IBTK
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +2.4% · nuevas posiciones netas 0.0% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 3.15M | n/a | $62.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Mercer Global Advisors Inc /Adv | 1.81M | n/a | $35.90M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.71M | n/a | $33.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Cwm, Llc | 786.60K | n/a | $15.61M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 748.67K | n/a | $14.86M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 731.85K | n/a | $14.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | UBS Group AG | 586.58K | n/a | $11.64M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 448.61K | n/a | $8.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | BlackRock ✦ (pasivo) | 320.68K | +65.8% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 304.17K | +149.6% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 278.81K | n/a | $5.53M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 264.51K | n/a | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 249.81K | n/a | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 232.86K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 196.73K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 157.41K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 141.58K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 112.25K | n/a | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Financial Engines Advisors L.L.C. | 96.56K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 70.45K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 57.19K | -37.3% | $1.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 44.87K | n/a | $890,703 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 42.82K | n/a | $849,758 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 41.23K | +227.1% | $818,249 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Captrust Financial Advisors | 30.88K | n/a | $612,708 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jane Street Group, Llc | 29.19K | n/a | $579,315 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cerity Partners LLC | 25.65K | n/a | $509,024 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 23.28K | 0.0% | $462,051 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Lido Advisors, LLC | 19.81K | n/a | $393,227 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 15.18K | n/a | $301,190 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 4.05K | n/a | $80,312 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 3.36K | n/a | $66,679 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 1.94K | n/a | $38,532 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 71 | n/a | $1,409 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 172 tenedores, 34.96M acciones, $675.91M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.