FLRT
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -13.6% ·
flujo de acciones -1.7% ·
nuevas posiciones netas -15.8%
— 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 Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -3 | 3.75M | $174.71M | +2 | −5 |
| Q1 2026 | 23 | +2 | 3.81M | $176.61M | +4 | −2 |
| Q4 2025 | 21 | -3 | 3.27M | $154.03M | — | −3 |
| Q3 2025 | 4 | +1 | 30.30K | $1.44M | +1 | — |
| Q2 2025 | 1 | 0 | 24.54K | $1.17M | — | — |
| Q1 2025 | 1 | 0 | 107.13K | $5.04M | — | — |
| Q4 2024 | 1 | 0 | 6.08K | $289,233 | — | — |
| Q3 2024 | 1 | 0 | 41.97K | $1.99M | — | — |
| Q2 2024 | 1 | — | 22.96K | $1.09M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.61M | -11.4% | $74.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 339.80K | +0.4% | $15.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 310.58K | +14.5% | $14.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 310.58K | +14.5% | $14.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 310.58K | +14.5% | $14.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 279.08K | +13.9% | $13.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 279.08K | +13.9% | $13.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 255.65K | +13.0% | $11.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 233.42K | +12.8% | $10.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 171.79K | +19.8% | $8.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 166.29K | +18.4% | $7.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Assetmark, Inc | 144.00K | -1.5% | $6.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 75.20K | +0.8% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 51.88K | +71.7% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 43.48K | +3619.8% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 31.52K | -23.7% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Captrust Financial Advisors | 24.50K | Nuevo | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 8.72K | +14.8% | $406,691 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 5.45K | +10.7% | $254,445 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 197 | Nuevo | $9,198 | 0.0% | New | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 197 | Nuevo | $9,198 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 4 | +100.0% | $187 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | -100.0% | $49 | 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
| Captrust Financial Advisors | $1.14M | 0.0% |
| Morgan Stanley | $9,198 | 0.0% |
| Morgan Stanley | $9,198 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $2.73M | era 0.0% |
| Citadel Advisors | $1.71M | era 0.0% |
| HighTower Advisors, LLC | $777,260 | era 0.0% |
| Mariner, LLC | $406,817 | era 0.0% |
| Pnc Financial Services Group… | $4,261 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 113 tenedores, 7.82M acciones, $350.48M 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.