ISMD
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +9.5% ·
flujo de acciones -4.4% ·
nuevas posiciones netas +8.7%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 84.64K | $3.94M | n/a | n/a |
| Q2 2026 | 23 | +2 | 708.92K | $35.38M | +4 | −2 |
| Q1 2026 | 22 | -1 | 657.28K | $26.30M | +2 | −3 |
| Q4 2025 | 23 | +2 | 598.96K | $23.32M | +2 | n/a |
| Q3 2025 | 4 | +1 | 110.95K | $4.31M | +1 | n/a |
| Q2 2025 | 1 | -2 | 156 | $5,531 | n/a | −2 |
| Q1 2025 | 2 | 0 | 50.04K | $1.71M | n/a | n/a |
| Q4 2024 | 2 | +2 | 52.27K | $1.96M | +2 | n/a |
| Q2 2024 | 1 | n/a | 14.50K | $502,170 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 206.56K | n/a | $7.97M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 124.47K | n/a | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 59.11K | -43.2% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 42.23K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 32.33K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 19.49K | n/a | $752,000 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 15.28K | n/a | $589,650 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 11.89K | n/a | $458,880 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Captrust Financial Advisors | 11.75K | n/a | $453,401 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 11.71K | +103.8% | $451,579 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 11.54K | n/a | $445,020 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 11.20K | Nuevo | $432,096 | 0.0% | New | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 9.16K | n/a | $353,393 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 8.57K | n/a | $330,715 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 7.81K | n/a | $301,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 7.72K | n/a | $297,941 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 6.10K | n/a | $235,430 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.01K | -1.8% | $39,004 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Northwestern Mutual Wealth… | 882 | n/a | $34,027 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 148 | -5.1% | $5,722 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citigroup Inc | 1 | n/a | $39 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 0 | n/a | $18 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 0 | Nuevo | $8 | 0.0% | New | 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
| Two Sigma Investments | $432,096 | 0.0% |
| JPMorgan Chase | $8 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 93 tenedores, 4.70M acciones, $187.64M 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.