Ficha del valor · trimestre archivado
BALI
nombre pendiente de incorporación al perfil
30Tenedores rastreados
+5Δ titulares
14.22MAcciones mantenidas
$437.59MValor declarado
+8Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +20.0% ·
flujo de acciones +29.1% ·
nuevas posiciones netas +16.7%
— 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 Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +2 | 19.31M | $653.03M | +4 | −2 |
| Q1 2026 | 30 | +5 | 14.22M | $437.59M | +8 | −3 |
| Q4 2025 | 25 | +1 | 11.01M | $348.78M | +1 | — |
| Q3 2025 | 4 | +1 | 922.65K | $29.28M | +1 | — |
| Q2 2025 | 1 | — | 82.49K | $2.48M | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 2.29M | +32.2% | $70.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 2.07M | +15.2% | $63.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 2.07M | +15.2% | $63.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 1.86M | +10.2% | $57.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 1.83M | +9.1% | $56.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.21M | +66.2% | $37.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.21M | +66.2% | $37.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.21M | +66.2% | $37.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 920.85K | +65.1% | $28.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 884.24K | +219.8% | $27.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 884.24K | +219.8% | $27.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 639.19K | +9.1% | $19.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 484.38K | +26.2% | $14.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 484.38K | +26.2% | $14.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 451.58K | +46.9% | $13.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 341.82K | +8.2% | $10.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 341.82K | +8.2% | $10.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 308.31K | +6.2% | $9.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 272.78K | +1.2% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 156.24K | +2.8% | $4.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS AM, a distinct business unit of… | 105.45K | Nuevo | $3.25M | 0.0% | New | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 102.63K | -2.8% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 91.81K | +197.7% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 91.81K | +197.7% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cerity Partners LLC | 46.68K | Nuevo | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 26 | Gotham Asset Management ✦ | 46.14K | 0.0% | $1.42M | 0.0% | Held | 2 | SEC ↗ |
| 27 | BlackRock ✦ (pasivo) | 28.01K | +0.6% | $863,111 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | BlackRock ✦ (pasivo) | 28.01K | +0.6% | $863,111 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 17.16K | Nuevo | $528,576 | 0.0% | New | 1 | SEC ↗ |
| 30 | Mariner, LLC | 15.62K | Nuevo | $481,406 | 0.0% | New | 1 | SEC ↗ |
| 31 | Creative Planning | 13.34K | 0.0% | $411,074 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Raymond James Financial Inc | 12.69K | Nuevo | $390,825 | 0.0% | New | 1 | SEC ↗ |
| 33 | Raymond James Financial Inc | 12.69K | Nuevo | $390,825 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 4.07K | Nuevo | $125,305 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 1.72K | Nuevo | $52,979 | 0.0% | New | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 446 | +12.6% | $14,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | UBS Group AG | 150 | +42.9% | $4,622 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | UBS Group AG | 150 | +42.9% | $4,622 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Cwm, Llc | 121 | +72.9% | $3,728 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 103 | Nuevo | $3,100 | 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
| UBS AM, a distinct business… | $3.25M | 0.0% |
| Cerity Partners LLC | $1.44M | 0.0% |
| Citadel Advisors | $528,576 | 0.0% |
| Mariner, LLC | $481,406 | 0.0% |
| Raymond James Financial Inc | $390,825 | 0.0% |
| Raymond James Financial Inc | $390,825 | 0.0% |
| Fifth Third Bancorp | $125,305 | 0.0% |
| Bank Of Montreal /Can/ | $52,979 | 0.0% |
| Jones Financial Companies Lllp | $3,100 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $244,570 | era 0.0% |
| Truist Financial Corp | $202,277 | era 0.0% |
| Rockefeller Capital… | $22,366 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 140 tenedores, 20.14M acciones, $618.19M 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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