JOET
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -14.3% ·
flujo de acciones -5.6% ·
nuevas posiciones netas -16.7%
— fórmula
Distribución amplia — caída de acciones y menos titulares
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 | -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 ✦ | 639.03K | -6.2% | $29.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 450.60K | -1.6% | $20.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 450.60K | -1.6% | $20.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 391.40K | -8.0% | $18.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 180.66K | +11.5% | $8.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 180.66K | +11.5% | $8.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 106.50K | -3.9% | $4.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 106.50K | -3.9% | $4.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 55.44K | +0.6% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 55.44K | +0.6% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 42.48K | -15.3% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 42.48K | -15.3% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 21.42K | +0.5% | $991,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 17.00K | +1.0% | $786,939 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 14.84K | -39.6% | $687,056 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Creative Planning | 13.12K | +11.4% | $607,074 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 10.64K | +129.2% | $492,578 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Cetera Investment Advisers | 6.82K | -30.0% | $315,802 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Fifth Third Bancorp | 5.85K | -0.1% | $270,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 3.49K | +528.1% | $161,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 482 | -75.2% | $22,309 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Us Bancorp \De\ | 400 | 0.0% | $18,514 | 0.0% | Held | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 271 | +401.9% | $12,431 | 0.0% | ▲ Add | 2 | 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
| Two Sigma Investments | $1.01M | era 0.0% |
| Jane Street Group, Llc | $473,835 | era 0.0% |
| Russell Investments Group… | $4,003 | era 0.0% |
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.