Ficha del valor · trimestre archivado
EFSI
nombre pendiente de incorporación al perfil
36Tenedores rastreados
0Δ titulares
1.52MAcciones mantenidas
$60.43MValor declarado
+0Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -1.9% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +3 | 1.63M | $66.97M | +5 | −2 |
| Q1 2026 | 38 | +2 | 1.36M | $47.93M | +3 | −1 |
| Q4 2025 | 36 | 0 | 1.52M | $60.43M | — | — |
| Q3 2025 | 12 | +1 | 1.20M | $45.57M | +1 | — |
| Q2 2025 | 9 | +1 | 967.04K | $29.61M | +3 | −2 |
| Q1 2025 | 5 | +5 | 474.96K | $15.57M | +5 | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 319.27K | -3.1% | $12.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 302.05K | -1.6% | $12.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 302.05K | -1.6% | $12.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 302.05K | -1.6% | $12.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 282.97K | +4.4% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 282.97K | +4.4% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 282.97K | +4.4% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 282.97K | +4.4% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 282.97K | +4.4% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 282.97K | +4.4% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Alliancebernstein L.P. | 123.30K | — | $4.91M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Geode Capital Management ✦ (pasivo) | 105.88K | -1.8% | $4.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Geode Capital Management ✦ (pasivo) | 105.88K | -1.8% | $4.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (pasivo) | 85.01K | -1.2% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 73.09K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 73.09K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 73.09K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northern Trust Corp | 32.12K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northern Trust Corp | 32.12K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northern Trust Corp | 32.12K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 31.95K | +9.2% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 31.95K | +9.2% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 31.95K | +9.2% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 31.95K | +9.2% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 31.95K | +9.2% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 31.95K | +9.2% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Barclays Plc | 18.70K | — | $744,047 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 18.49K | -27.4% | $735,889 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 15.72K | — | $625,709 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Dimensional Fund Advisors Lp | 15.72K | — | $625,709 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Dimensional Fund Advisors Lp | 15.72K | — | $625,709 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Dimensional Fund Advisors Lp | 15.72K | — | $625,709 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 15.64K | — | $622,590 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 15.64K | — | $622,590 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 15.64K | — | $622,590 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 15.22K | +4.1% | $605,684 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 15.22K | +4.1% | $605,684 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 15.22K | +4.1% | $605,684 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 15.22K | +4.1% | $605,684 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Charles Schwab Investment… | 13.93K | — | $554,265 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Commonwealth Equity Services, Llc | 11.02K | — | $438,380 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 10.77K | — | $428,633 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 10.77K | — | $428,633 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 10.77K | — | $428,633 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of America Corp /De/ | 9.29K | — | $369,616 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bank Of America Corp /De/ | 9.29K | — | $369,616 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank Of America Corp /De/ | 9.29K | — | $369,616 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Millennium Management ✦ | 6.25K | -54.0% | $248,719 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Nuveen, LLC | 6.00K | — | $238,730 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 5.06K | -70.0% | $201,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 5.06K | -70.0% | $201,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Rhumbline Advisers | 3.36K | — | $133,784 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | New York State Common Retirement… | 2.40K | — | $95,508 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Deutsche Bank Ag\ | 2.35K | — | $93,729 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 2.33K | -37.5% | $92,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 2.33K | -37.5% | $92,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 2.33K | -37.5% | $92,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.10K | — | $83,649 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Cwm, Llc | 1.12K | — | $44,000 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 861 | — | $34,263 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 738 | — | $29,368 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 738 | — | $29,368 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Royal Bank Of Canada | 438 | — | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Royal Bank Of Canada | 438 | — | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Legal & General Group Plc | 415 | — | $16,515 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | California State Teachers… | 281 | — | $11,182 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 271 | +464.6% | $10,784 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | UBS AM, a distinct business unit of… | 109 | — | $4,338 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Citigroup Inc | 104 | — | $4,139 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 5 | — | $199 | 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): 74 tenedores, 2.43M acciones, $85.21M 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: Q4 2025 ·
Metodología ·
Obtener esto a través de la API