Ficha del valor · trimestre archivado
EOI
nombre pendiente de incorporación al perfil
26Tenedores rastreados
0Δ titulares
6.06MAcciones mantenidas
$119.16MValor declarado
+1Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -15.3% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| 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 | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.68M | +11.3% | $32.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.68M | +11.3% | $32.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.68M | +11.3% | $32.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 616.11K | -24.5% | $12.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 616.11K | -24.5% | $12.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 616.11K | -24.5% | $12.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 575.52K | +1.1% | $11.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 575.52K | +1.1% | $11.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 532.90K | -2.3% | $10.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 532.90K | -2.3% | $10.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Focus Partners Wealth | 490.84K | -66.7% | $9.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Invesco Ltd. | 450.14K | +12.9% | $8.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Invesco Ltd. | 450.14K | +12.9% | $8.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 374.21K | +5.3% | $7.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 218.54K | +0.8% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 218.54K | +0.8% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 218.54K | +0.8% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 217.01K | +8.2% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 202.09K | +20.2% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 202.09K | +20.2% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 181.88K | -3.6% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 181.88K | -3.6% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 181.88K | -3.6% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 147.24K | -56.2% | $2.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 147.24K | -56.2% | $2.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 147.24K | -56.2% | $2.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 72.07K | -3.4% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 48.98K | +19.6% | $962,869 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 48.05K | -10.5% | $944,600 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 47.65K | -4.3% | $936,883 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Corient Private Wealth LP | 46.70K | 0.0% | $918,063 | 0.0% | Held | 3 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 44.69K | -6.1% | $878,516 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 43.60K | -3.0% | $857,149 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mariner, LLC | 12.36K | Nuevo | $242,990 | 0.0% | New | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 4.86K | 0.0% | $95,466 | 0.0% | Held | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 4.68K | +22.2% | $90,679 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Fifth Third Bancorp | 1.50K | 0.0% | $29,490 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 1.08K | +2664.1% | $20,633 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 274 | 0.0% | $5,387 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Assetmark, Inc | 24 | 0.0% | $472 | 0.0% | Held | 3 | 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
| Mariner, LLC | $242,990 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $213,434 | era 0.0% |
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.
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: Q2 2026 ·
Metodología ·
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