DFIP
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +19.4% · nuevas posiciones netas -4.3% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 162.47K | +18.6% | $6.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 146.32K | +24.2% | $6.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Assetmark, Inc | 76.72K | +8.6% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 56.62K | Nuevo | $2.34M | 0.0% | New | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 52.08K | +9.1% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 47.53K | +78.0% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 42.36K | +5.5% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Creative Planning | 34.68K | -6.2% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 31.17K | +11.0% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 24.67K | +1.4% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 16.91K | -64.8% | $698,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Citigroup Inc | 15.55K | +17.9% | $641,680 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 13.02K | +110.7% | $537,140 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Mercer Global Advisors Inc /Adv | 10.46K | +0.7% | $431,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 10.21K | +13.3% | $421,908 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 9.51K | -4.7% | $392,183 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | UBS Group AG | 6.21K | +34.7% | $256,276 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 5.30K | -2.4% | $218,775 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS AM, a distinct business unit of… | 4.25K | 0.0% | $175,416 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.31K | -2.2% | $54,172 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 21 | JPMorgan Chase ✦ | 1.30K | -6.7% | $53,933 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 22 | Franklin Resources Inc | 550 | 0.0% | $22,690 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 122 | -24.2% | $5,033 | 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
| Citadel Advisors | $2.34M | 0.0% |
Posición cerrada
| HighTower Advisors, LLC | $205,513 | era 0.0% |
| Northwestern Mutual Wealth… | $18,774 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 161 tenedores, 18.17M acciones, $752.75M 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.