Ficha del valor · trimestre archivado
DFGR
nombre pendiente de incorporación al perfil
36Tenedores rastreados
-1Δ titulares
9.49MAcciones mantenidas
$252.30MValor declarado
+3Nuevas posiciones
−4Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -2.7% ·
flujo de acciones -3.5% ·
nuevas posiciones netas -2.8%
— fórmula
Distribución amplia — caída de acciones y menos 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 | 38 | +3 | 8.43M | $244.50M | +3 | — |
| Q1 2026 | 36 | -1 | 9.49M | $252.30M | +3 | −4 |
| Q4 2025 | 37 | 0 | 9.84M | $259.92M | — | — |
| Q3 2025 | 7 | 0 | 468.98K | $12.81M | — | — |
| Q2 2025 | 5 | +1 | 122.71K | $3.29M | +1 | — |
| Q1 2025 | 2 | 0 | 37.39K | $981,752 | — | — |
| Q4 2024 | 2 | +1 | 32.55K | $831,246 | +1 | — |
| Q3 2024 | 1 | -1 | 7.13K | $205,858 | — | −1 |
| Q2 2024 | 2 | — | 108.50K | $2.71M | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 4.07M | +1.7% | $108.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.22M | +4.4% | $32.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cwm, Llc | 705.92K | +21.6% | $18.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Jane Street Group, Llc | 601.67K | +197.1% | $15.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Corient Private Wealth LP | 583.57K | -57.3% | $15.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 439.04K | +4.8% | $11.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 336.70K | +24.4% | $8.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 235.64K | -16.8% | $6.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Financial Engines Advisors L.L.C. | 172.19K | -34.4% | $4.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 161.71K | +0.3% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 161.71K | +0.3% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 161.71K | +0.3% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 147.04K | -4.3% | $3.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 147.04K | -4.3% | $3.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 119.65K | +5.7% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 104.44K | +12.6% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 85.20K | +28.8% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 85.20K | +28.8% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 85.20K | +28.8% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 70.35K | +4.5% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS AM, a distinct business unit of… | 62.42K | Nuevo | $1.66M | 0.0% | New | 1 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 47.55K | +76.3% | $1.26M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 23 | Captrust Financial Advisors | 45.27K | -8.4% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cerity Partners LLC | 44.98K | Nuevo | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 43.11K | +27.0% | $1.15M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | Stifel Financial Corp | 38.59K | -6.8% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 38.59K | -6.8% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 27.90K | -9.5% | $741,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | UBS Group AG | 24.22K | +8489.0% | $643,794 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Truist Financial Corp | 20.38K | -14.1% | $541,575 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 15.87K | -12.2% | $421,705 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 15.87K | -12.2% | $421,705 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 15.87K | -12.2% | $421,705 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Citigroup Inc | 15.86K | +46.5% | $421,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cetera Investment Advisers | 13.72K | -3.1% | $364,749 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 12.68K | -1.7% | $337,008 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Hrt Financial Lp | 10.77K | Nuevo | $286,000 | 0.0% | New | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 4.06K | -2.9% | $107,895 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 2.73K | 0.0% | $73,693 | 0.0% | Held | 2 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 2.73K | 0.0% | $73,693 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.98K | +63.0% | $52,678 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Fifth Third Bancorp | 1.42K | -18.8% | $37,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 898 | +78.5% | $24,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 528 | -87.0% | $14,035 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | BlackRock ✦ (pasivo) | 43 | 0.0% | $1,143 | 0.0% | Held | 4 | 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… | $1.66M | 0.0% |
| Cerity Partners LLC | $1.20M | 0.0% |
| Hrt Financial Lp | $286,000 | 0.0% |
Posición cerrada
| Citadel Advisors | $8.59M | era 0.0% |
| Susquehanna International… | $294,953 | era 0.0% |
| Brown Advisory Inc | $275,798 | era 0.0% |
| Jones Financial Companies Lllp | $9,987 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 312 tenedores, 99.85M acciones, $2.64B 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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