ISCB
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +0.3% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | 0 | 1.29M | $97.69M | — | — |
| Q1 2026 | 31 | 0 | 1.29M | $84.06M | +1 | −1 |
| Q4 2025 | 31 | 0 | 1.33M | $86.37M | — | — |
| Q3 2025 | 5 | 0 | 486.62K | $30.87M | — | — |
| Q2 2025 | 2 | 0 | 18.02K | $1.05M | — | — |
| Q1 2025 | 1 | 0 | 5.55K | $300,565 | — | — |
| Q4 2024 | 1 | 0 | 9.98K | $585,412 | — | — |
| Q3 2024 | 1 | 0 | 3.43K | $201,290 | — | — |
| Q2 2024 | 1 | — | 5.77K | $311,015 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 349.23K | -1.0% | $26.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 349.23K | -1.0% | $26.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Cetera Investment Advisers | 271.97K | +0.6% | $20.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 198.08K | +4.4% | $14.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 72.11K | +0.6% | $5.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 72.11K | +0.6% | $5.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 63.98K | +0.6% | $4.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 63.98K | +0.6% | $4.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 33.64K | -0.1% | $2.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 33.64K | -0.1% | $2.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 33.64K | -0.1% | $2.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 29.41K | 0.0% | $2.22M | 0.0% | Held | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 26.65K | 0.0% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 26.51K | -14.5% | $2.00M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 26.27K | -13.5% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 25.97K | -0.4% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 22.57K | +1.7% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 22.57K | +1.7% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 21.74K | -2.9% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 20.18K | -5.8% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 19.91K | +71.1% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 19.91K | +71.1% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 19.91K | +71.1% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 17.21K | -0.4% | $1.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 17.21K | -0.4% | $1.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 17.21K | -0.4% | $1.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 12.21K | +70.2% | $914,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 10.30K | +8.8% | $778,010 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 8.00K | 0.0% | $604,056 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 8.00K | 0.0% | $604,056 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 7.78K | +0.6% | $587,137 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Mariner, LLC | 6.48K | -3.1% | $489,061 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Lido Advisors, LLC | 5.96K | +0.3% | $449,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Creative Planning | 3.92K | 0.0% | $296,238 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 3.75K | -65.0% | $283,153 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 3.65K | 0.0% | $275,224 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 3.54K | +0.1% | $263,674 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Citigroup Inc | 2.11K | +0.7% | $159,360 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Assetmark, Inc | 778 | -12.8% | $58,745 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 143 | 0.0% | $10,798 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 3 | -96.7% | $254 | 0.0% | ▼ Trim | 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
| 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): 85 tenedores, 1.59M acciones, $103.60M 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.