Ficha del valor · trimestre archivado
IBMQ
nombre pendiente de incorporación al perfil
36Tenedores rastreados
+2Δ titulares
10.37MAcciones mantenidas
$265.20MValor declarado
+2Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +5.9% ·
flujo de acciones +3.3% ·
nuevas posiciones netas +5.6%
— 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 Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +2 | 10.37M | $265.20M | +2 | — |
| Q1 2026 | 35 | +2 | 10.11M | $258.17M | +3 | −1 |
| Q4 2025 | 33 | 0 | 11.07M | $283.16M | — | — |
| Q3 2025 | 5 | +1 | 405.41K | $10.39M | +1 | — |
| Q2 2025 | 2 | -1 | 2.19K | $55,725 | — | −1 |
| Q1 2025 | 1 | +1 | 22.22K | $561,919 | +1 | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.55M | +6.1% | $65.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.55M | +6.1% | $65.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.55M | +6.1% | $65.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 2.06M | +0.4% | $52.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 760.01K | -5.7% | $19.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Us Bancorp \De\ | 729.69K | +0.9% | $18.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Us Bancorp \De\ | 729.69K | +0.9% | $18.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Lido Advisors, LLC | 550.67K | -1.5% | $14.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 543.69K | +2.5% | $13.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 543.69K | +2.5% | $13.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 445.12K | +4.6% | $11.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 436.91K | +10.2% | $11.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 301.33K | +0.9% | $7.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 272.28K | +2.2% | $6.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 272.28K | +2.2% | $6.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 266.89K | +47.1% | $6.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 184.15K | -1.5% | $4.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 184.15K | -1.5% | $4.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 175.78K | -21.6% | $4.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 127.20K | +0.3% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 127.20K | +0.3% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 126.84K | +28.1% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 118.32K | +25.4% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 87.59K | +3.9% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 87.42K | -1.1% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 82.61K | Nuevo | $2.11M | 0.0% | New | 1 | SEC ↗ |
| 27 | Focus Partners Wealth | 63.02K | -16.0% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Captrust Financial Advisors | 50.03K | +115.9% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 46.36K | +2.8% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 43.13K | -0.2% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Financial Engines Advisors L.L.C. | 42.79K | -0.1% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 35.00K | 0.0% | $895,300 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 30.23K | +10.3% | $773,232 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 30.23K | +10.3% | $773,232 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 29.80K | Nuevo | $762,182 | 0.0% | New | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 27.30K | +50.9% | $698,061 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Creative Planning | 24.23K | -21.4% | $619,778 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 18.90K | -79.4% | $483,350 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 16.91K | -21.2% | $432,674 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 13.53K | 0.0% | $346,174 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 11.92K | -48.1% | $304,862 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 6.38K | +385.8% | $163,152 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 1.57K | +3.8% | $40,155 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | BlackRock ✦ (pasivo) | 590 | +293.3% | $15,092 | 0.0% | ▲ Add | 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
| Mml Investors Services, Llc | $2.11M | 0.0% |
| Goldman Sachs Group | $762,182 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 184 tenedores, 20.58M acciones, $510.35M 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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