Ficha del valor · trimestre archivado
EQAL
nombre pendiente de incorporación al perfil
33Tenedores rastreados
+1Δ titulares
6.05MAcciones mantenidas
$333.08MValor declarado
+3Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +3.1% ·
flujo de acciones +4.1% ·
nuevas posiciones netas +3.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
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 | 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 · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 4.64M | -0.3% | $255.75M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 2 | Stifel Financial Corp | 4.64M | -0.3% | $255.75M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 3 | Stifel Financial Corp | 4.64M | -0.3% | $255.75M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 4 | Stifel Financial Corp | 4.64M | -0.3% | $255.75M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 5 | Stifel Financial Corp | 4.64M | -0.3% | $255.75M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 398.93K | +53.9% | $21.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 398.93K | +53.9% | $21.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 225.59K | +11.4% | $12.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 197.25K | +26.9% | $10.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 128.46K | +65.7% | $7.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 128.46K | +65.7% | $7.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 128.29K | -5.8% | $7.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 128.29K | -5.8% | $7.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 128.29K | -5.8% | $7.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 128.29K | -5.8% | $7.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 128.29K | -5.8% | $7.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 128.29K | -5.8% | $7.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 41.86K | +17.2% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 38.43K | +8.8% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 38.43K | +8.8% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 34.09K | -0.3% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 24.54K | +18.0% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 23.94K | 0.0% | $1.32M | 0.0% | Held | 2 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 20.05K | +3.3% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Creative Planning | 17.30K | -3.1% | $953,174 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 14.70K | -0.7% | $809,825 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 14.70K | -0.7% | $809,825 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 14.65K | +61.9% | $807,102 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 14.65K | +61.9% | $807,102 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 11.79K | +106.1% | $639,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 10.08K | +0.2% | $555,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 9.50K | 0.0% | $528,921 | 0.0% | Held | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 8.51K | +0.3% | $468,706 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 8.45K | -16.8% | $465,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 7.78K | -53.5% | $428,504 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 7.23K | -1.5% | $398,464 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 6.27K | Nuevo | $345,642 | 0.0% | New | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 6.13K | -29.6% | $338,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 5.40K | +9.3% | $297,760 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 5.02K | -42.1% | $276,492 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Captrust Financial Advisors | 4.12K | 0.0% | $227,012 | 0.0% | Held | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 3.70K | Nuevo | $199,726 | 0.0% | New | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 982 | 0.0% | $54,108 | 0.0% | Held | 2 | SEC ↗ |
| 44 | BlackRock ✦ (pasivo) | 300 | 0.0% | $16,530 | 0.0% | Held | 4 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 85 | — | $4,687 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Simplex Trading, Llc | 66 | Nuevo | $3,636 | 0.0% | New | 1 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 30 | 0.0% | $1,653 | 0.0% | Held | 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
| Susquehanna International… | $345,642 | 0.0% |
| JPMorgan Chase | $199,726 | 0.0% |
| Simplex Trading, Llc | $3,636 | 0.0% |
Posición cerrada
| Two Sigma Investments | $510,608 | era 0.0% |
| Citigroup Inc | $124,652 | 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: Q1 2026 ·
Metodología ·
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