HEEM
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +0.1% · nuevas posiciones netas 0.0% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +1 | 2.24M | $100.25M | +2 | −2 |
| Q1 2026 | 23 | +1 | 2.15M | $79.47M | +3 | −2 |
| Q4 2025 | 22 | 0 | 1.89M | $65.58M | n/a | n/a |
| Q3 2025 | 3 | +1 | 364.38K | $12.26M | +1 | n/a |
| Q2 2025 | 1 | -1 | 1.34K | $40,258 | n/a | −1 |
| Q1 2025 | 1 | +1 | 95.87K | $2.69M | +1 | n/a |
| Q3 2024 | 1 | 0 | 161.59K | $4.59M | n/a | n/a |
| Q2 2024 | 1 | n/a | 22.84K | $618,937 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 403.56K | n/a | $14.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 359.21K | n/a | $12.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Pictet Asset Management Holding SA | 352.03K | n/a | $12.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 351.01K | +1.7% | $12.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 115.83K | n/a | $4.03M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 72.42K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 55.27K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 30.38K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 28.66K | n/a | $996,187 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 28.57K | n/a | $993,115 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 24.98K | n/a | $868,250 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 15.25K | n/a | $530,185 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 13.67K | -24.0% | $475,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 10.59K | n/a | $368,004 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 8.91K | n/a | $309,851 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Blair William & Co/Il | 6.88K | n/a | $239,149 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 4.55K | n/a | $158,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 3.00K | n/a | $104,280 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.21K | -4.0% | $42,169 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Assetmark, Inc | 303 | n/a | $10,532 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 212 | n/a | $7,369 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 128 | n/a | $4,449 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 45 tenedores, 3.78M acciones, $139.05M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.