SYLD
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -3.4% ·
flujo de acciones -2.5% ·
nuevas posiciones netas -3.6%
· fórmula
Distribución amplia: acciones en descenso y menos 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 | 31 | +3 | 3.31M | $261.71M | +5 | −3 |
| Q1 2026 | 30 | +2 | 3.53M | $265.92M | +3 | −1 |
| Q4 2025 | 28 | -1 | 3.63M | $252.38M | n/a | −1 |
| Q3 2025 | 7 | +1 | 783.15K | $53.77M | +1 | n/a |
| Q2 2025 | 3 | 0 | 40.20K | $2.61M | n/a | n/a |
| Q1 2025 | 2 | +1 | 41.41K | $2.64M | +1 | n/a |
| Q4 2024 | 1 | -1 | 7.05K | $482,508 | +1 | −2 |
| Q3 2024 | 2 | 0 | 24.16K | $1.75M | n/a | n/a |
| Q2 2024 | 2 | n/a | 10.51K | $717,896 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 644.47K | -9.3% | $44.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 457.10K | n/a | $31.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 403.33K | n/a | $28.04M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Focus Partners Wealth | 362.05K | n/a | $25.17M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 241.80K | n/a | $16.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 238.80K | n/a | $16.60M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 231.71K | n/a | $16.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 152.52K | n/a | $10.60M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cwm, Llc | 137.18K | n/a | $9.54M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 120.56K | n/a | $8.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Northwestern Mutual Wealth… | 97.70K | n/a | $6.79M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 89.94K | n/a | $6.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Royal Bank Of Canada | 78.36K | n/a | $5.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Envestnet Asset Management Inc | 59.80K | n/a | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 50.71K | n/a | $3.53M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Truist Financial Corp | 48.02K | n/a | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 39.55K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 35.72K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 34.29K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 24.27K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 18.95K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 17.27K | -50.0% | $1.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 16.24K | +0.6% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 11.82K | +10.9% | $821,865 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Corient Private Wealth LP | 11.05K | n/a | $768,058 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Baird Financial Group, Inc. | 4.97K | n/a | $345,862 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 789 | -15.2% | $54,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 25 | 0.0% | $1,738 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Two Sigma Investments | $720,930 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 164 tenedores, 7.90M acciones, $572.31M 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.