Ficha del valor · trimestre archivado
FVAL
nombre pendiente de incorporación al perfil
35Tenedores rastreados
+1Δ titulares
5.58MAcciones mantenidas
$403.19MValor declarado
+1Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +2.9% ·
flujo de acciones -3.8% ·
nuevas posiciones netas +2.9%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | -4 | 5.92M | $461.38M | — | −4 |
| Q1 2026 | 38 | +3 | 5.72M | $396.62M | +6 | −3 |
| Q4 2025 | 35 | +1 | 5.58M | $403.19M | +1 | — |
| Q3 2025 | 6 | 0 | 2.35M | $161.73M | — | — |
| Q2 2025 | 3 | 0 | 1.85M | $117.94M | — | — |
| Q1 2025 | 2 | 0 | 248.51K | $14.81M | — | — |
| Q4 2024 | 2 | 0 | 56.02K | $3.45M | — | — |
| Q3 2024 | 2 | +2 | 46.30K | $2.81M | +2 | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 1.65M | +0.4% | $119.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.55M | — | $112.03M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 331.75K | — | $23.98M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 300.62K | — | $21.73M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 300.62K | — | $21.73M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 300.62K | — | $21.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 300.62K | — | $21.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 257.17K | — | $18.59M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 251.14K | — | $18.15M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 251.14K | — | $18.15M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 238.79K | — | $17.26M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 207.60K | -49.7% | $15.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 207.60K | -49.7% | $15.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 189.73K | — | $13.71M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 189.73K | — | $13.71M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 126.07K | -1.0% | $9.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 126.07K | -1.0% | $9.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Creative Planning | 102.53K | — | $7.41M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 89.20K | -10.6% | $6.45M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 69.86K | — | $5.05M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 50.17K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 50.17K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 29.48K | +6.1% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 23.30K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 23.11K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 23.11K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 14.30K | -55.0% | $1.03M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 10.31K | — | $759,354 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 9.36K | Nuevo | $676,177 | 0.0% | New | 1 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 9.28K | — | $670,305 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 9.28K | — | $670,305 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cerity Partners LLC | 7.99K | — | $577,299 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 7.99K | — | $577,299 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cerity Partners LLC | 7.99K | — | $577,299 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jane Street Group, Llc | 7.25K | — | $524,247 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 6.83K | — | $493,674 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mariner, LLC | 4.56K | — | $329,406 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Quantinno Capital Management LP | 4.53K | — | $327,293 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Stifel Financial Corp | 2.99K | — | $216,159 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Stifel Financial Corp | 2.99K | — | $216,159 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 2.17K | — | $156,456 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | UBS Group AG | 2.08K | — | $150,105 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | UBS Group AG | 2.08K | — | $150,105 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 450 | — | $32,522 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 450 | — | $32,522 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 308 | — | $22,259 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 273 | — | $19,730 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Blair William & Co/Il | 212 | — | $15,295 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Cwm, Llc | 162 | — | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fifth Third Bancorp | 41 | — | $2,963 | 0.0% | n/c | 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
| AQR Capital Management | $676,177 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 147 tenedores, 8.72M acciones, $595.50M 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: Q4 2025 ·
Metodología ·
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