EFR
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +1.4% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 566.40K | +33.8% | $5.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 560.26K | -2.3% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 499.08K | -47.9% | $5.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 481.79K | +8.6% | $5.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Loomis Sayles & Co L P | 346.68K | Nuevo | $3.65M | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | Baird Financial Group, Inc. | 251.28K | +7.2% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Balyasny Asset Management L.P. | 222.79K | +3.0% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 183.96K | -16.4% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 172.95K | +0.6% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Cwm, Llc | 148.63K | +3.2% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 146.01K | +57.2% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 94.33K | +11.7% | $994,275 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 81.75K | 0.0% | $861,666 | 0.0% | Held | 2 | SEC ↗ |
| 14 | UBS Group AG | 45.22K | -3.2% | $476,629 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 32.62K | -13.4% | $343,844 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Cetera Investment Advisers | 25.85K | -31.4% | $272,436 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 25.83K | -54.6% | $272,206 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Envestnet Asset Management Inc | 17.86K | +6.9% | $188,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 15.78K | -12.2% | $166,363 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 14.85K | -2.5% | $156,526 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 14.30K | 0.0% | $151,000 | 0.0% | Held | 2 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 13.72K | +120.6% | $143,912 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 13.66K | -4.7% | $141,089 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 11.89K | Nuevo | $125,300 | 0.0% | New | 1 | SEC ↗ |
| 25 | Nomura Holdings Inc | 10.15K | -50.3% | $106,981 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 1.50K | 0.0% | $15,810 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Bnp Paribas Financial Markets | 1.16K | 0.0% | $12,237 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 225 | 0.0% | $2,372 | 0.0% | Held | 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
| Loomis Sayles & Co L P | $3.65M | 0.0% |
| Fifth Third Bancorp | $125,300 | 0.0% |
Posición cerrada
| Citadel Advisors | $143,171 | era 0.0% |
| Assetmark, Inc | $45 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 97 tenedores, 11.13M acciones, $109.88M 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.