SDG
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones 0.0% · 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 | 31 | -1 | 286.35K | $25.59M | +1 | −2 |
| Q1 2026 | 33 | +5 | 493.04K | $41.39M | +5 | — |
| Q4 2025 | 28 | 0 | 479.35K | $40.39M | +1 | −1 |
| Q3 2025 | 3 | +2 | 20.41K | $1.70M | +2 | — |
| Q1 2025 | 1 | +1 | 9.10K | $658,966 | +1 | — |
| Q3 2024 | 1 | 0 | 13.72K | $1.16M | — | — |
| Q2 2024 | 1 | — | 20.60K | $1.55M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 216.81K | — | $18.26M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 49.98K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 49.98K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 49.98K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 32.14K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 32.14K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 32.14K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 25.73K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 15.59K | -5.4% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 15.14K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 12.86K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 11.53K | — | $971,367 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 11.53K | — | $971,367 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 11.50K | — | $968,525 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 11.50K | — | $968,525 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 11.50K | — | $968,525 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 11.34K | — | $954,650 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 9.79K | — | $824,138 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 8.68K | — | $730,985 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 7.98K | — | $671,810 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 7.61K | — | $641,033 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 6.97K | — | $586,915 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Creative Planning | 6.76K | — | $569,190 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 5.78K | — | $486,705 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 5.19K | — | $437,404 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 5.03K | — | $423,397 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 5.03K | — | $423,397 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 4.67K | +19.0% | $393,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wealthfront Advisers LLC | 2.63K | — | $221,511 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 1.97K | — | $165,680 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 1.26K | — | $106,291 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 1.04K | — | $87,341 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 835 | — | $70,327 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 835 | — | $70,327 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 250 | — | $21,084 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 189 | Nuevo | $15,918 | 0.0% | New | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 189 | Nuevo | $15,918 | 0.0% | New | 1 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 124 | — | $10,430 | 0.0% | n/c | 1 | 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
| JPMorgan Chase | $15,918 | 0.0% |
| JPMorgan Chase | $15,918 | 0.0% |
Posición cerrada
| Fidelity (FMR) | $158 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 100 tenedores, 793.12K acciones, $59.24M 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.