XJH
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +6.2% ·
flujo de acciones -3.2% ·
nuevas posiciones netas +5.9%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
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 | Bank Of America Corp /De/ | 577.02K | -5.9% | $26.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 471.72K | -17.4% | $21.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 399.34K | +0.5% | $18.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mariner, LLC | 351.08K | +4.1% | $15.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Franklin Resources Inc | 95.82K | 0.0% | $4.35M | 0.0% | Held | 2 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 49.53K | +29.8% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 47.98K | +5.3% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Creative Planning | 41.52K | +227.6% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 37.56K | -10.2% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 34.89K | +5.2% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 34.43K | +51.1% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Bank of New York Mellon Corp | 31.69K | Nuevo | $1.44M | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | HighTower Advisors, LLC | 30.66K | +8.0% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Corient Private Wealth LP | 25.97K | -51.4% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 21.41K | Nuevo | $971,372 | 0.0% | New | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 20.26K | +35.6% | $919,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 19.88K | -0.2% | $901,865 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Focus Partners Wealth | 16.06K | +2.7% | $728,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 15.87K | -2.3% | $719,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 11.59K | -33.4% | $530,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | CIBC Bancorp USA Inc. | 13.36K | n/a | $523,751 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Rockefeller Capital Management L.P. | 9.75K | +438.9% | $442,539 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Cerity Partners LLC | 9.09K | Nuevo | $412,368 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cwm, Llc | 6.64K | 0.0% | $301,121 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 6.29K | -3.0% | $285,184 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 2.11K | +7.0% | $95,691 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | JPMorgan Chase ✦ | 2.03K | +299.4% | $89,281 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Fidelity (FMR) ✦ | 909 | +7.2% | $41,243 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Us Bancorp \De\ | 867 | 0.0% | $39,336 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Deutsche Bank Ag\ | 550 | +120.0% | $24,954 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | BlackRock ✦ (pasivo) | 427 | Nuevo | $19,365 | 0.0% | New | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 140 | Nuevo | $6,294 | 0.0% | New | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 137 | -76.3% | $6,216 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 29 | -3.3% | $1,316 | 0.0% | ▼ Trim | 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
| Bank of New York Mellon Corp | $1.44M | 0.0% |
| Jane Street Group, Llc | $971,372 | 0.0% |
| Cerity Partners LLC | $412,368 | 0.0% |
| BlackRock | $19,365 | 0.0% |
| National Bank Of Canada /Fi/ | $6,294 | 0.0% |
Posición cerrada
| Goldman Sachs Group | $1.38M | era 0.0% |
| Susquehanna International… | $1.16M | era 0.0% |
| UBS Group AG | $1,206 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 177 tenedores, 5.46M acciones, $245.49M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.