GWX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +25.4% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 510.61K | $23.24M | n/a | n/a |
| Q2 2026 | 40 | +4 | 6.81M | $297.79M | +4 | n/a |
| Q1 2026 | 37 | -1 | 6.49M | $274.09M | +2 | −3 |
| Q4 2025 | 38 | +1 | 6.11M | $249.67M | +1 | n/a |
| Q3 2025 | 5 | +1 | 526.49K | $21.15M | +1 | n/a |
| Q2 2025 | 2 | 0 | 158.00K | $5.87M | n/a | n/a |
| Q1 2025 | 1 | 0 | 22.86K | $730,510 | n/a | n/a |
| Q4 2024 | 1 | -1 | 31.47K | $975,036 | n/a | −1 |
| Q3 2024 | 2 | +1 | 48.39K | $1.65M | +1 | n/a |
| Q2 2024 | 1 | n/a | 31.65K | $1.00M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 257.80K | n/a | $10.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Fidelity (FMR) ✦ | 151.61K | +8.5% | $6.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Citadel Advisors ✦ | 104.95K | New | $4.22M | 0.0% | New | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 7.96K | -56.5% | $319,672 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 4.16K | n/a | $167,230 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $4.22M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 251 holders, 13.00M shares, $526.24M 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.