Scheda del titolo · trimestre archiviato
GWX
nome in attesa di acquisizione nel profilo
40Holder monitorati
+4Δ titolari
6.81MQuote detenute
$297.79MValore dichiarato
+4Nuove posizioni
−0Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +11.1% ·
flusso azionario +4.9% ·
nuove posizioni nette +10.0%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 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 · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.35M | +7.1% | $59.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 930.70K | +7.5% | $40.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 622.40K | +25.4% | $27.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 622.40K | +25.4% | $27.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 622.40K | +25.4% | $27.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 581.32K | +5.6% | $25.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 550.65K | -5.0% | $24.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 550.65K | -5.0% | $24.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 550.65K | -5.0% | $24.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Assetmark, Inc | 442.81K | -1.8% | $19.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cerity Partners LLC | 338.83K | +0.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cerity Partners LLC | 338.83K | +0.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 330.64K | -1.1% | $14.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 330.64K | -1.1% | $14.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 266.31K | 0.0% | $11.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 266.31K | 0.0% | $11.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Creative Planning | 259.01K | -5.6% | $11.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Creative Planning | 259.01K | -5.6% | $11.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 175.44K | +7.2% | $7.68M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 175.44K | +7.2% | $7.68M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Jane Street Group, Llc | 163.86K | Nuovo | $7.17M | 0.0% | New | 1 | SEC ↗ |
| 22 | UBS Group AG | 137.29K | +2.4% | $6.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 70.11K | -45.6% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 63.75K | -14.6% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 55.60K | +42.0% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wellington Management ✦ | 51.14K | -52.5% | $2.24M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 49.86K | 0.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 49.86K | 0.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 49.86K | 0.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 49.86K | 0.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 49.86K | 0.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 46.72K | +5.7% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 46.41K | +17.3% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 46.41K | +17.3% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 42.95K | +11.1% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 40.38K | +163.5% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 35.33K | +8.7% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Northern Trust Corp | 25.75K | -63.9% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Northern Trust Corp | 25.75K | -63.9% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Blair William & Co/Il | 21.03K | 0.0% | $920,185 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 17.38K | 0.0% | $760,636 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 17.38K | 0.0% | $760,636 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 17.38K | 0.0% | $760,636 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Focus Partners Wealth | 16.26K | -1.4% | $711,439 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Mariner, LLC | 13.40K | -0.1% | $586,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Royal Bank Of Canada | 12.83K | +99.7% | $561,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Royal Bank Of Canada | 12.83K | +99.7% | $561,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Corient Private Wealth LP | 12.01K | +133.0% | $525,646 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 11.36K | -69.9% | $496,982 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 8.60K | Nuovo | $376,161 | 0.0% | New | 1 | SEC ↗ |
| 51 | Citigroup Inc | 4.08K | -11.5% | $178,716 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Fifth Third Bancorp | 2.88K | -0.3% | $126,117 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 2.84K | +25.7% | $124,165 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 2.84K | +25.7% | $124,165 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 2.42K | +66.5% | $105,983 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | BlackRock ✦ (passivo) | 410 | +101.0% | $17,942 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 292 | +35.2% | $12,778 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Allspring Global Investments… | 250 | Nuovo | $10,988 | 0.0% | New | 1 | SEC ↗ |
| 59 | Qube Research & Technologies Ltd | 88 | Nuovo | $3,851 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Jane Street Group, Llc | $7.17M | 0.0% |
| Goldman Sachs Group | $376,161 | 0.0% |
| Allspring Global Investments… | $10,988 | 0.0% |
| Qube Research & Technologies… | $3,851 | 0.0% |
Uscito
| Nessuna uscita tracciata questo trimestre. |
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: Q2 2026 ·
Metodologia ·
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