CVIE
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -9.1% ·
flujo de acciones -4.7% ·
nuevas posiciones netas -10.0%
— fórmula
Distribución amplia — caída de acciones y 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 | 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 | 797.39K | +0.9% | $67.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 369.69K | +0.3% | $31.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 146.61K | +53.2% | $12.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 146.61K | +53.2% | $12.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Raymond James Financial Inc | 94.82K | +11.6% | $8.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 94.82K | +11.6% | $8.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 88.04K | -0.9% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 78.16K | Nuevo | $6.64M | 0.0% | New | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 55.53K | +7.9% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Focus Partners Wealth | 50.63K | +86.2% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 19.41K | +424.8% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 15.95K | +228.6% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Creative Planning | 15.83K | -11.4% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 11.66K | -6.3% | $991,415 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 11.66K | -6.3% | $991,415 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 10.51K | -94.8% | $893,058 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Financial Engines Advisors L.L.C. | 9.58K | +2.2% | $814,337 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 7.24K | +1.3% | $615,407 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mariner, LLC | 7.10K | -3.8% | $603,342 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | LPL Financial LLC | 4.51K | -3.3% | $383,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 280 | -2.8% | $23,824 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Fifth Third Bancorp | 121 | 0.0% | $10,287 | 0.0% | Held | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 53 | +103.8% | $4,467 | 0.0% | ▲ Add | 2 | 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
| Susquehanna International… | $6.64M | 0.0% |
Posición cerrada
| Citadel Advisors | $5.51M | era 0.0% |
| Goldman Sachs Group | $1.40M | era 0.0% |
| Royal Bank Of Canada | $27,000 | era 0.0% |
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.