Ficha del valor · trimestre archivado
DWX
nombre pendiente de incorporación al perfil
Nothing qualifies for this view in the current reporting period. Nothing here is placeholder data: when a figure exists in the filings, it appears.
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 850.30K | +1.4% | $37.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 711.03K | n/a | $31.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 635.34K | n/a | $27.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | UBS Group AG | 459.62K | n/a | $20.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 191.95K | n/a | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 158.71K | n/a | $6.97M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Focus Partners Wealth | 148.92K | n/a | $6.54M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 118.87K | n/a | $5.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 103.80K | n/a | $4.56M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Cetera Investment Advisers | 98.69K | n/a | $4.34M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 93.85K | n/a | $4.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 83.96K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 71.77K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 57.37K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mercer Global Advisors Inc /Adv | 49.12K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 37.59K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Invesco Ltd. | 31.86K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 29.61K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 24.29K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citigroup Inc | 18.65K | n/a | $819,519 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 13.98K | -50.8% | $614,084 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 13.37K | n/a | $587,526 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 12.13K | n/a | $532,803 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 9.55K | n/a | $419,537 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Mariner, LLC | 9.13K | n/a | $401,271 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 8.79K | n/a | $386,116 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 6.51K | Nuevo | $286,151 | 0.0% | New | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 5.53K | n/a | $242,830 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Captrust Financial Advisors | 4.79K | n/a | $210,314 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 4.35K | n/a | $190,878 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 3.87K | +1.4% | $169,833 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Cwm, Llc | 2.38K | n/a | $105,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 1.99K | n/a | $87,562 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Barclays Plc | 300 | n/a | $13,181 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 198 | n/a | $8,699 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 178 | n/a | $7,820 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Goldman Sachs Group | $286,151 | 0.0% |
Posición cerrada
| Citadel Advisors | $443,824 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 136 tenedores, 5.96M acciones, $253.77M 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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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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