HTD
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +8.0% ·
flujo de acciones +1.3% ·
nuevas posiciones netas +7.4%
— 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 | 28 | +2 | 4.58M | $116.68M | +3 | −1 |
| Q1 2026 | 27 | +2 | 4.46M | $110.56M | +3 | −1 |
| Q4 2025 | 25 | 0 | 4.41M | $104.24M | — | — |
| Q3 2025 | 2 | — | 415.80K | $10.31M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 776.44K | +1.2% | $19.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 776.44K | +1.2% | $19.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Captrust Financial Advisors | 493.00K | +6.6% | $12.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 482.30K | +0.2% | $11.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 482.30K | +0.2% | $11.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 482.30K | +0.2% | $11.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 470.49K | -5.1% | $11.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 470.49K | -5.1% | $11.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 372.41K | +0.9% | $9.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 341.09K | +8.0% | $8.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 341.09K | +8.0% | $8.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 314.86K | +10.8% | $7.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 314.86K | +10.8% | $7.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 262.79K | -4.6% | $6.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 224.19K | +11.5% | $5.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 181.69K | -4.3% | $4.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 181.69K | -4.3% | $4.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | First Trust Advisors Lp | 151.81K | +6.2% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 127.46K | +1.9% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 116.57K | -12.8% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 116.57K | -12.8% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 31.77K | -24.9% | $791,505 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 29.44K | -10.6% | $729,340 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 25.10K | +26.5% | $621,689 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 24.52K | +5.1% | $607,340 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 13.69K | +16.6% | $339,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Lido Advisors, LLC | 12.67K | 0.0% | $313,762 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 3.20K | Nuevo | $79,264 | 0.0% | New | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 2.43K | -1.8% | $60,290 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 2.15K | Nuevo | $53,132 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 1.22K | -19.9% | $30,269 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 888 | -69.2% | $21,996 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 888 | -69.2% | $21,996 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cwm, Llc | 855 | +71.0% | $21,184 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 104 | Nuevo | $2,576 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 42 | 0.0% | $1,038 | 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
| Fifth Third Bancorp | $79,264 | 0.0% |
| Jones Financial Companies Lllp | $53,132 | 0.0% |
| Northwestern Mutual Wealth… | $2,576 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $278,005 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 91 tenedores, 5.90M acciones, $143.67M 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.