SCD
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +1.4% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +1 | 2.78M | $43.48M | +2 | −1 |
| Q1 2026 | 16 | -2 | 3.10M | $46.35M | +1 | −3 |
| Q4 2025 | 18 | 0 | 3.21M | $47.57M | — | — |
| Q3 2025 | 2 | — | 411.44K | $6.39M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.78M | — | $26.35M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.78M | — | $26.35M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.78M | — | $26.35M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 455.43K | +10.7% | $6.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 455.43K | +10.7% | $6.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 264.82K | — | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 264.82K | — | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 202.69K | — | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 77.06K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 68.39K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 68.39K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 67.17K | — | $994,819 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Allspring Global Investments… | 65.50K | — | $970,011 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 42.18K | — | $624,626 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 42.18K | — | $624,626 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 34.86K | — | $516,215 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 25.36K | — | $375,633 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Invesco Ltd. | 25.35K | — | $375,404 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 24.38K | — | $361,010 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 21.66K | — | $320,710 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 21.53K | — | $318,862 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 17.90K | — | $265,054 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 13.98K | — | $207,106 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 45 | -50.0% | $666 | 0.0% | ▼ Trim | 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
| 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): 53 tenedores, 7.90M acciones, $69.56M 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.