HTD
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +3.8% ·
flujo de acciones +2.4% ·
nuevas posiciones netas +3.7%
— 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 Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 819.90K | +5.6% | $20.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Captrust Financial Advisors | 545.91K | +10.7% | $13.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 477.05K | -1.1% | $12.16M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 374.65K | +0.6% | $9.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Invesco Ltd. | 369.67K | -21.4% | $9.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 357.83K | +4.9% | $9.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 314.63K | -0.1% | $8.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 273.08K | +3.9% | $6.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 233.07K | +4.0% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 158.72K | -12.6% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | First Trust Advisors Lp | 156.60K | +3.1% | $3.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 152.79K | +31.1% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 128.74K | +1.0% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 35.44K | +41.2% | $903,445 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 32.43K | +2.1% | $839,002 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 28.72K | -2.5% | $732,150 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 26.31K | +7.3% | $670,652 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cerity Partners LLC | 24.93K | Nuevo | $635,395 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 15.20K | +11.0% | $387,318 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Lido Advisors, LLC | 12.67K | 0.0% | $322,882 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 10.00K | +9515.4% | $254,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Creative Planning | 8.74K | Nuevo | $222,706 | 0.0% | New | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 3.44K | +41.4% | $87,738 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 3.20K | 0.0% | $81,568 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 2.79K | +214.6% | $71,227 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 26 | Assetmark, Inc | 682 | -44.2% | $17,384 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 42 | 0.0% | $1,083 | 0.0% | Held | 4 | 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
| Cerity Partners LLC | $635,395 | 0.0% |
| Creative Planning | $222,706 | 0.0% |
Posición cerrada
| Jones Financial Companies Lllp | $53,132 | 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.