AVSF
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -0.8% · nuevas posiciones netas 0.0% — fórmula
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 | 2.08M | $96.88M | +5 | −4 |
| Q1 2026 | 20 | +4 | 2.47M | $115.59M | +7 | −3 |
| Q4 2025 | 16 | 0 | 1.58M | $74.53M | — | — |
| Q3 2025 | 2 | +1 | 35.70K | $1.69M | +1 | — |
| Q1 2025 | 1 | 0 | 68.21K | $3.19M | — | — |
| Q4 2024 | 1 | 0 | 12.58K | $580,533 | — | — |
| Q3 2024 | 1 | 0 | 27.22K | $1.28M | — | — |
| Q2 2024 | 1 | — | 4.81K | $221,926 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 488.86K | — | $23.02M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Creative Planning | 416.40K | — | $19.61M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Corient Private Wealth LP | 163.33K | — | $7.69M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 163.33K | — | $7.69M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 139.27K | — | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | American Century Companies Inc | 119.11K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 60.78K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 53.01K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 48.70K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 39.72K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 21.68K | -37.5% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 16.44K | — | $774,052 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 16.44K | — | $774,052 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 6.53K | — | $307,418 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 5.61K | — | $264,006 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 2.42K | — | $113,899 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1.11K | +10.5% | $52,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 1 | — | $0 | 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
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 111 tenedores, 13.38M acciones, $600.99M 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.