JOET
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +5.0% · nuevas posiciones netas 0.0% — fórmula
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 | 18 | -3 | 1.96M | $90.74M | — | −3 |
| Q1 2026 | 21 | +2 | 2.08M | $83.17M | +6 | −4 |
| Q4 2025 | 19 | 0 | 2.03M | $85.40M | — | — |
| Q3 2025 | 3 | +1 | 636.29K | $27.37M | +1 | — |
| Q2 2025 | 1 | -1 | 4.48K | $183,254 | — | −1 |
| Q1 2025 | 1 | +1 | 32.18K | $1.18M | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 716.71K | +17.1% | $30.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 503.05K | — | $21.13M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 503.05K | — | $21.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 374.21K | — | $15.72M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 149.81K | — | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 149.81K | — | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 118.12K | — | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 118.12K | — | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 55.29K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 55.29K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 35.96K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 35.96K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 31.77K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Creative Planning | 12.07K | — | $506,770 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 10.36K | — | $434,898 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 10.33K | -47.2% | $433,902 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 5.17K | +15.2% | $217,274 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 4.83K | — | $202,823 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 2.69K | — | $112,770 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Simplex Trading, Llc | 1.49K | — | $62,370 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 920 | — | $38,640 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 400 | — | $16,800 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Group One Trading Llc | 100 | — | $4,200 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citigroup Inc | 1 | — | $42 | 0.0% | n/c | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 51 tenedores, 2.77M acciones, $102.63M 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.