Ficha del valor · trimestre archivado
HEZU
nombre pendiente de incorporación al perfil
30Tenedores rastreados
-2Δ titulares
4.49MAcciones mantenidas
$224.42MValor declarado
+3Nuevas posiciones
−5Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -6.2% ·
flujo de acciones -27.4% ·
nuevas posiciones netas -6.7%
— 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 Q2 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 · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 2.53M | -29.6% | $126.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 310.65K | -0.1% | $15.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 233.58K | -3.0% | $11.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 226.41K | +34.0% | $11.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 226.41K | +34.0% | $11.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 226.41K | +34.0% | $11.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | UBS Group AG | 196.07K | -3.5% | $9.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 189.27K | -20.6% | $9.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 189.27K | -20.6% | $9.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 189.27K | -20.6% | $9.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 180.37K | -17.9% | $8.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 180.37K | -17.9% | $8.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 180.37K | -17.9% | $8.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 180.37K | -17.9% | $8.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 137.14K | +0.1% | $6.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 136.23K | -4.5% | $6.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Allianz Asset Management GmbH | 79.68K | 0.0% | $3.48M | 0.0% | Held | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 56.08K | -0.1% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 56.08K | -0.1% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 56.08K | -0.1% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 35.64K | Nuevo | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 32.66K | -9.1% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 32.66K | -9.1% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 29.38K | -1.2% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 29.38K | -1.2% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Us Bancorp \De\ | 22.63K | +5.2% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 22.63K | +5.2% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Citigroup Inc | 18.84K | -9.2% | $945,037 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 15.04K | +15.2% | $754,356 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 15.04K | +15.2% | $754,356 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Raymond James Financial Inc | 14.49K | +7.8% | $726,766 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Raymond James Financial Inc | 14.49K | +7.8% | $726,766 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Hrt Financial Lp | 8.62K | Nuevo | $432,000 | 0.0% | New | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 6.45K | -4.6% | $316,698 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Mariner, LLC | 5.20K | +3.7% | $260,695 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 5.08K | 0.0% | $255,028 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 4.95K | 0.0% | $248,412 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 4.95K | 0.0% | $248,412 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 4.62K | -1.0% | $231,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Captrust Financial Advisors | 4.12K | Nuevo | $206,641 | 0.0% | New | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 3.73K | -4.5% | $186,920 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 2.86K | -21.3% | $143,427 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 1.35K | -74.5% | $67,703 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Assetmark, Inc | 480 | +2081.8% | $24,073 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Blair William & Co/Il | 79 | 0.0% | $3,962 | 0.0% | Held | 3 | 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
| Susquehanna International… | $1.79M | 0.0% |
| Hrt Financial Lp | $432,000 | 0.0% |
| Captrust Financial Advisors | $206,641 | 0.0% |
Posición cerrada
| BlackRock | $22.83M | era 0.0% |
| Citadel Advisors | $2.49M | era 0.0% |
| Jane Street Group, Llc | $1.79M | era 0.0% |
| Marshall Wace | $264,428 | era 0.0% |
| Franklin Resources Inc | $6,337 | 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: Q2 2026 ·
Metodología ·
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