YSEP
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -9.8% · nuevas posiciones netas 0.0% · fórmula
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 71.83K | $339,077 | n/a | n/a |
| 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 | n/a |
| Q3 2025 | 1 | n/a | 5.00K | $127,500 | n/a | n/a |
| Q4 2024 | 1 | 0 | 40.55K | $879,848 | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.20K | $324,090 | n/a | n/a |
| Q2 2024 | 1 | n/a | 25.87K | $558,277 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Us Bancorp \De\ | 213.88K | -0.8% | $5.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 198.02K | -10.0% | $5.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 137.38K | -48.5% | $3.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 113.74K | +0.6% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 86.27K | -17.6% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 74.64K | -5.0% | $1.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 46.09K | +17.8% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 32.42K | +4.4% | $848,366 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 29.43K | -3.7% | $770,143 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Corient Private Wealth LP | 23.23K | -50.0% | $608,043 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 75.79K | +377.9% | $282,771 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Hrt Financial Lp | 9.47K | Nuevo | $247,000 | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 7.88K | Nuevo | $206,144 | 0.0% | New | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 5.00K | 0.0% | $130,852 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Fifth Third Bancorp | 791 | 0.0% | $20,701 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Cwm, Llc | 520 | 0.0% | $13,609 | 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
| Hrt Financial Lp | $247,000 | 0.0% |
| Susquehanna International… | $206,144 | 0.0% |
Posición cerrada
| JPMorgan Chase | $7,596 | era 0.0% |
| UBS Group AG | $6,764 | era 0.0% |
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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.