DJUL
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones 0.0% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 13.40K | $691,393 | n/a | −1 |
| Q2 2026 | 17 | +1 | 1.11M | $55.57M | +3 | −3 |
| Q1 2026 | 18 | +1 | 1.15M | $53.82M | +2 | −1 |
| Q4 2025 | 17 | 0 | 1.12M | $53.17M | n/a | n/a |
| Q3 2025 | 1 | -1 | 205 | $9,572 | n/a | −1 |
| Q2 2025 | 1 | 0 | 16.24K | $721,374 | n/a | n/a |
| Q1 2025 | 1 | +1 | 16.65K | $681,160 | +1 | n/a |
| Q3 2024 | 1 | +1 | 17.89K | $740,908 | +1 | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 241.24K | n/a | $11.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 194.40K | n/a | $9.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 152.74K | n/a | $7.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Truist Financial Corp | 141.71K | n/a | $6.74M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cwm, Llc | 94.86K | n/a | $4.51M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 89.64K | n/a | $4.26M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 76.29K | n/a | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 38.11K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 22.97K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 17.55K | n/a | $834,949 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 16.51K | n/a | $785,428 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 15.42K | n/a | $733,577 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 11.79K | n/a | $563,161 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Barclays Plc | 3.64K | n/a | $173,345 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 492 | n/a | $23,404 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 205 | 0.0% | $9,752 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 140 | n/a | $7,000 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
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): 112 tenedores, 4.28M acciones, $161.65M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.