AMJB
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +11.1% ·
flujo de acciones -30.0% ·
nuevas posiciones netas +10.0%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 7.31M | $251.89M | +2 | −1 |
| Q1 2026 | 19 | -2 | 7.25M | $251.54M | +1 | −3 |
| Q4 2025 | 20 | +2 | 3.72M | $111.16M | +2 | — |
| Q3 2025 | 3 | -1 | 4.42M | $130.37M | — | −1 |
| Q2 2025 | 1 | 0 | 12.27K | $371,230 | — | — |
| Q1 2025 | 1 | +1 | 100.93K | $3.28M | +1 | — |
| Q3 2024 | 1 | +1 | 75.97K | $2.16M | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 2.35M | -41.7% | $70.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 501.99K | — | $15.01M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 327.94K | -3.3% | $9.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 327.94K | -3.3% | $9.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Baird Financial Group, Inc. | 280.03K | — | $8.38M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 54.92K | -3.7% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 54.92K | -3.7% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 46.12K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 40.57K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Creative Planning | 29.82K | — | $891,767 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 16.68K | — | $498,749 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 13.45K | — | $401,184 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 13.35K | Nuevo | $399,239 | 0.0% | New | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 12.51K | — | $374,088 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 12.51K | — | $374,088 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 9.52K | Nuevo | $284,863 | 0.0% | New | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 9.05K | — | $270,715 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 7.39K | — | $220,944 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 4.41K | — | $131,869 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 4.41K | — | $131,869 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 2.75K | — | $82,373 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 2.75K | — | $82,373 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 627 | — | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 468 | — | $13,998 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 20 | — | $598 | 0.0% | n/c | 1 | 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
| Citadel Advisors | $399,239 | 0.0% |
| AQR Capital Management | $284,863 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 69 tenedores, 10.18M acciones, $345.55M 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.