FJAN
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +30.0% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +1 | 3.31M | $182.52M | +2 | −1 |
| Q1 2026 | 23 | 0 | 3.58M | $180.59M | +1 | −1 |
| Q4 2025 | 23 | 0 | 2.34M | $120.93M | +1 | −1 |
| Q3 2025 | 3 | — | 16.26K | $815,319 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 671.99K | +131.8% | $33.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 608.36K | +131.4% | $30.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 419.60K | +156.8% | $21.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cwm, Llc | 294.20K | +199.4% | $14.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 282.42K | +12.9% | $14.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Assetmark, Inc | 280.12K | +11.1% | $14.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 277.42K | -29.9% | $13.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 277.42K | -29.9% | $13.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 220.55K | +30.7% | $11.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 204.57K | +8.9% | $10.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 125.73K | -0.8% | $6.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 125.73K | -0.8% | $6.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 70.10K | +90.4% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 29.57K | -7.1% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 28.29K | +13.9% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 22.45K | +90.6% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 15.44K | +111.1% | $778,280 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mariner, LLC | 12.95K | -10.6% | $652,860 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mariner, LLC | 12.95K | -10.6% | $652,860 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 8.39K | +90.0% | $413,997 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 8.39K | +90.0% | $413,997 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 5.00K | 0.0% | $252,050 | 0.0% | Held | 2 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 3.20K | 0.0% | $161,120 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 1.00K | Nuevo | $49,500 | 0.0% | New | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 824 | +66.1% | $41,538 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 310 | 0.0% | $15,627 | 0.0% | Held | 2 | SEC ↗ |
| 27 | UBS Group AG | 10 | -78.7% | $504 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | UBS Group AG | 10 | -78.7% | $504 | 0.0% | ▼ Trim | 2 | 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
| Jones Financial Companies Lllp | $49,500 | 0.0% |
Posición cerrada
| Barclays Plc | $2,070 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 158 tenedores, 7.69M acciones, $363.61M 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.