Among active 13F managers last quarter, 9 opened and 3 added, while 5 reduced; the largest holder to move was Arrowstreet Capital, Limited Partnership (+178%). Over the last 180 days, 3 insiders bought and none sold, a net +$1.4M in open-market trades.
Funds lean in and no leg opposes.
41 tracked 13F filers disclose a position in BWMX as of the latest SEC 13F filings, a combined $18.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 124K | $2.1M | ▲+260% Added · +89K sh | Q1 2026 | |
| 2 | Goldman Sachs Group Inc | 121K | $2.0M | ▲+100% Added · +61K sh | Q1 2026 | |
| 3 | Quattro Financial Advisors LLC | 98K | $1.8M | ▲+31% Added · +23K sh | Q2 2026 | |
| 4 | State Street Corp | 91K | $1.6M | —Held | Q2 2026 | |
| 5 | Arrowstreet Capital, Limited Partnership | 73K | $1.2M | ▲+178% Added · +46K sh | Q1 2026 | |
| 6 | Redhawk Wealth Advisors, Inc. | 61K | $1.1M | ▼−5.8% Reduced · −4K sh | Q2 2026 | |
| 7 | BNP Paribas Financial Markets | 59K | $998K | ▲+5.9% Added · +3K sh | Q1 2026 | |
| 8 | Lazard Asset Management LLC | 47K | $785K | ▲New +47K sh | Q1 2026 | |
| 9 | Renaissance Technologies LLC | 36K | $614K | ▼−2.1% Reduced · −800 sh | Q1 2026 | |
| 10 | Sei Investments Co | 36K | $613K | ▲New +36K sh | Q1 2026 | |
| 11 | Engineers Gate Manager LP | 35K | $622K | ▼−24% Reduced · −11K sh | Q2 2026 | |
| 12 | Commonwealth Equity Services, LLC | 34K | $568K | ▲+2.2% Added · +715 sh | Q1 2026 | |
| 13 | UBS Group AG | 32K | $531K | ▼−7.7% Reduced · −3K sh | Q1 2026 | |
| 14 | Stifel Financial Corp | 26K | $435K | ▲+8.2% Added · +2K sh | Q1 2026 | |
| 15 | XTX Topco Ltd | 20K | $342K | ▲New +20K sh | Q1 2026 | |
| 16 | Numerai GP LLC | 20K | $358K | ▼−10.0% Reduced · −2K sh | Q2 2026 | |
| 17 | NewEdge Advisors, LLC | 20K | $356K | ▲+49% Added · +6K sh | Q2 2026 | |
| 18 | O'shaughnessy Asset Management, LLC | 16K | $296K | ▲New +16K sh | Q2 2026 | |
| 19 | Susquehanna Portfolio Strategies, LLC | 16K | $268K | ▲New +16K sh | Q1 2026 | |
| 20 | Exchange Traded Concepts, LLC | 15K | $273K | ▲+11% Added · +2K sh | Q2 2026 | |
| 21 | R Squared Ltd | 14K | $255K | ▲New +14K sh | Q2 2026 | |
| 22 | Bulltick Wealth Management, LLC | 13K | $231K | —Held | Q2 2026 | |
| 23 | Millennium Management LLC | 12K | $208K | ▼−75% Reduced · −38K sh | Q1 2026 | |
| 24 | Confluence Investment Management LLC | 10K | $174K | ▲New +10K sh | Q1 2026 | |
| 25 | New York State Common Retirement Fund | 6K | $94K | ▲+392% Added · +4K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 9 funds opened a new position in BWMX and 3 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| JPMorgan Chase & CoJPM | 19 funds | $2.1B |
| Costco Wholesale CorpCOST | 19 funds | $1.8B |
| Microsoft CorpMSFT | 18 funds | $18.9B |
| Chevron CorpCVX | 18 funds | $2.0B |
| McKesson CorpMCK | 18 funds | $1.9B |
| Lockheed Martin CorpLMT | 18 funds | $1.2B |
| Apple IncAAPL | 17 funds | $17.5B |
| Meta Platforms Inc-Class AMETA | 17 funds | $5.0B |
| Micron Technology IncMU | 17 funds | $4.2B |
| Eli Lilly & CoLLY | 17 funds | $3.0B |
| Tesla IncTSLA | 17 funds | $2.8B |
| Intuitive Surgical IncISRG | 17 funds | $2.4B |
Ranked by how many of BWMX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BWMX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 4, 2026 | Campos Luis | Director, 10% Owner | Buy (P) | 22K | $371K |
| Aug 3, 2026 | Campos Luis | Director, 10% Owner | Buy (P) | 3K | $54K |
| Jul 31, 2026 | Campos Luis | Director, 10% Owner | Buy (P) | 4K | $66K |
| Jul 27, 2026 | Campos Luis | Director, 10% Owner | Buy (P) | 47K | $768K |
| Apr 30, 2026 | Salazar Fernando | STRATEGY OFFICE SENIOR MANAGER | Buy (P) | 159 | $3K |
| Apr 28, 2026 | Chevallier Andres Campos | CHIEF EXECUTIVE OFFICER, Director | Buy (P) | 10K | $168K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 14 | 8 | – |
Insiders Form 4 open-market | 3 | 0 | +$1.4M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BWMX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BWMX/capital-change-brief"
Use Arkolith's capital_change_brief for BWMX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BWMX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.