ZTR
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -4.0% ·
flujo de acciones +5.0% ·
nuevas posiciones netas -4.2%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | -1 | 4.15M | $28.31M | +1 | −2 |
| Q1 2026 | 26 | -1 | 3.95M | $26.14M | +3 | −4 |
| Q4 2025 | 27 | +1 | 4.43M | $27.91M | +1 | — |
| Q3 2025 | 2 | -2 | 1.36M | $8.76M | — | −2 |
| Q2 2025 | 3 | +1 | 41.94K | $261,292 | +1 | — |
| Q1 2025 | 1 | -1 | 47.00K | $280,602 | — | −1 |
| Q4 2024 | 2 | +1 | 39.99K | $234,318 | +1 | — |
| Q3 2024 | 1 | -1 | 32.32K | $200,390 | — | −1 |
| Q2 2024 | 2 | — | 69.33K | $378,190 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.62M | +15.7% | $11.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Stifel Financial Corp | 692.54K | +0.7% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Capstone Investment Advisors, Llc | 370.22K | 0.0% | $2.53M | 0.0% | Held | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 276.49K | -4.6% | $1.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 276.49K | -4.6% | $1.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 257.08K | +4.3% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 249.73K | -1.2% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 141.33K | -1.0% | $965,263 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 141.33K | -1.0% | $965,263 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 95.96K | +20.2% | $655,410 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Invesco Ltd. | 92.25K | -8.7% | $630,047 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 87.98K | +1.5% | $600,918 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 87.98K | +1.5% | $600,918 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 59.57K | -0.6% | $407,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 45.96K | +0.7% | $313,926 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 41.28K | +0.9% | $281,930 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 23.77K | +14.2% | $162,362 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Creative Planning | 22.66K | -1.4% | $154,802 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 20.02K | -16.3% | $136,762 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 17.27K | -10.3% | $117,968 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 11.92K | -0.2% | $81,427 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 8.03K | -49.9% | $54,828 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 8.03K | -49.9% | $54,828 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | UBS Group AG | 5.43K | -10.1% | $37,087 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 5.43K | -10.1% | $37,087 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Us Bancorp \De\ | 2.24K | 0.0% | $15,320 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 519 | 0.0% | $3,545 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 2 | Nuevo | $14 | 0.0% | New | 1 | SEC ↗ |
| 29 | Citigroup Inc | 1 | 0.0% | $7 | 0.0% | Held | 3 | 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
| Fidelity (FMR) | $14 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $113,566 | era 0.0% |
| JPMorgan Chase | $13 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 91 tenedores, 10.58M acciones, $62.50M 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.