TMFG
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +9.5% ·
flujo de acciones +7.3% ·
nuevas posiciones netas +8.7%
· 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 Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -3 | 347.75K | $10.69M | +3 | −6 |
| Q1 2026 | 26 | +3 | 411.06K | $11.62M | +4 | −1 |
| Q4 2025 | 23 | +2 | 385.16K | $11.62M | +2 | n/a |
| Q3 2025 | 3 | 0 | 16.06K | $480,863 | n/a | n/a |
| Q2 2025 | 1 | -1 | 5.08K | $154,480 | n/a | −1 |
| Q1 2025 | 1 | +1 | 7.40K | $204,932 | +1 | n/a |
| Q2 2024 | 1 | n/a | 11.05K | $325,003 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jane Street Group, Llc | 60.19K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 51.32K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 47.47K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Creative Planning | 43.81K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 29.01K | n/a | $875,051 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Focus Partners Wealth | 19.44K | n/a | $586,346 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 17.81K | n/a | $537,036 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Captrust Financial Advisors | 16.59K | n/a | $500,358 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 14.22K | Nuevo | $428,908 | 0.0% | New | 1 | SEC ↗ |
| 10 | Mariner, LLC | 14.19K | n/a | $428,071 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 13.01K | +21.7% | $392,386 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Wealth Enhancement Advisory… | 11.38K | n/a | $353,704 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Lido Advisors, LLC | 10.10K | n/a | $302,334 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 8.93K | n/a | $269,209 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 8.43K | n/a | $254,233 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 8.23K | Nuevo | $248,131 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 6.66K | +30.9% | $200,746 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 2.61K | n/a | $78,687 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 1.05K | n/a | $31,821 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 335 | n/a | $10,104 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 203 | n/a | $6,122 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 143 | -50.0% | $4,313 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Us Bancorp \De\ | 40 | n/a | $1,206 | 0.0% | n/c | 1 | 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
| Citadel Advisors | $428,908 | 0.0% |
| AQR Capital Management | $248,131 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 62 tenedores, 718.56K acciones, $18.97M 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.