Scheda del titolo · trimestre archiviato
BWX
nome in attesa di acquisizione nel profilo
43Holder monitorati
+4Δ titolari
12.73MQuote detenute
$276.03MValore dichiarato
+6Nuove posizioni
−2Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +10.3% ·
flusso azionario -24.2% ·
nuove posizioni nette +9.3%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.44M | +6.8% | $74.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.44M | +6.8% | $74.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.44M | +6.8% | $74.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Manufacturers Life Insurance… | 1.74M | -31.9% | $37.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Creative Planning | 1.26M | -7.0% | $27.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Creative Planning | 1.26M | -7.0% | $27.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Jane Street Group, Llc | 1.00M | -65.7% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 697.18K | -19.6% | $15.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 469.48K | -12.0% | $10.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 469.48K | -12.0% | $10.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 469.48K | -12.0% | $10.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Citigroup Inc | 466.78K | +4.8% | $10.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citigroup Inc | 466.78K | +4.8% | $10.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 419.40K | -6.4% | $9.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Financial Engines Advisors L.L.C. | 360.23K | -3.7% | $7.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 308.64K | -4.0% | $6.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 302.16K | -11.8% | $6.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 302.16K | -11.8% | $6.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 239.63K | -0.9% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 239.63K | -0.9% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 239.63K | -0.9% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 239.63K | -0.9% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 233.51K | +13.0% | $5.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Alliancebernstein L.P. | 219.92K | Nuovo | $4.83M | 0.0% | New | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 203.53K | -27.5% | $4.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mackenzie Financial Corp | 173.00K | 0.0% | $3.75M | 0.0% | Held | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 153.74K | +33.5% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 144.54K | -24.4% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 144.54K | -24.4% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS Group AG | 140.36K | +40.3% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cerity Partners LLC | 121.12K | +24.1% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 107.91K | +557.6% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 93.52K | -15.0% | $2.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 82.59K | -5.6% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 82.59K | -5.6% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 82.59K | -5.6% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 65.94K | +7.8% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 65.94K | +7.8% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 65.94K | +7.8% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 52.16K | -1.3% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | State Street Global Advisors ✦ (passivo) | 42.78K | -96.1% | $927,384 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 42 | Raymond James Financial Inc | 40.93K | -52.1% | $887,351 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Raymond James Financial Inc | 40.93K | -52.1% | $887,351 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 27.24K | -92.2% | $592,493 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 27.24K | -92.2% | $592,493 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 27.24K | -92.2% | $592,493 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Citadel Advisors ✦ | 23.24K | Nuovo | $503,843 | 0.0% | New | 1 | SEC ↗ |
| 48 | Fifth Third Bancorp | 19.88K | +9.3% | $430,982 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Focus Partners Wealth | 17.69K | +163.3% | $383,585 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Hrt Financial Lp | 14.18K | -69.4% | $307,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Mariner, LLC | 12.71K | +24.7% | $275,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Fisher Asset Management ✦ | 11.30K | Nuovo | $244,962 | 0.0% | New | 1 | SEC ↗ |
| 53 | Wealth Enhancement Advisory… | 10.02K | Nuovo | $216,302 | 0.0% | New | 1 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 3.77K | +828.8% | $81,755 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 3.77K | +828.8% | $81,755 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Franklin Resources Inc | 3.17K | -8.7% | $68,726 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 2.40K | -2.4% | $52,032 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 1.08K | +24.0% | $23,335 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 59 | Northwestern Mutual Wealth… | 954 | -12.2% | $20,683 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Us Bancorp \De\ | 737 | Nuovo | $15,978 | 0.0% | New | 1 | SEC ↗ |
| 61 | BlackRock ✦ (passivo) | 397 | Nuovo | $8,607 | 0.0% | New | 1 | SEC ↗ |
| 62 | Bnp Paribas Financial Markets | 45 | -55.0% | $976 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Alliancebernstein L.P. | $4.83M | 0.0% |
| Citadel Advisors | $503,843 | 0.0% |
| Fisher Asset Management | $244,962 | 0.0% |
| Wealth Enhancement Advisory… | $216,302 | 0.0% |
| Us Bancorp \De\ | $15,978 | 0.0% |
| BlackRock | $8,607 | 0.0% |
Uscito
| Stifel Financial Corp | $1.19M | era 0.0% |
| Simplex Trading, Llc | $1,119 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 157 detentori, 39.23M azioni, $854.69M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q2 2026 ·
Metodologia ·
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