwestern Mutual Wealth… | 1.43K | n/a | $32,285 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 1.42K | -8.8% | $32,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 295 | n/a | $6,646 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cwm, Llc | 121 | n/a | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 35 | n/a | $789 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Renaissance Technologies | $1.42M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 157 houders, 39.23M aandelen, $854.69M 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.