IBHI
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +30.0% · 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 | 21 | 0 | 6.69M | $156.44M | +2 | −2 |
| Q1 2026 | 22 | +5 | 4.57M | $106.50M | +5 | — |
| Q4 2025 | 17 | 0 | 4.20M | $99.30M | — | — |
| Q3 2025 | 2 | 0 | 1.28M | $30.53M | — | — |
| Q2 2025 | 1 | — | 33.78K | $800,201 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 1.69M | +54.4% | $39.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.56M | +11.0% | $36.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.56M | +11.0% | $36.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 964.29K | Nuevo | $22.55M | 0.0% | New | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 515.40K | -3.6% | $12.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 488.75K | +32.2% | $11.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 442.89K | +7.0% | $10.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 442.89K | +7.0% | $10.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 185.49K | +174.6% | $4.34M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Raymond James Financial Inc | 152.59K | +5.8% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 152.59K | +5.8% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 146.39K | +238.3% | $3.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 132.70K | +4.9% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 132.70K | +4.9% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 120.18K | +10.8% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 59.89K | Nuevo | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 17 | Lido Advisors, LLC | 44.83K | -34.0% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 43.55K | +11.2% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 36.95K | -1.4% | $865,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 36.95K | -1.4% | $865,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 36.95K | -1.4% | $865,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 36.95K | -1.4% | $865,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 31.78K | -18.6% | $743,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 21.12K | +122.9% | $494,133 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 21.12K | +122.9% | $494,133 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 19.42K | +13.6% | $454,304 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 16.54K | 0.0% | $386,847 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 11.09K | -62.4% | $259,302 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 10.36K | +0.2% | $242,403 | 0.0% | ▲ Add | 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
| HighTower Advisors, LLC | $22.55M | 0.0% |
| Jane Street Group, Llc | $1.40M | 0.0% |
Posición cerrada
| Bank Of Montreal /Can/ | $48,568 | era 0.0% |
| Fidelity (FMR) | $21,900 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 90 tenedores, 10.18M acciones, $235.03M 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.