Ficha del valor · trimestre archivado
DIV
nombre pendiente de incorporación al perfil
36Tenedores rastreados
0Δ titulares
4.72MAcciones mantenidas
$81.82MValor declarado
+0Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +2.2% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 0 | 5.43M | $103.52M | +2 | −2 |
| Q1 2026 | 37 | +1 | 4.97M | $93.88M | +4 | −3 |
| Q4 2025 | 36 | 0 | 4.72M | $81.82M | — | — |
| Q3 2025 | 7 | +1 | 1.18M | $20.84M | +1 | — |
| Q2 2025 | 3 | 0 | 123.94K | $2.18M | — | — |
| Q1 2025 | 1 | 0 | 61.00K | $1.15M | — | — |
| Q4 2024 | 1 | -1 | 36.20K | $652,715 | — | −1 |
| Q3 2024 | 2 | 0 | 103.34K | $1.93M | +1 | −1 |
| Q2 2024 | 2 | — | 39.31K | $678,150 | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 895.48K | — | $15.51M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 625.64K | -4.4% | $10.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 625.64K | -4.4% | $10.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 618.03K | — | $10.70M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 618.03K | — | $10.70M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 382.31K | — | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 382.31K | — | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 382.31K | — | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealthfront Advisers LLC | 339.05K | — | $5.87M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 318.10K | +18.6% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 262.80K | +60.8% | $4.55M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Royal Bank Of Canada | 217.94K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 217.94K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 167.81K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 140.36K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 107.53K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 107.53K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mirae Asset Global Investments Co.… | 97.00K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 76.60K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 73.02K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 61.95K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 61.95K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 51.14K | — | $885,740 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 45.38K | — | $785,895 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 45.38K | — | $785,895 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 43.23K | -44.0% | $748,813 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 43.23K | -44.0% | $748,813 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 36.08K | — | $624,958 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 36.08K | — | $624,958 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 27.37K | — | $474,085 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 24.63K | — | $427,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 24.28K | +111.8% | $420,495 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 23.26K | — | $402,867 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 13.90K | — | $240,797 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 13.90K | — | $240,797 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 12.34K | — | $213,646 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Corient Private Wealth LP | 12.00K | — | $207,840 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Sei Investments Co | 10.54K | — | $182,500 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 5.32K | — | $92,142 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 4.65K | — | $80,538 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 3.72K | +6.8% | $64,361 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 776 | — | $13,455 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 750 | — | $12,990 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Citigroup Inc | 600 | — | $10,392 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 103 | — | $1,784 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | BlackRock ✦ (pasivo) | 98 | +1.0% | $1,708 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | BlackRock ✦ (pasivo) | 98 | +1.0% | $1,708 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Assetmark, Inc | 5 | — | $87 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 125 tenedores, 9.87M acciones, $182.54M 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: Q4 2025 ·
Metodología ·
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