IDVO
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -7.4% ·
flujo de acciones +24.1% ·
nuevas posiciones netas -8.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 2.28M | +13.8% | $95.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 997.62K | +27.6% | $41.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 614.47K | +24.4% | $25.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Stifel Financial Corp | 456.67K | +11.8% | $19.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 431.83K | +94393.0% | $18.14M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | UBS Group AG | 346.34K | +2.5% | $14.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 235.44K | +139.1% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Commonwealth Equity Services, Llc | 223.61K | +4.1% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 139.95K | +22.2% | $5.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Truist Financial Corp | 135.85K | +3.9% | $5.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 123.90K | -9.0% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 94.19K | +101.4% | $3.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 48.85K | +29.3% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 34.52K | +36.7% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Us Bancorp \De\ | 25.88K | +57.7% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 25.00K | +43006.9% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mariner, LLC | 8.30K | Nuevo | $348,594 | 0.0% | New | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 6.12K | +611800.0% | $256,987 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Mercer Global Advisors Inc /Adv | 5.65K | 0.0% | $237,258 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Simplex Trading, Llc | 3.89K | -38.8% | $163,254 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 2.44K | +143.9% | $102,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 800 | 0.0% | $33,600 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 23 | Rockefeller Capital Management L.P. | 300 | Nuevo | $12,600 | 0.0% | New | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 137 | 0.0% | $5,754 | 0.0% | Held | 3 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 73 | 0.0% | $3,066 | 0.0% | Held | 2 | 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
| Mariner, LLC | $348,594 | 0.0% |
| Rockefeller Capital… | $12,600 | 0.0% |
Posición cerrada
| Citadel Advisors | $3.03M | era 0.0% |
| Susquehanna International… | $1.97M | era 0.0% |
| Jane Street Group, Llc | $1.76M | era 0.0% |
| Qube Research & Technologies… | $59,896 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 107 tenedores, 9.10M acciones, $334.48M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.