Effectdossier · gearchiveerd kwartaal
GWX
naam in afwachting van profielverwerking
37Gevolgde houders
-1Δ houders
6.49MGehouden aandelen
$274.09MGerapporteerde waarde
+2Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.6% ·
aandelenstroom +6.2% ·
netto nieuwe posities -2.7%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×3 |
| 4 | Cetera Investment Advisers | 550.39K | +0.3% | $23.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 496.52K | +1.2% | $20.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Assetmark, Inc | 450.75K | -2.0% | $19.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cerity Partners LLC | 338.36K | +90.9% | $14.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 334.48K | -1.6% | $14.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Creative Planning | 274.35K | -3.5% | $11.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 266.36K | +3.7% | $11.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Fidelity (FMR) ✦ | 163.64K | +2.8% | $6.91M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | UBS Group AG | 134.12K | -0.3% | $5.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 128.88K | +2315.7% | $5.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 107.69K | +103.2% | $4.55M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 74.64K | -7.5% | $3.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Northern Trust Corp | 71.29K | -31.3% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Pnc Financial Services Group, Inc. | 49.84K | -9.8% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 18 | HighTower Advisors, LLC | 44.19K | -1.7% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 39.58K | +19.5% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Mml Investors Services, Llc | 39.15K | +14.8% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 38.67K | +472.1% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 37.75K | +236.7% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 32.49K | +6.7% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Blair William & Co/Il | 21.03K | -1.8% | $888,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 17.38K | -2.2% | $734,041 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | Focus Partners Wealth | 16.48K | -0.1% | $696,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 15.32K | -34.4% | $652,510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 13.41K | 0.0% | $566,126 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 6.42K | -12.8% | $271,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Corient Private Wealth LP | 5.16K | -83.0% | $217,697 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Citigroup Inc | 4.61K | -3.6% | $194,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cwm, Llc | 3.43K | +15.5% | $144,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 2.89K | Nieuw | $122,087 | 0.0% | New | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 2.26K | 0.0% | $92,434 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 1.45K | 0.0% | $61,417 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 216 | Nieuw | $9,122 | 0.0% | New | 1 | SEC ↗ |
| 37 | BlackRock ✦ (passief) | 204 | 0.0% | $8,615 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fifth Third Bancorp | $122,087 | 0.0% |
| Russell Investments Group… | $9,122 | 0.0% |
Verlaten
| Citadel Advisors | $2.50M | was 0.0% |
| National Bank Of Canada /Fi/ | $26,507 | was 0.0% |
| Qube Research & Technologies… | $82 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 251 houders, 13.00M aandelen, $526.24M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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