PFLD
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +15.0% ·
flujo de acciones -4.3% ·
nuevas posiciones netas +13.0%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
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 | 337.71K | $6.48M | n/a | n/a |
| Q2 2026 | 24 | +1 | 10.12M | $197.93M | +3 | −2 |
| Q1 2026 | 23 | +3 | 9.88M | $191.30M | +3 | n/a |
| Q4 2025 | 20 | 0 | 10.33M | $202.12M | n/a | n/a |
| Q3 2025 | 4 | 0 | 5.27M | $103.86M | n/a | n/a |
| Q2 2025 | 2 | +1 | 141.74K | $2.78M | +1 | n/a |
| Q1 2025 | 1 | 0 | 60.09K | $1.21M | +1 | −1 |
| Q4 2024 | 1 | +1 | 169.32K | $3.48M | +1 | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.38M | +1.7% | $84.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.33M | -3.5% | $45.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 688.88K | -7.0% | $13.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 447.00K | -9.4% | $8.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 434.25K | -13.0% | $8.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Wealth Enhancement Advisory… | 337.86K | -8.5% | $6.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 310.30K | -8.8% | $6.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Gotham Asset Management ✦ | 207.35K | +82.0% | $4.01M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Captrust Financial Advisors | 169.43K | +0.6% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 108.85K | +13.6% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 106.68K | -72.5% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 102.06K | -45.8% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 59.71K | -25.6% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 55.72K | +36.9% | $1.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 52.13K | -11.3% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Hrt Financial Lp | 23.73K | Nuevo | $459,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 21.22K | Nuevo | $410,858 | 0.0% | New | 1 | SEC ↗ |
| 18 | Fifth Third Bancorp | 14.24K | Nuevo | $275,648 | 0.0% | New | 1 | SEC ↗ |
| 19 | Creative Planning | 12.00K | -0.1% | $232,320 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS Group AG | 9.90K | -5.5% | $191,664 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 7.00K | 0.0% | $135,520 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 4.27K | 0.0% | $82,628 | 0.0% | Held | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 0 | n/a | $3 | 0.0% | Held | 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
| Hrt Financial Lp | $459,000 | 0.0% |
| Susquehanna International… | $410,858 | 0.0% |
| Fifth Third Bancorp | $275,648 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 59 tenedores, 12.31M acciones, $231.62M 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.