Security record · archived quarter
BWX
name pending profile ingest
40Tracked holders
+1Δ holders
16.79MShares held
$369.71MReported value
+5New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +2.6% ·
share flow +25.9% ·
net new positions +2.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.22M | +4.2% | $70.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.22M | +4.2% | $70.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.22M | +4.2% | $70.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jane Street Group, Llc | 2.92M | +535.7% | $64.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Manufacturers Life Insurance… | 2.56M | -7.3% | $56.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Creative Planning | 1.35M | +22.8% | $29.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 1.10M | +7580.3% | $24.06M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 867.72K | -6.3% | $19.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 533.24K | +17.8% | $11.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 533.24K | +17.8% | $11.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 533.24K | +17.8% | $11.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 448.05K | +5.1% | $9.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citigroup Inc | 445.39K | -0.1% | $9.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citigroup Inc | 445.39K | -0.1% | $9.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Financial Engines Advisors L.L.C. | 374.01K | -5.8% | $8.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 351.14K | +1333.9% | $7.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 351.14K | +1333.9% | $7.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 351.14K | +1333.9% | $7.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 351.14K | +1333.9% | $7.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 342.68K | +52.2% | $7.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 342.68K | +52.2% | $7.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 321.49K | -0.8% | $7.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 280.79K | +23.6% | $6.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 241.83K | -0.4% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 241.83K | -0.4% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 241.83K | -0.4% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 241.83K | -0.4% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Assetmark, Inc | 206.60K | +3.0% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 191.28K | -7.2% | $4.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 191.28K | -7.2% | $4.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 191.28K | -7.2% | $4.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Mackenzie Financial Corp | 173.00K | 0.0% | $3.80M | 0.0% | Held | 2 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 115.21K | +26.9% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 110.02K | -57.1% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | UBS Group AG | 100.05K | -29.6% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cerity Partners LLC | 97.59K | +55.0% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 87.51K | -4.2% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 87.51K | -4.2% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Raymond James Financial Inc | 85.39K | -1.8% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Raymond James Financial Inc | 85.39K | -1.8% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Focus Partners Wealth | 6.72K | New | $1.36M | 0.0% | New | 1 | SEC ↗ |
| 42 | Royal Bank Of Canada | 61.19K | -15.6% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 61.19K | -15.6% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Royal Bank Of Canada | 61.19K | -15.6% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Stifel Financial Corp | 54.24K | -3.1% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 52.84K | -17.7% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Hrt Financial Lp | 46.27K | New | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 48 | Fifth Third Bancorp | 18.18K | New | $399,073 | 0.0% | New | 1 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 16.41K | +69.0% | $360,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Mariner, LLC | 10.19K | New | $223,637 | 0.0% | New | 1 | SEC ↗ |
| 51 | Franklin Resources Inc | 3.47K | 0.0% | $76,211 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Franklin Resources Inc | 3.47K | 0.0% | $76,211 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 2.46K | -71.7% | $53,997 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 2.46K | -71.7% | $53,997 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Northwestern Mutual Wealth… | 1.09K | -24.2% | $23,838 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 868 | -38.9% | $19,058 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 406 | +37.6% | $8,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 406 | +37.6% | $8,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 100 | +185.7% | $2,195 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Cwm, Llc | 77 | -36.4% | $1,690 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Simplex Trading, Llc | 51 | New | $1,119 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Focus Partners Wealth | $1.36M | 0.0% |
| Hrt Financial Lp | $1.01M | 0.0% |
| Fifth Third Bancorp | $399,073 | 0.0% |
| Mariner, LLC | $223,637 | 0.0% |
| Simplex Trading, Llc | $1,119 | 0.0% |
Exited
| Goldman Sachs Group | $14.10M | was 0.0% |
| Citadel Advisors | $971,449 | was 0.0% |
| Truist Financial Corp | $277,817 | was 0.0% |
| Wealth Enhancement Advisory… | $236,364 | 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: Q1 2026 ·
Methodology ·
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