Ficha del valor · trimestre archivado
BAR
nombre pendiente de incorporación al perfil
41Tenedores rastreados
+4Δ titulares
7.53MAcciones mantenidas
$347.00MValor declarado
+5Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +10.8% ·
flujo de acciones -2.0% ·
nuevas posiciones netas +9.8%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 8.87K | $360,314 | n/a | n/a |
| Q2 2026 | 36 | -3 | 7.50M | $296.45M | +2 | −6 |
| Q1 2026 | 41 | +4 | 7.53M | $347.00M | +5 | −1 |
| Q4 2025 | 37 | -1 | 7.68M | $326.18M | n/a | −1 |
| Q3 2025 | 5 | +1 | 204.04K | $7.77M | +1 | n/a |
| Q2 2025 | 2 | -1 | 158.81K | $5.18M | n/a | −1 |
| Q1 2025 | 2 | 0 | 634.80K | $19.58M | n/a | n/a |
| Q4 2024 | 2 | +1 | 303.26K | $7.85M | +1 | n/a |
| Q3 2024 | 1 | -1 | 161.30K | $4.19M | n/a | −1 |
| Q2 2024 | 2 | n/a | 91.52K | $2.10M | n/a | n/a |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.52M | -2.7% | $116.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 692.05K | -0.9% | $31.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 655.12K | +25.9% | $30.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 630.23K | -8.5% | $29.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 573.02K | -4.0% | $26.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Rockefeller Capital Management L.P. | 459.65K | -0.9% | $21.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 301.48K | -2.1% | $13.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 277.22K | -5.1% | $12.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 231.38K | -14.9% | $10.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 171.28K | -13.1% | $7.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Stifel Financial Corp | 166.96K | -16.7% | $7.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Captrust Financial Advisors | 140.64K | -0.1% | $6.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 104.03K | +3.0% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 79.44K | -12.4% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 76.59K | -5.1% | $3.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 68.92K | +3.7% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 17 | HighTower Advisors, LLC | 59.16K | -14.4% | $2.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 50.60K | -18.0% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | Citadel Advisors ✦ | 38.78K | Nuevo | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS Group AG | 30.52K | +7786.6% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 27.51K | +240.8% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 26.40K | -73.8% | $1.22M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 21.41K | +8.7% | $987,873 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 19.27K | +19.9% | $888,925 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Creative Planning | 16.86K | +48.0% | $777,936 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Corient Private Wealth LP | 16.78K | -50.8% | $773,877 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cerity Partners LLC | 13.79K | +22.9% | $636,179 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | IMC-Chicago, LLC | 8.93K | Nuevo | $412,079 | 0.0% | New | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 8.71K | -2.5% | $401,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cwm, Llc | 8.63K | +5.9% | $397,917 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 8.64K | +8.1% | $397,515 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 7.41K | Nuevo | $341,719 | 0.0% | New | 1 | SEC ↗ |
| 33 | Lido Advisors, LLC | 7.06K | -24.5% | $325,493 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Tudor Investment Corp Et Al | 5.31K | Nuevo | $245,089 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 3.09K | -21.8% | $142,496 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 481 | +11.1% | $22,189 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 344 | +64.6% | $15,869 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 230 | 0.0% | $10,608 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 75 | -94.4% | $3,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | BlackRock ✦ (pasivo) | 62 | Nuevo | $2,860 | 0.0% | New | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 35 | 0.0% | $1,615 | 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
| Citadel Advisors | $1.79M | 0.0% |
| IMC-Chicago, LLC | $412,079 | 0.0% |
| Fifth Third Bancorp | $341,719 | 0.0% |
| Tudor Investment Corp Et Al | $245,089 | 0.0% |
| BlackRock | $2,860 | 0.0% |
Posición cerrada
| Jones Financial Companies Lllp | $2,889 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 174 tenedores, 15.73M acciones, $717.43M 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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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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