TSI
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +1.1% · nuevas posiciones netas 0.0% · fórmula
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 | 26 | 0 | 7.28M | $32.84M | +1 | −1 |
| Q1 2026 | 26 | +6 | 7.15M | $32.11M | +7 | −1 |
| Q4 2025 | 20 | 0 | 5.70M | $28.17M | n/a | n/a |
| Q3 2025 | 2 | -1 | 1.25M | $6.15M | n/a | −1 |
| Q2 2025 | 1 | 0 | 16.28K | $79,456 | n/a | n/a |
| Q1 2025 | 1 | 0 | 31.12K | $151,263 | n/a | n/a |
| Q4 2024 | 1 | 0 | 15.96K | $76,744 | n/a | n/a |
| Q3 2024 | 1 | +1 | 16.69K | $85,630 | +1 | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 1.47M | n/a | $7.26M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.31M | +5.0% | $6.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 986.99K | n/a | $4.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 812.50K | n/a | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | National Bank Of Canada /Fi/ | 360.74K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 211.76K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | UBS Group AG | 164.79K | n/a | $814,068 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 95.53K | n/a | $471,935 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 64.95K | n/a | $320,868 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 49.81K | n/a | $246,062 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 33.87K | n/a | $167,306 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 32.89K | n/a | $162,456 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 26.09K | n/a | $128,904 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 25.37K | n/a | $125,339 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mercer Global Advisors Inc /Adv | 23.34K | n/a | $115,281 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 17.19K | n/a | $84,919 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 9.63K | n/a | $47,557 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 4.36K | n/a | $22,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Assetmark, Inc | 273 | n/a | $1,349 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 0 | n/a | $4 | 0.0% | Held | 2 | 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
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 69 tenedores, 39.15M acciones, $90.68M 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.