IBHH
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +5.4% · 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 | 24 | 0 | 4.74M | $111.30M | +2 | −2 |
| Q1 2026 | 25 | +6 | 4.50M | $105.51M | +6 | — |
| Q4 2025 | 19 | 0 | 4.12M | $97.45M | — | — |
| Q3 2025 | 2 | 0 | 233.41K | $5.57M | — | — |
| Q2 2025 | 1 | — | 33.72K | $800,199 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 1.39M | +57.0% | $32.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.13M | +3.2% | $26.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 343.20K | -31.0% | $8.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 343.20K | -31.0% | $8.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Raymond James Financial Inc | 301.61K | +22.0% | $7.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 301.61K | +22.0% | $7.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 301.61K | +22.0% | $7.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 273.26K | +5.9% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 273.26K | +5.9% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 273.26K | +5.9% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 273.26K | +5.9% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 235.13K | +12.2% | $5.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 235.13K | +12.2% | $5.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 197.39K | -6.2% | $4.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 197.39K | -6.2% | $4.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 184.27K | +173.2% | $4.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Cetera Investment Advisers | 144.10K | -5.0% | $3.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 132.52K | -14.2% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 99.58K | +45.2% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 64.82K | +9.2% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 47.61K | +79.8% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 47.61K | +79.8% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 40.73K | -13.5% | $957,060 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 27.07K | +13.2% | $636,123 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cerity Partners LLC | 22.26K | -8.6% | $523,207 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 18.03K | +0.7% | $423,682 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 17.45K | +55.1% | $410,075 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Focus Partners Wealth | 16.20K | Nuevo | $380,677 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 15.07K | -21.5% | $354,060 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 13.48K | -55.1% | $316,733 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 11.96K | -39.0% | $281,169 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 2.35K | Nuevo | $55,108 | 0.0% | New | 1 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 418 | -85.4% | $9,806 | 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
| Focus Partners Wealth | $380,677 | 0.0% |
| Bank Of Montreal /Can/ | $55,108 | 0.0% |
Posición cerrada
| HighTower Advisors, LLC | $8.46M | era 0.0% |
| Fidelity (FMR) | $21,396 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 100 tenedores, 12.55M acciones, $291.03M 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.