CLOZ
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +11.1% ·
flujo de acciones +28.8% ·
nuevas posiciones netas +10.0%
— fórmula
Acumulación amplia — aumento de acciones entre más 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 | 20 | +2 | 5.27M | $139.33M | +6 | −4 |
| Q1 2026 | 19 | -3 | 4.10M | $105.04M | +3 | −6 |
| Q4 2025 | 22 | -1 | 4.33M | $114.97M | — | −1 |
| Q3 2025 | 5 | 0 | 1.79M | $48.09M | — | — |
| Q2 2025 | 2 | +1 | 155.14K | $4.15M | +1 | — |
| Q1 2025 | 1 | 0 | 77.20K | $2.05M | — | — |
| Q4 2024 | 1 | +1 | 29.46K | $793,839 | +1 | — |
| Q2 2024 | 1 | — | 52.04K | $1.40M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.87M | +15.4% | $49.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.87M | +15.4% | $49.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.87M | +15.4% | $49.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.87M | +15.4% | $49.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.87M | +15.4% | $49.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Focus Partners Wealth | 1.48M | +9.1% | $39.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mariner, LLC | 642.61K | +246.3% | $16.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 365.24K | +570.9% | $9.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 225.79K | -2.3% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Barclays Plc | 194.40K | +2.3% | $5.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 156.04K | +50.6% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 82.86K | -2.5% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 82.86K | -2.5% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Nuveen, LLC | 78.59K | Nuevo | $2.08M | 0.0% | New | 1 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 74.94K | Nuevo | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 34.49K | Nuevo | $911,120 | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 21.65K | +94017.4% | $571,977 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 15.51K | +27.1% | $409,879 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 12.21K | -8.1% | $322,470 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 11.64K | Nuevo | $307,653 | 0.0% | New | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 4.70K | -74.3% | $124,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 4.70K | -74.3% | $124,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 1.22K | Nuevo | $32,123 | 0.0% | New | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 64 | -78.7% | $1,691 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 7 | +600.0% | $179 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 7 | +600.0% | $179 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 2 | Nuevo | $53 | 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
| Nuveen, LLC | $2.08M | 0.0% |
| Bank Of Montreal /Can/ | $1.96M | 0.0% |
| Goldman Sachs Group | $911,120 | 0.0% |
| HighTower Advisors, LLC | $307,653 | 0.0% |
| Northwestern Mutual Wealth… | $32,123 | 0.0% |
| Fidelity (FMR) | $53 | 0.0% |
Posición cerrada
| Citadel Advisors | $2.78M | era 0.0% |
| Susquehanna International… | $1.79M | era 0.0% |
| Jane Street Group, Llc | $933,121 | era 0.0% |
| Cerity Partners LLC | $211,907 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 87 tenedores, 11.93M acciones, $304.77M 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.