Ficha del valor · trimestre archivado
DSU
nombre pendiente de incorporación al perfil
24Tenedores rastreados
0Δ titulares
7.90MAcciones mantenidas
$75.73MValor declarado
+3Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -0.4% · nuevas posiciones netas 0.0% — fórmula
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 | 25 | +2 | 7.84M | $76.07M | +3 | −1 |
| Q1 2026 | 24 | 0 | 7.90M | $75.73M | +3 | −3 |
| Q4 2025 | 24 | 0 | 7.93M | $80.73M | — | — |
| Q3 2025 | 1 | — | 3.99M | $42.33M | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.47M | +3.1% | $42.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.47M | +3.1% | $42.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.47M | +3.1% | $42.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.47M | +3.1% | $42.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 706.49K | -3.9% | $6.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Invesco Ltd. | 562.10K | -11.8% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 562.10K | -11.8% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 507.22K | +8.8% | $4.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 507.22K | +8.8% | $4.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 406.83K | +12.2% | $3.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 238.60K | -3.9% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 238.60K | -3.9% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 238.60K | -3.9% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 232.02K | -0.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 232.02K | -0.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 125.76K | +3.2% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 125.76K | +3.2% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 125.76K | +3.2% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 118.23K | -18.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS Group AG | 118.23K | -18.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS Group AG | 118.23K | -18.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 112.82K | +69.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 112.62K | +2.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 77.90K | -15.9% | $747,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 77.90K | -15.9% | $747,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Creative Planning | 60.21K | +0.2% | $577,382 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 42.50K | +5.6% | $407,610 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citigroup Inc | 42.22K | -3.9% | $404,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 32.42K | -40.5% | $310,869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 32.42K | -40.5% | $310,869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 17.27K | -29.5% | $165,648 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 15.30K | Nuevo | $146,727 | 0.0% | New | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 11.70K | -81.3% | $112,227 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 1.68K | 0.0% | $16,102 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Cwm, Llc | 1.02K | 0.0% | $9,753 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 578 | Nuevo | $5,543 | 0.0% | New | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 416 | Nuevo | $3,890 | 0.0% | New | 1 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 14 | -91.4% | $134 | 0.0% | ▼ Trim | 2 | 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
| Fifth Third Bancorp | $146,727 | 0.0% |
| Rockefeller Capital… | $5,543 | 0.0% |
| Jones Financial Companies Lllp | $3,890 | 0.0% |
Posición cerrada
| Envestnet Asset Management Inc | $667,207 | era 0.0% |
| Stifel Financial Corp | $128,509 | era 0.0% |
| Hrt Financial Lp | $104,000 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 89 tenedores, 14.94M acciones, $125.76M 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 ·
Obtener esto a través de la API