SMHX
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +13.3% ·
flujo de acciones +0.2% ·
nuevas posiciones netas +11.8%
— 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 Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +2 | 604.76K | $38.64M | +5 | −3 |
| Q1 2026 | 15 | 0 | 603.58K | $22.46M | +4 | −4 |
| Q4 2025 | 15 | +2 | 563.68K | $21.44M | +2 | — |
| Q2 2025 | 1 | 0 | 13.96K | $437,335 | — | — |
| Q1 2025 | 1 | 0 | 18.61K | $434,520 | — | — |
| Q4 2024 | 1 | +1 | 11.64K | $340,557 | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 371.91K | -1.6% | $23.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 118.34K | +37.9% | $7.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 30.12K | Nuevo | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 19.48K | Nuevo | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 13.07K | Nuevo | $834,851 | 0.0% | New | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 9.55K | +24.7% | $610,150 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 9.31K | +13.0% | $594,625 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 9.11K | +17.7% | $581,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Hrt Financial Lp | 8.44K | -59.0% | $539,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 7.08K | Nuevo | $452,086 | 0.0% | New | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 7.08K | Nuevo | $452,086 | 0.0% | New | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 4.28K | -69.0% | $273,321 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 3.01K | +12.9% | $192,180 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 3.01K | +12.9% | $192,180 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 828 | +43.2% | $53,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 828 | +43.2% | $53,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | TD Waterhouse Canada Inc. | 128 | 0.0% | $7,881 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Us Bancorp \De\ | 52 | 0.0% | $3,322 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 40 | -66.7% | $2,533 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 31 | Nuevo | $1,981 | 0.0% | New | 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
| Bank Of America Corp /De/ | $1.92M | 0.0% |
| D. E. Shaw & Co. | $1.24M | 0.0% |
| AQR Capital Management | $834,851 | 0.0% |
| Raymond James Financial Inc | $452,086 | 0.0% |
| Raymond James Financial Inc | $452,086 | 0.0% |
| Wells Fargo & Company/Mn | $1,981 | 0.0% |
Posición cerrada
| Citadel Advisors | $1.51M | era 0.0% |
| Goldman Sachs Group | $1.23M | era 0.0% |
| UBS Group AG | $171,384 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 40 tenedores, 1.18M acciones, $42.63M 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.