Ficha del valor · trimestre archivado
IBTL
nombre pendiente de incorporación al perfil
31Tenedores rastreados
+4Δ titulares
9.84MAcciones mantenidas
$198.69MValor declarado
+5Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +14.8% ·
flujo de acciones +18.0% ·
nuevas posiciones netas +12.9%
— 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 | 31 | +4 | 9.84M | $198.69M | +5 | −1 |
| Q1 2026 | 28 | +1 | 8.40M | $171.34M | +4 | −3 |
| Q4 2025 | 27 | -1 | 7.05M | $144.76M | — | −1 |
| Q3 2025 | 6 | +2 | 898.46K | $18.48M | +2 | — |
| Q2 2025 | 1 | 0 | 14.54K | $298,132 | — | — |
| Q1 2025 | 1 | +1 | 26.25K | $533,642 | +1 | — |
| Q3 2024 | 1 | +1 | 75.75K | $1.58M | +1 | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.54M | -14.0% | $51.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.54M | -14.0% | $51.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 1.31M | Nuevo | $26.40M | 0.0% | New | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 913.63K | +15.8% | $18.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 913.63K | +15.8% | $18.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 892.70K | +4.1% | $18.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 730.85K | +1.9% | $14.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 730.85K | +1.9% | $14.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 730.85K | +1.9% | $14.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 655.98K | +0.5% | $13.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 484.81K | +108.2% | $9.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 445.25K | +21.3% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 445.25K | +21.3% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 445.25K | +21.3% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 399.03K | +11.5% | $8.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 253.35K | -13.6% | $5.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 253.35K | -13.6% | $5.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 253.35K | -13.6% | $5.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 224.31K | +6.4% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 169.61K | +53.6% | $3.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Stifel Financial Corp | 158.39K | -2.0% | $3.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 158.39K | -2.0% | $3.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 127.24K | +4.9% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | LPL Financial LLC | 92.60K | -4.0% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 82.94K | +3.9% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Financial Engines Advisors L.L.C. | 58.45K | +1.8% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Creative Planning | 58.43K | -25.6% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jane Street Group, Llc | 45.66K | +44.5% | $921,835 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 32.47K | -2.3% | $655,509 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 31.63K | -7.5% | $638,535 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 29.64K | +25.4% | $598,371 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 28.39K | Nuevo | $573,154 | 0.0% | New | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 25.37K | +41.5% | $512,228 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Captrust Financial Advisors | 18.11K | +24.1% | $365,610 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Lido Advisors, LLC | 11.89K | +19.5% | $239,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mariner, LLC | 11.07K | Nuevo | $223,503 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 5.23K | 0.0% | $105,654 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Us Bancorp \De\ | 1.72K | +41.0% | $34,727 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 620 | Nuevo | $12,518 | 0.0% | New | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 96 | Nuevo | $1,938 | 0.0% | New | 1 | 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
| BlackRock | $26.40M | 0.0% |
| Citadel Advisors | $573,154 | 0.0% |
| Mariner, LLC | $223,503 | 0.0% |
| Bank Of Montreal /Can/ | $12,518 | 0.0% |
| Assetmark, Inc | $1,938 | 0.0% |
Posición cerrada
| Susquehanna International… | $570,414 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 128 tenedores, 21.12M acciones, $409.91M 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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