BSMR
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -13.8% ·
flujo de acciones +15.7% ·
nuevas posiciones netas -16.0%
— 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 Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +3 | 4.47M | $105.67M | +4 | −1 |
| Q1 2026 | 25 | -4 | 4.33M | $102.46M | — | −4 |
| Q4 2025 | 29 | +1 | 3.75M | $88.64M | +1 | — |
| Q3 2025 | 1 | — | 546.53K | $12.93M | — | — |
| Q3 2024 | 1 | +1 | 19.19K | $454,708 | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 563.85K | +2.5% | $13.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 563.85K | +2.5% | $13.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 500.07K | +12.2% | $11.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 466.69K | +63.9% | $11.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 466.69K | +63.9% | $11.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 462.63K | +3.0% | $10.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 462.63K | +3.0% | $10.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 394.92K | +6.8% | $9.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 332.67K | +65.6% | $7.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 332.67K | +65.6% | $7.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 254.23K | +29.4% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 254.23K | +29.4% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 230.74K | +44.6% | $5.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 138.45K | +7.2% | $3.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 138.45K | +7.2% | $3.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 124.73K | +7.9% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Focus Partners Wealth | 112.94K | +0.9% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 108.92K | +45.2% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 105.03K | -5.0% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 83.50K | +56.6% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 69.46K | -21.1% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 69.18K | +24.1% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 68.78K | -10.2% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 67.86K | +4.5% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Captrust Financial Advisors | 47.20K | +0.1% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Brown Advisory Inc | 46.64K | 0.0% | $1.10M | 0.0% | Held | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 32.37K | +35.7% | $765,717 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Lido Advisors, LLC | 24.31K | 0.0% | $575,076 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Lido Advisors, LLC | 24.31K | 0.0% | $575,076 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 23.07K | +69.7% | $545,603 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 4.13K | +2.2% | $97,692 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Cwm, Llc | 557 | -60.0% | $13,175 | 0.0% | ▼ Trim | 2 | 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
| Susquehanna International… | $318,652 | era 0.0% |
| Jane Street Group, Llc | $317,256 | era 0.0% |
| Goldman Sachs Group | $258,684 | era 0.0% |
| Wealth Enhancement Advisory… | $227,990 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 139 tenedores, 9.40M acciones, $217.48M 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.