SOPH
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +28.6% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +20.0%
· fórmula
Acumulación amplia: acciones en aumento 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 | 27 | +6 | 6.16M | $35.55M | +9 | −3 |
| Q1 2026 | 21 | +2 | 2.82M | $13.94M | +5 | −3 |
| Q4 2025 | 19 | -1 | 2.26M | $10.56M | n/a | −1 |
| Q3 2025 | 7 | 0 | 434.77K | $2.07M | n/a | n/a |
| Q2 2025 | 5 | 0 | 741.15K | $2.30M | n/a | n/a |
| Q1 2025 | 4 | 0 | 662.43K | $2.20M | n/a | n/a |
| Q4 2024 | 4 | 0 | 831.10K | $2.59M | n/a | n/a |
| Q3 2024 | 4 | +1 | 782.81K | $2.85M | +1 | n/a |
| Q2 2024 | 3 | n/a | 771.51K | $3.53M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 2.36M | +67.8% | $13.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 2.22M | Nuevo | $12.79M | 0.0% | New | 1 | SEC ↗ ×2 |
| 3 | Ensign Peak Advisors, Inc | 444.65K | -0.1% | $2.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Sei Investments Co | 165.04K | -53.9% | $952,303 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Federated Hermes, Inc. | 141.99K | -25.3% | $819,294 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Millennium Management ✦ | 138.41K | +1264.7% | $798,620 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 113.30K | +89.5% | $653,741 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 8 | Jane Street Group, Llc | 108.06K | Nuevo | $623,518 | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | Geode Capital Management ✦ (pasivo) | 99.12K | +7.6% | $571,945 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 10 | UBS Group AG | 81.44K | -11.7% | $469,932 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 58.33K | +472.0% | $336,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 38.50K | Nuevo | $222,128 | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Morgan Stanley ✦ | 37.50K | +61.8% | $216,359 | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 14 | Goldman Sachs Group ✦ | 29.60K | -48.6% | $170,780 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Hrt Financial Lp | 22.53K | Nuevo | $130,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Franklin Resources Inc | 22.41K | +3.9% | $129,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 22.30K | Nuevo | $128,671 | 0.0% | New | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 14.24K | Nuevo | $82,182 | 0.0% | New | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 11.40K | Nuevo | $65,801 | 0.0% | New | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 8.84K | +87.6% | $50,984 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Us Bancorp \De\ | 8.62K | Nuevo | $49,726 | 0.0% | New | 1 | SEC ↗ |
| 22 | Zurcher Kantonalbank (Zurich… | 5.11K | +36.1% | $29,496 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (pasivo) | 5.09K | 0.0% | $29,345 | 0.0% | Held | 5 | SEC ↗ ×3 |
| 24 | Barclays Plc | 2.68K | Nuevo | $15,446 | 0.0% | New | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 719 | -96.3% | $4,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | UBS AM, a distinct business unit of… | 77 | 0.0% | $444 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 59 | 0.0% | $340 | 0.0% | Held | 3 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Ameriprise Financial Inc | $12.79M | 0.0% |
| Jane Street Group, Llc | $623,518 | 0.0% |
| Citadel Advisors | $222,128 | 0.0% |
| Hrt Financial Lp | $130,000 | 0.0% |
| Bank Of America Corp /De/ | $128,671 | 0.0% |
| Envestnet Asset Management Inc | $82,182 | 0.0% |
| Cetera Investment Advisers | $65,801 | 0.0% |
| Us Bancorp \De\ | $49,726 | 0.0% |
| Barclays Plc | $15,446 | 0.0% |
Posición cerrada
| Susquehanna International… | $65,122 | era 0.0% |
| Osaic Holdings, Inc. | $4,950 | era 0.0% |
| JPMorgan Chase | $966 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 48 tenedores, 24.32M acciones, $120.38M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 4.00K acc. · $28,727
Officer · 5.00K acc. · $36,303
Officer, Director · 8.50K acc. · $61,671
Officer · 5.28K acc. · $42,929
Officer · 7.39K acc. · $60,075
Officer · 31 acc. · $246
Officer · 185 acc. · $1,491
Officer, Director · 9.84K acc. · $79,971
Officer · 7.39K acc. · $60,100
Officer · 1.59K acc. · $12,897
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología