Ficha del valor · trimestre archivado
EQAL
nombre pendiente de incorporación al perfil
32Tenedores rastreados
-1Δ titulares
5.81MAcciones mantenidas
$305.60MValor declarado
+1Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -3.0% ·
flujo de acciones +0.1% ·
nuevas posiciones netas -3.1%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
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 | 31 | -2 | 6.19M | $366.66M | +1 | −3 |
| Q1 2026 | 33 | +1 | 6.05M | $333.08M | +3 | −2 |
| Q4 2025 | 32 | -1 | 5.81M | $305.60M | +1 | −2 |
| Q3 2025 | 5 | 0 | 169.55K | $8.82M | — | — |
| Q2 2025 | 3 | +1 | 27.09K | $1.33M | +1 | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 4.66M | — | $245.06M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Stifel Financial Corp | 4.66M | — | $245.06M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Stifel Financial Corp | 4.66M | — | $245.06M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 4.66M | — | $245.06M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Stifel Financial Corp | 4.66M | — | $245.06M | 0.2% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 259.30K | — | $13.65M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 259.30K | — | $13.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 202.58K | — | $10.66M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 155.39K | +4.1% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 155.39K | +4.1% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 136.16K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 136.16K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 136.16K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 136.16K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 136.16K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 77.55K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 35.72K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 35.32K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 35.32K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 34.19K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 23.94K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 20.81K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 19.41K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 17.86K | — | $940,140 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 16.73K | — | $880,769 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 14.80K | — | $779,170 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 14.80K | — | $779,170 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 10.15K | — | $534,454 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 10.07K | — | $529,941 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 9.50K | — | $513,719 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 9.70K | Nuevo | $510,608 | 0.0% | New | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 9.05K | — | $476,376 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 9.05K | — | $476,376 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 8.71K | — | $459,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 8.71K | — | $459,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 8.66K | — | $455,968 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 8.48K | — | $446,649 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 7.34K | +3.7% | $386,316 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 5.72K | — | $301,247 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 4.95K | — | $260,357 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Captrust Financial Advisors | 4.12K | — | $216,877 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citigroup Inc | 2.37K | — | $124,652 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 982 | — | $51,692 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | BlackRock ✦ (pasivo) | 300 | 0.0% | $15,792 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 30 | — | $1,579 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 0 | — | $17 | 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
| Two Sigma Investments | $510,608 | 0.0% |
Posición cerrada
| Citadel Advisors | $455,884 | era 0.0% |
| Goldman Sachs Group | $215,020 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 86 tenedores, 7.05M acciones, $380.96M 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 ·
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