Ficha del valor
IBTJ
nombre pendiente de incorporación al perfil
35Tenedores rastreados
+1Δ titulares
20.03MAcciones mantenidas
$433.56MValor declarado
+2Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +2.9% ·
flujo de acciones +0.1% ·
nuevas posiciones netas +2.9%
— 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 | 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 · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.45M | +1.9% | $74.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.45M | +1.9% | $74.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.76M | +12.4% | $59.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.76M | +12.4% | $59.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.76M | +12.4% | $59.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 2.58M | +10.4% | $55.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.77M | -22.9% | $38.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.77M | -22.9% | $38.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.43M | -8.7% | $31.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.43M | -8.7% | $31.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.43M | -8.7% | $31.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 1.30M | +6.0% | $28.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 1.22M | +76.7% | $26.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 1.04M | +4.5% | $22.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 1.04M | +4.5% | $22.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 937.68K | +2.4% | $20.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 790.68K | -5.3% | $17.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 640.84K | +3.9% | $13.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 324.03K | +17.7% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 290.71K | +0.8% | $6.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 290.71K | +0.8% | $6.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 275.98K | -72.0% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 275.98K | -72.0% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 259.50K | +11.5% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 182.78K | -2.1% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 182.78K | -2.1% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 182.78K | -2.1% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 178.85K | -3.2% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 130.97K | -0.3% | $2.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 84.52K | -31.0% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 65.86K | -27.9% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 60.10K | +202.7% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 49.69K | Nuevo | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 34 | Cerity Partners LLC | 42.79K | -1.5% | $926,393 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 32.45K | +20.4% | $702,543 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Creative Planning | 26.77K | Nuevo | $579,527 | 0.0% | New | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 26.23K | +8.7% | $567,660 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 24.73K | +32.2% | $535,411 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 22.76K | +731.3% | $492,776 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Jane Street Group, Llc | 12.97K | -30.8% | $280,779 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Focus Partners Wealth | 9.35K | -41.8% | $202,471 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Us Bancorp \De\ | 4.09K | 0.0% | $88,657 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 2.35K | +33.0% | $50,788 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 2.35K | +33.0% | $50,788 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 64 | 0.0% | $1,386 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 13 | 0.0% | $289 | 0.0% | Held | 5 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1 | 0.0% | $22 | 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
| Susquehanna International… | $1.08M | 0.0% |
| Creative Planning | $579,527 | 0.0% |
Posición cerrada
| Citadel Advisors | $271,072 | 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: Q2 2026 ·
Metodología ·
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