Ficha del valor
FMHI
nombre pendiente de incorporación al perfil
33Tenedores rastreados
+2Δ titulares
9.14MAcciones mantenidas
$443.02MValor declarado
+4Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +6.5% ·
flujo de acciones +7.0% ·
nuevas posiciones netas +6.1%
— 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 Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +2 | 9.14M | $443.02M | +4 | −2 |
| Q1 2026 | 32 | +3 | 8.62M | $410.28M | +4 | −1 |
| Q4 2025 | 29 | +1 | 8.53M | $409.07M | +1 | — |
| Q3 2025 | 4 | 0 | 1.46M | $69.23M | — | — |
| Q2 2025 | 2 | +1 | 25.36K | $1.18M | +1 | — |
| Q1 2025 | 1 | 0 | 7.88K | $376,943 | +1 | −1 |
| Q4 2024 | 1 | 0 | 23.95K | $1.16M | — | — |
| Q3 2024 | 1 | +1 | 10.04K | $495,927 | +1 | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 1.50M | +13.0% | $72.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.41M | -0.6% | $68.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.41M | -0.6% | $68.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.18M | +6.3% | $57.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.18M | +6.3% | $57.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 1.16M | +5.8% | $56.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 798.19K | -0.1% | $38.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 798.19K | -0.1% | $38.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 401.18K | +11.7% | $19.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 376.75K | +13.4% | $18.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citigroup Inc | 345.76K | -12.3% | $16.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 306.65K | -1.2% | $14.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 306.65K | -1.2% | $14.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 306.65K | -1.2% | $14.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 250.96K | +24.7% | $12.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 250.96K | +24.7% | $12.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 223.57K | +17.8% | $10.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 223.57K | +17.8% | $10.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 223.57K | +17.8% | $10.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Royal Bank Of Canada | 213.51K | +57.6% | $10.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 213.51K | +57.6% | $10.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 213.51K | +57.6% | $10.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 183.03K | +210.7% | $8.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 144.71K | +4.3% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 144.71K | +4.3% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 144.71K | +4.3% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 136.77K | +5.0% | $6.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 118.82K | +19.9% | $5.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 93.32K | +10.2% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 83.32K | +47.3% | $4.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 56.27K | -6.7% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 33.50K | Nuevo | $1.62M | 0.0% | New | 1 | SEC ↗ |
| 33 | Stifel Financial Corp | 33.50K | +33.3% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 14.71K | -11.2% | $713,191 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Hrt Financial Lp | 13.36K | +26.7% | $647,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Captrust Financial Advisors | 9.14K | -4.1% | $443,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mariner, LLC | 8.24K | +20.6% | $399,461 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Nuveen, LLC | 7.62K | Nuevo | $369,600 | 0.0% | New | 1 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 6.95K | +13.9% | $337,005 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 6.93K | -1.6% | $336,036 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 6.87K | Nuevo | $332,962 | 0.0% | New | 1 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 5.08K | 0.0% | $246,219 | 0.0% | Held | 6 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 4.37K | -80.4% | $211,659 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | BlackRock ✦ (pasivo) | 1.08K | Nuevo | $52,321 | 0.0% | New | 1 | SEC ↗ |
| 45 | Us Bancorp \De\ | 316 | 0.0% | $15,323 | 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
| Ameriprise Financial Inc | $1.62M | 0.0% |
| Nuveen, LLC | $369,600 | 0.0% |
| Mercer Global Advisors Inc… | $332,962 | 0.0% |
| BlackRock | $52,321 | 0.0% |
Posición cerrada
| Goldman Sachs Group | $5.56M | era 0.0% |
| Citadel Advisors | $283,338 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 179 tenedores, 13.49M acciones, $605.71M 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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