Scheda del titolo · trimestre archiviato
CGW
nome in attesa di acquisizione nel profilo
46Holder monitorati
+3Δ titolari
3.99MQuote detenute
$255.07MValore dichiarato
+4Nuove posizioni
−1Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +7.0% ·
flusso azionario +9.4% ·
nuove posizioni nette +6.5%
· formula
Accumulo ampio: azioni in aumento tra un numero crescente di titolari
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 14.39K | $909,936 | n/a | n/a |
| Q2 2026 | 44 | 0 | 3.96M | $260.12M | +4 | −5 |
| Q1 2026 | 46 | +3 | 3.99M | $255.07M | +4 | −1 |
| Q4 2025 | 42 | -1 | 3.64M | $229.40M | n/a | −1 |
| Q3 2025 | 4 | 0 | 969.16K | $62.26M | n/a | n/a |
| Q2 2025 | 2 | 0 | 19.28K | $1.21M | n/a | n/a |
| Q1 2025 | 1 | +1 | 8.24K | $458,830 | +1 | n/a |
| Q3 2024 | 1 | 0 | 5.29K | $323,442 | n/a | n/a |
| Q2 2024 | 1 | n/a | 19.84K | $1.10M | n/a | n/a |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 951.13K | +4.6% | $60.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | UBS Group AG | 488.13K | +9.9% | $31.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 480.78K | +8.1% | $30.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | 1832 Asset Management L.P. | 343.47K | +1.8% | $21.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 174.56K | +3.2% | $11.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 162.59K | +5.4% | $10.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 157.89K | -0.7% | $10.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | LPL Financial LLC | 137.76K | +0.6% | $8.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 122.85K | +20.0% | $7.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 120.44K | +2.1% | $7.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | HighTower Advisors, LLC | 111.45K | +17.4% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 98.07K | +6.5% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 64.34K | +1.1% | $4.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | National Bank Of Canada /Fi/ | 61.88K | +16.1% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 60.02K | +0.6% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Jane Street Group, Llc | 52.23K | Nuovo | $3.34M | 0.0% | New | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 49.65K | +58.4% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bnp Paribas Financial Markets | 37.30K | 0.0% | $2.38M | 0.0% | Held | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 35.18K | +9.5% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 32.75K | +28.7% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Citadel Advisors ✦ | 31.16K | Nuovo | $1.99M | 0.0% | New | 1 | SEC ↗ |
| 22 | Manufacturers Life Insurance… | 25.05K | Nuovo | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 23 | Northern Trust Corp | 20.30K | +5.2% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Susquehanna International Group, Llp | 18.80K | -28.7% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 17.39K | -0.8% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | Cerity Partners LLC | 15.68K | -3.8% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 14.35K | +856.9% | $917,795 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mariner, LLC | 13.42K | -4.5% | $845,546 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 12.34K | +3.3% | $789,179 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 10.52K | +5.1% | $677,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | BlackRock ✦ (passivo) | 8.57K | Nuovo | $548,057 | 0.0% | New | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 8.18K | +9.7% | $513,233 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 33 | Creative Planning | 7.50K | -1.5% | $479,809 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | CIBC Bancorp USA Inc. | 7.20K | n/a | $460,318 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 5.87K | -1.4% | $375,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 5.62K | +30.7% | $359,470 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Citigroup Inc | 5.32K | +68.2% | $340,375 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 4.04K | -53.2% | $258,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 3.87K | +1134.8% | $247,128 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Lido Advisors, LLC | 3.80K | +19.3% | $243,047 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Blair William & Co/Il | 2.94K | +0.1% | $188,258 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Cwm, Llc | 2.62K | +7.2% | $167,395 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 2.50K | -39.4% | $161,050 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 741 | +31.1% | $47,379 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Assetmark, Inc | 130 | 0.0% | $8,312 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Qube Research & Technologies Ltd | 40 | -43.7% | $2,558 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Il loro peso" = quota della posizione sul valore azionario 13F dichiarato da quel manager: la misura della convinzione. ✦ = manager selezionato.
Nuovi acquirenti
| Jane Street Group, Llc | $3.34M | 0.0% |
| Citadel Advisors | $1.99M | 0.0% |
| Manufacturers Life Insurance… | $1.60M | 0.0% |
| BlackRock | $548,057 | 0.0% |
Uscito
| Corient Private Wealth LP | $452,731 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 199 detentori, 6.46M azioni, $401.38M 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 detentori tracciati di questo titolo: conteggi di co-detenzione, 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: Q1 2026 ·
Metodologia ·
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