Ficha del valor · trimestre archivado
HVT
nombre pendiente de incorporación al perfil
65Tenedores rastreados
+4Δ titulares
7.87MAcciones mantenidas
$166.72MValor declarado
+9Nuevas posiciones
−5Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +6.6% ·
flujo de acciones -6.1% ·
nuevas posiciones netas +6.2%
— 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 | 59 | -4 | 7.86M | $200.51M | +2 | −6 |
| Q1 2026 | 65 | +4 | 7.87M | $166.72M | +9 | −5 |
| Q4 2025 | 61 | 0 | 8.72M | $203.81M | +1 | −1 |
| Q3 2025 | 14 | 0 | 5.29M | $116.02M | +1 | −1 |
| Q2 2025 | 11 | -1 | 4.41M | $89.84M | — | −1 |
| Q1 2025 | 9 | 0 | 2.21M | $43.56M | — | — |
| Q4 2024 | 9 | 0 | 1.94M | $43.27M | — | — |
| Q3 2024 | 8 | 0 | 2.12M | $58.17M | — | — |
| Q2 2024 | 8 | — | 1.73M | $43.82M | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 1.41M | -1.9% | $29.88M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 2 | Dimensional Fund Advisors Lp | 941.06K | -0.3% | $19.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | Renaissance Technologies ✦ | 719.83K | +2.8% | $15.25M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 592.20K | — | $12.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | American Century Companies Inc | 540.73K | +5.6% | $11.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Hotchkis & Wiley Capital Management… | 352.52K | -22.1% | $7.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 334.36K | -1.0% | $7.08M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 329.60K | +2.4% | $6.98M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Charles Schwab Investment… | 325.84K | -12.4% | $6.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (pasivo) | 303.80K | -3.5% | $6.43M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 238.75K | -54.6% | $5.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Sei Investments Co | 164.99K | +65.5% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Bank of New York Mellon Corp | 154.97K | +5.9% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 14 | Qube Research & Technologies Ltd | 149.56K | +20.5% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northern Trust Corp | 131.17K | +4.2% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Morgan Stanley ✦ | 114.22K | +1.1% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 17 | Russell Investments Group, Ltd. | 113.18K | -18.6% | $2.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 18 | AQR Capital Management ✦ | 104.50K | -5.7% | $2.21M | 0.0% | ▼ Trim | 8 | SEC ↗ ×6 |
| 19 | Lazard Asset Management Llc | 81.54K | +13.5% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 73.29K | +19.2% | $1.55M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 67.14K | -23.1% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Universal- Beteiligungs- und… | 59.60K | 0.0% | $1.26M | 0.0% | Held | 2 | SEC ↗ |
| 23 | Hsbc Holdings Plc | 46.94K | -49.2% | $994,445 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 38.26K | +3.0% | $804,927 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | UBS Group AG | 37.29K | -27.4% | $789,845 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Nuveen, LLC | 35.24K | +0.6% | $746,319 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | BNP Paribas Asset Management… | 35.20K | 0.0% | $745,536 | 0.0% | Held | 2 | SEC ↗ |
| 28 | State Board Of Administration Of… | 31.33K | Nuevo | $663,591 | 0.0% | New | 1 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 28.57K | +32.4% | $605,176 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 26.23K | +4.8% | $555,551 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Invesco Ltd. | 25.91K | -13.5% | $548,668 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Prudential Financial Inc | 24.35K | +16.9% | $515,691 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Creative Planning | 22.89K | +6.0% | $484,796 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Barclays Plc | 22.69K | -46.1% | $480,553 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Tidal Investments LLC | 22.65K | +3.7% | $479,748 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Rhumbline Advisers | 17.29K | -3.1% | $366,131 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Nomura Asset Management… | 16.70K | -41.0% | $354,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Alliancebernstein L.P. | 14.57K | -7.6% | $340,355 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Franklin Resources Inc | 12.44K | Nuevo | $263,543 | 0.0% | New | 1 | SEC ↗ ×3 |
| 40 | Two Sigma Investments ✦ | 11.94K | Nuevo | $252,868 | 0.0% | New | 1 | SEC ↗ |
| 41 | Hrt Financial Lp | 11.37K | Nuevo | $240,000 | 0.0% | New | 1 | SEC ↗ |
| 42 | T. Rowe Price ✦ | 11.12K | Nuevo | $236,000 | 0.0% | New | 1 | SEC ↗ |
| 43 | Millennium Management ✦ | 10.47K | -78.3% | $221,776 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 44 | LPL Financial LLC | 10.33K | Nuevo | $218,703 | 0.0% | New | 1 | SEC ↗ |
| 45 | Balyasny Asset Management L.P. | 9.47K | +2.7% | $200,638 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 6.46K | +2.6% | $136,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 6.17K | -61.9% | $130,592 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | Bnp Paribas Financial Markets | 5.71K | -2.5% | $120,874 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Cwm, Llc | 5.68K | -4.3% | $120,387 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 3.73K | -48.2% | $79,061 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 51 | New York State Common Retirement… | 3.65K | -39.4% | $77,371 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Deutsche Bank Ag\ | 2.40K | -78.5% | $50,747 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Fifth Third Bancorp | 2.31K | Nuevo | $48,926 | 0.0% | New | 1 | SEC ↗ |
| 54 | Citigroup Inc | 2.22K | -64.0% | $46,977 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Osaic Holdings, Inc. | 2.10K | -5.7% | $44,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Legal & General Group Plc | 1.26K | 0.0% | $26,793 | 0.0% | Held | 2 | SEC ↗ |
| 57 | California State Teachers… | 730 | -12.1% | $15,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | UBS AM, a distinct business unit of… | 434 | +85.5% | $9,192 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 244 | -50.8% | $5,168 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | Optiver Holding B.V. | 232 | +107.1% | $4,914 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Simplex Trading, Llc | 95 | Nuevo | $2,012 | 0.0% | New | 1 | SEC ↗ |
| 62 | Jones Financial Companies Lllp | 41 | +7.9% | $873 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Us Bancorp \De\ | 41 | +46.4% | $868 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | Rockefeller Capital Management L.P. | 36 | Nuevo | $762 | 0.0% | New | 1 | SEC ↗ |
| 65 | Royal Bank Of Canada | 10 | -99.0% | $0 | 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
| State Board Of Administration… | $663,591 | 0.0% |
| Franklin Resources Inc | $263,543 | 0.0% |
| Two Sigma Investments | $252,868 | 0.0% |
| Hrt Financial Lp | $240,000 | 0.0% |
| T. Rowe Price | $236,000 | 0.0% |
| LPL Financial LLC | $218,703 | 0.0% |
| Fifth Third Bancorp | $48,926 | 0.0% |
| Simplex Trading, Llc | $2,012 | 0.0% |
| Rockefeller Capital… | $762 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $693,886 | era 0.0% |
| Man Group plc | $675,338 | era 0.0% |
| Connor, Clark & Lunn… | $643,988 | era 0.0% |
| Citadel Advisors | $375,185 | era 0.0% |
| Canada Pension Plan… | $140,160 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 140 tenedores, 12.10M acciones, $247.87M 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.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Aug 17
SMITH CLARENCE H
Director · 20.99K acc. · $591,107
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Jul 23
SC 13G — BURTON PARTNERSHIP L P
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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