HEZU
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -5.2% · nuevas posiciones netas 0.0% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 4.82M | n/a | $210.73M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 308.70K | n/a | $13.51M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 278.87K | n/a | $12.20M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | JPMorgan Chase ✦ | 243.11K | -57.5% | $10.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | UBS Group AG | 223.51K | n/a | $9.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 220.40K | n/a | $9.64M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 155.10K | +10.4% | $6.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 146.98K | n/a | $6.43M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 139.65K | 0.0% | $6.11M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Allianz Asset Management GmbH | 82.68K | n/a | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 57.24K | n/a | $2.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Citadel Advisors ✦ | 45.62K | -58.3% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 41.46K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jane Street Group, Llc | 34.23K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 31.73K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Citigroup Inc | 21.31K | n/a | $932,662 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Us Bancorp \De\ | 21.07K | n/a | $922,154 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Ameriprise Financial Inc | 12.42K | n/a | $543,329 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 6.74K | n/a | $294,767 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Mariner, LLC | 6.65K | n/a | $290,829 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 5.80K | n/a | $253,677 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 5.08K | n/a | $222,520 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 4.95K | n/a | $216,748 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Deutsche Bank Ag\ | 4.65K | n/a | $203,484 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 4.51K | n/a | $197,358 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 3.83K | n/a | $167,776 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Fidelity (FMR) ✦ | 2.76K | +22.0% | $120,687 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cwm, Llc | 1.24K | n/a | $54,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Franklin Resources Inc | 145 | n/a | $6,345 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 88 | n/a | $3,851 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Blair William & Co/Il | 79 | n/a | $3,457 | 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): 92 tenedores, 7.24M acciones, $313.40M 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.