UMI
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -6.4% · nuevas posiciones netas 0.0% — fórmula
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 | 14 | 0 | 6.20M | $365.02M | +1 | −1 |
| Q1 2026 | 14 | 0 | 6.63M | $388.37M | +3 | −3 |
| Q4 2025 | 14 | 0 | 6.04M | $296.45M | — | — |
| Q3 2025 | 2 | 0 | 22.27K | $1.14M | — | — |
| Q2 2025 | 1 | +1 | 23.71K | $1.21M | +1 | — |
| Q3 2024 | 1 | +1 | 4.87K | $218,498 | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 5.97M | -6.3% | $351.03M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 58.91K | -17.2% | $3.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 54.31K | +0.8% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 49.95K | -9.0% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 19.02K | +1.0% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 15.53K | +47.5% | $913,844 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 13.24K | +208.5% | $779,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 13.24K | +208.5% | $779,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 13.24K | +208.5% | $779,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Creative Planning | 6.21K | 0.0% | $365,403 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 5.97K | +2386.2% | $351,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 5.86K | -67.8% | $344,541 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Focus Partners Wealth | 4.50K | Nuevo | $264,584 | 0.0% | New | 1 | SEC ↗ |
| 14 | UBS AM, a distinct business unit of… | 3.64K | 0.0% | $214,295 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 500 | 0.0% | $29,420 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 100 | 0.0% | $5,884 | 0.0% | Held | 3 | 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
| Focus Partners Wealth | $264,584 | 0.0% |
Posición cerrada
| Citadel Advisors | $1.06M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 42 tenedores, 6.89M acciones, $403.49M 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.