EZM
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -2.3% ·
flujo de acciones -3.5% ·
nuevas posiciones netas -2.3%
— 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 Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | 0 | 3.72M | $282.23M | +1 | −1 |
| Q1 2026 | 44 | +1 | 3.88M | $260.83M | +3 | −2 |
| Q4 2025 | 43 | -1 | 3.68M | $245.76M | — | −1 |
| Q3 2025 | 7 | 0 | 737.25K | $48.59M | — | — |
| Q2 2025 | 5 | 0 | 37.08K | $2.29M | — | — |
| Q1 2025 | 3 | +1 | 29.03K | $1.73M | +1 | — |
| Q4 2024 | 2 | -1 | 18.84K | $1.18M | — | −1 |
| Q3 2024 | 3 | 0 | 55.60K | $3.47M | — | — |
| Q2 2024 | 3 | — | 28.24K | $1.63M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 603.53K | — | $40.32M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 603.53K | — | $40.32M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 603.53K | — | $40.32M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 505.84K | — | $33.79M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 505.84K | — | $33.79M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 505.84K | — | $33.79M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 505.84K | — | $33.79M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 459.28K | -0.7% | $30.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 459.28K | -0.7% | $30.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 459.28K | -0.7% | $30.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 459.28K | -0.7% | $30.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 374.94K | — | $25.05M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 374.94K | — | $25.05M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 374.94K | — | $25.05M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 332.63K | — | $22.22M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 332.63K | — | $22.22M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 249.47K | — | $16.66M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 156.08K | — | $10.43M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 149.52K | — | $9.99M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 149.52K | — | $9.99M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 149.52K | — | $9.99M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 132.02K | — | $8.82M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 132.02K | — | $8.82M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 132.02K | — | $8.82M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 132.02K | — | $8.82M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 120.89K | -51.4% | $8.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 120.89K | -51.4% | $8.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 120.89K | -51.4% | $8.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 120.89K | -51.4% | $8.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 91.66K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 91.66K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 85.94K | — | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cetera Investment Advisers | 64.38K | — | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Corient Private Wealth LP | 60.88K | — | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Corient Private Wealth LP | 60.88K | — | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 47.90K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 46.85K | — | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 30.44K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 30.44K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 30.06K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 30.06K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 17.60K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | T. Rowe Price ✦ | 14.65K | 0.0% | $979,000 | 0.0% | Held | 7 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 13.39K | — | $894,642 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 10.54K | — | $704,391 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 8.85K | — | $610,274 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Hrt Financial Lp | 8.93K | — | $596,000 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Creative Planning | 8.18K | — | $546,290 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Blair William & Co/Il | 6.79K | — | $453,706 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Stifel Financial Corp | 6.33K | — | $423,098 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Mml Investors Services, Llc | 5.16K | — | $344,552 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Mariner, LLC | 4.40K | — | $294,187 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | D. E. Shaw & Co. ✦ | 4.19K | 0.0% | $279,959 | 0.0% | Held | 7 | SEC ↗ |
| 54 | Susquehanna International Group, Llp | 4.12K | — | $275,550 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Focus Partners Wealth | 3.95K | — | $263,920 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 3.66K | +26.5% | $244,681 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 3.66K | +26.5% | $244,681 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Captrust Financial Advisors | 3.00K | — | $200,066 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Jones Financial Companies Lllp | 2.83K | — | $188,977 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Cwm, Llc | 2.38K | — | $159,000 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Us Bancorp \De\ | 1.96K | — | $130,594 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Franklin Resources Inc | 1.71K | — | $113,894 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 1.35K | — | $90,447 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 1.35K | — | $90,447 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Assetmark, Inc | 1.01K | — | $67,310 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 741 | — | $49,499 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | UBS AM, a distinct business unit of… | 722 | — | $48,230 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | BlackRock ✦ (pasivo) | 90 | 0.0% | $6,012 | 0.0% | Held | 3 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Citadel Advisors | $253,358 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 170 tenedores, 7.46M acciones, $491.80M 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.