JCE
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +1.8% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | 0 | 2.36M | $38.69M | +1 | −1 |
| Q1 2026 | 19 | +1 | 2.33M | $34.41M | +2 | −1 |
| Q4 2025 | 18 | 0 | 2.41M | $38.45M | — | — |
| Q3 2025 | 1 | — | 394.11K | $6.20M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 577.91K | +0.9% | $9.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 577.91K | +0.9% | $9.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 577.91K | +0.9% | $9.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Baird Financial Group, Inc. | 531.97K | +10.4% | $8.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 389.11K | +4.0% | $6.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 389.11K | +4.0% | $6.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Invesco Ltd. | 236.53K | -9.6% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 180.61K | +1.0% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 107.70K | -1.1% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 107.70K | -1.1% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 92.83K | +3.1% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 45.74K | -0.8% | $748,372 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 44.53K | +8.3% | $728,576 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 33.35K | +1.7% | $546,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 33.35K | -6.8% | $545,581 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 29.48K | -15.8% | $482,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 27.59K | -9.6% | $451,283 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 18.92K | 0.0% | $309,548 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 9.36K | 0.0% | $153,179 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 3.97K | 0.0% | $64,933 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 948 | 0.0% | $15,509 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 978 | Nuevo | $15,413 | 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
| Jones Financial Companies Lllp | $15,413 | 0.0% |
Posición cerrada
| Northwestern Mutual Wealth… | $4,523 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 50 tenedores, 4.70M acciones, $68.04M 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.