LQDH
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +10.7% ·
flujo de acciones -18.5% ·
nuevas posiciones netas +9.7%
· 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 Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.30K | $305,467 | n/a | −1 |
| Q2 2026 | 28 | -2 | 1.69M | $157.45M | +4 | −7 |
| Q1 2026 | 31 | +3 | 1.63M | $150.06M | +5 | −2 |
| Q4 2025 | 28 | +1 | 1.99M | $186.10M | +1 | n/a |
| Q3 2025 | 4 | 0 | 122.09K | $11.42M | +1 | −1 |
| Q2 2025 | 2 | 0 | 6.58K | $607,530 | n/a | n/a |
| Q1 2025 | 1 | 0 | 59.85K | $5.52M | n/a | n/a |
| Q4 2024 | 1 | 0 | 29.63K | $2.75M | n/a | n/a |
| Q3 2024 | 1 | 0 | 18.74K | $1.74M | n/a | n/a |
| Q2 2024 | 1 | n/a | 29.47K | $2.74M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 365.90K | -7.1% | $33.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 292.86K | +3.7% | $27.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 221.72K | +122.9% | $20.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 188.34K | -54.2% | $17.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 68.40K | -10.5% | $6.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 62.68K | -62.6% | $5.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 59.86K | Nuevo | $5.53M | 0.0% | New | 1 | SEC ↗ |
| 8 | Bank Of Montreal /Can/ | 56.26K | -1.9% | $5.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | UBS Group AG | 51.43K | -62.7% | $4.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 42.57K | -2.7% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 41.95K | +1.9% | $3.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 26.99K | +10.8% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 26.87K | -3.8% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Citadel Advisors ✦ | 21.23K | +95.2% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 20.87K | +7.7% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Hrt Financial Lp | 18.99K | Nuevo | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 15.65K | -5.5% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 14.45K | -53.4% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 7.67K | -83.5% | $708,007 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Wealth Enhancement Advisory… | 4.42K | -87.2% | $407,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 3.29K | -15.9% | $303,359 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Creative Planning | 2.70K | Nuevo | $249,041 | 0.0% | New | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 2.28K | Nuevo | $210,791 | 0.0% | New | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 2.23K | -89.0% | $204,564 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Stifel Financial Corp | 2.19K | -85.7% | $202,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 1.57K | -93.7% | $145,436 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 840 | -58.0% | $77,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | BlackRock ✦ (pasivo) | 589 | -16.4% | $54,388 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 29 | Fifth Third Bancorp | 157 | +153.2% | $14,498 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 111 | Nuevo | $10,250 | 0.0% | New | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 72 | -71.5% | $6,702 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"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
| Susquehanna International… | $5.53M | 0.0% |
| Hrt Financial Lp | $1.75M | 0.0% |
| Creative Planning | $249,041 | 0.0% |
| HighTower Advisors, LLC | $210,791 | 0.0% |
| UBS AM, a distinct business… | $10,250 | 0.0% |
Posición cerrada
| Commonwealth Equity Services… | $272,270 | era 0.0% |
| Fidelity (FMR) | $7,468 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 101 tenedores, 3.31M acciones, $297.13M 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.