CGBD
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -7.7% ·
flujo de acciones +2.7% ·
nuevas posiciones netas -8.3%
· fórmula
Acumulación concentrada: acciones en aumento 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 27.76K | $292,569 | n/a | n/a |
| Q2 2026 | 47 | 0 | 14.62M | $153.96M | +5 | −5 |
| Q1 2026 | 48 | -4 | 15.21M | $166.37M | +4 | −8 |
| Q4 2025 | 52 | -1 | 14.80M | $185.01M | +2 | −3 |
| Q3 2025 | 9 | +2 | 4.00M | $49.95M | +3 | −1 |
| Q2 2025 | 4 | 0 | 570.65K | $7.81M | n/a | n/a |
| Q1 2025 | 3 | +1 | 543.63K | $8.80M | +1 | n/a |
| Q4 2024 | 2 | -2 | 310.33K | $5.56M | n/a | −2 |
| Q3 2024 | 4 | +1 | 438.45K | $7.44M | +2 | −1 |
| Q2 2024 | 3 | n/a | 448.34K | $7.95M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 3.23M | -6.8% | $35.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.63M | +2.3% | $28.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Invesco Ltd. | 1.31M | +47.7% | $14.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 1.24M | +43.4% | $13.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Two Sigma Investments ✦ | 630.92K | -14.4% | $6.90M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 6 | Russell Investments Group, Ltd. | 587.18K | +189.8% | $6.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Legal & General Group Plc | 551.58K | +6.3% | $6.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mariner, LLC | 548.52K | +0.8% | $6.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Sumitomo Mitsui Trust Group, Inc. | 519.74K | 0.0% | $5.69M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Toronto Dominion Bank | 450.00K | -10.0% | $4.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 447.64K | +4.5% | $4.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Focus Partners Wealth | 304.86K | +100.9% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 283.48K | -42.6% | $3.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 14 | Bank Of America Corp /De/ | 250.89K | -27.2% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Wells Fargo & Company/Mn | 199.17K | -26.2% | $2.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | HighTower Advisors, LLC | 196.71K | +180.3% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Millennium Management ✦ | 179.50K | +397.7% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Corient Private Wealth LP | 175.30K | -49.8% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | LPL Financial LLC | 153.44K | +39.6% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 145.72K | +5.5% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 104.08K | -20.5% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Universal- Beteiligungs- und… | 100.25K | 0.0% | $1.10M | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 99.56K | Nuevo | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 94.89K | +25.0% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 74.74K | -2.1% | $817,687 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Balyasny Asset Management L.P. | 72.46K | Nuevo | $792,746 | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | Neuberger Berman Group LLC | 71.30K | -2.4% | $780,033 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 67.76K | +4.3% | $741,262 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Cwm, Llc | 56.87K | +508.9% | $622,196 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 50.58K | -11.4% | $553,540 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Us Bancorp \De\ | 50.00K | 0.0% | $547,000 | 0.0% | Held | 2 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 41.19K | -0.7% | $450,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Royal Bank Of Canada | 41.14K | -16.3% | $450,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Lido Advisors, LLC | 37.51K | -52.6% | $425,386 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 31.58K | -7.4% | $345,490 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mackenzie Financial Corp | 27.60K | +0.5% | $301,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 23.23K | -67.6% | $254,082 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fisher Asset Management ✦ | 22.93K | +2.1% | $250,865 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 19.50K | -84.0% | $220,155 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 17.56K | 0.0% | $192,128 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 16.79K | -41.6% | $184,062 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Group One Trading Llc | 15.90K | Nuevo | $173,979 | 0.0% | New | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 10.89K | Nuevo | $119,180 | 0.0% | New | 1 | SEC ↗ |
| 44 | Squarepoint Ops LLC | 10.54K | -50.9% | $115,319 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 3.68K | 0.0% | $40,237 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Nomura Asset Management Co Ltd | 2.34K | +533.1% | $25,556 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 1.53K | 0.0% | $16,738 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Simplex Trading, Llc | 458 | +142.3% | $5,010 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Fifth Third Bancorp | $1.09M | 0.0% |
| Balyasny Asset Management L.P. | $792,746 | 0.0% |
| Group One Trading Llc | $173,979 | 0.0% |
| Blair William & Co/Il | $119,180 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $3.20M | era 0.0% |
| Citadel Advisors | $873,788 | era 0.0% |
| Connor, Clark & Lunn… | $627,785 | era 0.0% |
| Northern Trust Corp | $270,746 | era 0.0% |
| National Bank Of Canada /Fi/ | $182,897 | era 0.0% |
| Nomura Holdings Inc | $179,544 | era 0.0% |
| Stifel Financial Corp | $168,865 | era 0.0% |
| Citigroup Inc | $12 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 152 tenedores, 25.49M acciones, $259.04M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 3.11K acc. · $34,815
Director · 87 acc. · $978
Director · 8.63K acc. · $96,781
Director · 4.98K acc. · $55,668
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología