OBIL
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +9.0% · nuevas posiciones netas 0.0% · fórmula
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 | 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 | 1.29M | +6.2% | $64.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 300.21K | -15.6% | $15.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 254.68K | +72.7% | $12.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Stifel Financial Corp | 254.58K | -16.3% | $12.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 162.49K | +64.7% | $8.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 145.33K | +14.7% | $7.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 121.19K | +45.5% | $6.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 114.54K | +4.2% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 58.38K | +58276.0% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 45.00K | +658.9% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Lido Advisors, LLC | 28.44K | -48.7% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 20.77K | -37.3% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 20.53K | -9.1% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 9.45K | +26.3% | $473,211 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mariner, LLC | 8.51K | +22.5% | $425,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 6.63K | -80.6% | $331,897 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 500 | Nuevo | $25,040 | 0.0% | New | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 231 | -77.0% | $11,569 | 0.0% | ▼ Trim | 3 | 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
| Osaic Holdings, Inc. | $25,040 | 0.0% |
Posición cerrada
| Royal Bank Of Canada | $16,000 | era 0.0% |
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.