YSEP
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +14.3% ·
flujo de acciones +2.8% ·
nuevas posiciones netas +12.5%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
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 | 14 | -1 | 977.25K | $25.18M | +1 | −2 |
| Q1 2026 | 16 | 0 | 1.05M | $25.90M | +2 | −2 |
| Q4 2025 | 16 | +2 | 1.17M | $30.41M | +2 | — |
| Q3 2025 | 1 | — | 5.00K | $127,500 | — | — |
| Q4 2024 | 1 | 0 | 40.55K | $879,848 | — | — |
| Q3 2024 | 1 | 0 | 14.20K | $324,090 | — | — |
| Q2 2024 | 1 | — | 25.87K | $558,277 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 266.90K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 266.90K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 219.97K | — | $5.72M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Us Bancorp \De\ | 215.57K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 113.07K | — | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 104.71K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 104.71K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 78.56K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Corient Private Wealth LP | 46.47K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Corient Private Wealth LP | 46.47K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 39.12K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 31.05K | Nuevo | $807,841 | 0.0% | New | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 30.56K | — | $794,911 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 15.86K | — | $419,808 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 5.00K | 0.0% | $130,075 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 791 | — | $20,578 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 520 | — | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 292 | Nuevo | $7,596 | 0.0% | New | 1 | SEC ↗ |
| 19 | UBS Group AG | 260 | — | $6,764 | 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
| Goldman Sachs Group | $807,841 | 0.0% |
| JPMorgan Chase | $7,596 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 66 tenedores, 2.99M acciones, $60.08M 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.