Ficha del valor · trimestre archivado
DNP
nombre pendiente de incorporación al perfil
38Tenedores rastreados
-3Δ titulares
23.28MAcciones mantenidas
$251.19MValor declarado
+0Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -7.3% ·
flujo de acciones +2.0% ·
nuevas posiciones netas -7.9%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
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 | 38 | -3 | 23.28M | $251.19M | — | −3 |
| Q1 2026 | 42 | +3 | 22.85M | $235.42M | +4 | −1 |
| Q4 2025 | 39 | -1 | 21.90M | $218.82M | — | −1 |
| Q3 2025 | 3 | -1 | 3.47M | $34.71M | +1 | −2 |
| Q2 2025 | 2 | 0 | 79.48K | $778,070 | — | — |
| Q1 2025 | 1 | 0 | 18.58K | $183,756 | — | — |
| Q4 2024 | 1 | 0 | 102.43K | $903,441 | — | — |
| Q3 2024 | 1 | -1 | 21.01K | $210,910 | — | −1 |
| Q2 2024 | 2 | — | 31.33K | $257,546 | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.71M | -1.8% | $39.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.71M | -1.8% | $39.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 3.41M | +7.8% | $36.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 3.33M | +3.0% | $35.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 3.33M | +3.0% | $35.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Baird Financial Group, Inc. | 2.15M | +3.7% | $23.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 2.15M | +3.7% | $23.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 1.58M | +3.1% | $17.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 1.57M | +3.1% | $16.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.21M | +5.2% | $13.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.21M | +5.2% | $13.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.21M | +5.2% | $13.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.16M | +19.7% | $12.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.16M | +19.7% | $12.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 1.01M | -3.5% | $10.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 1.01M | -3.5% | $10.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 783.83K | -45.0% | $8.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 783.83K | -45.0% | $8.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 532.25K | +6.4% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 532.25K | +6.4% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 429.50K | +389.4% | $4.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Creative Planning | 344.52K | -7.5% | $3.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 318.83K | +16.7% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 291.16K | +19.9% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 291.16K | +19.9% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 197.42K | +12.4% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 187.84K | +35.2% | $2.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 187.84K | +35.2% | $2.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 187.84K | +35.2% | $2.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 187.84K | +35.2% | $2.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 166.57K | -2.0% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mariner, LLC | 139.05K | +13.4% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Focus Partners Wealth | 118.76K | +28.0% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Cerity Partners LLC | 109.91K | +95.8% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Cerity Partners LLC | 109.91K | +95.8% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Cerity Partners LLC | 109.91K | +95.8% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 89.17K | -5.5% | $962,185 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Us Bancorp \De\ | 73.35K | 0.0% | $791,404 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 73.35K | 0.0% | $791,404 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Stifel Financial Corp | 67.92K | +20.2% | $732,905 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Stifel Financial Corp | 67.92K | +20.2% | $732,905 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | HighTower Advisors, LLC | 41.80K | -13.3% | $451,022 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Financial Engines Advisors L.L.C. | 41.65K | -2.4% | $449,436 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 36.06K | -4.3% | $389,129 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 34.16K | +4.8% | $375,373 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Corient Private Wealth LP | 33.14K | 0.0% | $357,556 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 20.62K | -75.0% | $222,490 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Franklin Resources Inc | 20.39K | 0.0% | $220,008 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Northern Trust Corp | 19.84K | 0.0% | $214,128 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Fifth Third Bancorp | 19.40K | -35.6% | $209,354 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Jane Street Group, Llc | 15.20K | -78.4% | $164,019 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 9.98K | -51.7% | $107,738 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 4.36K | 0.0% | $47,023 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 3.43K | 0.0% | $37,020 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Assetmark, Inc | 1.83K | +44.9% | $19,789 | 0.0% | ▲ Add | 3 | 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
| Susquehanna International… | $167,674 | era 0.0% |
| Fisher Asset Management | $124,506 | era 0.0% |
| Jones Financial Companies Lllp | $13,314 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 327 tenedores, 40.83M acciones, $398.05M 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 ·
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