Ficha del valor · trimestre archivado
AOA
nombre pendiente de incorporación al perfil
44Tenedores rastreados
+3Δ titulares
2.39MAcciones mantenidas
$211.03MValor declarado
+4Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +7.3% ·
flujo de acciones -4.6% ·
nuevas posiciones netas +6.8%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +2 | 2.42M | $236.04M | +3 | −1 |
| Q1 2026 | 44 | +3 | 2.39M | $211.03M | +4 | −1 |
| Q4 2025 | 41 | -2 | 2.50M | $224.03M | — | −2 |
| Q3 2025 | 5 | +1 | 268.36K | $23.65M | +2 | −1 |
| Q2 2025 | 2 | 0 | 11.19K | $933,079 | — | — |
| Q1 2025 | 1 | 0 | 3.10K | $237,150 | — | — |
| Q4 2024 | 1 | -1 | 6.80K | $520,948 | — | −1 |
| Q3 2024 | 2 | 0 | 15.56K | $1.23M | — | — |
| Q2 2024 | 2 | — | 30.98K | $2.32M | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 556.69K | +0.5% | $49.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 311.49K | +16.9% | $27.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Assetmark, Inc | 244.86K | +2.1% | $21.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 194.66K | -21.0% | $17.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 194.66K | -21.0% | $17.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 171.27K | +22.3% | $15.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 171.27K | +22.3% | $15.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 107.14K | -14.7% | $9.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 107.14K | -14.7% | $9.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 107.14K | -14.7% | $9.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 74.81K | +3.5% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 71.79K | -49.0% | $6.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 71.79K | -49.0% | $6.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 68.75K | +137.7% | $6.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 68.75K | +137.7% | $6.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 68.75K | +137.7% | $6.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 61.97K | -2.7% | $5.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 59.70K | +14.8% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 59.70K | +14.8% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 59.70K | +14.8% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 59.70K | +14.8% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 59.70K | +14.8% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 59.70K | +14.8% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 55.43K | -19.4% | $4.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 55.43K | -19.4% | $4.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 45.99K | -2.1% | $4.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 45.99K | -2.1% | $4.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cerity Partners LLC | 33.91K | +10.2% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 33.91K | +10.2% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 27.80K | -81.3% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 27.80K | -81.3% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 27.25K | -35.4% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mariner, LLC | 24.10K | +32.3% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mariner, LLC | 24.10K | +32.3% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Captrust Financial Advisors | 23.99K | +0.7% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Creative Planning | 23.02K | -19.3% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Corient Private Wealth LP | 21.69K | -49.2% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | HighTower Advisors, LLC | 21.60K | +7.6% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 20.94K | +2.9% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 15.83K | +233.6% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 13.07K | +264.9% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 12.58K | Nuevo | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 43 | Focus Partners Wealth | 11.69K | +0.4% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Citadel Advisors ✦ | 11.80K | Nuevo | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 45 | Lido Advisors, LLC | 10.23K | +3.0% | $905,529 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 9.95K | +9.8% | $880,104 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Envestnet Asset Management Inc | 8.43K | +14.9% | $745,872 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 6.76K | Nuevo | $597,838 | 0.0% | New | 1 | SEC ↗ |
| 49 | Mercer Global Advisors Inc /Adv | 6.06K | -17.5% | $536,574 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Fifth Third Bancorp | 5.57K | +153.7% | $492,505 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Mml Investors Services, Llc | 5.08K | -0.6% | $449,833 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Cwm, Llc | 4.22K | +21.2% | $373,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Blair William & Co/Il | 3.90K | +24.6% | $345,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 2.98K | +15.8% | $262,869 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 2.76K | +36.6% | $244,375 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 2.76K | +36.6% | $244,375 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | TD Waterhouse Canada Inc. | 2.61K | +391.0% | $231,526 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 1.18K | +83.1% | $104,305 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 1.18K | +83.1% | $104,305 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 943 | +351.2% | $83,446 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Us Bancorp \De\ | 877 | -30.8% | $77,606 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Us Bancorp \De\ | 877 | -30.8% | $77,606 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Citigroup Inc | 800 | -27.3% | $70,792 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | BlackRock ✦ (pasivo) | 27 | Nuevo | $2,389 | 0.0% | New | 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
| Susquehanna International… | $1.11M | 0.0% |
| Citadel Advisors | $1.04M | 0.0% |
| AQR Capital Management | $597,838 | 0.0% |
| BlackRock | $2,389 | 0.0% |
Posición cerrada
| Truist Financial Corp | $369,593 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 402 tenedores, 9.29M acciones, $603.70M 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: Q1 2026 ·
Metodología ·
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