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 menor
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 | 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 | — |
| Q3 2025 | 4 | +1 | 110.95K | $4.31M | +1 | — |
| Q2 2025 | 1 | -2 | 156 | $5,531 | — | −2 |
| Q1 2025 | 2 | 0 | 50.04K | $1.71M | — | — |
| Q4 2024 | 2 | +2 | 52.27K | $1.96M | +2 | — |
| Q2 2024 | 1 | — | 14.50K | $502,170 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 206.56K | — | $7.97M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 124.47K | — | $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 | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 32.33K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 19.49K | — | $752,000 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 15.28K | — | $589,650 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 11.89K | — | $458,880 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Captrust Financial Advisors | 11.75K | — | $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 | — | $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 | — | $353,393 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 8.57K | — | $330,715 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 8.57K | — | $330,715 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 7.81K | — | $301,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 7.72K | — | $297,941 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 6.10K | — | $235,430 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.01K | -1.8% | $39,004 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.01K | -1.8% | $39,004 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 882 | — | $34,027 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 148 | -5.1% | $5,722 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Citigroup Inc | 1 | — | $39 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 0 | — | $18 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 0 | Nuevo | $8 | 0.0% | New | 1 | 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
| 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 otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.