HPI
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +3.4% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | 0 | 2.62M | $42.55M | +1 | −1 |
| Q1 2026 | 16 | -3 | 2.54M | $39.84M | — | −3 |
| Q4 2025 | 19 | +1 | 2.53M | $40.93M | +1 | — |
| Q3 2025 | 1 | — | 441.87K | $7.67M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 654.44K | +0.7% | $10.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 654.44K | +0.7% | $10.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 595.00K | +12.3% | $9.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 277.90K | +2.1% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 277.82K | +9.3% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 194.89K | -0.7% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 180.41K | -0.8% | $2.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 118.47K | -1.2% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 118.47K | -1.2% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 81.79K | +4.9% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 52.07K | +13.1% | $844,026 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 51.79K | +2.9% | $839,533 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 33.35K | +6.8% | $540,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 29.88K | -0.2% | $484,284 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 29.88K | -0.2% | $484,284 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 25.41K | 0.0% | $415,486 | 0.0% | Held | 3 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 22.02K | -4.1% | $356,955 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 19.00K | Nuevo | $308,055 | 0.0% | New | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 10.22K | -7.9% | $165,607 | 0.0% | ▼ Trim | 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
| Citadel Advisors | $308,055 | 0.0% |
Posición cerrada
| Mariner, LLC | $622,508 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 64 tenedores, 60.58M acciones, $52.76M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.