XVV
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -3.1% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | -1 | 1.15M | $65.20M | +1 | −2 |
| Q1 2026 | 31 | +5 | 1.27M | $62.25M | +5 | — |
| Q4 2025 | 26 | 0 | 925.76K | $48.79M | — | — |
| Q3 2025 | 4 | -1 | 96.81K | $4.99M | — | −1 |
| Q2 2025 | 3 | +1 | 49.70K | $2.37M | +1 | — |
| Q1 2025 | 1 | 0 | 55.60K | $2.38M | — | — |
| Q4 2024 | 1 | 0 | 59.60K | $2.70M | +1 | −1 |
| Q3 2024 | 1 | +1 | 39.68K | $1.75M | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 256.14K | — | $13.50M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Brown Advisory Inc | 184.01K | — | $9.70M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Franklin Resources Inc | 76.00K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 68.86K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 68.86K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 68.86K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 41.34K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 34.19K | +26.5% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 30.77K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 29.64K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 29.64K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 28.02K | -48.6% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 28.02K | -48.6% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 28.02K | -48.6% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 25.40K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 24.06K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 24.06K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 23.00K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 22.07K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 17.63K | — | $929,330 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 15.19K | — | $800,304 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 10.47K | — | $551,822 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 9.06K | — | $477,398 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 9.06K | — | $477,398 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 6.59K | — | $347,553 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 6.30K | — | $332,063 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 4.12K | — | $216,913 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Blair William & Co/Il | 4.07K | — | $214,647 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 3.06K | -76.9% | $161,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Cwm, Llc | 2.22K | — | $117,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 2.01K | +0.2% | $105,752 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 2.01K | +0.2% | $105,752 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 1.46K | — | $76,731 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 96 | — | $5,050 | 0.0% | n/c | 1 | 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
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 143 tenedores, 3.95M acciones, $147.97M 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.