CVLC
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +2.7% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 1.58M | $149.16M | +3 | −2 |
| Q1 2026 | 20 | 0 | 1.55M | $123.74M | +1 | −1 |
| Q4 2025 | 20 | +2 | 1.51M | $126.82M | +2 | — |
| Q3 2025 | 3 | -1 | 14.12K | $1.16M | — | −1 |
| Q2 2025 | 2 | 0 | 4.59K | $351,564 | — | — |
| Q1 2025 | 1 | 0 | 37.29K | $2.57M | — | — |
| Q4 2024 | 1 | +1 | 3.37K | $247,380 | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 551.22K | +0.2% | $44.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 299.24K | -5.1% | $23.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 215.13K | -22.6% | $17.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Focus Partners Wealth | 111.75K | +154.6% | $8.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 109.07K | +13.6% | $8.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 109.07K | +13.6% | $8.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cwm, Llc | 75.86K | +9.7% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Creative Planning | 49.89K | +27.0% | $3.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 37.44K | +5.8% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 30.85K | +81.8% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 20.70K | +45.9% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 10.06K | +5.8% | $805,327 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 10.06K | +5.8% | $805,327 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 9.64K | -9.1% | $771,525 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 7.26K | +95.4% | $581,236 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 6.63K | +1.6% | $531,038 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 3.80K | -11.4% | $304,228 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 3.49K | Nuevo | $279,329 | 0.0% | New | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.72K | -0.9% | $217,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.72K | -0.9% | $217,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.72K | -0.9% | $217,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.72K | -0.9% | $217,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 414 | +20.4% | $33,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 358 | 0.0% | $28,631 | 0.0% | Held | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 102 | -97.1% | $7,925 | 0.0% | ▼ Trim | 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
| Jane Street Group, Llc | $279,329 | 0.0% |
Posición cerrada
| Citadel Advisors | $477,640 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 73 tenedores, 6.55M acciones, $505.56M 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.