UPGD
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -6.7% ·
flujo de acciones -3.4% ·
nuevas posiciones netas -7.1%
· fórmula
Distribución amplia: acciones en descenso y menos 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 | 1 | +1 | 7.06K | $573,183 | +1 | n/a |
| Q2 2026 | 12 | -1 | 201.52K | $16.51M | +1 | −2 |
| Q1 2026 | 14 | -1 | 220.01K | $16.03M | +2 | −3 |
| Q4 2025 | 15 | -1 | 227.78K | $16.86M | n/a | −1 |
| Q3 2025 | 3 | 0 | 9.94K | $744,446 | n/a | n/a |
| Q2 2025 | 2 | +1 | 8.62K | $611,634 | +1 | n/a |
| Q4 2024 | 1 | 0 | 5.47K | $377,965 | n/a | n/a |
| Q3 2024 | 1 | 0 | 10.85K | $779,803 | n/a | n/a |
| Q2 2024 | 1 | n/a | 4.46K | $292,183 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 159.59K | -3.0% | $11.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 21.50K | +77.8% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cwm, Llc | 8.63K | 0.0% | $628,569 | 0.0% | Held | 2 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 6.43K | -57.8% | $468,454 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 5.26K | Nuevo | $383,128 | 0.0% | New | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.94K | 0.0% | $287,091 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Jane Street Group, Llc | 3.80K | Nuevo | $277,181 | 0.0% | New | 1 | SEC ↗ |
| 8 | Quantinno Capital Management LP | 3.26K | 0.0% | $237,761 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 2.95K | -13.1% | $215,036 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 1.45K | 0.0% | $105,655 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 1.26K | +126.7% | $92,144 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 1.15K | +64.4% | $83,873 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 782 | +1403.8% | $56,981 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Wells Fargo & Company/Mn | 0 | n/a | $14 | 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
| Citadel Advisors | $383,128 | 0.0% |
| Jane Street Group, Llc | $277,181 | 0.0% |
Posición cerrada
| Hrt Financial Lp | $667,000 | era 0.0% |
| Wealth Enhancement Advisory… | $272,420 | era 0.0% |
| Bank Of America Corp /De/ | $93,078 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 32 tenedores, 287.89K acciones, $21.08M 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.