CEFS
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -21.1% ·
flujo de acciones -0.2% ·
nuevas posiciones netas -20.0%
— fórmula
Distribución amplia — caída de acciones 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 | 16 | +1 | 1.97M | $50.43M | +1 | — |
| Q1 2026 | 15 | -4 | 1.92M | $43.25M | +1 | −5 |
| Q4 2025 | 19 | 0 | 1.92M | $44.23M | +1 | −1 |
| Q3 2025 | 2 | 0 | 17.73K | $403,678 | — | — |
| Q2 2025 | 1 | 0 | 18.29K | $406,770 | — | — |
| Q1 2025 | 1 | 0 | 37.52K | $800,259 | — | — |
| Q4 2024 | 1 | 0 | 40.36K | $864,511 | — | — |
| Q3 2024 | 1 | 0 | 31.02K | $690,217 | — | — |
| Q2 2024 | 1 | — | 24.67K | $525,182 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 400.49K | -1.2% | $9.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 344.25K | +8.2% | $7.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 344.25K | +8.2% | $7.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 306.70K | +5.7% | $6.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 298.12K | +2.6% | $6.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 298.12K | +2.6% | $6.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 268.85K | +5.9% | $6.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 130.87K | +151.0% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 130.87K | +151.0% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 130.87K | +151.0% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 74.42K | -41.7% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Lido Advisors, LLC | 52.77K | 0.0% | $1.19M | 0.0% | Held | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 17.58K | +5.0% | $396,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 15.42K | Nuevo | $347,682 | 0.0% | New | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 4.72K | +5.2% | $106,465 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 4.72K | +5.2% | $106,465 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 2.35K | +3.0% | $52,934 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Assetmark, Inc | 703 | 0.0% | $15,853 | 0.0% | Held | 2 | SEC ↗ |
| 19 | UBS Group AG | 4 | 0.0% | $90 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1 | 0.0% | $25 | 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
| AQR Capital Management | $347,682 | 0.0% |
Posición cerrada
| Ameriprise Financial Inc | $686,016 | era 0.0% |
| Commonwealth Equity Services… | $629,380 | era 0.0% |
| Tidal Investments LLC | $492,365 | era 0.0% |
| Millennium Management | $357,373 | era 0.0% |
| Mariner, LLC | $276,849 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 83 tenedores, 5.74M acciones, $127.44M 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.