CDL
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +8.0% ·
flujo de acciones -2.0% ·
nuevas posiciones netas +7.4%
— 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 Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +1 | 1.86M | $144.77M | +2 | −1 |
| Q1 2026 | 27 | +2 | 1.85M | $137.47M | +2 | — |
| Q4 2025 | 25 | +1 | 1.88M | $129.73M | +1 | — |
| Q3 2025 | 4 | 0 | 610.47K | $42.48M | — | — |
| Q2 2025 | 2 | 0 | 34.15K | $2.27M | — | — |
| Q1 2025 | 1 | +1 | 9.80K | $670,928 | +1 | — |
| Q3 2024 | 1 | 0 | 17.09K | $1.16M | — | — |
| Q2 2024 | 1 | — | 32.66K | $1.99M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 618.43K | +7.6% | $46.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 618.43K | +7.6% | $46.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 268.03K | -7.2% | $19.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 268.03K | -7.2% | $19.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 207.25K | +2.6% | $15.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 152.45K | -7.2% | $11.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 112.75K | -16.0% | $8.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 101.22K | -10.7% | $7.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 86.43K | +8.7% | $6.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 43.28K | +0.9% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 40.31K | -0.2% | $3.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 36.04K | -11.5% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 36.04K | -11.5% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 31.86K | -4.1% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 31.86K | -4.1% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 27.70K | -1.8% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 19.89K | -6.3% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 18.91K | -7.1% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | UBS Group AG | 17.80K | -5.6% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 17.21K | -7.0% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 13.05K | -71.5% | $972,504 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 11.78K | +138.2% | $878,018 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Creative Planning | 8.41K | Nuevo | $626,494 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 4.81K | Nuevo | $358,644 | 0.0% | New | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 3.51K | -29.6% | $261,905 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 3.51K | -29.6% | $261,905 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Sei Investments Co | 3.34K | 0.0% | $248,730 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 741 | 0.0% | $55,230 | 0.0% | Held | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 499 | -78.3% | $36,896 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 254 | 0.0% | $18,927 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 14 | 0.0% | $1,072 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 1 | 0.0% | $75 | 0.0% | Held | 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
| Creative Planning | $626,494 | 0.0% |
| Fifth Third Bancorp | $358,644 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 60 tenedores, 2.62M acciones, $190.87M 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.