DFAW
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -10.5% · nuevas posiciones netas 0.0% — fórmula
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 | 22 | +3 | 892.50K | $73.82M | +5 | −2 |
| Q1 2026 | 20 | +2 | 935.94K | $66.25M | +3 | −1 |
| Q4 2025 | 18 | 0 | 486.67K | $36.00M | — | — |
| Q3 2025 | 3 | 0 | 249.03K | $17.90M | — | — |
| Q2 2025 | 1 | -1 | 20.24K | $1.36M | — | −1 |
| Q1 2025 | 2 | +1 | 24.28K | $1.49M | +1 | — |
| Q4 2024 | 1 | +1 | 20.24K | $1.26M | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 135.40K | -40.6% | $10.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 66.91K | — | $4.95M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 55.91K | +176.3% | $4.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | LPL Financial LLC | 52.98K | — | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 32.67K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 32.53K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 23.40K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 23.40K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of Montreal /Can/ | 18.65K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 16.73K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 16.49K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Corient Private Wealth LP | 10.55K | — | $780,478 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 10.55K | — | $780,478 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Corient Private Wealth LP | 10.55K | — | $780,478 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 10.40K | — | $769,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 5.40K | — | $399,539 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 5.33K | — | $394,563 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 2.00K | — | $147,828 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 2.00K | — | $147,828 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 695 | -4.7% | $51,416 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 581 | — | $42,982 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 34 | — | $2,515 | 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): 200 tenedores, 8.43M acciones, $613.67M 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.