Ficha del valor · trimestre archivado
FEP
nombre pendiente de incorporación al perfil
32Tenedores rastreados
-2Δ titulares
4.78MAcciones mantenidas
$272.83MValor declarado
+2Nuevas posiciones
−4Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -5.9% ·
flujo de acciones +3.7% ·
nuevas posiciones netas -6.2%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -2 | 4.78M | $272.83M | +2 | −4 |
| Q1 2026 | 35 | +5 | 4.61M | $252.08M | +6 | −1 |
| Q4 2025 | 30 | 0 | 3.88M | $208.94M | — | — |
| Q3 2025 | 4 | +1 | 879.01K | $44.99M | +1 | — |
| Q2 2025 | 1 | — | 405 | $19,359 | — | — |
| Q4 2024 | 1 | +1 | 25.33K | $907,145 | +1 | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Trust Advisors Lp | 1.15M | +6.1% | $65.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 884.64K | -1.0% | $50.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 884.64K | -1.0% | $50.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 884.64K | -1.0% | $50.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 552.85K | +2.3% | $31.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 298.46K | +3.1% | $17.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 280.86K | +18.1% | $16.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 280.86K | +18.1% | $16.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 240.27K | -0.4% | $13.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 240.27K | -0.4% | $13.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 214.36K | +4.8% | $12.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of Nova Scotia | 200.19K | Nuevo | $11.42M | 0.0% | New | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 162.94K | -5.6% | $9.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Assetmark, Inc | 133.15K | +8.1% | $7.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 120.82K | 0.0% | $6.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 120.82K | 0.0% | $6.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 113.77K | +4.1% | $6.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 113.77K | +4.1% | $6.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 81.56K | +8.6% | $4.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 81.56K | +8.6% | $4.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 81.56K | +8.6% | $4.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 60.20K | +0.8% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 48.55K | -1.4% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 47.65K | +17.7% | $2.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 46.27K | +11.7% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Hsbc Holdings Plc | 35.50K | +51.1% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 28.08K | +2.0% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 28.08K | +2.0% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 28.08K | +2.0% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 23.50K | +4.3% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 17.52K | -5.1% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 17.52K | -5.1% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 17.52K | -5.1% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 9.21K | Nuevo | $525,316 | 0.0% | New | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 8.49K | +26.7% | $479,112 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 7.12K | +65.5% | $406,277 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 5.41K | 0.0% | $308,812 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 4.31K | -0.4% | $245,690 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 3.60K | -58.3% | $205,209 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.97K | +10.7% | $112,154 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.97K | +10.7% | $112,154 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Fifth Third Bancorp | 1.95K | -26.4% | $111,019 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Us Bancorp \De\ | 1.00K | 0.0% | $57,050 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Citigroup Inc | 769 | -47.4% | $43,871 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 730 | +30.8% | $41,660 | 0.0% | ▲ Add | 5 | 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
| Bank Of Nova Scotia | $11.42M | 0.0% |
| Quantinno Capital Management… | $525,316 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $9.67M | era 0.0% |
| Hrt Financial Lp | $1.39M | era 0.0% |
| Bank Of Montreal /Can/ | $84,809 | era 0.0% |
| Qube Research & Technologies… | $2,294 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 127 tenedores, 6.18M acciones, $324.10M 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: Q2 2026 ·
Metodología ·
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