NJAN
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -6.2% ·
flujo de acciones -0.1% ·
nuevas posiciones netas -6.7%
· fórmula
Distribución amplia: acciones en descenso y 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 17.57K | $1.07M | n/a | −1 |
| Q2 2026 | 19 | +2 | 1.22M | $71.93M | +3 | −2 |
| Q1 2026 | 18 | +3 | 1.16M | $62.02M | +4 | −1 |
| Q4 2025 | 15 | -1 | 1.02M | $56.26M | n/a | −1 |
| Q3 2025 | 2 | n/a | 1.48K | $78,882 | n/a | n/a |
| Q1 2025 | 1 | +1 | 5.68K | $263,393 | +1 | n/a |
| Q3 2024 | 1 | 0 | 8.16K | $379,269 | n/a | n/a |
| Q2 2024 | 1 | n/a | 13.04K | $591,455 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 335.20K | n/a | $18.41M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Truist Financial Corp | 190.77K | n/a | $10.48M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 136.02K | n/a | $7.47M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 97.47K | n/a | $5.35M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 77.87K | n/a | $4.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 42.76K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 42.63K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 35.57K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 25.75K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 20.07K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Blair William & Co/Il | 12.67K | n/a | $695,672 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Captrust Financial Advisors | 6.60K | n/a | $362,527 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Us Bancorp \De\ | 433 | n/a | $23,780 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 255 | 0.0% | $14,005 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Assetmark, Inc | 250 | n/a | $13,730 | 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
| JPMorgan Chase | $65,318 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 110 tenedores, 4.65M acciones, $199.49M 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.