UOCT
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +5.3% ·
flujo de acciones +0.9% ·
nuevas posiciones netas +5.0%
· 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
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 383.73K | -1.0% | $14.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cwm, Llc | 125.37K | +2.4% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 84.91K | +19.0% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 75.97K | +3.5% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 55.62K | -48.2% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 53.84K | -0.1% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Creative Planning | 49.33K | Nuevo | $1.89M | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 48.82K | -2.8% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Cetera Investment Advisers | 46.74K | -0.3% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 43.62K | -0.5% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 35.26K | +72.1% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 17.27K | -54.9% | $660,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 11.64K | Nuevo | $445,228 | 0.0% | New | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 6.91K | 0.0% | $264,200 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 962 | 0.0% | $36,787 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 500 | 0.0% | $19,000 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Assetmark, Inc | 445 | +12.9% | $17,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 299 | Nuevo | $11,434 | 0.0% | New | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 144 | 0.0% | $5,478 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 20 | Wells Fargo & Company/Mn | 0 | n/a | $13 | 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
| Creative Planning | $1.89M | 0.0% |
| Citadel Advisors | $445,228 | 0.0% |
| UBS Group AG | $11,434 | 0.0% |
Posición cerrada
| Wealth Enhancement Advisory… | $282,796 | era 0.0% |
| Barclays Plc | $78 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 90 tenedores, 5.16M acciones, $193.72M 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.