CLOI
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +5.3% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +5 | 3.95M | $209.33M | +5 | — |
| Q1 2026 | 24 | +2 | 3.02M | $159.31M | +7 | −5 |
| Q4 2025 | 22 | 0 | 3.55M | $187.55M | — | — |
| Q3 2025 | 2 | -1 | 164.46K | $8.73M | — | −1 |
| Q2 2025 | 1 | 0 | 28.05K | $1.49M | — | — |
| Q1 2025 | 1 | 0 | 72.72K | $3.84M | — | — |
| Q4 2024 | 1 | +1 | 23.74K | $1.25M | +1 | — |
| Q2 2024 | 1 | — | 68.84K | $3.64M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.03M | — | $107.08M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 321.04K | — | $16.95M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 270.21K | +64.8% | $14.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 194.16K | — | $10.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 169.16K | — | $8.93M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 129.85K | — | $6.86M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 101.29K | — | $5.35M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 94.15K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 74.08K | +16075.3% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 74.08K | +16075.3% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 43.43K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 38.01K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 38.01K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 38.01K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 30.14K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 20.85K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 14.02K | — | $740,290 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 12.38K | — | $654,015 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Quantinno Capital Management LP | 6.82K | — | $359,900 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 2.68K | — | $141,531 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 705 | — | $37,231 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 705 | — | $37,231 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 263 | — | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 224 | — | $11,829 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 218 | — | $11,513 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 112 | — | $5,915 | 0.0% | n/c | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 165 tenedores, 14.60M acciones, $756.64M 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.