Institutional Holders (2026 Q2)
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. | 4.65% | 3,263,970 | $58.7M |
| 2 | Quattro Financial Advisors LLC | 0.38% | 98,110 | $1.8M |
| 3 | R Squared Ltd | 0.13% | 14,200 | $255K |
| 4 | Redhawk Wealth Advisors, Inc. | 0.11% | 60,859 | $1.1M |
| 5 | Bulltick Wealth Management, LLC | 0.05% | 12,845 | $231K |
| 6 | Numerai GP LLC | 0.03% | 19,909 | $358K |
| 7 | Engineers Gate Manager LP | 0.01% | 34,555 | $622K |
| 8 | Susquehanna Portfolio Strategies, LLC | 0.00% | 15,073 | $271K |
| 9 | XTX Topco Ltd | 0.00% | 16,016 | $288K |
| 10 | Confluence Investment Management LLC | 0.00% | 12,096 | $218K |
| 11 | Lazard Asset Management LLC | 0.00% | 81,450 | $1.5M |
| 12 | WealthCollab, LLC | 0.00% | 221 | $4K |
| 13 | O'shaughnessy Asset Management, LLC | 0.00% | 16,428 | $296K |
| 14 | Exchange Traded Concepts, LLC | 0.00% | 15,193 | $273K |
| 15 | NewEdge Advisors, LLC | 0.00% | 19,796 | $356K |
| 16 | First Trust Advisors LP | 0.00% | 72,078 | $1.3M |
| 17 | Commonwealth Equity Services, LLC | 0.00% | 33,307 | $599K |
| 18 | Sei Investments Co | 0.00% | 47,319 | $851K |
| 19 | Renaissance Technologies LLC | 0.00% | 25,700 | $462K |
| 20 | Arrowstreet Capital, Limited Partnership | 0.00% | 72,582 | $1.3M |
| 21 | Millennium Management LLC | 0.00% | 62,907 | $1.1M |
| 22 | BNP Paribas Financial Markets | 0.00% | 63,241 | $1.1M |
| 23 | Stifel Financial Corp | 0.00% | 25,691 | $462K |
| 24 | Quarry LP | 0.00% | 201 | $4K |
| 25 | New York State Common Retirement Fund | 0.00% | 10,319 | $186K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|