SMLV
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +7.4% ·
flujo de acciones +4.3% ·
nuevas posiciones netas +6.9%
— 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 Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +1 | 387.07K | $60.91M | +3 | −2 |
| Q1 2026 | 28 | -1 | 387.03K | $53.04M | +1 | −2 |
| Q4 2025 | 29 | +2 | 377.83K | $49.54M | +2 | — |
| Q3 2025 | 5 | 0 | 71.32K | $9.25M | — | — |
| Q2 2025 | 3 | 0 | 54.13K | $6.77M | — | — |
| Q1 2025 | 2 | 0 | 56.97K | $7.00M | — | — |
| Q4 2024 | 2 | +1 | 52.27K | $6.67M | +1 | — |
| Q3 2024 | 1 | 0 | 8.80K | $1.09M | +1 | −1 |
| Q2 2024 | 1 | — | 9.71K | $1.07M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 84.52K | — | $11.08M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 65.45K | — | $8.58M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 57.39K | +23.2% | $7.53M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Cetera Investment Advisers | 25.46K | — | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 21.74K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 16.27K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 15.09K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 11.56K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 10.44K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 10.19K | -0.3% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Pnc Financial Services Group, Inc. | 8.94K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 7.70K | -0.8% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 6.95K | — | $911,582 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Ameriprise Financial Inc | 6.38K | — | $837,053 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Citigroup Inc | 5.49K | — | $719,704 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 5.30K | -19.7% | $694,967 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 5.03K | Nuevo | $659,563 | 0.0% | New | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 4.03K | — | $527,894 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | HighTower Advisors, LLC | 3.90K | — | $511,640 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 1.88K | — | $245,962 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 1.82K | — | $238,296 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.04K | Nuevo | $137,026 | 0.0% | New | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 344 | — | $45,107 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Bank Of Montreal /Can/ | 270 | — | $35,666 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 239 | — | $31,339 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 233 | — | $30,552 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 153 | -3.8% | $20,056 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Blair William & Co/Il | 11 | — | $1,454 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 1 | — | $109 | 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
| Citadel Advisors | $659,563 | 0.0% |
| JPMorgan Chase | $137,026 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 94 tenedores, 835.64K acciones, $102.70M 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.