Ficha del valor · trimestre archivado
SMMU
nombre pendiente de incorporación al perfil
33Tenedores rastreados
+2Δ titulares
10.57MAcciones mantenidas
$533.29MValor declarado
+4Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +6.5% ·
flujo de acciones +4.3% ·
nuevas posiciones netas +6.1%
— 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 Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | -1 | 10.66M | $538.44M | +1 | −2 |
| Q1 2026 | 33 | +2 | 10.57M | $533.29M | +4 | −2 |
| Q4 2025 | 31 | 0 | 10.13M | $511.16M | — | — |
| Q3 2025 | 3 | +1 | 5.60M | $283.10M | +1 | — |
| Q1 2025 | 1 | 0 | 6.06K | $303,271 | — | — |
| Q4 2024 | 1 | 0 | 6.06K | $302,180 | — | — |
| Q3 2024 | 1 | 0 | 6.06K | $306,182 | +1 | −1 |
| Q2 2024 | 1 | — | 14.57K | $726,556 | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.29M | +12.6% | $165.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.29M | +12.6% | $165.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Captrust Financial Advisors | 1.16M | +10.6% | $58.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.16M | +5.9% | $58.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.16M | +5.9% | $58.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.16M | +5.9% | $58.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cwm, Llc | 796.20K | +12.0% | $40.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 639.74K | -8.0% | $32.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 636.24K | -23.1% | $32.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 636.24K | -23.1% | $32.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 636.24K | -23.1% | $32.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 548.90K | +8.8% | $27.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 497.06K | -31.4% | $25.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 389.98K | +23.1% | $19.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 389.98K | +23.1% | $19.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 318.04K | +6.2% | $16.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 318.04K | +6.2% | $16.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 318.04K | +6.2% | $16.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 277.44K | +4.7% | $14.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 277.44K | +4.7% | $14.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 176.86K | +17.9% | $8.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 176.86K | +17.9% | $8.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 176.86K | +17.9% | $8.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 176.86K | +17.9% | $8.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 113.16K | +20.7% | $5.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 66.56K | Nuevo | $3.36M | 0.0% | New | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 58.06K | +3.6% | $2.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 57.95K | Nuevo | $2.92M | 0.0% | New | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 57.95K | Nuevo | $2.92M | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 57.95K | Nuevo | $2.92M | 0.0% | New | 1 | SEC ↗ |
| 31 | Cerity Partners LLC | 52.83K | -18.8% | $2.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 49.72K | +78.1% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | UBS Group AG | 48.71K | -10.0% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 39.35K | -6.1% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 28.07K | +3.4% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 26.26K | -18.3% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 25.95K | -13.6% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 24.35K | +19.1% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 24.19K | +12.7% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 24.19K | +12.7% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 22.52K | -65.4% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 12.91K | 0.0% | $651,410 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 12.87K | Nuevo | $649,196 | 0.0% | New | 1 | SEC ↗ |
| 44 | Creative Planning | 11.60K | Nuevo | $585,295 | 0.0% | New | 1 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 7.95K | -1.2% | $400,825 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Assetmark, Inc | 2.36K | +358.6% | $118,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Blair William & Co/Il | 810 | 0.0% | $40,865 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Allianz Asset Management GmbH | 271 | 0.0% | $13,672 | 0.0% | Held | 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
| Goldman Sachs Group | $3.36M | 0.0% |
| Bank of New York Mellon Corp | $2.92M | 0.0% |
| Bank of New York Mellon Corp | $2.92M | 0.0% |
| Bank of New York Mellon Corp | $2.92M | 0.0% |
| Fifth Third Bancorp | $649,196 | 0.0% |
| Creative Planning | $585,295 | 0.0% |
Posición cerrada
| Susquehanna International… | $983,637 | era 0.0% |
| Us Bancorp \De\ | $5,547 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 194 tenedores, 16.94M acciones, $844.55M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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