BWZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.6% ·
share flow -30.0% ·
net new positions +12.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jane Street Group, Llc | 269.34K | +15.8% | $7.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 212.87K | +19.1% | $5.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | UBS Group AG | 192.99K | +3.4% | $5.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 161.57K | +646.6% | $4.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Creative Planning | 128.81K | +3.4% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 112.38K | -3.3% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 112.32K | -91.0% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Rockefeller Capital Management L.P. | 109.41K | -18.8% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 109.29K | New | $2.94M | 0.0% | New | 1 | SEC ↗ |
| 10 | Quantinno Capital Management LP | 101.03K | +1.1% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 98.21K | +2.4% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 89.29K | +103.3% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 66.09K | -5.1% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 63.35K | +26.2% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 36.69K | New | $987,560 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 35.39K | +3.5% | $952,737 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 33.59K | -2.2% | $904,389 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 19.13K | -41.5% | $515,040 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | LPL Financial LLC | 12.46K | -13.6% | $335,353 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Hrt Financial Lp | 8.09K | New | $217,000 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 7.95K | 0.0% | $213,938 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Fifth Third Bancorp | 5.37K | New | $144,668 | 0.0% | New | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 425 | -67.0% | $11,441 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 366 | +0.3% | $9,861 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 113 | New | $3,030 | 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
| Ameriprise Financial Inc | $2.94M | 0.0% |
| Citadel Advisors | $987,560 | 0.0% |
| Hrt Financial Lp | $217,000 | 0.0% |
| Fifth Third Bancorp | $144,668 | 0.0% |
| Fidelity (FMR) | $3,030 | 0.0% |
Exited
| Goldman Sachs Group | $5.81M | was 0.0% |
| National Bank Of Canada /Fi/ | $46,420 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 74 holders, 11.00M shares, $288.22M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.