Ficha del valor · trimestre archivado
IAT
nombre pendiente de incorporación al perfil
45Tenedores rastreados
+2Δ titulares
3.54MAcciones mantenidas
$189.78MValor declarado
+6Nuevas posiciones
−4Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +4.7% ·
flujo de acciones +4.6% ·
nuevas posiciones netas +4.4%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
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 | 45 | +1 | 3.72M | $231.73M | +5 | −4 |
| Q1 2026 | 45 | +2 | 3.54M | $189.78M | +6 | −4 |
| Q4 2025 | 43 | +3 | 3.38M | $186.67M | +4 | −1 |
| Q3 2025 | 7 | 0 | 1.45M | $76.04M | +1 | −1 |
| Q2 2025 | 4 | -1 | 170.15K | $8.43M | — | −1 |
| Q1 2025 | 4 | -1 | 223.65K | $10.43M | +1 | −2 |
| Q4 2024 | 5 | +1 | 155.88K | $7.85M | +1 | — |
| Q3 2024 | 4 | +1 | 171.93K | $8.17M | +2 | −1 |
| Q2 2024 | 3 | — | 78.84K | $3.27M | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 521.17K | +23.0% | $28.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 521.17K | +23.0% | $28.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 514.39K | +6.8% | $27.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 514.39K | +6.8% | $27.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 384.06K | +3.2% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 384.06K | +3.2% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 384.06K | +3.2% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 384.06K | +3.2% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 272.31K | -0.7% | $14.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 272.31K | -0.7% | $14.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 272.31K | -0.7% | $14.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 272.31K | -0.7% | $14.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 244.32K | +2.0% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 193.59K | -12.7% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 193.59K | -12.7% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 193.59K | -12.7% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 193.59K | -12.7% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 193.59K | -12.7% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Lido Advisors, LLC | 190.94K | Nuevo | $10.28M | 0.0% | New | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 143.58K | +29.5% | $7.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 143.58K | +29.5% | $7.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Us Bancorp \De\ | 134.59K | +4.1% | $7.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Us Bancorp \De\ | 134.59K | +4.1% | $7.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 116.35K | -17.4% | $6.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 112.69K | +0.6% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 112.69K | +0.6% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 107.38K | +7.3% | $5.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 82.49K | +2.8% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 72.20K | -7.0% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 72.20K | -7.0% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 72.20K | -7.0% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 71.28K | -26.1% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 56.10K | -19.8% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 48.91K | -1.3% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 48.91K | -1.3% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 35.42K | -13.3% | $1.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 35.42K | -13.3% | $1.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 30.98K | -7.4% | $1.67M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 27.69K | -67.9% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Renaissance Technologies ✦ | 22.30K | +142.4% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Envestnet Asset Management Inc | 21.15K | -2.8% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 20.34K | -3.7% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 19.00K | -28.7% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Stifel Financial Corp | 17.02K | +8.1% | $916,527 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | D. E. Shaw & Co. ✦ | 13.80K | -3.2% | $742,992 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Quantinno Capital Management LP | 10.09K | +71.8% | $543,482 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Fifth Third Bancorp | 9.73K | Nuevo | $523,809 | 0.0% | New | 1 | SEC ↗ |
| 48 | Creative Planning | 9.07K | -12.4% | $488,332 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Cwm, Llc | 7.39K | -48.4% | $397,662 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Jane Street Group, Llc | 7.02K | Nuevo | $377,795 | 0.0% | New | 1 | SEC ↗ |
| 51 | HighTower Advisors, LLC | 6.93K | -9.9% | $373,184 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Cibc World Market Inc. | 3.86K | -16.1% | $207,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 2.49K | +0.1% | $134,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 2.49K | +0.1% | $134,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 2.49K | +0.1% | $134,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 2.15K | 0.0% | $115,778 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 1.87K | -48.7% | $100,745 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 1.87K | -48.7% | $100,745 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | Blair William & Co/Il | 1.57K | -74.4% | $84,367 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | BlackRock ✦ (pasivo) | 1.13K | +88.7% | $60,947 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 532 | 0.0% | $28,643 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Group One Trading Llc | 457 | Nuevo | $24,605 | 0.0% | New | 1 | SEC ↗ |
| 63 | Citigroup Inc | 250 | -61.1% | $13,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | TD Waterhouse Canada Inc. | 174 | Nuevo | $9,478 | 0.0% | New | 1 | SEC ↗ |
| 65 | Bnp Paribas Financial Markets | 55 | -99.9% | $2,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | UBS AM, a distinct business unit of… | 32 | Nuevo | $1,723 | 0.0% | New | 1 | SEC ↗ |
| 67 | Assetmark, Inc | 32 | 0.0% | $1,723 | 0.0% | Held | 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
| Lido Advisors, LLC | $10.28M | 0.0% |
| Fifth Third Bancorp | $523,809 | 0.0% |
| Jane Street Group, Llc | $377,795 | 0.0% |
| Group One Trading Llc | $24,605 | 0.0% |
| TD Waterhouse Canada Inc. | $9,478 | 0.0% |
| UBS AM, a distinct business… | $1,723 | 0.0% |
Posición cerrada
| Point72 Asset Management | $791,347 | era 0.0% |
| Marshall Wace | $329,797 | era 0.0% |
| Mariner, LLC | $263,396 | era 0.0% |
| Qube Research & Technologies… | $2,758 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 165 tenedores, 4.47M acciones, $232.93M 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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