ASG
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -13.6% ·
flujo de acciones -10.3% ·
nuevas posiciones netas -15.8%
· 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 Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +3 | 2.19M | $11.97M | +4 | −2 |
| Q1 2026 | 19 | -3 | 2.13M | $10.12M | +1 | −4 |
| Q4 2025 | 22 | -1 | 2.38M | $12.61M | n/a | −1 |
| Q3 2025 | 3 | +1 | 334.76K | $1.86M | +1 | n/a |
| Q2 2025 | 1 | 0 | 299.96K | $1.64M | +1 | −1 |
| Q1 2025 | 1 | 0 | 39.12K | $191,297 | +1 | −1 |
| Q4 2024 | 1 | +1 | 23.29K | $131,566 | +1 | n/a |
| Q2 2024 | 2 | n/a | 65.37K | $349,087 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 897.73K | -8.9% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 331.52K | -16.4% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Two Sigma Investments ✦ | 162.45K | -21.5% | $771,647 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 129.23K | +23.3% | $613,837 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | Ameriprise Financial Inc | 110.88K | +21.9% | $526,666 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Invesco Ltd. | 74.84K | +24.8% | $355,471 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 65.17K | +16.7% | $309,558 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 66.20K | +4.8% | $307,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 55.45K | +66.5% | $263,393 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 54.33K | +4.3% | $258,055 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 53.72K | -38.7% | $255,148 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 30.08K | -25.2% | $142,884 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Mercer Global Advisors Inc /Adv | 27.42K | -30.9% | $130,240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 21.99K | +0.4% | $104,448 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Us Bancorp \De\ | 18.71K | +2.3% | $88,882 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 17.01K | -16.6% | $80,796 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 11.44K | Nuevo | $54,359 | 0.0% | New | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 4.44K | +82.5% | $21,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Cwm, Llc | 12 | -57.1% | $55 | 0.0% | ▼ Trim | 2 | 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
| Susquehanna International… | $54,359 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $345,179 | era 0.0% |
| Nomura Holdings Inc | $92,750 | era 0.0% |
| Wealth Enhancement Advisory… | $78,869 | era 0.0% |
| Northwestern Mutual Wealth… | $10,828 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 73 tenedores, 13.14M acciones, $63.19M 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.