FAD
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -6.9% ·
flujo de acciones -0.7% ·
nuevas posiciones netas -7.4%
— 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 Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 308.45K | +4.1% | $49.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 138.55K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 136.98K | — | $22.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 125.11K | — | $20.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 58.04K | — | $9.39M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $8.09M | 0.0% | Held | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 48.71K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Truist Financial Corp | 47.16K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 31.76K | — | $5.14M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 30.23K | — | $4.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Creative Planning | 25.38K | — | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 17.74K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 17.25K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 14.62K | — | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 14.15K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 13.87K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Stifel Financial Corp | 12.67K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 11.22K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 7.13K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 1.90K | — | $320,497 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 897 | — | $145,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 834 | — | $135,027 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 427 | 0.0% | $69,111 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Us Bancorp \De\ | 389 | — | $62,961 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Blair William & Co/Il | 115 | — | $18,613 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 50 | — | $8,093 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 6 | — | $971 | 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
| Citadel Advisors | $3.21M | era 0.0% |
| JPMorgan Chase | $12,780 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 99 tenedores, 1.64M acciones, $252.78M 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.