SCHJ
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -1.6% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 388.79K | +0.7% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 386.21K | -3.7% | $9.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 287.70K | +3.7% | $7.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 195.30K | +5.0% | $4.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 160.87K | +1307.8% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 160.82K | -51.5% | $3.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 124.60K | -10.8% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mariner, LLC | 88.78K | +9.6% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Creative Planning | 77.22K | +47.6% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 56.17K | +13.8% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 53.42K | +11.3% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 47.31K | +2.8% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Cerity Partners LLC | 34.47K | 0.0% | $852,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 24.79K | -20.1% | $612,924 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 20.85K | -8.9% | $515,744 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Corient Private Wealth LP | 15.29K | -49.7% | $378,123 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 14.56K | +69.9% | $359,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 14.16K | +9.5% | $350,091 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 5.00K | +1283.9% | $123,533 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Fifth Third Bancorp | 2.00K | Nuevo | $49,450 | 0.0% | New | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.49K | +0.7% | $36,914 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.10K | -24.4% | $27,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Franklin Resources Inc | 232 | 0.0% | $5,736 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 209 | Nuevo | $5,168 | 0.0% | New | 1 | SEC ↗ |
| 25 | Cwm, Llc | 157 | 0.0% | $3,869 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 76 | +72.7% | $1,879 | 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
| Fifth Third Bancorp | $49,450 | 0.0% |
| Wells Fargo & Company/Mn | $5,168 | 0.0% |
Posición cerrada
| Citadel Advisors | $1.05M | era 0.0% |
| Jones Financial Companies Lllp | $2,764 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 125 tenedores, 9.08M acciones, $215.30M 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.