TPHD
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +4.3% ·
flujo de acciones -4.2% ·
nuevas posiciones netas +4.2%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -1 | 1.05M | $44.31M | +1 | −2 |
| Q1 2026 | 24 | +1 | 1.09M | $45.16M | +2 | −1 |
| Q4 2025 | 23 | 0 | 1.14M | $43.91M | +1 | −1 |
| Q3 2025 | 4 | +1 | 60.16K | $2.37M | +1 | — |
| Q2 2025 | 1 | -1 | 361 | $13,644 | — | −1 |
| Q1 2025 | 1 | 0 | 12.03K | $452,644 | — | — |
| Q4 2024 | 1 | +1 | 18.96K | $689,264 | +1 | — |
| Q2 2024 | 1 | — | 16.76K | $586,354 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 519.41K | +5.8% | $21.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cwm, Llc | 106.50K | -32.2% | $4.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 101.32K | -14.7% | $4.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 71.29K | +12.1% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 71.29K | +12.1% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 67.48K | +9.1% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 61.88K | +6.2% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 31.61K | +8.9% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 22.80K | +24.9% | $938,197 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 19.37K | -9.1% | $801,309 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 15.75K | -19.9% | $651,544 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 14.91K | +7.8% | $616,637 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 14.65K | -13.2% | $606,020 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 14.65K | -13.2% | $606,020 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 10.42K | +116.2% | $430,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 10.02K | -78.4% | $414,469 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 6.11K | +34.1% | $252,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 6.11K | +34.1% | $252,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 5.44K | Nuevo | $225,040 | 0.0% | New | 1 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 5.24K | +0.2% | $216,668 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 2.81K | +170.2% | $116,222 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.45K | +244900.0% | $101,332 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.21K | +118.4% | $50,043 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Fifth Third Bancorp | 541 | Nuevo | $22,376 | 0.0% | New | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 481 | +105.6% | $19,774 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 161 | +38.8% | $6,659 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1 | — | $26 | 0.0% | ▲ Add | 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
| Citadel Advisors | $225,040 | 0.0% |
| Fifth Third Bancorp | $22,376 | 0.0% |
Posición cerrada
| Wealth Enhancement Advisory… | $279,247 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 92 tenedores, 3.73M acciones, $147.43M 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.