Ficha del valor · trimestre archivado
HEDJ
nombre pendiente de incorporación al perfil
51Tenedores rastreados
-1Δ titulares
10.31MAcciones mantenidas
$538.86MValor declarado
+2Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -1.9% ·
flujo de acciones -3.3% ·
nuevas posiciones netas -2.0%
— 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 Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 50 | 0 | 10.14M | $577.59M | +2 | −2 |
| Q1 2026 | 51 | -1 | 10.31M | $538.86M | +2 | −3 |
| Q4 2025 | 52 | 0 | 10.66M | $565.60M | — | — |
| Q3 2025 | 5 | 0 | 4.64M | $233.95M | — | — |
| Q2 2025 | 2 | 0 | 498.92K | $24.01M | — | — |
| Q1 2025 | 1 | 0 | 65.84K | $3.13M | — | — |
| Q4 2024 | 1 | 0 | 33.20K | $1.45M | — | — |
| Q3 2024 | 1 | 0 | 44.31K | $1.99M | — | — |
| Q2 2024 | 1 | — | 7.62K | $344,591 | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 2.57M | -2.5% | $134.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 2.57M | -2.5% | $134.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 2.57M | -2.5% | $134.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 2.57M | -2.5% | $134.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 2.57M | -2.5% | $134.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.35M | -0.2% | $70.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.35M | -0.2% | $70.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.35M | -0.2% | $70.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.24M | -2.6% | $65.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.24M | -2.6% | $65.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 827.24K | +1.2% | $43.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 827.24K | +1.2% | $43.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 827.24K | +1.2% | $43.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 532.07K | -3.3% | $27.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 490.13K | -0.4% | $25.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 490.13K | -0.4% | $25.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 490.13K | -0.4% | $25.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 490.13K | -0.4% | $25.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 448.10K | +0.3% | $23.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 448.10K | +0.3% | $23.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Royal Bank Of Canada | 442.29K | -0.7% | $23.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 442.29K | -0.7% | $23.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 442.29K | -0.7% | $23.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 442.29K | -0.7% | $23.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 442.29K | -0.7% | $23.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 442.29K | -0.7% | $23.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 442.29K | -0.7% | $23.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 430.90K | +0.3% | $22.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 430.90K | +0.3% | $22.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 430.90K | +0.3% | $22.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 430.90K | +0.3% | $22.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 405.20K | +0.5% | $21.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 405.20K | +0.5% | $21.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Raymond James Financial Inc | 341.61K | -2.6% | $17.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Raymond James Financial Inc | 341.61K | -2.6% | $17.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Raymond James Financial Inc | 341.61K | -2.6% | $17.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 111.79K | +9.4% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 94.79K | +13.3% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 80.99K | +8.1% | $4.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Truist Financial Corp | 58.55K | +7.0% | $3.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 59.06K | -6.9% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 59.06K | -6.9% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 59.06K | -6.9% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Citadel Advisors ✦ | 57.36K | -19.1% | $3.00M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 56.47K | -0.3% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 56.47K | -0.3% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 56.47K | -0.3% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 55.40K | +3.8% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Ameriprise Financial Inc | 53.46K | -3.8% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Allianz Asset Management GmbH | 52.08K | +114.2% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Corient Private Wealth LP | 50.70K | -51.0% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Wealth Enhancement Advisory… | 43.95K | -37.7% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Fifth Third Bancorp | 44.25K | +154.9% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Creative Planning | 43.98K | +2.4% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Creative Planning | 43.98K | +2.4% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Northwestern Mutual Wealth… | 42.31K | -14.2% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Commonwealth Equity Services, Llc | 34.47K | -6.9% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Hsbc Holdings Plc | 32.54K | -50.0% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Cetera Investment Advisers | 29.14K | -7.0% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Cerity Partners LLC | 29.02K | -18.7% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Cerity Partners LLC | 29.02K | -18.7% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Cerity Partners LLC | 29.02K | -18.7% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | UBS AM, a distinct business unit of… | 26.47K | +454.6% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Stifel Financial Corp | 26.40K | +1.2% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Stifel Financial Corp | 26.40K | +1.2% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | HighTower Advisors, LLC | 22.09K | +3.7% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Deutsche Bank Ag\ | 17.70K | 0.0% | $925,710 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Lido Advisors, LLC | 14.94K | 0.0% | $781,566 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Mml Investors Services, Llc | 13.61K | +10.1% | $711,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Citigroup Inc | 13.54K | -1.5% | $708,351 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Focus Partners Wealth | 10.58K | 0.0% | $553,462 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Mercer Global Advisors Inc /Adv | 8.17K | Nuevo | $427,071 | 0.0% | New | 1 | SEC ↗ |
| 73 | TD Waterhouse Canada Inc. | 6.83K | -15.7% | $360,761 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Mariner, LLC | 5.80K | Nuevo | $303,276 | 0.0% | New | 1 | SEC ↗ |
| 75 | Baird Financial Group, Inc. | 5.37K | +12.8% | $280,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Bank Of Montreal /Can/ | 4.99K | +4.2% | $260,820 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Bank Of Montreal /Can/ | 4.99K | +4.2% | $260,820 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Brown Advisory Inc | 4.49K | +6.3% | $234,722 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Brown Advisory Inc | 4.49K | +6.3% | $234,722 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Captrust Financial Advisors | 4.10K | -3.1% | $214,314 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Blair William & Co/Il | 2.91K | -45.3% | $152,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Cwm, Llc | 2.57K | +6.6% | $134,448 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Franklin Resources Inc | 2.01K | -30.9% | $105,332 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Franklin Resources Inc | 2.01K | -30.9% | $105,332 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Qube Research & Technologies Ltd | 336 | -74.7% | $17,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Assetmark, Inc | 177 | -55.0% | $9,257 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 1 | 0.0% | $30 | 0.0% | Held | 2 | 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
| Mercer Global Advisors Inc… | $427,071 | 0.0% |
| Mariner, LLC | $303,276 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $9.47M | era 0.0% |
| Northern Trust Corp | $1.08M | era 0.0% |
| Hrt Financial Lp | $259,000 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 219 tenedores, 13.94M acciones, $711.70M 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 ·
Obtener esto a través de la API