MIRA
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -11.1% ·
flujo de acciones +30.0% ·
nuevas posiciones netas -12.5%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
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 | 16 | +3 | 1.65M | $1.56M | +4 | −1 |
| Q1 2026 | 13 | -3 | 1.32M | $1.42M | +2 | −5 |
| Q4 2025 | 16 | -2 | 1.62M | $2.44M | n/a | −2 |
| Q3 2025 | 8 | +4 | 613.47K | $834,317 | +4 | n/a |
| Q2 2025 | 4 | 0 | 322.11K | $389,746 | n/a | n/a |
| Q1 2025 | 3 | -2 | 206.89K | $202,754 | n/a | −2 |
| Q4 2024 | 5 | +2 | 339.25K | $386,745 | +3 | −1 |
| Q3 2024 | 2 | +1 | 156.64K | $203,630 | +2 | −1 |
| Q2 2024 | 1 | n/a | 24.40K | $16,053 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 660.50K | +224.3% | $997,350 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 312.78K | n/a | $472,293 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 272.88K | +100.0% | $412,045 | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (pasivo) | 109.77K | 0.0% | $165,751 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Northern Trust Corp | 67.70K | n/a | $102,224 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (pasivo) | 49.10K | 0.0% | $74,141 | 0.0% | Held | 5 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 30.19K | n/a | $45,580 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 27.04K | -40.8% | $40,836 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Creative Planning | 22.60K | n/a | $34,125 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 22.00K | 0.0% | $33,220 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Fifth Third Bancorp | 20.00K | n/a | $30,200 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 16.50K | n/a | $24,915 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 2.70K | n/a | $4,077 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 2.00K | n/a | $3,020 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 261 | n/a | $395 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Wells Fargo & Company/Mn | 23 | n/a | $35 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Renaissance Technologies | $63,512 | era 0.0% |
| Fidelity (FMR) | $156 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 26 tenedores, 2.15M acciones, $2.30M 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.