XSHQ
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +10.0% ·
flujo de acciones -2.3% ·
nuevas posiciones netas +9.1%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
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 | +2 | 1.54M | $74.28M | +3 | −1 |
| Q1 2026 | 22 | +2 | 1.82M | $76.51M | +4 | −2 |
| Q4 2025 | 20 | +1 | 1.86M | $78.26M | +1 | — |
| Q3 2025 | 3 | -1 | 91.60K | $3.94M | — | −1 |
| Q2 2025 | 2 | 0 | 8.79K | $358,059 | +1 | −1 |
| Q1 2025 | 1 | +1 | 20.30K | $802,256 | +1 | — |
| Q3 2024 | 1 | +1 | 21.20K | $917,748 | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 742.88K | -8.9% | $31.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 424.87K | -12.2% | $17.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 100.47K | +28.6% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mariner, LLC | 96.20K | Nuevo | $4.06M | 0.0% | New | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 89.27K | +12.7% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 89.27K | +12.7% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 77.82K | +3.6% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 77.82K | +3.6% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 73.36K | -13.2% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 73.36K | -13.2% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 46.27K | +8.6% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 43.42K | +25.3% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 27.19K | -56.3% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 27.19K | -56.3% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 22.42K | -3.6% | $945,367 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 21.58K | -58.3% | $910,184 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 21.58K | -58.3% | $910,184 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 19.72K | +47.7% | $831,442 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 10.16K | Nuevo | $428,219 | 0.0% | New | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 7.44K | Nuevo | $313,502 | 0.0% | New | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 6.00K | Nuevo | $252,918 | 0.0% | New | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 5.91K | 0.0% | $249,166 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 261 | -21.4% | $10,983 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 247 | +0.4% | $10,157 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 181 | +18000.0% | $7,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 65 | 0.0% | $2,766 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Cwm, Llc | 24 | 0.0% | $1,012 | 0.0% | Held | 2 | 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
| Mariner, LLC | $4.06M | 0.0% |
| Citadel Advisors | $428,219 | 0.0% |
| Truist Financial Corp | $313,502 | 0.0% |
| Jane Street Group, Llc | $252,918 | 0.0% |
Posición cerrada
| Susquehanna International… | $334,106 | era 0.0% |
| UBS Group AG | $16,122 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 73 tenedores, 3.95M acciones, $165.82M 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.