Ficha del valor · trimestre archivado
IBDX
nombre pendiente de incorporación al perfil
36Tenedores rastreados
-2Δ titulares
17.82MAcciones mantenidas
$448.85MValor declarado
+0Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -5.3% ·
flujo de acciones +4.8% ·
nuevas posiciones netas -5.6%
— fórmula
Acumulación concentrada — aumento de acciones entre 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 | 36 | -2 | 17.82M | $448.85M | — | −2 |
| Q1 2026 | 39 | +7 | 17.16M | $433.70M | +7 | — |
| Q4 2025 | 32 | -2 | 16.53M | $421.70M | — | −2 |
| Q3 2025 | 5 | 0 | 2.59M | $66.33M | — | — |
| Q2 2025 | 2 | 0 | 247.74K | $6.26M | — | — |
| Q1 2025 | 1 | 0 | 228.60K | $5.71M | — | — |
| Q4 2024 | 1 | 0 | 50.69K | $1.25M | — | — |
| Q3 2024 | 1 | 0 | 85.82K | $2.21M | — | — |
| Q2 2024 | 1 | — | 49.46K | $1.21M | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 3.09M | +9.7% | $77.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 3.09M | +9.7% | $77.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.59M | -10.8% | $65.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.57M | +5.0% | $64.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.57M | +5.0% | $64.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.57M | +5.0% | $64.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.35M | +32.2% | $33.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.35M | +32.2% | $33.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.35M | +32.2% | $33.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 1.21M | +3.2% | $30.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 1.21M | +3.2% | $30.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.16M | +60.2% | $29.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.16M | +60.2% | $29.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 1.16M | +60.2% | $29.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 943.45K | -6.5% | $23.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 943.45K | -6.5% | $23.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Us Bancorp \De\ | 908.16K | +4.6% | $22.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Us Bancorp \De\ | 908.16K | +4.6% | $22.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 860.42K | +0.8% | $21.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | LPL Financial LLC | 563.92K | +10.6% | $14.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 528.25K | +3.5% | $13.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 527.54K | +1.5% | $13.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 245.64K | +1.9% | $6.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 193.62K | +6.1% | $4.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 181.41K | +7.6% | $4.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 164.66K | +39.1% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Neuberger Berman Group LLC | 141.34K | 0.0% | $3.56M | 0.0% | Held | 3 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 126.16K | +38.6% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 100.10K | +36.4% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 80.98K | +13.5% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 80.98K | +13.5% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 80.98K | +13.5% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Jane Street Group, Llc | 40.50K | +337.7% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 37.66K | -79.8% | $948,781 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Stifel Financial Corp | 29.38K | +3.5% | $740,082 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Captrust Financial Advisors | 25.62K | -6.2% | $645,328 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 24.95K | +5.3% | $628,389 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Creative Planning | 22.34K | +3.7% | $562,694 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Focus Partners Wealth | 21.98K | +20.2% | $553,817 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 21.61K | +28.7% | $545,346 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 14.60K | +359.5% | $368,575 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 14.60K | +359.5% | $368,575 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 13.37K | +147.6% | $336,790 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 13.37K | +147.6% | $336,790 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Truist Financial Corp | 12.38K | -0.8% | $311,927 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Truist Financial Corp | 12.38K | -0.8% | $311,927 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Mml Investors Services, Llc | 11.88K | +18.1% | $299,155 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 11.51K | -63.0% | $290,038 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Barclays Plc | 805 | 0.0% | $20,278 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 596 | +1.2% | $15,007 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | BlackRock ✦ (pasivo) | 51 | 0.0% | $1,285 | 0.0% | Held | 5 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Goldman Sachs Group | $2.42M | era 0.0% |
| Mariner, LLC | $1.98M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 219 tenedores, 50.27M acciones, $1.25B 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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