UJAN
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +6.2% ·
flujo de acciones +27.7% ·
nuevas posiciones netas +5.9%
· 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 Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 27.73K | $1.29M | n/a | n/a |
| Q2 2026 | 20 | +4 | 897.59K | $40.69M | +4 | n/a |
| Q1 2026 | 17 | +1 | 1.09M | $46.34M | +3 | −2 |
| Q4 2025 | 16 | -1 | 853.78K | $36.95M | n/a | −1 |
| Q3 2025 | 3 | +1 | 21.94K | $924,366 | +1 | n/a |
| Q1 2025 | 1 | 0 | 15.15K | $578,036 | n/a | n/a |
| Q4 2024 | 1 | 0 | 13.52K | $526,604 | n/a | n/a |
| Q3 2024 | 1 | 0 | 11.42K | $434,607 | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.18K | $414,737 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 202.56K | +278.5% | $8.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 189.29K | +4.9% | $8.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 120.04K | +18.2% | $5.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Cwm, Llc | 114.20K | +1.0% | $4.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Truist Financial Corp | 89.17K | -0.3% | $3.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 89.05K | +23.2% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 64.67K | -11.6% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 57.65K | -2.8% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Susquehanna International Group, Llp | 49.14K | Nuevo | $2.09M | 0.0% | New | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 35.84K | +64.3% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 27.44K | -37.9% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 20.07K | -14.4% | $853,176 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Focus Partners Wealth | 18.57K | -1.4% | $789,496 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Creative Planning | 9.76K | Nuevo | $414,940 | 0.0% | New | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 2.37K | 0.0% | $100,791 | 0.0% | Held | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 129 | 0.0% | $5,410 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Assetmark, Inc | 46 | Nuevo | $1,955 | 0.0% | New | 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
| Susquehanna International… | $2.09M | 0.0% |
| Creative Planning | $414,940 | 0.0% |
| Assetmark, Inc | $1,955 | 0.0% |
Posición cerrada
| UBS Group AG | $6,576 | era 0.0% |
| Barclays Plc | $3,980 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 109 tenedores, 5.85M acciones, $248.98M 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.