Scheda del titolo · trimestre archiviato
GWX
nome in attesa di acquisizione nel profilo
37Holder monitorati
-1Δ titolari
6.49MQuote detenute
$274.09MValore dichiarato
+2Nuove posizioni
−3Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori -2.6% ·
flusso azionario +6.2% ·
nuove posizioni nette -2.7%
— formula
Accumulo concentrato — azioni in aumento tra un minor numero di detentori
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +4 | 6.81M | $297.79M | +4 | — |
| Q1 2026 | 37 | -1 | 6.49M | $274.09M | +2 | −3 |
| Q4 2025 | 38 | +1 | 6.11M | $249.67M | +1 | — |
| Q3 2025 | 5 | +1 | 526.49K | $21.15M | +1 | — |
| Q2 2025 | 2 | 0 | 158.00K | $5.87M | — | — |
| Q1 2025 | 1 | 0 | 22.86K | $730,510 | — | — |
| Q4 2024 | 1 | -1 | 31.47K | $975,036 | — | −1 |
| Q3 2024 | 2 | +1 | 48.39K | $1.65M | +1 | — |
| Q2 2024 | 1 | — | 31.65K | $1.00M | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.26M | +3.5% | $53.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 865.40K | +8.8% | $36.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 579.70K | 0.0% | $24.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 579.70K | 0.0% | $24.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 579.70K | 0.0% | $24.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 550.39K | +0.3% | $23.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 496.52K | +1.2% | $20.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 496.52K | +1.2% | $20.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 496.52K | +1.2% | $20.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Assetmark, Inc | 450.75K | -2.0% | $19.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cerity Partners LLC | 338.36K | +90.9% | $14.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cerity Partners LLC | 338.36K | +90.9% | $14.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 334.48K | -1.6% | $14.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 334.48K | -1.6% | $14.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Creative Planning | 274.35K | -3.5% | $11.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 266.36K | +3.7% | $11.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 266.36K | +3.7% | $11.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 266.36K | +3.7% | $11.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 266.36K | +3.7% | $11.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 163.64K | +2.8% | $6.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 163.64K | +2.8% | $6.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | UBS Group AG | 134.12K | -0.3% | $5.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 128.88K | +2315.7% | $5.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wellington Management ✦ | 107.69K | +103.2% | $4.55M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 74.64K | -7.5% | $3.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Northern Trust Corp | 71.29K | -31.3% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Northern Trust Corp | 71.29K | -31.3% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 49.84K | -9.8% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 49.84K | -9.8% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 49.84K | -9.8% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 49.84K | -9.8% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 49.84K | -9.8% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 44.19K | -1.7% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Raymond James Financial Inc | 39.58K | +19.5% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Raymond James Financial Inc | 39.58K | +19.5% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 39.15K | +14.8% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 38.67K | +472.1% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 37.75K | +236.7% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 32.49K | +6.7% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Blair William & Co/Il | 21.03K | -1.8% | $888,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 17.38K | -2.2% | $734,041 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 17.38K | -2.2% | $734,041 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 17.38K | -2.2% | $734,041 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Focus Partners Wealth | 16.48K | -0.1% | $696,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 15.32K | -34.4% | $652,510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Mariner, LLC | 13.41K | 0.0% | $566,126 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Royal Bank Of Canada | 6.42K | -12.8% | $271,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Corient Private Wealth LP | 5.16K | -83.0% | $217,697 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Citigroup Inc | 4.61K | -3.6% | $194,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Cwm, Llc | 3.43K | +15.5% | $144,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Fifth Third Bancorp | 2.89K | Nuovo | $122,087 | 0.0% | New | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 2.26K | 0.0% | $92,434 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 1.45K | 0.0% | $61,417 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 216 | Nuovo | $9,122 | 0.0% | New | 1 | SEC ↗ |
| 55 | BlackRock ✦ (passivo) | 204 | 0.0% | $8,615 | 0.0% | Held | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Fifth Third Bancorp | $122,087 | 0.0% |
| Russell Investments Group… | $9,122 | 0.0% |
Uscito
| Citadel Advisors | $2.50M | era 0.0% |
| National Bank Of Canada /Fi/ | $26,507 | era 0.0% |
| Qube Research & Technologies… | $82 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 251 detentori, 13.00M azioni, $526.24M 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: Q1 2026 ·
Metodologia ·
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