EVV
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +0.8% · 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 | 33 | +1 | 24.82M | $232.69M | +4 | −3 |
| Q1 2026 | 33 | +3 | 23.14M | $218.64M | +5 | −2 |
| Q4 2025 | 30 | 0 | 23.07M | $228.68M | +1 | −1 |
| Q3 2025 | 2 | 0 | 10.07M | $102.21M | +1 | −1 |
| Q2 2025 | 1 | +1 | 10.74K | $110,233 | +1 | — |
| Q4 2024 | 2 | +1 | 29.53K | $288,508 | +1 | — |
| Q3 2024 | 1 | +1 | 63.41K | $666,439 | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 10.00M | -0.4% | $99.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 10.00M | -0.4% | $99.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 10.00M | -0.4% | $99.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 10.00M | -0.4% | $99.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 4.51M | — | $44.70M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 4.51M | — | $44.70M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Invesco Ltd. | 1.45M | — | $14.41M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Invesco Ltd. | 1.45M | — | $14.41M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 1.34M | — | $13.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 976.10K | — | $9.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 976.10K | — | $9.67M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 810.95K | — | $8.04M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 766.56K | — | $7.60M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 766.56K | — | $7.60M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 519.84K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 519.84K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 362.47K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 362.47K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 362.47K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 342.46K | — | $3.39M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 342.46K | — | $3.39M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 294.99K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 294.99K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 282.34K | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 282.34K | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 253.59K | Nuevo | $2.51M | 0.0% | New | 1 | SEC ↗ |
| 27 | Creative Planning | 228.40K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 212.33K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 178.16K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 152.30K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jane Street Group, Llc | 152.30K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 98.81K | — | $979,257 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Lido Advisors, LLC | 67.89K | — | $679,947 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 60.08K | — | $600,167 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 40.16K | — | $398,005 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Hrt Financial Lp | 30.11K | — | $298,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Corient Private Wealth LP | 27.12K | — | $268,800 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Corient Private Wealth LP | 27.12K | — | $268,800 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 22.60K | — | $223,953 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 19.03K | — | $188,566 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Focus Partners Wealth | 12.12K | — | $120,064 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 1.15K | — | $11,397 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 1.06K | — | $10,515 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 477 | — | $4,724 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Cwm, Llc | 419 | — | $4,000 | 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
| Citadel Advisors | $2.51M | 0.0% |
Posición cerrada
| Millennium Management | $223,300 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 136 tenedores, 40.50M acciones, $293.66M 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.