EVSM
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -4.8% ·
flujo de acciones +9.5% ·
nuevas posiciones netas -5.0%
— fórmula
Acumulación concentrada — aumento de acciones entre 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 | 20 | -1 | 6.17M | $310.44M | +4 | −5 |
| Q1 2026 | 21 | +2 | 5.64M | $282.93M | +6 | −4 |
| Q4 2025 | 19 | +4 | 4.55M | $229.08M | +4 | — |
| Q3 2025 | 1 | — | 2.90M | $146.46M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.55M | +0.9% | $178.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.55M | +0.9% | $178.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.55M | +0.9% | $178.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.55M | +0.9% | $178.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 898.05K | +7.5% | $45.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 898.05K | +7.5% | $45.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 735.10K | +35.4% | $36.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 313.01K | +8.9% | $15.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 124.11K | +15.7% | $6.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 124.11K | +15.7% | $6.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 124.11K | +15.7% | $6.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 97.40K | Nuevo | $4.90M | 0.0% | New | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 86.72K | +45.6% | $4.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 70.97K | +36.5% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 68.42K | +54.7% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 50.36K | +521.2% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 50.36K | +521.2% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 43.60K | +136.7% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 38.95K | Nuevo | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 33.05K | -18.7% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 24.01K | -9.6% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 17.27K | -51.0% | $868,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 9.34K | +200.9% | $471,160 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 8.45K | +3.7% | $425,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 1.50K | Nuevo | $75,602 | 0.0% | New | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 772 | Nuevo | $38,839 | 0.0% | New | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 526 | -62.6% | $26,000 | 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
| Rockefeller Capital… | $4.90M | 0.0% |
| Wells Fargo & Company/Mn | $1.96M | 0.0% |
| JPMorgan Chase | $75,602 | 0.0% |
| Pnc Financial Services Group… | $38,839 | 0.0% |
Posición cerrada
| Susquehanna International… | $824,321 | era 0.0% |
| Goldman Sachs Group | $694,630 | era 0.0% |
| Bank Of America Corp /De/ | $470,280 | era 0.0% |
| Truist Financial Corp | $400,566 | era 0.0% |
| UBS Group AG | $2,510 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 90 tenedores, 8.95M acciones, $402.37M 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.