IFV
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -5.3% ·
flujo de acciones +1.1% ·
nuevas posiciones netas -5.6%
· fórmula
Acumulación concentrada: acciones en aumento entre 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 | 21 | -1 | 4.50M | $121.32M | +2 | −3 |
| Q1 2026 | 23 | +5 | 4.02M | $101.48M | +5 | n/a |
| Q4 2025 | 18 | -1 | 4.14M | $102.74M | n/a | −1 |
| Q3 2025 | 4 | +1 | 1.70M | $41.68M | +1 | n/a |
| Q2 2025 | 1 | -1 | 767 | $17,586 | n/a | −1 |
| Q1 2025 | 1 | 0 | 203.96K | $4.08M | n/a | n/a |
| Q4 2024 | 1 | +1 | 671.68K | $12.88M | +1 | n/a |
| Q2 2024 | 1 | n/a | 20.25K | $398,318 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.68M | +1.9% | $41.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 1.09M | n/a | $27.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 306.16K | n/a | $7.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 287.74K | n/a | $7.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 209.75K | n/a | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 166.59K | n/a | $4.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 83.27K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 65.19K | +81.8% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 60.02K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 49.84K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 43.58K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 38.36K | n/a | $952,774 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 24.97K | n/a | $620,100 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 12.64K | n/a | $314,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 12.60K | n/a | $312,932 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 722 | -1.5% | $17,931 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 693 | n/a | $17,207 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 46 | n/a | $1,142 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Goldman Sachs Group | $386,407 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 63 tenedores, 6.04M acciones, $153.54M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.