UYG
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +4.0% ·
flujo de acciones +13.4% ·
nuevas posiciones netas +3.8%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -1 | 141.92K | $12.15M | +4 | −6 |
| Q1 2026 | 26 | +1 | 125.69K | $9.23M | +5 | −4 |
| Q4 2025 | 24 | -1 | 104.05K | $9.66M | n/a | −1 |
| Q3 2025 | 4 | 0 | 28.36K | $2.82M | n/a | n/a |
| Q2 2025 | 1 | 0 | 23.74K | $2.27M | n/a | n/a |
| Q1 2025 | 1 | 0 | 17.98K | $1.60M | n/a | n/a |
| Q4 2024 | 1 | 0 | 11.26K | $962,536 | n/a | n/a |
| Q3 2024 | 1 | 0 | 31.46K | $2.40M | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.74K | $751,115 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 24.45K | +1.1% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 19.38K | Nuevo | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 3 | Quantinno Capital Management LP | 12.72K | +307.1% | $933,849 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 8.79K | -14.1% | $644,907 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Truist Financial Corp | 7.31K | 0.0% | $536,921 | 0.0% | Held | 2 | SEC ↗ |
| 6 | CIBC Bancorp USA Inc. | 6.81K | n/a | $499,594 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Blair William & Co/Il | 6.12K | -0.4% | $448,902 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 5.82K | 0.0% | $427,246 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Cerity Partners LLC | 5.00K | 0.0% | $367,050 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Creative Planning | 4.57K | +10.9% | $335,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Captrust Financial Advisors | 3.69K | Nuevo | $270,883 | 0.0% | New | 1 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 3.58K | 0.0% | $262,734 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 13 | Lido Advisors, LLC | 3.53K | 0.0% | $259,432 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 3.49K | -33.6% | $256,476 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 3.26K | Nuevo | $239,427 | 0.0% | New | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 3.06K | +0.1% | $224,762 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cwm, Llc | 1.51K | +9.8% | $111,185 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 1.50K | 0.0% | $110,115 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 506 | -92.4% | $37,248 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 300 | 0.0% | $22,023 | 0.0% | Held | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 216 | -13.6% | $15,213 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 66 | -76.8% | $4,845 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 3 | Nuevo | $220 | 0.0% | New | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2 | -33.3% | $182 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1 | -98.6% | $96 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 1 | Nuevo | $73 | 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
| Citadel Advisors | $1.42M | 0.0% |
| Captrust Financial Advisors | $270,883 | 0.0% |
| Mercer Global Advisors Inc… | $239,427 | 0.0% |
| Qube Research & Technologies… | $220 | 0.0% |
| Russell Investments Group… | $73 | 0.0% |
Posición cerrada
| LPL Financial LLC | $387,449 | era 0.0% |
| Jane Street Group, Llc | $324,351 | era 0.0% |
| Goldman Sachs Group | $232,938 | era 0.0% |
| Simplex Trading, Llc | $177,410 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 61 tenedores, 298.74K acciones, $21.99M 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.