Ficha del valor · trimestre archivado
FIDU
nombre pendiente de incorporación al perfil
40Tenedores rastreados
-3Δ titulares
4.71MAcciones mantenidas
$468.73MValor declarado
+3Nuevas posiciones
−6Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -7.0% ·
flujo de acciones +2.4% ·
nuevas posiciones netas -7.5%
— 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 | 40 | -3 | 4.71M | $468.73M | +3 | −6 |
| Q1 2026 | 44 | +4 | 4.60M | $397.76M | +6 | −2 |
| Q4 2025 | 40 | +1 | 4.45M | $365.94M | +1 | — |
| Q3 2025 | 4 | +1 | 290.01K | $23.76M | +1 | — |
| Q2 2025 | 1 | -1 | 66.06K | $5.12M | — | −1 |
| Q1 2025 | 1 | +1 | 17.84K | $1.22M | +1 | — |
| Q3 2024 | 1 | +1 | 28.63K | $2.07M | +1 | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.67M | -3.8% | $166.55M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 2 | Lido Advisors, LLC | 1.67M | -3.8% | $166.55M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 3 | Lido Advisors, LLC | 1.67M | -3.8% | $166.55M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 4 | Lido Advisors, LLC | 1.67M | -3.8% | $166.55M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 942.09K | +5.9% | $93.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 400.73K | +3.0% | $39.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 285.84K | +3.9% | $28.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 219.37K | +2.5% | $21.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 219.37K | +2.5% | $21.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 219.37K | +2.5% | $21.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 219.37K | +2.5% | $21.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 145.72K | +2.4% | $14.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 145.72K | +2.4% | $14.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 126.15K | -2.9% | $12.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 126.15K | -2.9% | $12.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 123.20K | -6.3% | $12.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 99.98K | +12.2% | $9.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 92.11K | +13.8% | $9.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Royal Bank Of Canada | 78.64K | -15.1% | $7.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 78.64K | -15.1% | $7.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 73.52K | +1.1% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 73.52K | +1.1% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 65.29K | +12.3% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 65.29K | +12.3% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 65.29K | +12.3% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 65.29K | +12.3% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 54.76K | +10851.2% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 54.76K | +10851.2% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 52.19K | +0.6% | $5.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bnp Paribas Financial Markets | 50.00K | Nuevo | $4.98M | 0.0% | New | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 37.53K | +54.0% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 32.50K | -24.4% | $3.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 30.06K | +224.1% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 30.06K | +224.1% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Citigroup Inc | 27.49K | +13.1% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 18.09K | +20.3% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | UBS Group AG | 17.77K | +177.3% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | UBS Group AG | 17.77K | +177.3% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Truist Financial Corp | 9.75K | -0.9% | $971,067 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Mariner, LLC | 8.33K | -54.0% | $830,001 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 7.17K | +9.4% | $713,762 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Creative Planning | 6.29K | -2.1% | $626,795 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Hrt Financial Lp | 6.10K | Nuevo | $607,000 | 0.0% | New | 1 | SEC ↗ |
| 44 | Quantinno Capital Management LP | 4.03K | -8.6% | $401,818 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 3.55K | +22.4% | $343,819 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Captrust Financial Advisors | 3.03K | +0.5% | $302,107 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | HighTower Advisors, LLC | 2.99K | -64.1% | $297,638 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 2.73K | 0.0% | $271,636 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Corient Private Wealth LP | 2.29K | Nuevo | $227,862 | 0.0% | New | 1 | SEC ↗ |
| 50 | Fifth Third Bancorp | 2.27K | -30.9% | $225,967 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Us Bancorp \De\ | 1.07K | +9.0% | $106,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 882 | +4.3% | $86,612 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 882 | +4.3% | $86,612 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | BlackRock ✦ (pasivo) | 500 | 0.0% | $49,805 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 250 | 0.0% | $24,903 | 0.0% | Held | 3 | SEC ↗ |
| 56 | TD Waterhouse Canada Inc. | 220 | +3566.7% | $21,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Assetmark, Inc | 26 | 0.0% | $2,590 | 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
| Bnp Paribas Financial Markets | $4.98M | 0.0% |
| Hrt Financial Lp | $607,000 | 0.0% |
| Corient Private Wealth LP | $227,862 | 0.0% |
Posición cerrada
| Susquehanna International… | $3.43M | era 0.0% |
| Jane Street Group, Llc | $923,688 | era 0.0% |
| Belvedere Trading LLC | $78,560 | era 0.0% |
| Qube Research & Technologies… | $63,246 | era 0.0% |
| Russell Investments Group… | $2,323 | era 0.0% |
| National Bank Of Canada /Fi/ | $779 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 219 tenedores, 8.65M acciones, $734.40M 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 ·
Obtener esto a través de la API