Ficha del valor · trimestre archivado
FRDM
nombre pendiente de incorporación al perfil
44Tenedores rastreados
+10Δ titulares
9.35MAcciones mantenidas
$510.51MValor declarado
+11Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +29.4% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +20.0%
— 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 | 44 | +1 | 10.78M | $785.67M | +4 | −3 |
| Q1 2026 | 44 | +10 | 9.35M | $510.51M | +11 | −1 |
| Q4 2025 | 34 | 0 | 6.60M | $338.59M | — | — |
| Q3 2025 | 3 | 0 | 260.71K | $11.55M | — | — |
| Q2 2025 | 1 | -1 | 1.30K | $52,677 | — | −1 |
| Q1 2025 | 1 | 0 | 60.10K | $2.11M | — | — |
| Q4 2024 | 1 | +1 | 71.97K | $2.35M | +1 | — |
| Q2 2024 | 1 | — | 6.64K | $234,419 | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.14M | +42.9% | $117.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.14M | +42.9% | $117.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 1.95M | +23.1% | $106.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 794.46K | -1.4% | $43.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 794.46K | -1.4% | $43.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 794.46K | -1.4% | $43.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 767.21K | +81.6% | $41.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 590.37K | +107.0% | $32.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 590.37K | +107.0% | $32.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 472.04K | +304.6% | $25.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 403.85K | -3.5% | $22.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 254.84K | +115.2% | $13.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 249.46K | +82.8% | $13.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 181.24K | +170.0% | $9.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 174.13K | +198.9% | $9.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 174.13K | +198.9% | $9.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 174.13K | +198.9% | $9.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 174.13K | +198.9% | $9.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 149.79K | +97.6% | $8.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 149.79K | +97.6% | $8.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 149.20K | +31.5% | $8.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 133.10K | +1.4% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Tidal Investments LLC | 122.45K | +3.4% | $6.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank Julius Baer & Co. Ltd, Zurich | 119.50K | Nuevo | $6.53M | 0.0% | New | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 113.03K | -54.8% | $6.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mariner, LLC | 82.69K | -22.9% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 73.36K | +34.4% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 73.36K | +34.4% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 66.99K | +20.9% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cwm, Llc | 46.00K | +40.8% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cetera Investment Advisers | 41.85K | +44.6% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 41.29K | Nuevo | $2.26M | 0.0% | New | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 30.40K | Nuevo | $1.66M | 0.0% | New | 1 | SEC ↗ |
| 34 | Truist Financial Corp | 30.40K | Nuevo | $1.66M | 0.0% | New | 1 | SEC ↗ |
| 35 | Hrt Financial Lp | 29.86K | Nuevo | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 25.89K | Nuevo | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 37 | Captrust Financial Advisors | 24.51K | +8.9% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Creative Planning | 24.09K | +18.0% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS Group AG | 23.60K | +844.0% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Stifel Financial Corp | 11.48K | Nuevo | $627,343 | 0.0% | New | 1 | SEC ↗ |
| 41 | Marshall Wace ✦ | 8.59K | Nuevo | $469,171 | 0.0% | New | 1 | SEC ↗ |
| 42 | Marshall Wace ✦ | 8.59K | Nuevo | $469,171 | 0.0% | New | 1 | SEC ↗ |
| 43 | Brown Advisory Inc | 8.32K | +35.1% | $454,579 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Simplex Trading, Llc | 8.20K | Nuevo | $448,293 | 0.0% | New | 1 | SEC ↗ |
| 45 | Us Bancorp \De\ | 7.01K | +4.6% | $383,042 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 6.03K | -39.6% | $329,244 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Fifth Third Bancorp | 5.31K | Nuevo | $290,246 | 0.0% | New | 1 | SEC ↗ |
| 48 | Northern Trust Corp | 5.16K | 0.0% | $282,049 | 0.0% | Held | 2 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 4.26K | Nuevo | $232,700 | 0.0% | New | 1 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 3.69K | +61.8% | $201,498 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 3.45K | -25.6% | $188,542 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | TD Waterhouse Canada Inc. | 1.63K | 0.0% | $91,131 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Assetmark, Inc | 719 | +231.3% | $39,293 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 175 | -47.3% | $9,564 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 150 | Nuevo | $8,198 | 0.0% | New | 1 | 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 Julius Baer & Co. Ltd… | $6.53M | 0.0% |
| Goldman Sachs Group | $2.26M | 0.0% |
| Truist Financial Corp | $1.66M | 0.0% |
| Truist Financial Corp | $1.66M | 0.0% |
| Hrt Financial Lp | $1.63M | 0.0% |
| Citadel Advisors | $1.41M | 0.0% |
| Stifel Financial Corp | $627,343 | 0.0% |
| Marshall Wace | $469,171 | 0.0% |
| Marshall Wace | $469,171 | 0.0% |
| Simplex Trading, Llc | $448,293 | 0.0% |
| Fifth Third Bancorp | $290,246 | 0.0% |
| AQR Capital Management | $232,700 | 0.0% |
Posición cerrada
| Bank Of America Corp /De/ | $2.06M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 273 tenedores, 33.24M acciones, $1.77B 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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