HERD
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +7.1% ·
flujo de acciones +11.7% ·
nuevas posiciones netas +6.7%
— 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 Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +1 | 1.34M | $63.08M | +2 | −1 |
| Q1 2026 | 15 | +1 | 1.25M | $57.13M | +4 | −3 |
| Q4 2025 | 14 | -1 | 1.12M | $48.61M | — | −1 |
| Q3 2025 | 2 | 0 | 15.21K | $644,301 | — | — |
| Q2 2025 | 1 | 0 | 12.49K | $497,477 | — | — |
| Q1 2025 | 1 | +1 | 30.58K | $1.15M | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 301.69K | +7.2% | $13.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 246.51K | +4.3% | $11.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 217.38K | -3.2% | $9.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 211.09K | -1.5% | $9.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 105.33K | +49.4% | $4.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 105.33K | +49.4% | $4.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 92.86K | Nuevo | $4.25M | 0.0% | New | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 43.60K | Nuevo | $1.99M | 0.0% | New | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 8.77K | -8.5% | $402,741 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mariner, LLC | 8.40K | -3.1% | $384,075 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 8.09K | -4.3% | $370,278 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 4.49K | -21.6% | $205,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 436 | -10.3% | $19,945 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 436 | -10.3% | $19,945 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 212 | Nuevo | $9,709 | 0.0% | New | 1 | SEC ↗ |
| 16 | Cwm, Llc | 81 | Nuevo | $3,709 | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 0 | -100.0% | $14 | 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
| Raymond James Financial Inc | $4.25M | 0.0% |
| Citadel Advisors | $1.99M | 0.0% |
| Northwestern Mutual Wealth… | $9,709 | 0.0% |
| Cwm, Llc | $3,709 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $1.74M | era 0.0% |
| Susquehanna International… | $792,301 | era 0.0% |
| UBS Group AG | $522 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 42 tenedores, 1.64M acciones, $74.45M 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.