IUS
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +3.8% ·
flujo de acciones -1.1% ·
nuevas posiciones netas +3.7%
— 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 Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.51M | — | $86.19M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 813.22K | — | $46.48M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 671.23K | — | $38.37M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Cwm, Llc | 667.86K | — | $38.17M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 493.94K | — | $28.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 258.16K | — | $14.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 156.87K | -30.2% | $8.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 135.86K | — | $7.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 69.46K | — | $3.97M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 54.09K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 40.85K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 40.78K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Wealth Enhancement Advisory… | 22.94K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 17.04K | — | $973,727 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 13.24K | Nuevo | $756,918 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 11.31K | — | $646,770 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Corient Private Wealth LP | 8.12K | — | $467,094 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | HighTower Advisors, LLC | 7.42K | — | $423,949 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 7.13K | — | $408,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 6.36K | +169.7% | $363,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 3.99K | -49.7% | $228,241 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 750 | — | $42,870 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 562 | — | $32,124 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 548 | -0.2% | $31,324 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 395 | — | $22,578 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 291 | — | $16,634 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 0 | — | $25 | 0.0% | n/c | 1 | 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
| Citadel Advisors | $756,918 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 104 tenedores, 8.75M acciones, $499.84M 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.