증권 기록
BWX
프로필 수집 대기 중
43추적 보유자
+4Δ 보유자
12.73M보유 주식 수
$276.03M보고 가치
+6신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +10.3% ·
주식 흐름 -24.2% ·
순 신규 포지션 +9.3%
— 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 신규 | $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 ✦ (패시브) | 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 | 신규 | $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 | 신규 | $244,962 | 0.0% | New | 1 | SEC ↗ |
| 53 | Wealth Enhancement Advisory… | 10.02K | 신규 | $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 | 신규 | $15,978 | 0.0% | New | 1 | SEC ↗ |
| 61 | BlackRock ✦ (패시브) | 397 | 신규 | $8,607 | 0.0% | New | 1 | SEC ↗ |
| 62 | Bnp Paribas Financial Markets | 45 | -55.0% | $976 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 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% |
청산됨
| Stifel Financial Corp | $1.19M | 이었음 0.0% |
| Simplex Trading, Llc | $1,119 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 157 보유 기관, 39.23M 주식, $854.69M 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
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