ECAT
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -1.5% · nuevas posiciones netas 0.0% — fórmula
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 | 24 | -2 | 9.39M | $147.68M | — | −2 |
| Q1 2026 | 27 | 0 | 9.01M | $122.33M | +3 | −3 |
| Q4 2025 | 27 | 0 | 8.86M | $136.31M | — | — |
| Q3 2025 | 3 | -1 | 3.63M | $59.58M | — | −1 |
| Q2 2025 | 3 | 0 | 1.32M | $21.28M | — | — |
| Q1 2025 | 2 | 0 | 105.65K | $1.67M | — | — |
| Q4 2024 | 2 | 0 | 105.65K | $1.73M | — | — |
| Q3 2024 | 2 | 0 | 140.57K | $2.49M | — | — |
| Q2 2024 | 2 | — | 221.24K | $3.88M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.17M | -6.5% | $33.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 1.23M | 0.0% | $18.90M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 1.21M | — | $18.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 1.04M | — | $16.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 781.91K | — | $12.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Wells Fargo & Company/Mn | 564.59K | — | $8.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 558.67K | — | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 235.85K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 233.50K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 202.55K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Raymond James Financial Inc | 111.88K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | D. E. Shaw & Co. ✦ | 98.45K | +14.6% | $1.51M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 84.17K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 69.93K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 61.17K | — | $940,764 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 60.59K | — | $931,790 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 35.83K | — | $551,057 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Hrt Financial Lp | 24.72K | — | $380,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 24.01K | — | $369,289 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 16.17K | — | $264,953 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 17.07K | — | $262,490 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 13.06K | — | $200,829 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Creative Planning | 13.05K | — | $200,773 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 3.00K | — | $46,140 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 628 | — | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 427 | — | $6,567 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 3 | — | $46 | 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): 84 tenedores, 36.86M acciones, $467.94M 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.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
10% owner · 25.20K acc. · $355,376
10% owner · 9.25K acc. · $131,193
10% owner · 900 acc. · $12,654
10% owner · 2.48K acc. · $34,422
10% owner · 24.02K acc. · $337,537
10% owner · 29.32K acc. · $408,721
10% owner · 28.98K acc. · $416,689
10% owner · 21.09K acc. · $302,924
10% owner · 100.84K acc. · $1.39M
10% owner · 26.64K acc. · $388,736
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
12.7% de clase · Ver presentación original ante la SEC ↗
13.7% de clase · Ver presentación original ante la SEC ↗
14.8% de clase · Ver presentación original ante la SEC ↗
15.9% de clase · Ver presentación original ante la SEC ↗
17.0% de clase · Ver presentación original ante la SEC ↗
18.0% de clase · Ver presentación original ante la SEC ↗
19.1% de clase · Ver presentación original ante la SEC ↗