Ficha del valor · trimestre archivado
ADX
nombre pendiente de incorporación al perfil
41Tenedores rastreados
0Δ titulares
11.37MAcciones mantenidas
$265.21MValor declarado
+0Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -4.3% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | -2 | 10.30M | $263.31M | +2 | −5 |
| Q1 2026 | 45 | +4 | 10.81M | $236.69M | +4 | — |
| Q4 2025 | 41 | 0 | 11.37M | $265.21M | — | — |
| Q3 2025 | 2 | -1 | 2.39M | $53.30M | — | −1 |
| Q2 2025 | 1 | +1 | 12.15K | $263,798 | +1 | — |
| Q4 2024 | 1 | 0 | 16.26K | $328,533 | — | — |
| Q3 2024 | 1 | 0 | 80.90K | $1.74M | — | — |
| Q2 2024 | 1 | — | 76.76K | $1.65M | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lazard Asset Management Llc | 3.59M | — | $83.72M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.86M | -21.4% | $43.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 1.35M | — | $31.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 935.88K | — | $21.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wealth Enhancement Advisory… | 430.95K | — | $10.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 432.56K | — | $10.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 403.43K | — | $9.41M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Allspring Global Investments… | 400.72K | — | $9.34M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 281.29K | — | $6.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Wells Fargo & Company/Mn | 220.72K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 181.54K | — | $4.23M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Cetera Investment Advisers | 150.52K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 128.46K | — | $3.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jones Financial Companies Lllp | 120.91K | — | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 115.68K | — | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 97.60K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 74.53K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 72.29K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | HighTower Advisors, LLC | 64.92K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 63.84K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Lido Advisors, LLC | 48.24K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 45.56K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Invesco Ltd. | 39.31K | — | $916,779 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 37.59K | — | $876,692 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 32.76K | — | $764,030 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cerity Partners LLC | 29.36K | — | $684,584 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Jane Street Group, Llc | 27.27K | — | $635,866 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Pnc Financial Services Group, Inc. | 24.00K | — | $559,681 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Northwestern Mutual Wealth… | 21.80K | — | $508,483 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 15.89K | — | $370,541 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 14.34K | -45.6% | $334,386 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Truist Financial Corp | 12.97K | — | $302,482 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Bank Of Montreal /Can/ | 11.89K | — | $277,182 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Creative Planning | 11.69K | — | $272,634 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 11.05K | — | $258,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 10.41K | — | $242,878 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 7.91K | — | $184,485 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 436 | — | $10,168 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 324 | — | $7,556 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 62 | — | $1,446 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 5 | — | $117 | 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): 197 tenedores, 20.68M acciones, $420.58M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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