Ficha del valor · trimestre archivado
FXR
nombre pendiente de incorporación al perfil
38Tenedores rastreados
-1Δ titulares
4.23MAcciones mantenidas
$385.52MValor declarado
+3Nuevas posiciones
−4Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -2.6% ·
flujo de acciones -0.2% ·
nuevas posiciones netas -2.6%
— fórmula
Distribución amplia — caída de acciones y 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 | 38 | -1 | 4.23M | $385.52M | +3 | −4 |
| Q1 2026 | 40 | +1 | 4.24M | $346.31M | +4 | −3 |
| Q4 2025 | 39 | 0 | 5.36M | $428.14M | +1 | −1 |
| Q3 2025 | 5 | -1 | 1.50M | $117.20M | — | −1 |
| Q2 2025 | 3 | 0 | 45.48K | $3.38M | — | — |
| Q1 2025 | 1 | 0 | 9.83K | $684,561 | — | — |
| Q4 2024 | 1 | -2 | 9.32K | $697,454 | — | −2 |
| Q3 2024 | 3 | +1 | 25.65K | $1.94M | +1 | — |
| Q2 2024 | 2 | — | 10.02K | $681,825 | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 836.48K | -7.9% | $76.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 836.48K | -7.9% | $76.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 836.48K | -7.9% | $76.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 836.48K | -7.9% | $76.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 797.00K | -5.9% | $72.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 797.00K | -5.9% | $72.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 797.00K | -5.9% | $72.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 533.26K | +2.2% | $48.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 533.26K | +2.2% | $48.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 486.89K | +19.3% | $44.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 352.79K | -10.8% | $32.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 352.79K | -10.8% | $32.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 202.54K | +95.3% | $18.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 200.51K | -4.9% | $18.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 200.51K | -4.9% | $18.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 200.51K | -4.9% | $18.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 155.96K | -1.6% | $14.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 155.96K | -1.6% | $14.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 98.16K | -3.1% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 98.16K | -3.1% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 79.17K | -12.2% | $7.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 54.31K | +72.9% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 52.87K | +54.5% | $4.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 52.87K | +54.5% | $4.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bnp Paribas Financial Markets | 50.00K | 0.0% | $4.56M | 0.0% | Held | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 48.11K | -15.5% | $4.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Assetmark, Inc | 46.32K | +19042.2% | $4.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 42.45K | -29.0% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 42.45K | -29.0% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 42.45K | -29.0% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 42.45K | -29.0% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 42.45K | -29.0% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 33.80K | -11.9% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 33.80K | -11.9% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 33.80K | -11.9% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 31.57K | +45.7% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 19.02K | +196.6% | $1.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 19.02K | +196.6% | $1.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 19.02K | +196.6% | $1.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Wealthfront Advisers LLC | 18.87K | -0.6% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 14.47K | -16.0% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 12.49K | Nuevo | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 12.49K | Nuevo | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 12.49K | Nuevo | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 11.50K | -21.5% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Fifth Third Bancorp | 6.64K | -0.6% | $605,310 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 6.26K | +5.6% | $570,648 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 6.26K | +5.6% | $570,648 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 49 | Mml Investors Services, Llc | 6.05K | +45.2% | $551,456 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Wealth Enhancement Advisory… | 5.21K | -0.8% | $463,505 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Empower Advisory Group, LLC | 4.64K | Nuevo | $422,888 | 0.0% | New | 1 | SEC ↗ |
| 52 | Mercer Global Advisors Inc /Adv | 4.33K | -48.2% | $394,094 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | BlackRock ✦ (pasivo) | 3.52K | 0.0% | $320,287 | 0.0% | Held | 5 | SEC ↗ |
| 54 | BlackRock ✦ (pasivo) | 3.52K | 0.0% | $320,287 | 0.0% | Held | 5 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 3.20K | -90.3% | $292,021 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 3.11K | -6.6% | $283,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 3.11K | -6.6% | $283,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | First Trust Advisors Lp | 2.69K | Nuevo | $244,658 | 0.0% | New | 1 | SEC ↗ |
| 59 | Captrust Financial Advisors | 2.68K | 0.0% | $244,019 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Northwestern Mutual Wealth… | 1.41K | +8.9% | $128,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 1.31K | -64.8% | $119,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 1.31K | -64.8% | $119,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 1.17K | 0.0% | $106,793 | 0.0% | Held | 3 | SEC ↗ |
| 64 | UBS AM, a distinct business unit of… | 747 | 0.0% | $68,067 | 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
| Bank of New York Mellon Corp | $1.14M | 0.0% |
| Bank of New York Mellon Corp | $1.14M | 0.0% |
| Bank of New York Mellon Corp | $1.14M | 0.0% |
| Empower Advisory Group, LLC | $422,888 | 0.0% |
| First Trust Advisors Lp | $244,658 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $2.54M | era 0.0% |
| Citadel Advisors | $2.07M | era 0.0% |
| Hrt Financial Lp | $791,000 | era 0.0% |
| Us Bancorp \De\ | $3,918 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 163 tenedores, 5.83M acciones, $457.44M 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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