KJAN
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +16.7% ·
flujo de acciones -3.1% ·
nuevas posiciones netas +9.5%
· 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 Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 42.97K | $1.96M | n/a | n/a |
| Q2 2026 | 21 | +3 | 1.16M | $53.07M | +4 | −2 |
| Q1 2026 | 20 | +2 | 1.22M | $51.01M | +3 | −1 |
| Q4 2025 | 18 | -1 | 1.20M | $49.94M | n/a | −1 |
| Q3 2025 | 3 | +1 | 9.50K | $383,372 | +1 | n/a |
| Q4 2024 | 1 | 0 | 7.29K | $272,244 | n/a | n/a |
| Q3 2024 | 1 | 0 | 20.86K | $773,428 | n/a | n/a |
| Q2 2024 | 1 | n/a | 17.02K | $594,343 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 263.67K | +12.6% | $12.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Commonwealth Equity Services, Llc | 222.54K | +2.6% | $10.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Blair William & Co/Il | 156.95K | -11.6% | $7.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 144.47K | -13.6% | $6.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 121.79K | +15.2% | $5.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 75.94K | -1.5% | $3.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Truist Financial Corp | 51.63K | -0.8% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 43.51K | -35.2% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 21.57K | +59.6% | $984,467 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Mml Investors Services, Llc | 15.61K | +21.4% | $712,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 14.64K | -66.5% | $667,856 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Captrust Financial Advisors | 8.49K | 0.0% | $387,307 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 7.45K | Nuevo | $339,852 | 0.0% | New | 1 | SEC ↗ |
| 14 | Creative Planning | 5.27K | 0.0% | $240,607 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 5.20K | -70.5% | $237,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 2.70K | Nuevo | $122,968 | 0.0% | New | 1 | SEC ↗ |
| 17 | UBS Group AG | 528 | Nuevo | $24,093 | 0.0% | New | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 500 | 0.0% | $22,815 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 254 | 0.0% | $11,590 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 147 | Nuevo | $6,708 | 0.0% | New | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 84 | 0.0% | $3,833 | 0.0% | Held | 3 | 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
| Citadel Advisors | $339,852 | 0.0% |
| JPMorgan Chase | $122,968 | 0.0% |
| UBS Group AG | $24,093 | 0.0% |
| Pnc Financial Services Group… | $6,708 | 0.0% |
Posición cerrada
| HighTower Advisors, LLC | $870,363 | era 0.0% |
| Northwestern Mutual Wealth… | $9,596 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 127 tenedores, 5.20M acciones, $209.79M 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.