EFSI
nombre pendiente de incorporación al perfil
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
| # | 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 |
| 3 | BlackRock ✦ (pasivo) | 282.97K | +4.4% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 4 | Alliancebernstein L.P. | 123.30K | n/a | $4.91M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 105.88K | -1.8% | $4.21M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (pasivo) | 85.01K | -1.2% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 73.09K | n/a | $2.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Northern Trust Corp | 32.12K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Morgan Stanley ✦ | 31.95K | +9.2% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 10 | Barclays Plc | 18.70K | n/a | $744,047 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 18.49K | -27.4% | $735,889 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 15.72K | n/a | $625,709 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Bank of New York Mellon Corp | 15.64K | n/a | $622,590 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | AQR Capital Management ✦ | 15.22K | +4.1% | $605,684 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Charles Schwab Investment… | 13.93K | n/a | $554,265 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 11.02K | n/a | $438,380 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 10.77K | n/a | $428,633 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Bank Of America Corp /De/ | 9.29K | n/a | $369,616 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Millennium Management ✦ | 6.25K | -54.0% | $248,719 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Nuveen, LLC | 6.00K | n/a | $238,730 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 5.06K | -70.0% | $201,402 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Rhumbline Advisers | 3.36K | n/a | $133,784 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | New York State Common Retirement… | 2.40K | n/a | $95,508 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Deutsche Bank Ag\ | 2.35K | n/a | $93,729 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 2.33K | -37.5% | $92,842 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.10K | n/a | $83,649 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 1.12K | n/a | $44,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 861 | n/a | $34,263 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Russell Investments Group, Ltd. | 738 | n/a | $29,368 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Royal Bank Of Canada | 438 | n/a | $17,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Legal & General Group Plc | 415 | n/a | $16,515 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | California State Teachers… | 281 | n/a | $11,182 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 271 | +464.6% | $10,784 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 109 | n/a | $4,338 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Citigroup Inc | 104 | n/a | $4,139 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 5 | n/a | $199 | 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
| 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.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.