LOWC
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +5.6% ·
flujo de acciones -0.4% ·
nuevas posiciones netas +5.3%
· 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 Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -1 | 1.64M | $75.30M | n/a | −1 |
| Q1 2026 | 20 | +1 | 1.64M | $66.78M | +1 | n/a |
| Q4 2025 | 19 | +1 | 1.57M | $67.43M | +1 | n/a |
| Q3 2025 | 3 | -1 | 1.06M | $44.92M | n/a | −1 |
| Q2 2025 | 3 | 0 | 1.15M | $45.59M | n/a | n/a |
| Q1 2025 | 2 | 0 | 1.10M | $38.93M | n/a | n/a |
| Q4 2024 | 2 | 0 | 1.03M | $37.22M | n/a | n/a |
| Q3 2024 | 1 | +1 | 105.16K | $3.92M | +1 | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 975.10K | -1.7% | $41.82M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | Pnc Financial Services Group, Inc. | 187.92K | n/a | $8.06M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | Morgan Stanley ✦ | 70.35K | +3.5% | $3.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 69.93K | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | LPL Financial LLC | 54.99K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 48.11K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 34.02K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 32.37K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Susquehanna International Group, Llp | 23.74K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 19.42K | n/a | $832,733 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 18.73K | n/a | $804,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 8.23K | n/a | $352,797 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 8.09K | n/a | $346,799 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 7.60K | Nuevo | $325,955 | 0.0% | New | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 5.29K | n/a | $226,722 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Franklin Resources Inc | 5.10K | n/a | $218,733 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 2.85K | n/a | $122,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 380 | +227.6% | $16,309 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | n/a | $27 | 0.0% | n/c | 1 | 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
| AQR Capital Management | $325,955 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 40 tenedores, 1.90M acciones, $71.59M 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.