Ficha del valor · trimestre archivado
HEZU
nombre pendiente de incorporación al perfil
33Tenedores rastreados
+2Δ titulares
6.19MAcciones mantenidas
$270.06MValor declarado
+3Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +6.5% ·
flujo de acciones -10.7% ·
nuevas posiciones netas +6.1%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
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 | 30 | -2 | 4.49M | $224.42M | +3 | −5 |
| Q1 2026 | 33 | +2 | 6.19M | $270.06M | +3 | −1 |
| Q4 2025 | 31 | 0 | 6.93M | $303.09M | — | — |
| Q3 2025 | 5 | 0 | 963.57K | $40.63M | — | — |
| Q2 2025 | 2 | +1 | 19.63K | $805,441 | +1 | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 3.59M | -25.5% | $156.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 522.37K | Nuevo | $22.83M | 0.0% | New | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 310.86K | +0.7% | $13.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 240.94K | +9.3% | $10.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 238.53K | -14.5% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 238.53K | -14.5% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 238.53K | -14.5% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 219.72K | -9.6% | $9.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 219.72K | -9.6% | $9.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 219.72K | -9.6% | $9.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 203.16K | -9.1% | $8.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 203.16K | -9.1% | $8.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 203.16K | -9.1% | $8.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 203.16K | -9.1% | $8.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 168.98K | +8.9% | $7.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 168.98K | +8.9% | $7.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 142.70K | -2.9% | $6.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 137.03K | -1.9% | $5.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Allianz Asset Management GmbH | 79.68K | -3.6% | $3.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 56.99K | +24.9% | $2.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Royal Bank Of Canada | 56.16K | -1.9% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 56.16K | -1.9% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 56.16K | -1.9% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 41.02K | +19.8% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 35.94K | -13.3% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 35.94K | -13.3% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 29.74K | -6.3% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 29.74K | -6.3% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 21.51K | +2.1% | $939,943 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 21.51K | +2.1% | $939,943 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citigroup Inc | 20.74K | -2.7% | $906,387 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Raymond James Financial Inc | 13.44K | +99.6% | $587,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Raymond James Financial Inc | 13.44K | +99.6% | $587,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 13.05K | +5.1% | $570,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 6.77K | +50.0% | $286,066 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Marshall Wace ✦ | 6.05K | Nuevo | $264,428 | 0.0% | New | 1 | SEC ↗ |
| 37 | Marshall Wace ✦ | 6.05K | Nuevo | $264,428 | 0.0% | New | 1 | SEC ↗ |
| 38 | Deutsche Bank Ag\ | 5.30K | +14.0% | $231,610 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 5.08K | 0.0% | $222,215 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Mariner, LLC | 5.01K | -24.6% | $218,981 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 4.95K | 0.0% | $216,462 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 4.95K | 0.0% | $216,462 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Envestnet Asset Management Inc | 4.67K | Nuevo | $203,853 | 0.0% | New | 1 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 3.90K | +1.8% | $170,561 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 3.90K | +1.8% | $170,561 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 3.63K | +31.7% | $158,782 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Cwm, Llc | 1.22K | -1.6% | $53,183 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Franklin Resources Inc | 145 | 0.0% | $6,337 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Blair William & Co/Il | 79 | 0.0% | $3,452 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Assetmark, Inc | 22 | -75.0% | $961 | 0.0% | ▼ Trim | 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
| BlackRock | $22.83M | 0.0% |
| Marshall Wace | $264,428 | 0.0% |
| Marshall Wace | $264,428 | 0.0% |
| Envestnet Asset Management Inc | $203,853 | 0.0% |
Posición cerrada
| Captrust Financial Advisors | $253,677 | era 0.0% |
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.
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 ·
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