PZT
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -8.0% ·
flujo de acciones -11.3% ·
nuevas posiciones netas -8.7%
— 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 Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -1 | 1.26M | $28.66M | +2 | −3 |
| Q1 2026 | 23 | -2 | 1.21M | $26.65M | +3 | −5 |
| Q4 2025 | 25 | 0 | 1.36M | $30.37M | +1 | −1 |
| Q3 2025 | 3 | 0 | 195.21K | $4.34M | +1 | −1 |
| Q2 2025 | 1 | — | 4 | $87 | — | — |
| Q3 2024 | 1 | +1 | 35.25K | $823,134 | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 241.84K | -26.4% | $5.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 190.53K | +17.5% | $4.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 190.53K | +17.5% | $4.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 172.86K | +4.3% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 172.86K | +4.3% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 172.86K | +4.3% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 170.18K | +5.9% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 85.56K | -29.3% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 52.52K | +25.2% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 49.53K | +4.1% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 47.22K | -0.5% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 35.76K | -1.4% | $789,176 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 34.27K | +0.3% | $756,449 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS AM, a distinct business unit of… | 29.07K | Nuevo | $641,685 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wealthfront Advisers LLC | 14.68K | -20.0% | $323,988 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 14.14K | -0.4% | $317,267 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 10.91K | -14.8% | $240,740 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 10.91K | -14.8% | $240,740 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 10.36K | +7.0% | $228,619 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 10.36K | +7.0% | $228,619 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 9.10K | Nuevo | $200,851 | 0.0% | New | 1 | SEC ↗ |
| 22 | Citigroup Inc | 9.00K | -45.5% | $198,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 8.75K | -1.2% | $192,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 6.71K | -19.4% | $148,076 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 6.71K | -19.4% | $148,076 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 6.00K | 0.0% | $132,000 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 3.27K | -87.0% | $72,122 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cwm, Llc | 2.70K | Nuevo | $59,589 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 2.19K | +45.7% | $48,048 | 0.0% | ▲ Add | 2 | 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
| UBS AM, a distinct business… | $641,685 | 0.0% |
| Mercer Global Advisors Inc… | $200,851 | 0.0% |
| Cwm, Llc | $59,589 | 0.0% |
Posición cerrada
| Susquehanna International… | $1.15M | era 0.0% |
| Goldman Sachs Group | $467,456 | era 0.0% |
| Hrt Financial Lp | $251,000 | era 0.0% |
| Mariner, LLC | $227,580 | era 0.0% |
| Northwestern Mutual Wealth… | $5,311 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 43 tenedores, 2.28M acciones, $49.71M 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.