DFNS
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +14.3% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +12.5%
— 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 Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | -4 | 5.03M | $859,714 | — | −4 |
| Q1 2026 | 15 | -1 | 2.14M | $1.53M | +3 | −4 |
| Q4 2025 | 16 | +2 | 1.30M | $5.23M | +2 | — |
| Q3 2025 | 5 | 0 | 519.94K | $3.64M | — | — |
| Q2 2025 | 4 | 0 | 101.49K | $1.11M | — | — |
| Q1 2025 | 2 | +1 | 40.44K | $480,807 | +1 | — |
| Q4 2024 | 1 | +1 | 11.64K | $426,728 | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 575.43K | +379.9% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 575.43K | +379.9% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 575.43K | +379.9% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 287.41K | -16.9% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 287.41K | -16.9% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 287.41K | -16.9% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 151.05K | — | $608,727 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 151.05K | — | $608,727 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 151.05K | — | $608,727 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 124.71K | +193.7% | $502,637 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 124.71K | +193.7% | $502,637 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Northern Trust Corp | 47.92K | — | $193,101 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 29.85K | — | $120,308 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 22.06K | — | $88,901 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | State Street Global Advisors ✦ (pasivo) | 17.86K | +70.7% | $71,988 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Millennium Management ✦ | 14.96K | Nuevo | $60,277 | 0.0% | New | 1 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 13.90K | Nuevo | $57,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | Citigroup Inc | 6.05K | — | $24,398 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 3.21K | — | $12,915 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.94K | +180.1% | $11,853 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.94K | +180.1% | $11,853 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 40 | — | $160 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 5 | — | $20 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 4 | — | $16 | 0.0% | n/c | 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
| Millennium Management | $60,277 | 0.0% |
| T. Rowe Price | $57,000 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 30 tenedores, 2.42M acciones, $1.86M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.