EOI
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -0.2% · 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 | 26 | 0 | 6.06M | $119.16M | +1 | −1 |
| Q1 2026 | 27 | +2 | 7.17M | $134.64M | +3 | −1 |
| Q4 2025 | 25 | 0 | 6.45M | $132.56M | — | — |
| Q3 2025 | 2 | — | 828.78K | $17.40M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.45M | — | $29.86M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.45M | — | $29.86M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.45M | — | $29.86M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 809.56K | -1.3% | $16.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 809.56K | -1.3% | $16.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 809.56K | -1.3% | $16.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Focus Partners Wealth | 780.00K | — | $16.04M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 595.75K | — | $12.25M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 595.75K | — | $12.25M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 513.97K | — | $10.57M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 513.97K | — | $10.57M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Invesco Ltd. | 459.48K | — | $9.45M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Invesco Ltd. | 459.48K | — | $9.45M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 328.82K | — | $6.76M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 328.82K | — | $6.76M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 328.82K | — | $6.76M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 259.12K | — | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 214.07K | — | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 214.07K | — | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 214.07K | — | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 201.00K | — | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 201.00K | — | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 190.80K | — | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 190.80K | — | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 190.80K | — | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 189.57K | — | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 95.39K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 95.39K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cetera Investment Advisers | 86.04K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 66.54K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 50.03K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 44.83K | — | $921,729 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 40.43K | — | $831,250 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 40.15K | — | $825,504 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 10.80K | — | $222,070 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cwm, Llc | 9.99K | — | $205,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 4.86K | — | $99,837 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 3.83K | -56.8% | $78,704 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 274 | — | $5,633 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 24 | — | $493 | 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): 81 tenedores, 9.57M acciones, $169.82M 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.