EVF
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -9.5% ·
flujo de acciones -4.4% ·
nuevas posiciones netas -10.5%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 885.04K | $4.41M | +1 | — |
| Q1 2026 | 19 | -2 | 907.21K | $4.53M | +2 | −4 |
| Q4 2025 | 21 | 0 | 948.88K | $5.00M | — | — |
| Q3 2025 | 2 | +1 | 130.38K | $714,484 | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 236.43K | -8.2% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Loomis Sayles & Co L P | 122.69K | Nuevo | $612,243 | 0.0% | New | 1 | SEC ↗ |
| 3 | Loomis Sayles & Co L P | 122.69K | Nuevo | $612,243 | 0.0% | New | 1 | SEC ↗ |
| 4 | UBS Group AG | 122.68K | -2.1% | $612,163 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 111.70K | -11.8% | $557,365 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 111.70K | -11.8% | $557,365 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 58.18K | +5.8% | $290,325 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 58.18K | +5.8% | $290,325 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 50.67K | -12.9% | $252,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 33.51K | -22.2% | $167,226 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 33.19K | +9.4% | $165,606 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 29.30K | +1.6% | $146,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 29.30K | +1.6% | $146,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 27.26K | +14.3% | $136,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 26.94K | -58.3% | $134,431 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Creative Planning | 20.17K | Nuevo | $100,653 | 0.0% | New | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 20.04K | -6.8% | $99,985 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 20.04K | -6.8% | $99,985 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 10.00K | 0.0% | $49,900 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 2.42K | -19.7% | $12,084 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.25K | 0.0% | $6,000 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Bnp Paribas Financial Markets | 535 | 0.0% | $2,670 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 240 | +2.6% | $1,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 4 | 0.0% | $20 | 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
| Loomis Sayles & Co L P | $612,243 | 0.0% |
| Loomis Sayles & Co L P | $612,243 | 0.0% |
| Creative Planning | $100,653 | 0.0% |
Posición cerrada
| Citadel Advisors | $165,162 | era 0.0% |
| Stifel Financial Corp | $150,434 | era 0.0% |
| Nomura Holdings Inc | $148,150 | era 0.0% |
| Hrt Financial Lp | $57,000 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 53 tenedores, 4.99M acciones, $19.14M 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.