Ficha del valor · trimestre archivado
IBTJ
nombre pendiente de incorporación al perfil
35Tenedores rastreados
0Δ titulares
17.34MAcciones mantenidas
$380.58MValor declarado
+1Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +21.7% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +1 | 20.03M | $433.56M | +2 | −1 |
| Q1 2026 | 35 | 0 | 20.76M | $453.50M | +2 | −2 |
| Q4 2025 | 35 | 0 | 17.34M | $380.58M | +1 | −1 |
| Q3 2025 | 6 | +1 | 668.21K | $14.67M | +1 | — |
| Q2 2025 | 3 | +1 | 286.60K | $6.28M | +1 | — |
| Q2 2024 | 1 | — | 28.32K | $605,092 | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.40M | +818.2% | $74.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.40M | +818.2% | $74.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.19M | — | $48.03M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.19M | — | $48.03M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.19M | — | $48.03M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 2.02M | — | $44.23M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 2.02M | — | $44.23M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 1.97M | — | $43.13M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.50M | — | $32.96M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.50M | — | $32.96M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.50M | — | $32.96M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 1.03M | — | $22.67M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 954.56K | — | $20.95M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 954.56K | — | $20.95M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 891.59K | — | $19.57M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 710.72K | — | $15.60M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 530.22K | — | $11.64M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 302.45K | — | $6.64M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 302.45K | — | $6.64M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 290.25K | +65.8% | $6.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 230.04K | — | $5.05M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 209.30K | — | $4.59M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 202.34K | — | $4.44M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 202.34K | — | $4.44M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 202.34K | — | $4.44M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 185.18K | — | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 169.77K | — | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 137.69K | — | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 103.17K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 95.32K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 42.03K | Nuevo | $922,436 | 0.0% | New | 1 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 26.95K | +36.1% | $591,418 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Jane Street Group, Llc | 25.39K | — | $557,140 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 22.85K | — | $501,474 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cerity Partners LLC | 22.22K | — | $487,530 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 20.82K | — | $456,703 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 19.88K | — | $436,272 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Focus Partners Wealth | 19.55K | — | $428,997 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Lido Advisors, LLC | 10.04K | — | $220,347 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 9.15K | — | $200,915 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 9.15K | — | $200,915 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Us Bancorp \De\ | 4.09K | — | $89,865 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 1.75K | — | $38,478 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 444 | 0.0% | $9,741 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 64 | — | $1,404 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1 | -95.0% | $22 | 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
| Goldman Sachs Group | $922,436 | 0.0% |
Posición cerrada
| Citadel Advisors | $2.25M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 215 tenedores, 48.62M acciones, $1.04B 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: Q4 2025 ·
Metodología ·
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