NJUL
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -10.0% ·
flujo de acciones -0.6% ·
nuevas posiciones netas -11.1%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -2 | 793.53K | $61.43M | +1 | −3 |
| Q1 2026 | 21 | +2 | 798.90K | $57.06M | +3 | −1 |
| Q4 2025 | 19 | -1 | 873.16K | $63.42M | — | −1 |
| Q3 2025 | 3 | — | 28.84K | $2.05M | — | — |
| Q1 2025 | 1 | 0 | 3.71K | $222,699 | — | — |
| Q4 2024 | 1 | 0 | 15.27K | $958,462 | — | — |
| Q3 2024 | 1 | 0 | 15.84K | $963,450 | — | — |
| Q2 2024 | 1 | — | 7.12K | $423,534 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 213.57K | +3.4% | $16.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 213.57K | +3.4% | $16.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 213.57K | +3.4% | $16.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 129.79K | +1.6% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 86.93K | -2.1% | $6.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Truist Financial Corp | 79.12K | -2.1% | $6.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 74.53K | +11.4% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 72.25K | +36.8% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 51.09K | -6.3% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 51.09K | -6.3% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 26.63K | 0.0% | $2.05M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 18.80K | +6.4% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 14.86K | +3.8% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Blair William & Co/Il | 7.63K | 0.0% | $590,636 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 7.39K | -44.1% | $572,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 5.64K | 0.0% | $436,705 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Creative Planning | 4.42K | +1.5% | $342,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 355 | -16.3% | $27,472 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 212 | 0.0% | $16,415 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 199 | Nuevo | $15,409 | 0.0% | New | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 120 | 0.0% | $9,292 | 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
| Northwestern Mutual Wealth… | $15,409 | 0.0% |
Posición cerrada
| Susquehanna International… | $1.47M | era 0.0% |
| Citadel Advisors | $641,804 | era 0.0% |
| UBS Group AG | $6,856 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 114 tenedores, 1.86M acciones, $121.70M 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.