Institutional Holders (2026 Q1)
44 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BWMX. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Mmbg Investment Advisors CO. | 5.31% | 3,429,352 | $57.8M |
| 2 | Quattro Financial Advisors LLC | 0.38% | 75,000 | $1.3M |
| 3 | Redhawk Wealth Advisors, Inc. | 0.12% | 64,631 | $1.1M |
| 4 | Bulltick Wealth Management, LLC | 0.05% | 12,845 | $217K |
| 5 | Numerai GP LLC | 0.04% | 22,114 | $373K |
| 6 | Engineers Gate Manager LP | 0.01% | 45,568 | $768K |
| 7 | XTX Topco Ltd | 0.01% | 20,266 | $342K |
| 8 | Susquehanna Portfolio Strategies, LLC | 0.00% | 15,873 | $268K |
| 9 | Anfield Capital Management, LLC | 0.00% | 713 | $12K |
| 10 | Confluence Investment Management LLC | 0.00% | 10,328 | $174K |
| 11 | Exchange Traded Concepts, LLC | 0.00% | 13,646 | $230K |
| 12 | Rossby Financial, LCC | 0.00% | 442 | $8K |
| 13 | WealthCollab, LLC | 0.00% | 221 | $4K |
| 14 | Lazard Asset Management LLC | 0.00% | 46,587 | $785K |
| 15 | EverSource Wealth Advisors, LLC | 0.00% | 727 | $36K |
| 16 | Renaissance Technologies LLC | 0.00% | 36,400 | $614K |
| 17 | Commonwealth Equity Services, LLC | 0.00% | 33,715 | $568K |
| 18 | Arrowstreet Capital, Limited Partnership | 0.00% | 72,582 | $1.2M |
| 19 | Sei Investments Co | 0.00% | 36,371 | $613K |
| 20 | BNP Paribas Financial Markets | 0.00% | 59,216 | $998K |
| 21 | Stifel Financial Corp | 0.00% | 25,814 | $435K |
| 22 | Goldman Sachs Group Inc | 0.00% | 121,352 | $2.0M |
| 23 | New York State Common Retirement Fund | 0.00% | 5,548 | $94K |
| 24 | Morgan Stanley | 0.00% | 123,813 | $2.1M |
| 25 | SBI Securities Co., Ltd. | 0.00% | 212 | $4K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|