AIEQ
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -5.9% ·
flujo de acciones -8.3% ·
nuevas posiciones netas -6.2%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q3 2025 | 4 | 0 | 50.67K | $2.27M | — | — |
| Q2 2025 | 2 | 0 | 7.39K | $313,382 | — | — |
| Q1 2025 | 1 | +1 | 14.61K | $538,732 | +1 | — |
| Q3 2024 | 1 | 0 | 6.40K | $240,122 | — | — |
| Q2 2024 | 1 | — | 5.52K | $200,376 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 199.84K | -1.0% | $8.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 82.83K | -22.8% | $3.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 31.02K | -3.3% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 21.92K | +7.6% | $947,750 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 21.92K | +7.6% | $947,750 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 5.23K | -10.3% | $226,197 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 5.23K | -10.3% | $226,197 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of Montreal /Can/ | 1.72K | 0.0% | $74,533 | 0.0% | Held | 2 | SEC ↗ |
| 9 | TD Waterhouse Canada Inc. | 1.65K | +2736.2% | $71,402 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.44K | +7.5% | $62,082 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.44K | +7.5% | $62,082 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 815 | +26.4% | $35,214 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | UBS Group AG | 531 | +44.3% | $22,957 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 428 | -82.0% | $19,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 428 | -82.0% | $19,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Blair William & Co/Il | 116 | +241.2% | $5,015 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citigroup Inc | 107 | Nuevo | $4,626 | 0.0% | New | 1 | SEC ↗ |
| 18 | Assetmark, Inc | 66 | -27.5% | $2,853 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 63 | -45.2% | $2,736 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 63 | -45.2% | $2,736 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 33 | 0.0% | $1,425 | 0.0% | Held | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Citigroup Inc | $4,626 | 0.0% |
Posición cerrada
| Commonwealth Equity Services… | $221,730 | era 0.0% |
| Northwestern Mutual Wealth… | $11,828 | 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 otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.