FTMU
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +14.3% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +12.5%
— fórmula
Acumulación amplia — aumento de acciones entre más 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 | 32 | +4 | 7.84M | $62.21M | +6 | −2 |
| Q1 2026 | 29 | +1 | 4.50M | $35.06M | +2 | −1 |
| Q4 2025 | 28 | +3 | 3.44M | $26.89M | +3 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.08M | +653.4% | $16.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.08M | +653.4% | $16.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 1.70M | +63.1% | $13.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 682.47K | +32.8% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 364.36K | -5.6% | $2.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 364.36K | -5.6% | $2.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 359.38K | +39.2% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 359.38K | +39.2% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 327.11K | +44.2% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 315.97K | +12.6% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 315.97K | +12.6% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 315.97K | +12.6% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 281.75K | +34.7% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 268.17K | +100.5% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 256.97K | -0.3% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 229.97K | -7.1% | $1.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 213.21K | +80.0% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 152.63K | +1.5% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 98.50K | +81.1% | $781,079 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 78.83K | +91.7% | $625,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 78.83K | +91.7% | $625,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Citigroup Inc | 78.70K | +64.6% | $624,099 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Focus Partners Wealth | 51.44K | Nuevo | $407,951 | 0.0% | New | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 48.58K | 0.0% | $385,255 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 48.37K | Nuevo | $383,603 | 0.0% | New | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 42.46K | 0.0% | $336,716 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Mariner, LLC | 30.07K | -39.0% | $238,496 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Hrt Financial Lp | 29.35K | Nuevo | $232,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fisher Asset Management ✦ | 25.89K | Nuevo | $205,275 | 0.0% | New | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 15.75K | +1.0% | $124,897 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Creative Planning | 15.53K | +18.0% | $123,149 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 14.22K | +0.4% | $112,781 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 13.00K | Nuevo | $103,090 | 0.0% | New | 1 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 10.19K | +1.0% | $80,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 4.99K | 0.0% | $39,555 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 1.58K | +7.3% | $12,560 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 808 | Nuevo | $6,407 | 0.0% | New | 1 | SEC ↗ |
| 38 | Franklin Resources Inc | 2 | 0.0% | $16 | 0.0% | Held | 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
| Focus Partners Wealth | $407,951 | 0.0% |
| Envestnet Asset Management Inc | $383,603 | 0.0% |
| Hrt Financial Lp | $232,000 | 0.0% |
| Fisher Asset Management | $205,275 | 0.0% |
| Goldman Sachs Group | $103,090 | 0.0% |
| Assetmark, Inc | $6,407 | 0.0% |
Posición cerrada
| Wealth Enhancement Advisory… | $83,624 | era 0.0% |
| JPMorgan Chase | $10,631 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 74 tenedores, 6.01M acciones, $44.58M 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.