Ficha del valor · trimestre archivado
EVV
nombre pendiente de incorporación al perfil
33Tenedores rastreados
+3Δ titulares
23.14MAcciones mantenidas
$218.64MValor declarado
+5Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +10.0% ·
flujo de acciones +0.3% ·
nuevas posiciones netas +9.1%
— 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 | 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 | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.82M | -1.8% | $92.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 9.82M | -1.8% | $92.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.82M | -1.8% | $92.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 9.82M | -1.8% | $92.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 4.82M | +6.8% | $45.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 4.82M | +6.8% | $45.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 1.68M | +15.3% | $15.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 1.68M | +15.3% | $15.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 1.10M | -18.3% | $10.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 995.90K | +2.0% | $9.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 933.42K | +15.1% | $8.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 717.31K | -6.4% | $6.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 591.13K | +13.7% | $5.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 591.13K | +13.7% | $5.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 372.84K | +2.9% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 372.84K | +2.9% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 372.84K | +2.9% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 364.05K | +6.3% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 364.05K | +6.3% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 323.06K | +14.4% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 323.06K | +14.4% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 266.32K | -9.7% | $2.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Creative Planning | 228.60K | +0.1% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 203.07K | +14.0% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 193.11K | -9.1% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 93.93K | -4.9% | $887,644 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Focus Partners Wealth | 83.05K | +585.5% | $784,786 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Lido Advisors, LLC | 68.63K | +1.1% | $648,527 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 55.77K | -7.2% | $521,998 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 53.77K | +33.9% | $508,079 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 37.84K | +67.4% | $357,557 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 34.25K | Nuevo | $323,682 | 0.0% | New | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 24.31K | +27.8% | $229,718 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 24.25K | -84.1% | $229,200 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Jane Street Group, Llc | 24.25K | -84.1% | $229,200 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Balyasny Asset Management L.P. | 15.04K | Nuevo | $142,119 | 0.0% | New | 1 | SEC ↗ |
| 37 | Corient Private Wealth LP | 14.30K | -47.3% | $135,116 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 13.33K | Nuevo | $125,988 | 0.0% | New | 1 | SEC ↗ |
| 39 | Nomura Holdings Inc | 10.00K | Nuevo | $94,500 | 0.0% | New | 1 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 3.54K | Nuevo | $31,922 | 0.0% | New | 1 | SEC ↗ |
| 41 | Cwm, Llc | 918 | +119.1% | $8,675 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 477 | 0.0% | $4,505 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 272 | -74.4% | $2,570 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Assetmark, Inc | 170 | -85.2% | $1,607 | 0.0% | ▼ Trim | 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
| Fifth Third Bancorp | $323,682 | 0.0% |
| Balyasny Asset Management L.P. | $142,119 | 0.0% |
| Mercer Global Advisors Inc… | $125,988 | 0.0% |
| Nomura Holdings Inc | $94,500 | 0.0% |
| Jones Financial Companies Lllp | $31,922 | 0.0% |
Posición cerrada
| Citadel Advisors | $2.51M | era 0.0% |
| Hrt Financial Lp | $298,000 | 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.
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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