Ficha del valor
IQDG
nombre pendiente de incorporación al perfil
36Tenedores rastreados
0Δ titulares
8.45MAcciones mantenidas
$364.16MValor declarado
+3Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -6.1% · nuevas posiciones netas 0.0% — fórmula
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 | 36 | 0 | 8.45M | $364.16M | +3 | −3 |
| Q1 2026 | 37 | +2 | 9.01M | $361.59M | +3 | −1 |
| Q4 2025 | 35 | -1 | 9.24M | $378.75M | — | −1 |
| Q3 2025 | 5 | 0 | 2.01M | $80.09M | — | — |
| Q2 2025 | 2 | 0 | 108.10K | $4.28M | — | — |
| Q1 2025 | 1 | 0 | 50.08K | $1.79M | — | — |
| Q4 2024 | 1 | +1 | 42.92K | $1.47M | +1 | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.10M | -8.4% | $90.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.10M | -8.4% | $90.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.63M | -2.8% | $70.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.63M | -2.8% | $70.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 912.17K | +2.7% | $39.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 809.14K | +4.2% | $34.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 686.68K | -0.7% | $29.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 584.32K | -2.5% | $25.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 420.62K | -33.9% | $18.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Captrust Financial Advisors | 353.21K | +13.2% | $15.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 141.40K | -1.0% | $6.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 141.40K | -1.0% | $6.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Corient Private Wealth LP | 133.44K | +14.1% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 117.79K | +7.7% | $5.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 117.79K | +7.7% | $5.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 117.79K | +7.7% | $5.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 110.85K | -1.8% | $4.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 110.85K | -1.8% | $4.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 110.85K | -1.8% | $4.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 110.85K | -1.8% | $4.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 110.85K | -1.8% | $4.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 110.85K | -1.8% | $4.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 95.36K | -21.2% | $4.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Hrt Financial Lp | 90.76K | Nuevo | $3.91M | 0.0% | New | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 45.32K | +6.3% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 44.19K | -5.1% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 28.66K | -86.1% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 16.41K | 0.0% | $707,158 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Creative Planning | 15.21K | -4.8% | $655,367 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Cibc World Market Inc. | 14.82K | +0.7% | $638,532 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 14.75K | -3.3% | $635,553 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 13.91K | +1.9% | $597,590 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 13.91K | +1.9% | $597,590 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 13.91K | +1.9% | $597,590 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 12.29K | +19.8% | $529,267 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 12.29K | +19.8% | $529,267 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 11.89K | +39.7% | $512,437 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 11.89K | +39.7% | $512,437 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 10.22K | -1.4% | $440,490 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 8.09K | -11.2% | $348,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 7.78K | +2.6% | $335,036 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 7.78K | +2.6% | $335,036 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 4.93K | Nuevo | $212,264 | 0.0% | New | 1 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 4.80K | Nuevo | $206,621 | 0.0% | New | 1 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 3.87K | +975.3% | $166,742 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 3.38K | -43.3% | $145,832 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | BlackRock ✦ (pasivo) | 2.98K | +324.5% | $128,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | BlackRock ✦ (pasivo) | 2.98K | +324.5% | $128,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 2.02K | -42.3% | $87,022 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Qube Research & Technologies Ltd | 1.39K | -11.5% | $59,838 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 301 | +107.6% | $12,844 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Assetmark, Inc | 208 | 0.0% | $8,961 | 0.0% | Held | 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
| Hrt Financial Lp | $3.91M | 0.0% |
| Mml Investors Services, Llc | $212,264 | 0.0% |
| Mercer Global Advisors Inc… | $206,621 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $3.30M | era 0.0% |
| Citadel Advisors | $581,709 | era 0.0% |
| Pnc Financial Services Group… | $31,871 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 144 tenedores, 13.87M acciones, $555.30M 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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