Ficha del valor
IDLV
nombre pendiente de incorporación al perfil
38Tenedores rastreados
+3Δ titulares
5.05MAcciones mantenidas
$174.07MValor declarado
+3Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +8.6% ·
flujo de acciones -8.9% ·
nuevas posiciones netas +7.9%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
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 | 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 · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 1.53M | +1.0% | $52.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 1.53M | +1.0% | $52.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Creative Planning | 621.18K | -0.8% | $21.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Sei Investments Co | 478.04K | -3.6% | $16.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 378.93K | +8.3% | $13.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 378.93K | +8.3% | $13.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 378.93K | +8.3% | $13.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 320.62K | +2.6% | $11.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 320.62K | +2.6% | $11.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 221.00K | +65.3% | $7.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 221.00K | +65.3% | $7.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 221.00K | +65.3% | $7.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 221.00K | +65.3% | $7.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 220.49K | -46.1% | $7.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 220.49K | -46.1% | $7.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 220.00K | -20.2% | $7.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 212.28K | -50.7% | $7.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 212.28K | -50.7% | $7.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | LPL Financial LLC | 117.90K | -57.0% | $4.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 97.23K | +8.9% | $3.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 97.23K | +8.9% | $3.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 91.30K | +5.2% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 72.21K | -6.3% | $2.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jane Street Group, Llc | 66.66K | +342.5% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 63.02K | -31.6% | $2.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 55.61K | -7.8% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 39.88K | +22.3% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 37.18K | +0.6% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 27.74K | -24.2% | $956,926 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 27.74K | -24.2% | $956,926 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 25.84K | +2.6% | $891,326 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 24.95K | -0.5% | $860,457 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 24.43K | +9.1% | $842,829 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 24.43K | +9.1% | $842,829 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 24.43K | +9.1% | $842,829 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 19.13K | 0.0% | $659,713 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 15.93K | -5.4% | $549,515 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 15.85K | +35.6% | $546,789 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Citigroup Inc | 11.14K | -2.1% | $384,119 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 11.02K | 0.0% | $377,393 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Mariner, LLC | 7.04K | -11.7% | $242,724 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 6.49K | Nuevo | $223,713 | 0.0% | New | 1 | SEC ↗ |
| 43 | Hrt Financial Lp | 6.06K | -80.5% | $208,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Assetmark, Inc | 2.56K | 0.0% | $88,165 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 2.10K | 0.0% | $72,436 | 0.0% | Held | 2 | SEC ↗ |
| 46 | BlackRock ✦ (pasivo) | 1.85K | Nuevo | $63,985 | 0.0% | New | 1 | SEC ↗ |
| 47 | Fifth Third Bancorp | 1.07K | 0.0% | $36,977 | 0.0% | Held | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 564 | 0.0% | $19,524 | 0.0% | Held | 4 | SEC ↗ |
| 49 | Us Bancorp \De\ | 318 | 0.0% | $10,969 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 300 | Nuevo | $10,348 | 0.0% | New | 1 | SEC ↗ |
| 51 | Qube Research & Technologies Ltd | 96 | +1.1% | $3,311 | 0.0% | ▲ Add | 3 | 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
| Mml Investors Services, Llc | $223,713 | 0.0% |
| BlackRock | $63,985 | 0.0% |
| Russell Investments Group… | $10,348 | 0.0% |
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: Q2 2026 ·
Metodología ·
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