Ficha del valor · trimestre archivado
DFAR
nombre pendiente de incorporación al perfil
36Tenedores rastreados
+4Δ titulares
11.05MAcciones mantenidas
$288.99MValor declarado
+7Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +12.5% ·
flujo de acciones -8.1% ·
nuevas posiciones netas +11.1%
— 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 Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +4 | 11.05M | $288.99M | +7 | −3 |
| Q1 2026 | 32 | +2 | 12.02M | $288.87M | +3 | −1 |
| Q4 2025 | 30 | +2 | 11.51M | $263.53M | +2 | — |
| Q3 2025 | 2 | -1 | 14.63K | $348,920 | — | −1 |
| Q2 2025 | 1 | 0 | 10.34K | $242,483 | — | — |
| Q1 2025 | 1 | 0 | 14.36K | $341,337 | +1 | −1 |
| Q4 2024 | 1 | 0 | 26.52K | $617,144 | — | — |
| Q3 2024 | 1 | 0 | 21.40K | $548,670 | +1 | −1 |
| Q2 2024 | 1 | — | 45.89K | $1.01M | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.37M | -5.8% | $88.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 2.72M | +1.1% | $71.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Prudential Financial Inc | 2.01M | -8.6% | $52.63M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 420.81K | -8.2% | $11.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 420.81K | -8.2% | $11.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 412.32K | +7.9% | $10.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 323.80K | +1751.5% | $8.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 233.22K | +10.0% | $6.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 184.95K | +1.0% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 174.21K | +2.4% | $4.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 156.59K | +36.9% | $4.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Creative Planning | 154.58K | -3.1% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 120.45K | +26.5% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 120.45K | +26.5% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 110.90K | Nuevo | $2.90M | 0.0% | New | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 108.35K | Nuevo | $2.83M | 0.0% | New | 1 | SEC ↗ |
| 17 | Northern Trust Corp | 108.35K | Nuevo | $2.83M | 0.0% | New | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 97.71K | +5.3% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 92.57K | -1.7% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 84.52K | +230.4% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 84.52K | +230.4% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Corient Private Wealth LP | 48.63K | -2.9% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Sei Investments Co | 42.68K | +14.8% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 39.44K | +4.2% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 39.44K | +4.2% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 27.07K | +9.8% | $708,198 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mariner, LLC | 21.21K | +89.5% | $554,817 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mariner, LLC | 21.21K | +89.5% | $554,817 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cerity Partners LLC | 19.25K | +0.1% | $504,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 13.72K | Nuevo | $359,011 | 0.0% | New | 1 | SEC ↗ |
| 31 | Hrt Financial Lp | 11.49K | Nuevo | $300,000 | 0.0% | New | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 9.44K | -24.7% | $251,369 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Chevy Chase Trust Holdings, LLC | 8.98K | 0.0% | $235,021 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Stifel Financial Corp | 7.86K | Nuevo | $205,513 | 0.0% | New | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 7.86K | Nuevo | $205,513 | 0.0% | New | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 7.62K | Nuevo | $199,339 | 0.0% | New | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 6.06K | 0.0% | $158,530 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 2.63K | +489.3% | $70,433 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 1.18K | 0.0% | $30,816 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 797 | 0.0% | $20,862 | 0.0% | Held | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 797 | 0.0% | $20,862 | 0.0% | Held | 4 | SEC ↗ |
| 42 | Assetmark, Inc | 763 | +51.7% | $19,960 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 90 | 0.0% | $2,354 | 0.0% | Held | 3 | SEC ↗ |
| 44 | UBS Group AG | 2 | Nuevo | $52 | 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
| Renaissance Technologies | $2.90M | 0.0% |
| Northern Trust Corp | $2.83M | 0.0% |
| Northern Trust Corp | $2.83M | 0.0% |
| AQR Capital Management | $359,011 | 0.0% |
| Hrt Financial Lp | $300,000 | 0.0% |
| Stifel Financial Corp | $205,513 | 0.0% |
| Stifel Financial Corp | $205,513 | 0.0% |
| Qube Research & Technologies… | $199,339 | 0.0% |
| UBS Group AG | $52 | 0.0% |
Posición cerrada
| Two Sigma Investments | $31.36M | era 0.0% |
| Jane Street Group, Llc | $200,150 | era 0.0% |
| Wells Fargo & Company/Mn | $142 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 288 tenedores, 50.11M acciones, $1.16B 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: Q2 2026 ·
Metodología ·
Obtener esto a través de la API