AIEQ
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -5.6% ·
flujo de acciones -4.2% ·
nuevas posiciones netas -5.9%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 83.56K | $4.18M | n/a | −1 |
| Q2 2026 | 16 | 0 | 351.08K | $17.42M | +2 | −2 |
| Q1 2026 | 16 | -1 | 347.81K | $15.07M | +1 | −2 |
| Q4 2025 | 17 | -1 | 379.43K | $17.19M | n/a | −1 |
| Q3 2025 | 4 | 0 | 50.67K | $2.27M | n/a | n/a |
| Q2 2025 | 2 | 0 | 7.39K | $313,382 | n/a | n/a |
| Q1 2025 | 1 | +1 | 14.61K | $538,732 | +1 | n/a |
| Q3 2024 | 1 | 0 | 6.40K | $240,122 | n/a | n/a |
| Q2 2024 | 1 | n/a | 5.52K | $200,376 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 201.88K | n/a | $9.11M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 107.32K | n/a | $4.90M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 32.08K | -5.6% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 20.37K | n/a | $919,610 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 5.83K | n/a | $263,374 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Commonwealth Equity Services, Llc | 4.91K | n/a | $221,730 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 2.37K | n/a | $107,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Bank Of Montreal /Can/ | 1.72K | n/a | $77,830 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.34K | +0.1% | $60,314 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Fidelity (FMR) ✦ | 645 | -2.3% | $29,119 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 368 | n/a | $16,613 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 262 | n/a | $11,828 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 115 | n/a | $5,193 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Assetmark, Inc | 91 | n/a | $4,108 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | TD Waterhouse Canada Inc. | 58 | n/a | $2,612 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Blair William & Co/Il | 34 | n/a | $1,535 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | National Bank Of Canada /Fi/ | 33 | n/a | $1,486 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Citadel Advisors | $658,851 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 33 tenedores, 380.82K acciones, $16.29M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.