OBIL
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +2.9% · nuevas posiciones netas 0.0% · fórmula
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 | 10.13K | $505,346 | n/a | n/a |
| Q2 2026 | 19 | +1 | 2.67M | $133.64M | +2 | −1 |
| Q1 2026 | 18 | 0 | 2.84M | $142.22M | +1 | −1 |
| Q4 2025 | 18 | 0 | 2.61M | $130.85M | n/a | n/a |
| Q3 2025 | 3 | +1 | 157.85K | $7.94M | +1 | n/a |
| Q1 2025 | 1 | 0 | 4.56K | $229,085 | n/a | n/a |
| Q4 2024 | 1 | 0 | 7.92K | $396,575 | n/a | n/a |
| Q3 2024 | 1 | 0 | 4.88K | $245,545 | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.90K | $593,207 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.21M | n/a | $60.92M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 355.71K | n/a | $17.86M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Stifel Financial Corp | 304.04K | n/a | $15.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 147.51K | +34.7% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 126.69K | n/a | $6.36M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 109.94K | n/a | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 98.66K | n/a | $4.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 83.29K | +76.0% | $4.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Lido Advisors, LLC | 55.47K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 34.14K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 33.14K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 22.59K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 7.48K | n/a | $375,486 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 6.95K | n/a | $348,705 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 5.93K | n/a | $297,656 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 1.00K | 0.0% | $50,296 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 325 | n/a | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 100 | n/a | $5,020 | 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
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 63 tenedores, 4.07M acciones, $203.17M 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.