CWS
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -10.0% ·
flujo de acciones -30.0% ·
nuevas posiciones netas -11.1%
— 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 | 18 | -2 | 360.75K | $24.60M | +1 | −3 |
| Q1 2026 | 20 | +2 | 517.50K | $33.52M | +4 | −2 |
| Q4 2025 | 18 | 0 | 604.14K | $41.52M | — | — |
| Q3 2025 | 2 | -1 | 42 | $2,991 | — | −1 |
| Q2 2025 | 1 | 0 | 11.10K | $777,043 | — | — |
| Q1 2025 | 1 | 0 | 11.10K | $726,717 | +1 | −1 |
| Q4 2024 | 1 | +1 | 4.58K | $296,906 | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cibc World Market Inc. | 126.54K | -2.3% | $8.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 67.18K | -1.8% | $4.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 63.61K | -26.0% | $4.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 63.61K | -26.0% | $4.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 63.61K | -26.0% | $4.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 38.24K | -43.7% | $2.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Stifel Financial Corp | 19.39K | -79.1% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 9.10K | +170.7% | $620,802 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Hrt Financial Lp | 6.01K | Nuevo | $409,000 | 0.0% | New | 1 | SEC ↗ |
| 10 | Cerity Partners LLC | 5.95K | -16.4% | $405,731 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 5.46K | -55.9% | $372,658 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 5.46K | -55.9% | $372,658 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 4.59K | -28.8% | $312,872 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 4.07K | — | $276,694 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 4.07K | — | $276,694 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 4.00K | 0.0% | $272,760 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Captrust Financial Advisors | 3.64K | -0.2% | $248,348 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 2.27K | +54.1% | $154,450 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Us Bancorp \De\ | 379 | -5.2% | $25,844 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Assetmark, Inc | 280 | 0.0% | $19,093 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 42 | 0.0% | $2,886 | 0.0% | Held | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 42 | 0.0% | $2,886 | 0.0% | Held | 4 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 0 | -100.0% | $5 | 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
| Hrt Financial Lp | $409,000 | 0.0% |
Posición cerrada
| Goldman Sachs Group | $1.73M | era 0.0% |
| Citadel Advisors | $420,562 | era 0.0% |
| Royal Bank Of Canada | $52,000 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 55 tenedores, 1.00M acciones, $58.68M 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.