Ficha del valor · trimestre archivado
CSM
nombre pendiente de incorporación al perfil
32Tenedores rastreados
0Δ titulares
2.25MAcciones mantenidas
$179.20MValor declarado
+0Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -0.2% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | 0 | 2.19M | $186.55M | +2 | −2 |
| Q1 2026 | 32 | 0 | 2.23M | $166.76M | +3 | −3 |
| Q4 2025 | 32 | 0 | 2.25M | $179.20M | — | — |
| Q3 2025 | 4 | +1 | 825.93K | $63.24M | +1 | — |
| Q2 2025 | 1 | — | 9.61K | $677,068 | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 799.73K | -1.7% | $63.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 799.73K | -1.7% | $63.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 799.73K | -1.7% | $63.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Kayne Anderson Rudnick Investment… | 380.40K | — | $30.26M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 293.12K | — | $23.36M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 121.56K | — | $9.69M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 98.93K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 76.81K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 76.81K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 76.81K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 76.81K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 69.75K | — | $5.56M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 69.75K | — | $5.56M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 69.75K | — | $5.56M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 65.42K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 65.42K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 48.41K | — | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 48.41K | — | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 47.40K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 47.40K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 41.41K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 34.20K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 32.83K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 29.97K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 13.20K | +266.7% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 12.63K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 12.61K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 12.61K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 12.61K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 12.61K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 11.93K | — | $950,255 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 7.68K | — | $612,256 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 7.50K | -6.3% | $597,627 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Empower Advisory Group, LLC | 7.03K | — | $559,911 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Hrt Financial Lp | 5.94K | — | $472,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 5.61K | — | $447,005 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 5.42K | — | $431,758 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Financial Engines Advisors L.L.C. | 4.40K | — | $350,273 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Mariner, LLC | 4.00K | — | $318,513 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 3.08K | — | $245,733 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 2.90K | — | $234,084 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | First Trust Advisors Lp | 2.90K | — | $230,951 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 2.14K | — | $170,834 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 369 | -50.0% | $29,402 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Fifth Third Bancorp | 310 | — | $24,701 | 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): 100 tenedores, 3.39M acciones, $249.36M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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