Registro do valor mobiliário · trimestre arquivado
HEDJ
nome aguardando ingestão de perfil
51Detentores rastreados
-1Δ titulares
10.31MAções mantidas
$538.86MValor reportado
+2Novas posições
−3Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores -1.9% ·
fluxo de ações -3.3% ·
novas posições líquidas -2.0%
· fórmula
Distribuição ampla: ações em queda e menos detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 43.33K | $2.39M | n/a | −1 |
| Q2 2026 | 49 | 0 | 10.16M | $578.86M | +2 | −3 |
| Q1 2026 | 51 | -1 | 10.31M | $538.86M | +2 | −3 |
| Q4 2025 | 52 | 0 | 10.66M | $565.60M | n/a | n/a |
| Q3 2025 | 5 | 0 | 4.64M | $233.95M | n/a | n/a |
| Q2 2025 | 2 | 0 | 498.92K | $24.01M | n/a | n/a |
| Q1 2025 | 1 | 0 | 65.84K | $3.13M | n/a | n/a |
| Q4 2024 | 1 | 0 | 33.20K | $1.45M | n/a | n/a |
| Q3 2024 | 1 | 0 | 44.31K | $1.99M | n/a | n/a |
| Q2 2024 | 1 | n/a | 7.62K | $344,591 | n/a | n/a |
Quem detém · Q1 2026
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 2.57M | -2.5% | $134.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 1.35M | -0.2% | $70.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 1.24M | -2.6% | $65.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | UBS Group AG | 827.24K | +1.2% | $43.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 532.07K | -3.3% | $27.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 490.13K | -0.4% | $25.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | Fidelity (FMR) ✦ | 448.10K | +0.3% | $23.44M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 442.29K | -0.7% | $23.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 9 | Bank of New York Mellon Corp | 430.90K | +0.3% | $22.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Rockefeller Capital Management L.P. | 405.20K | +0.5% | $21.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 341.61K | -2.6% | $17.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Susquehanna International Group, Llp | 111.79K | +9.4% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 94.79K | +13.3% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 80.99K | +8.1% | $4.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 58.55K | +7.0% | $3.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 59.06K | -6.9% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Citadel Advisors ✦ | 57.36K | -19.1% | $3.00M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 56.47K | -0.3% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | National Bank Of Canada /Fi/ | 55.40K | +3.8% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 53.46K | -3.8% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Allianz Asset Management GmbH | 52.08K | +114.2% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Corient Private Wealth LP | 50.70K | -51.0% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 43.95K | -37.7% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 44.25K | +154.9% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Creative Planning | 43.98K | +2.4% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Northwestern Mutual Wealth… | 42.31K | -14.2% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 34.47K | -6.9% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Hsbc Holdings Plc | 32.54K | -50.0% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cetera Investment Advisers | 29.14K | -7.0% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cerity Partners LLC | 29.02K | -18.7% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | UBS AM, a distinct business unit of… | 26.47K | +454.6% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 26.40K | +1.2% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | HighTower Advisors, LLC | 22.09K | +3.7% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Deutsche Bank Ag\ | 17.70K | 0.0% | $925,710 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Lido Advisors, LLC | 14.94K | 0.0% | $781,566 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 13.61K | +10.1% | $711,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Citigroup Inc | 13.54K | -1.5% | $708,351 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Focus Partners Wealth | 10.58K | 0.0% | $553,462 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 8.17K | Novo | $427,071 | 0.0% | New | 1 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 6.83K | -15.7% | $360,761 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Mariner, LLC | 5.80K | Novo | $303,276 | 0.0% | New | 1 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 5.37K | +12.8% | $280,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 4.99K | +4.2% | $260,820 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Brown Advisory Inc | 4.49K | +6.3% | $234,722 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Captrust Financial Advisors | 4.10K | -3.1% | $214,314 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Blair William & Co/Il | 2.91K | -45.3% | $152,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Cwm, Llc | 2.57K | +6.6% | $134,448 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Franklin Resources Inc | 2.01K | -30.9% | $105,332 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Qube Research & Technologies Ltd | 336 | -74.7% | $17,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Assetmark, Inc | 177 | -55.0% | $9,257 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 1 | 0.0% | $30 | 0.0% | Held | 2 | SEC ↗ |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos compradores
| Mercer Global Advisors Inc… | $427,071 | 0.0% |
| Mariner, LLC | $303,276 | 0.0% |
Encerrado
| 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 os filers 13F (dados estruturados da SEC, Q1 2026): 219 detentores, 13.94M ações, $711.70M reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q1 2026 ·
Metodologia ·
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