Ficha del valor · trimestre archivado
IEZ
nombre pendiente de incorporación al perfil
33Tenedores rastreados
+4Δ titulares
5.38MAcciones mantenidas
$155.48MValor declarado
+6Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +13.8% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +12.1%
— 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 Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +3 | 2.87M | $77.30M | +8 | −5 |
| Q1 2026 | 33 | +4 | 5.38M | $155.48M | +6 | −2 |
| Q4 2025 | 29 | 0 | 1.76M | $36.80M | — | — |
| Q3 2025 | 4 | -1 | 502.04K | $9.68M | — | −1 |
| Q2 2025 | 2 | 0 | 61.22K | $1.04M | — | — |
| Q1 2025 | 1 | 0 | 15.57K | $303,674 | — | — |
| Q4 2024 | 1 | -1 | 13.76K | $272,665 | — | −1 |
| Q3 2024 | 2 | 0 | 60.04K | $1.21M | — | — |
| Q2 2024 | 2 | — | 32.16K | $716,314 | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mml Investors Services, Llc | 1.07M | +4776.9% | $31.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.01M | +119.4% | $29.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.01M | +119.4% | $29.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.01M | +119.4% | $29.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.01M | +119.4% | $29.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 519.35K | +792.5% | $15.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 519.35K | +792.5% | $15.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 519.35K | +792.5% | $15.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 500.51K | +162.0% | $14.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 500.51K | +162.0% | $14.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 426.36K | +1381.0% | $12.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 426.36K | +1381.0% | $12.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 405.12K | +12300.2% | $11.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 405.12K | +12300.2% | $11.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 224.87K | +711.9% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 176.65K | +52.4% | $5.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 174.95K | -2.6% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | LPL Financial LLC | 122.76K | +41.5% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 111.44K | +47.9% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 108.41K | Nuevo | $3.14M | 0.0% | New | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 86.45K | +17.9% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 86.45K | +17.9% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Marshall Wace ✦ | 75.88K | Nuevo | $2.20M | 0.0% | New | 1 | SEC ↗ |
| 24 | Marshall Wace ✦ | 75.88K | Nuevo | $2.20M | 0.0% | New | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 61.70K | +29.2% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 49.70K | +92.9% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 49.70K | +92.9% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 39.73K | Nuevo | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 39.34K | -4.1% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 39.34K | -4.1% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mariner, LLC | 32.09K | Nuevo | $929,150 | 0.0% | New | 1 | SEC ↗ |
| 32 | Amundi | 30.24K | Nuevo | $875,361 | 0.0% | New | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 26.60K | +2.4% | $770,070 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Cetera Investment Advisers | 26.24K | Nuevo | $759,677 | 0.0% | New | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 16.70K | +184.9% | $497,903 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Corient Private Wealth LP | 15.86K | -21.1% | $291,122 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 8.41K | -20.0% | $243,427 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 8.32K | -85.7% | $239,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 2.30K | 0.0% | $66,585 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 1.58K | 0.0% | $45,625 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.20K | +1.3% | $34,608 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Cwm, Llc | 598 | +27.8% | $17,312 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Blair William & Co/Il | 323 | +1304.3% | $9,351 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Allspring Global Investments… | 87 | 0.0% | $2,483 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 48 | -100.0% | $1,390 | 0.0% | ▼ Trim | 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
| HighTower Advisors, LLC | $3.14M | 0.0% |
| Marshall Wace | $2.20M | 0.0% |
| Marshall Wace | $2.20M | 0.0% |
| Citadel Advisors | $1.15M | 0.0% |
| Mariner, LLC | $929,150 | 0.0% |
| Amundi | $875,361 | 0.0% |
| Cetera Investment Advisers | $759,677 | 0.0% |
Posición cerrada
| Group One Trading Llc | $15,277 | era 0.0% |
| Qube Research & Technologies… | $5,113 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 88 tenedores, 9.25M acciones, $265.03M 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: Q1 2026 ·
Metodología ·
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