Ficha del valor · trimestre archivado
IDLV
nombre pendiente de incorporación al perfil
35Tenedores rastreados
0Δ titulares
4.74MAcciones mantenidas
$160.55MValor declarado
+0Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +0.6% · 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 | 38 | +3 | 5.05M | $174.07M | +3 | — |
| Q1 2026 | 36 | +1 | 5.54M | $190.84M | +2 | −1 |
| Q4 2025 | 35 | 0 | 4.74M | $160.55M | — | — |
| Q3 2025 | 5 | 0 | 525.35K | $17.60M | — | — |
| Q2 2025 | 3 | +1 | 189.53K | $6.28M | +1 | — |
| Q1 2025 | 1 | -1 | 98.77K | $3.00M | — | −1 |
| Q4 2024 | 2 | +1 | 195.51K | $5.44M | +1 | — |
| Q3 2024 | 1 | 0 | 21.43K | $651,870 | — | — |
| Q2 2024 | 1 | — | 12.55K | $342,578 | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 1.03M | — | $34.92M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 1.03M | — | $34.92M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Creative Planning | 631.88K | — | $21.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Sei Investments Co | 514.37K | — | $17.44M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 394.42K | — | $13.37M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 394.42K | — | $13.37M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 362.71K | +0.8% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 362.71K | +0.8% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 362.71K | +0.8% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 308.57K | — | $10.46M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 308.57K | — | $10.46M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 246.19K | — | $8.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 153.40K | — | $5.20M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 153.40K | — | $5.20M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 121.19K | +22.7% | $4.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 119.47K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 119.47K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 119.47K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 107.84K | — | $3.66M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 92.85K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 85.78K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 85.78K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 84.31K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 84.31K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 82.82K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 77.70K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 72.20K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 72.20K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 45.30K | +11.8% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 35.68K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 28.75K | — | $974,842 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 28.75K | — | $974,842 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 28.75K | — | $974,842 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 28.67K | — | $972,006 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 25.15K | -0.1% | $852,611 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 15.93K | — | $540,062 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Citigroup Inc | 11.26K | — | $381,748 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | TD Waterhouse Canada Inc. | 11.02K | — | $373,425 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 10.43K | — | $353,397 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 10.43K | — | $353,397 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Hrt Financial Lp | 10.08K | — | $341,000 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Mariner, LLC | 7.97K | — | $270,067 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 7.70K | — | $261,141 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 5.67K | — | $192,383 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Cwm, Llc | 3.35K | — | $113,000 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Assetmark, Inc | 2.56K | — | $86,648 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 564 | -50.0% | $19,120 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 103 | — | $3,492 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Us Bancorp \De\ | 31 | — | $1,051 | 0.0% | n/c | 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
| 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): 103 tenedores, 7.82M acciones, $265.96M 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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