FUMB
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -5.3% ·
flujo de acciones -8.4% ·
nuevas posiciones netas -5.6%
— 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
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -1 | 4.81M | $96.47M | +1 | −2 |
| Q1 2026 | 22 | +4 | 4.52M | $90.71M | +4 | — |
| Q4 2025 | 18 | -1 | 4.34M | $86.97M | — | −1 |
| Q3 2025 | 4 | +1 | 1.37M | $27.56M | +1 | — |
| Q1 2025 | 1 | +1 | 10.82K | $217,508 | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 755.63K | — | $15.16M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 720.11K | -19.7% | $14.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 720.11K | -19.7% | $14.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 688.25K | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 688.25K | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 347.49K | — | $6.97M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 262.01K | — | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 262.01K | — | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 262.01K | — | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 238.94K | -40.1% | $4.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 238.94K | -40.1% | $4.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 227.22K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 227.22K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 227.22K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 223.40K | — | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 208.32K | — | $4.18M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 208.32K | — | $4.18M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 124.46K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 116.87K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 116.34K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 94.17K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 90.44K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 68.10K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 24.16K | — | $484,549 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 17.02K | -36.0% | $341,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 12.76K | — | $255,871 | 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
| Goldman Sachs Group | $983,634 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 87 tenedores, 7.61M acciones, $144.24M 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.