XJUN
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -17.6% ·
flujo de acciones +19.9% ·
nuevas posiciones netas -20.0%
· fórmula
Acumulación concentrada: acciones en aumento entre 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | 0 | 981.38K | $43.60M | +3 | −3 |
| Q1 2026 | 14 | -3 | 1.28M | $55.03M | n/a | −3 |
| Q4 2025 | 17 | 0 | 1.07M | $45.90M | +1 | −1 |
| Q3 2025 | 2 | +1 | 22.65K | $955,693 | +1 | n/a |
| Q4 2024 | 1 | 0 | 5.74K | $221,736 | n/a | n/a |
| Q3 2024 | 1 | 0 | 10.28K | $391,182 | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.19K | $411,832 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 349.89K | +34.4% | $15.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 316.62K | -5.4% | $13.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 256.40K | +554.6% | $11.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 240.65K | -7.0% | $10.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 52.58K | -7.0% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mariner, LLC | 25.10K | -2.3% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 16.15K | +13.0% | $693,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Captrust Financial Advisors | 8.51K | -27.6% | $365,524 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 8.44K | -62.1% | $362,646 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Barclays Plc | 3.96K | -14.3% | $170,045 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.35K | 0.0% | $58,128 | 0.0% | Held | 3 | SEC ↗ |
| 12 | UBS Group AG | 679 | -49.5% | $29,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 525 | -55.5% | $22,555 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 148 | 0.0% | $6,000 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Goldman Sachs Group | $802,209 | era 0.0% |
| First Trust Advisors Lp | $541,892 | era 0.0% |
| Truist Financial Corp | $230,295 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 74 tenedores, 2.59M acciones, $109.83M 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.