AUSF
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -9.1% ·
flujo de acciones +0.5% ·
nuevas posiciones netas -10.0%
— fórmula
Acumulación concentrada — aumento de acciones entre 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -1 | 6.83M | $336.90M | +3 | −4 |
| Q1 2026 | 22 | +2 | 6.29M | $304.94M | +4 | −2 |
| Q4 2025 | 20 | -2 | 7.73M | $363.47M | — | −2 |
| Q3 2025 | 5 | +1 | 40.85K | $1.90M | +1 | — |
| Q2 2025 | 1 | -1 | 778 | $34,789 | — | −1 |
| Q1 2025 | 1 | +1 | 12.00K | $523,800 | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 4.68M | — | $221.87M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 1.25M | — | $58.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 620.53K | — | $28.77M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 251.93K | — | $11.68M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 251.93K | — | $11.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 250.38K | — | $11.61M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 249.46K | — | $11.57M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 134.94K | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 134.94K | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 106.34K | — | $4.93M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 77.00K | +165.5% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 66.62K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 19.44K | — | $901,687 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 19.44K | — | $901,687 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Creative Planning | 8.01K | — | $371,575 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Brown Advisory Inc | 6.74K | — | $312,348 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 6.66K | — | $308,917 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 1.44K | +85.2% | $66,827 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 1.05K | — | $48,503 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 319 | +31800.0% | $14,792 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 50 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 39 | — | $1,808 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | — | $23 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Goldman Sachs Group | $498,820 | era 0.0% |
| JPMorgan Chase | $16,092 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 86 tenedores, 12.21M acciones, $581.45M 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.