PTL
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +6.2% ·
flujo de acciones +3.5% ·
nuevas posiciones netas +5.9%
— fórmula
Acumulación amplia — aumento de acciones entre más 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +3 | 406.26K | $116.07M | +3 | — |
| Q1 2026 | 17 | 0 | 332.99K | $83.33M | +1 | −1 |
| Q4 2025 | 17 | +1 | 292.27K | $72.54M | +1 | — |
| Q3 2025 | 3 | 0 | 8.64K | $2.15M | — | — |
| Q2 2025 | 1 | — | 5 | $1,252 | — | — |
| Q4 2024 | 1 | +1 | 16.48K | $3.51M | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 113.05K | — | $28.06M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Stifel Financial Corp | 54.66K | — | $13.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Focus Partners Wealth | 20.06K | — | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 18.99K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 17.36K | +104.4% | $4.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cwm, Llc | 17.20K | — | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 13.88K | — | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 11.77K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 9.99K | — | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 6.62K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 3.81K | — | $945,634 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 3.81K | — | $945,634 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 3.60K | — | $893,197 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 1.00K | Nuevo | $248,935 | 0.0% | New | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 138 | 0.0% | $34,250 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 106 | — | $26,309 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 31 | — | $7,694 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 10 | -9.1% | $2,482 | 0.0% | ▼ Trim | 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
| Citadel Advisors | $248,935 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 103 tenedores, 2.01M acciones, $501.43M 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.