TXMD
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -4.8% ·
flujo de acciones +3.9% ·
nuevas posiciones netas -5.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos 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 | 20 | -1 | 1.04M | $2.30M | +3 | −4 |
| Q1 2026 | 22 | -1 | 1.00M | $2.03M | +1 | −2 |
| Q4 2025 | 23 | 0 | 976.95K | $1.59M | — | — |
| Q3 2025 | 9 | +1 | 841.36K | $896,104 | +1 | — |
| Q2 2025 | 6 | 0 | 657.50K | $762,733 | — | — |
| Q1 2025 | 3 | -1 | 155.11K | $143,503 | — | −1 |
| Q4 2024 | 4 | +2 | 295.13K | $253,862 | +2 | — |
| Q3 2024 | 1 | -1 | 108.33K | $179,872 | — | −1 |
| Q2 2024 | 2 | — | 97.05K | $156,295 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 353.70K | 0.0% | $781,670 | 0.0% | Held | 2 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 146.60K | +0.3% | $323,984 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 129.22K | 0.0% | $285,569 | 0.0% | Held | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 129.22K | 0.0% | $285,569 | 0.0% | Held | 4 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 115.14K | 0.0% | $254,470 | 0.0% | Held | 5 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 115.14K | 0.0% | $254,470 | 0.0% | Held | 5 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 115.14K | 0.0% | $254,470 | 0.0% | Held | 5 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 105.85K | -3.6% | $233,989 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 9 | Geode Capital Management ✦ (pasivo) | 105.85K | -3.6% | $233,989 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 86.09K | +26.0% | $190,270 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (pasivo) | 30.10K | 0.0% | $66,521 | 0.0% | Held | 7 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 19.72K | +84.2% | $43,579 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Northern Trust Corp | 18.56K | +15.3% | $41,009 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northern Trust Corp | 18.56K | +15.3% | $41,009 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 15.20K | +9833.3% | $33,586 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 15.20K | +9833.3% | $33,586 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Hrt Financial Lp | 14.73K | Nuevo | $32,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 4.66K | +1307.8% | $10,299 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 4.66K | +1307.8% | $10,299 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 4.66K | +1307.8% | $10,299 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 4.66K | +1307.8% | $10,299 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 833 | +338.4% | $1,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 833 | +338.4% | $1,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 293 | 0.0% | $657 | 0.0% | Held | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 293 | 0.0% | $657 | 0.0% | Held | 4 | SEC ↗ |
| 26 | Us Bancorp \De\ | 246 | 0.0% | $544 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Bnp Paribas Financial Markets | 224 | -0.9% | $495 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 115 | 0.0% | $254 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 115 | 0.0% | $254 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Citigroup Inc | 64 | Nuevo | $141 | 0.0% | New | 1 | SEC ↗ |
| 31 | Barclays Plc | 22 | Nuevo | $49 | 0.0% | New | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 0 | -100.0% | $0 | 0.0% | ▼ Trim | 5 | 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
| Hrt Financial Lp | $32,000 | 0.0% |
| Citigroup Inc | $141 | 0.0% |
| Barclays Plc | $49 | 0.0% |
Posición cerrada
| Susquehanna International… | $42,864 | era 0.0% |
| National Bank Of Canada /Fi/ | $1,226 | era 0.0% |
| Assetmark, Inc | $8 | era 0.0% |
| Group One Trading Llc | $4 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 48 tenedores, 3.93M acciones, $7.92M 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.