Ficha del valor · trimestre archivado
EFSI
nombre pendiente de incorporación al perfil
38Tenedores rastreados
+2Δ titulares
1.36MAcciones mantenidas
$47.93MValor declarado
+3Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +5.6% ·
flujo de acciones -7.1% ·
nuevas posiciones netas +5.3%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
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 · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 280.53K | -0.9% | $9.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 280.53K | -0.9% | $9.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 280.53K | -0.9% | $9.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 280.53K | -0.9% | $9.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 280.53K | -0.9% | $9.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 280.53K | -0.9% | $9.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 280.40K | -12.2% | $9.81M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Vanguard Capital Management Llc | 243.74K | — | $8.53M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Alliancebernstein L.P. | 103.72K | -15.9% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 103.21K | -2.5% | $3.61M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 103.21K | -2.5% | $3.61M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (pasivo) | 84.61K | -0.5% | $2.96M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Northern Trust Corp | 33.84K | +5.3% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northern Trust Corp | 33.84K | +5.3% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northern Trust Corp | 33.84K | +5.3% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 28.08K | -12.1% | $982,276 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 28.08K | -12.1% | $982,276 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 28.08K | -12.1% | $982,276 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 28.08K | -12.1% | $982,276 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 28.08K | -12.1% | $982,276 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 28.08K | -12.1% | $982,276 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 28.08K | -12.1% | $982,276 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 24.09K | +53.2% | $842,646 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 24.09K | +53.2% | $842,646 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 24.09K | +53.2% | $842,646 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 24.09K | +53.2% | $842,646 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 19.73K | Nuevo | $690,295 | 0.0% | New | 1 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 16.41K | -11.2% | $574,127 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 14.82K | -5.2% | $518,506 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 14.82K | -5.2% | $518,506 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 14.82K | -5.2% | $518,506 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Barclays Plc | 12.65K | -32.4% | $442,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Barclays Plc | 12.65K | -32.4% | $442,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Charles Schwab Investment… | 12.55K | -9.9% | $438,894 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 11.11K | -27.0% | $388,528 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 11.11K | -27.0% | $388,528 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 11.11K | -27.0% | $388,528 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 11.11K | -27.0% | $388,528 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 11.11K | -27.0% | $388,528 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Commonwealth Equity Services, Llc | 11.02K | 0.0% | $385,340 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Bank Of America Corp /De/ | 10.37K | +11.7% | $362,882 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | UBS Group AG | 9.40K | -87.1% | $328,777 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | UBS Group AG | 9.40K | -87.1% | $328,777 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Millennium Management ✦ | 7.88K | +26.1% | $275,747 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | Marshall Wace ✦ | 7.74K | Nuevo | $270,815 | 0.0% | New | 1 | SEC ↗ |
| 46 | Marshall Wace ✦ | 7.74K | Nuevo | $270,815 | 0.0% | New | 1 | SEC ↗ |
| 47 | Citadel Advisors ✦ | 7.42K | +46.6% | $259,482 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 7.42K | +46.6% | $259,482 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 7.36K | -31.7% | $257,417 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 7.36K | -31.7% | $257,417 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 7.36K | -31.7% | $257,417 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Mariner, LLC | 7.36K | Nuevo | $257,313 | 0.0% | New | 1 | SEC ↗ |
| 53 | Deutsche Bank Ag\ | 4.08K | +73.5% | $142,893 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Rhumbline Advisers | 3.31K | -1.6% | $115,742 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | New York State Common Retirement… | 2.40K | 0.0% | $83,952 | 0.0% | Held | 2 | SEC ↗ |
| 56 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.23K | +6.3% | $78,180 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 1.91K | -18.2% | $65,559 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 1.91K | -18.2% | $65,559 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 861 | 0.0% | $30,118 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Cwm, Llc | 809 | -27.6% | $28,299 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 796 | +7.9% | $27,844 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 796 | +7.9% | $27,844 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Legal & General Group Plc | 415 | 0.0% | $14,517 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Royal Bank Of Canada | 334 | -23.7% | $12,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | California State Teachers… | 248 | -11.7% | $8,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Citigroup Inc | 214 | +105.8% | $7,486 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Citigroup Inc | 214 | +105.8% | $7,486 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | UBS AM, a distinct business unit of… | 172 | +57.8% | $6,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 109 | -59.8% | $3,813 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 13 | +160.0% | $455 | 0.0% | ▲ Add | 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
| Goldman Sachs Group | $690,295 | 0.0% |
| Marshall Wace | $270,815 | 0.0% |
| Marshall Wace | $270,815 | 0.0% |
| Mariner, LLC | $257,313 | 0.0% |
Posición cerrada
| Nuveen, LLC | $238,730 | era 0.0% |
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: Q1 2026 ·
Metodología ·
Obtener esto a través de la API