CVIE
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +5.9% ·
flujo de acciones +0.8% ·
nuevas posiciones netas +5.6%
— 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 Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -2 | 1.78M | $151.59M | +1 | −3 |
| Q1 2026 | 23 | +5 | 1.88M | $136.98M | +6 | −1 |
| Q4 2025 | 18 | +1 | 1.51M | $107.84M | +1 | — |
| Q3 2025 | 2 | 0 | 21.64K | $1.48M | — | — |
| Q2 2025 | 1 | — | 91 | $5,924 | — | — |
| Q2 2024 | 1 | — | 11.33K | $638,610 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 756.31K | — | $53.92M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 369.19K | — | $26.32M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 119.70K | — | $8.53M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Jane Street Group, Llc | 62.01K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 45.31K | — | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 45.31K | — | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 44.17K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 23.53K | +9.2% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Creative Planning | 14.85K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Focus Partners Wealth | 14.71K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 13.85K | — | $987,559 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 13.85K | — | $987,559 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 12.86K | — | $917,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 10.17K | Nuevo | $725,192 | 0.0% | New | 1 | SEC ↗ |
| 15 | Financial Engines Advisors L.L.C. | 9.96K | — | $710,433 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 9.05K | — | $645,399 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 3.33K | — | $237,084 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 3.07K | — | $218,767 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 395 | — | $28,164 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 85 | 0.0% | $6,061 | 0.0% | Held | 3 | 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
| Citadel Advisors | $725,192 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 76 tenedores, 4.01M acciones, $286.24M 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.