AIEQ
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +0.9% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 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 | 200.03K | +0.1% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 86.39K | +4.3% | $4.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 48.59K | +121.6% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 48.59K | +121.6% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 7.16K | Nuevo | $353,946 | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank Of Montreal /Can/ | 1.72K | 0.0% | $85,235 | 0.0% | Held | 3 | SEC ↗ |
| 7 | TD Waterhouse Canada Inc. | 1.65K | 0.0% | $81,712 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 1.44K | -72.5% | $71,213 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 1.44K | -72.5% | $71,213 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.33K | -7.0% | $66,002 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.33K | -7.0% | $66,002 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 1.16K | +42.3% | $57,327 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | UBS Group AG | 734 | +38.2% | $36,289 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 656 | +53.3% | $32,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 656 | +53.3% | $32,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 103 | +56.1% | $5,092 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Blair William & Co/Il | 82 | -29.3% | $4,054 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | National Bank Of Canada /Fi/ | 33 | 0.0% | $1,630 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Russell Investments Group, Ltd. | 1 | Nuevo | $49 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 0 | -100.0% | $1 | 0.0% | ▼ Trim | 3 | 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
| Cetera Investment Advisers | $353,946 | 0.0% |
| Russell Investments Group… | $49 | 0.0% |
Posición cerrada
| Goldman Sachs Group | $1.34M | era 0.0% |
| Citigroup Inc | $4,626 | 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.