KOCT
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +30.0% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 1.25M | $46.49M | +1 | — |
| Q1 2026 | 19 | 0 | 1.26M | $42.34M | +3 | −3 |
| Q4 2025 | 19 | 0 | 909.97K | $30.65M | — | — |
| Q3 2025 | 2 | -1 | 21.11K | $697,217 | — | −1 |
| Q2 2025 | 1 | 0 | 12.18K | $371,582 | — | — |
| Q1 2025 | 1 | 0 | 8.47K | $247,928 | — | — |
| Q4 2024 | 1 | 0 | 8.08K | $247,067 | — | — |
| Q3 2024 | 1 | 0 | 17.62K | $534,974 | — | — |
| Q2 2024 | 1 | — | 17.62K | $503,685 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 287.55K | +577.3% | $9.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 176.90K | -1.9% | $6.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Creative Planning | 171.89K | Nuevo | $5.83M | 0.0% | New | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 167.42K | -9.8% | $5.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 167.42K | -9.8% | $5.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 128.54K | -10.3% | $4.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 56.27K | +2.1% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Truist Financial Corp | 53.67K | +1.7% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 52.46K | +1.9% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Focus Partners Wealth | 38.58K | 0.0% | $1.31M | 0.0% | Held | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 26.58K | -31.4% | $901,845 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 26.58K | -31.4% | $901,845 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 25.00K | Nuevo | $848,173 | 0.0% | New | 1 | SEC ↗ |
| 14 | Cwm, Llc | 20.82K | -26.5% | $706,528 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Quantinno Capital Management LP | 11.44K | 0.0% | $388,056 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Captrust Financial Advisors | 9.30K | 0.0% | $315,521 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 16.21K | +30.3% | $254,107 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 7.10K | -43.2% | $240,983 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 6.70K | Nuevo | $227,276 | 0.0% | New | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 230 | -81.3% | $7,803 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1 | 0.0% | $34 | 0.0% | Held | 3 | 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
| Creative Planning | $5.83M | 0.0% |
| Goldman Sachs Group | $848,173 | 0.0% |
| Citadel Advisors | $227,276 | 0.0% |
Posición cerrada
| Susquehanna International… | $661,312 | era 0.0% |
| Mercer Global Advisors Inc… | $628,214 | era 0.0% |
| JPMorgan Chase | $271,313 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 94 tenedores, 2.85M acciones, $93.29M 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.