CGUI
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -5.6% ·
flujo de acciones +30.0% ·
nuevas posiciones netas -5.9%
— 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 Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | -1 | 3.90M | $98.68M | +2 | −3 |
| Q1 2026 | 18 | +3 | 2.28M | $57.58M | +4 | −1 |
| Q4 2025 | 15 | +1 | 1.84M | $46.63M | +1 | — |
| Q3 2025 | 1 | +1 | 19.95K | $504,585 | +1 | — |
| Q4 2024 | 1 | +1 | 15.50K | $389,515 | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.30M | +21.0% | $32.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 467.43K | Nuevo | $11.82M | 0.0% | New | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 467.43K | Nuevo | $11.82M | 0.0% | New | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 337.84K | +110.4% | $8.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 309.12K | +128.1% | $7.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 279.94K | +156.3% | $7.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 201.02K | +70.1% | $5.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 175.95K | +97.5% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 175.95K | +97.5% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 165.16K | +12.2% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 134.47K | +9.5% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 134.47K | +9.5% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 121.21K | +15.2% | $3.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 91.10K | +251.4% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Capital International Investors | 82.00K | 0.0% | $2.07M | 0.0% | Held | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 78.81K | +731.8% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 60.38K | +139.9% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 51.66K | +322.8% | $1.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 42.28K | +99.3% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 9.11K | Nuevo | $230,326 | 0.0% | New | 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
| Wells Fargo & Company/Mn | $11.82M | 0.0% |
| Wells Fargo & Company/Mn | $11.82M | 0.0% |
| UBS Group AG | $230,326 | 0.0% |
Posición cerrada
| Mariner, LLC | $623,683 | era 0.0% |
| Goldman Sachs Group | $444,802 | era 0.0% |
| Northwestern Mutual Wealth… | $32,864 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 55 tenedores, 5.51M acciones, $137.52M 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.