Ficha del valor · trimestre archivado
IBMO
nombre pendiente de incorporación al perfil
38Tenedores rastreados
+4Δ titulares
8.43MAcciones mantenidas
$216.17MValor declarado
+4Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +11.8% ·
flujo de acciones -2.2% ·
nuevas posiciones netas +10.5%
— 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 | 34 | -3 | 8.28M | $212.41M | — | −3 |
| Q1 2026 | 38 | +4 | 8.43M | $216.17M | +4 | — |
| Q4 2025 | 34 | -3 | 8.63M | $221.14M | — | −3 |
| Q3 2025 | 6 | +1 | 365.88K | $9.39M | +1 | — |
| Q2 2025 | 2 | — | 447 | $11,444 | — | — |
| Q2 2024 | 1 | — | 17.65K | $446,999 | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.99M | -3.0% | $50.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.99M | -3.0% | $50.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.99M | -3.0% | $50.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 1.58M | -25.6% | $40.44M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Us Bancorp \De\ | 643.86K | -6.5% | $16.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Us Bancorp \De\ | 643.86K | -6.5% | $16.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Lido Advisors, LLC | 568.74K | +49.8% | $14.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 463.63K | -2.2% | $11.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 463.63K | -2.2% | $11.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 404.32K | -1.4% | $10.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 381.31K | -9.5% | $9.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 332.00K | +16.2% | $8.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 332.00K | +16.2% | $8.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 268.15K | +1.1% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 253.07K | -17.2% | $6.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 182.17K | Nuevo | $4.67M | 0.0% | New | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 178.25K | -2.5% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 178.25K | -2.5% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 178.25K | -2.5% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 154.79K | -10.5% | $3.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Assetmark, Inc | 103.59K | +8.8% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 98.90K | +107.7% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 87.99K | -6.3% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cwm, Llc | 87.02K | +9.8% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 76.02K | +8.2% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jane Street Group, Llc | 73.41K | +499.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Focus Partners Wealth | 72.07K | +3.5% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 60.42K | -0.5% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 60.42K | -0.5% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 59.43K | -36.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 59.43K | -36.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Financial Engines Advisors L.L.C. | 54.52K | -7.9% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Deutsche Bank Ag\ | 41.02K | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ |
| 34 | Deutsche Bank Ag\ | 41.02K | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ |
| 35 | Deutsche Bank Ag\ | 41.02K | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 36.18K | +100.1% | $927,216 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 36.18K | +100.1% | $927,216 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 35.00K | 0.0% | $897,050 | 0.0% | Held | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 32.25K | Nuevo | $827,612 | 0.0% | New | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 32.25K | Nuevo | $827,612 | 0.0% | New | 1 | SEC ↗ |
| 41 | Mariner, LLC | 30.36K | -6.0% | $778,204 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Captrust Financial Advisors | 19.96K | -6.3% | $511,535 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Creative Planning | 19.54K | +36.7% | $500,861 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Hrt Financial Lp | 13.66K | Nuevo | $350,000 | 0.0% | New | 1 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 11.70K | +0.2% | $299,797 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 11.26K | Nuevo | $288,543 | 0.0% | New | 1 | SEC ↗ |
| 47 | Truist Financial Corp | 9.02K | 0.0% | $231,106 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Truist Financial Corp | 9.02K | 0.0% | $231,106 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 3.78K | +76.4% | $96,854 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 480 | 0.0% | $12,302 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 441 | -35.0% | $11,300 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 52 | BlackRock ✦ (pasivo) | 147 | 0.0% | $3,768 | 0.0% | Held | 4 | 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
| Envestnet Asset Management Inc | $4.67M | 0.0% |
| JPMorgan Chase | $827,612 | 0.0% |
| JPMorgan Chase | $827,612 | 0.0% |
| Hrt Financial Lp | $350,000 | 0.0% |
| Citadel Advisors | $288,543 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 191 tenedores, 18.16M acciones, $453.72M 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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