HAP
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +7.9% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | 0 | 1.45M | $99.72M | +2 | −2 |
| Q1 2026 | 22 | +2 | 1.35M | $97.62M | +6 | −4 |
| Q4 2025 | 20 | +1 | 1.01M | $60.96M | +1 | — |
| Q3 2025 | 2 | -1 | 125.65K | $7.17M | — | −1 |
| Q2 2025 | 2 | 0 | 11.44K | $594,251 | — | — |
| Q1 2025 | 1 | +1 | 25.08K | $1.25M | +1 | — |
| Q2 2024 | 1 | — | 18.98K | $948,848 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 554.22K | -3.0% | $38.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 222.94K | +4.7% | $15.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 222.94K | +4.7% | $15.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 204.96K | -7.2% | $14.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 117.29K | +145.6% | $8.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 117.29K | +145.6% | $8.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 117.29K | +145.6% | $8.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 96.90K | +3.5% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 58.66K | -0.3% | $4.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 41.72K | +90.4% | $2.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 25.47K | -0.9% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 24.43K | +37.7% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 24.43K | +37.7% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 24.43K | +37.7% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 21.78K | +221.7% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 21.78K | +221.7% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 18.51K | +86.7% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 15.33K | -8.7% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 15.33K | -8.7% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 15.32K | +52.3% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 15.32K | +52.3% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 12.11K | +72.6% | $830,524 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 12.11K | +72.6% | $830,524 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 10.58K | Nuevo | $726,100 | 0.0% | New | 1 | SEC ↗ |
| 25 | Creative Planning | 9.02K | +1.3% | $618,931 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 3.00K | -6.7% | $205,549 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 883 | +1301.6% | $60,567 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 273 | 0.0% | $18,731 | 0.0% | Held | 2 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 100 | 0.0% | $6,861 | 0.0% | Held | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 50 | Nuevo | $3,427 | 0.0% | New | 1 | SEC ↗ |
| 31 | Citigroup Inc | 2 | 0.0% | $137 | 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
| Susquehanna International… | $726,100 | 0.0% |
| JPMorgan Chase | $3,427 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $576,209 | era 0.0% |
| Mariner, LLC | $407,499 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 62 tenedores, 2.83M acciones, $172.38M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.