EFAX
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +1.3% · 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 | 27 | +1 | 1.20M | $65.01M | +1 | — |
| Q1 2026 | 27 | +1 | 1.31M | $64.98M | +3 | −2 |
| Q4 2025 | 26 | 0 | 1.29M | $65.31M | — | — |
| Q3 2025 | 5 | +1 | 85.45K | $4.21M | +1 | — |
| Q2 2025 | 2 | +1 | 106.21K | $5.03M | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 279.55K | — | $14.11M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 279.55K | — | $14.11M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 279.55K | — | $14.11M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 279.55K | — | $14.11M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 166.46K | — | $8.40M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 166.46K | — | $8.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Sei Investments Co | 123.39K | — | $6.23M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cerity Partners LLC | 120.64K | — | $6.09M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 119.80K | — | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 116.69K | — | $5.89M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 72.41K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 72.41K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 72.21K | +82.0% | $3.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mariner, LLC | 59.22K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 47.50K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 19.80K | — | $999,227 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 18.61K | -45.4% | $938,927 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 18.61K | -45.4% | $938,927 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 15.13K | — | $763,551 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 13.08K | — | $660,442 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 8.80K | 0.0% | $444,353 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 8.37K | — | $422,415 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 8.14K | — | $410,966 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 8.14K | — | $410,966 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 7.32K | — | $369,310 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 6.90K | — | $348,129 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealthfront Advisers LLC | 4.39K | — | $221,394 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 1.70K | -0.1% | $85,994 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 1.67K | — | $84,154 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.27K | +4.6% | $64,258 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | TD Waterhouse Canada Inc. | 718 | — | $36,209 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 300 | — | $15,129 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 76 | — | $3,835 | 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): 88 tenedores, 4.96M acciones, $173.62M 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.