VALQ
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -20.0% ·
flujo de acciones +3.1% ·
nuevas posiciones netas -20.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
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 | 16 | -4 | 3.09M | $215.20M | — | −4 |
| Q1 2026 | 20 | +5 | 2.99M | $194.62M | +5 | — |
| Q4 2025 | 15 | -2 | 2.79M | $184.80M | — | −2 |
| Q3 2025 | 4 | +1 | 20.06K | $1.29M | +1 | — |
| Q2 2025 | 2 | +1 | 12.06K | $748,449 | +1 | — |
| Q4 2024 | 1 | 0 | 14.25K | $869,095 | — | — |
| Q3 2024 | 1 | 0 | 11.95K | $742,285 | — | — |
| Q2 2024 | 1 | — | 5.05K | $286,355 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 1.95M | +3.2% | $135.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 924.72K | +5.9% | $64.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 120.99K | +3.8% | $8.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 21.50K | +28.9% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 11.84K | +1.1% | $825,669 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Financial Engines Advisors L.L.C. | 11.19K | 0.0% | $780,072 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 11.11K | +5.5% | $774,355 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 9.72K | +0.6% | $677,824 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 8.63K | +30.3% | $602,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 6.30K | +529.9% | $437,750 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 5.91K | -18.7% | $411,855 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 5.91K | -18.7% | $411,855 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 3.71K | +5.0% | $259,056 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 1.31K | +35.0% | $91,367 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 1.26K | -80.0% | $87,834 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 162 | 0.0% | $11,335 | 0.0% | Held | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 162 | 0.0% | $11,335 | 0.0% | Held | 4 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 0 | -100.0% | $33 | 0.0% | ▼ Trim | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Citadel Advisors | $890,598 | era 0.0% |
| Cetera Investment Advisers | $574,789 | era 0.0% |
| Susquehanna International… | $324,912 | era 0.0% |
| UBS Group AG | $138,039 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 39 tenedores, 4.24M acciones, $278.22M 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.