Ficha del valor · trimestre archivado
CHW
nombre pendiente de incorporación al perfil
31Tenedores rastreados
+1Δ titulares
10.36MAcciones mantenidas
$75.25MValor declarado
+3Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +3.3% ·
flujo de acciones +4.5% ·
nuevas posiciones netas +3.2%
— 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 | 34 | +3 | 10.13M | $90.28M | +4 | −1 |
| Q1 2026 | 31 | +1 | 10.36M | $75.25M | +3 | −2 |
| Q4 2025 | 30 | 0 | 9.92M | $73.48M | — | — |
| Q3 2025 | 2 | — | 5.40M | $40.74M | — | — |
| Q3 2024 | 1 | 0 | 10.09K | $72,367 | — | — |
| Q2 2024 | 1 | — | 10.74K | $73,683 | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.93M | +3.7% | $43.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.93M | +3.7% | $43.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.93M | +3.7% | $43.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 1.00M | -2.6% | $7.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Baird Financial Group, Inc. | 939.09K | -0.9% | $6.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Baird Financial Group, Inc. | 939.09K | -0.9% | $6.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 366.94K | +210.4% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 366.94K | +210.4% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 303.31K | +36.9% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 303.31K | +36.9% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 288.27K | +2.1% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 288.27K | +2.1% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 288.27K | +2.1% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 267.10K | -1.1% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 201.90K | +0.1% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Invesco Ltd. | 122.69K | -23.3% | $890,766 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 113.39K | +0.7% | $823,200 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 100.69K | -10.8% | $753,184 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 86.63K | -19.8% | $628,954 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 86.63K | -19.8% | $628,954 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Focus Partners Wealth | 83.72K | -3.2% | $607,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 79.96K | Nuevo | $580,536 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fifth Third Bancorp | 77.62K | +3968.0% | $563,499 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 69.24K | -11.5% | $502,664 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 68.13K | +387.8% | $494,596 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 43.36K | +59.0% | $314,621 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 35.90K | +8.0% | $260,658 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 35.90K | +8.0% | $260,658 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 31.94K | +1.1% | $231,897 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Truist Financial Corp | 29.65K | 0.0% | $215,235 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 29.51K | -5.7% | $214,252 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 24.27K | Nuevo | $176,164 | 0.0% | New | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 20.22K | 0.0% | $146,819 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 14.68K | -17.8% | $106,569 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Jane Street Group, Llc | 14.68K | -17.8% | $106,569 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Corient Private Wealth LP | 13.51K | -73.0% | $98,083 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Nomura Holdings Inc | 10.00K | Nuevo | $72,600 | 0.0% | New | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 3.25K | 0.0% | $23,595 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Citigroup Inc | 2.50K | 0.0% | $18,150 | 0.0% | Held | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 846 | 0.0% | $5,922 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Us Bancorp \De\ | 175 | 0.0% | $1,271 | 0.0% | Held | 2 | 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
| Envestnet Asset Management Inc | $580,536 | 0.0% |
| Susquehanna International… | $176,164 | 0.0% |
| Nomura Holdings Inc | $72,600 | 0.0% |
Posición cerrada
| Cerity Partners LLC | $1.50M | era 0.0% |
| Jones Financial Companies Lllp | $0 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 100 tenedores, 20.48M acciones, $147.50M 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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