IVES
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -9.1% ·
flujo de acciones -0.4% ·
nuevas posiciones netas -13.3%
— fórmula
Distribución amplia — caída de acciones y 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 | Stifel Financial Corp | 280.69K | +53.8% | $10.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 241.03K | +228.8% | $9.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 112.25K | +12.4% | $4.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Brown Advisory Inc | 112.18K | +271.6% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Citadel Advisors ✦ | 60.19K | +318.6% | $2.29M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 55.91K | +5.3% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Qube Research & Technologies Ltd | 53.43K | Nuevo | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 8 | Captrust Financial Advisors | 44.47K | -82.9% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 43.79K | -4.8% | $1.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 35.38K | Nuevo | $1.35M | 0.0% | New | 1 | SEC ↗ |
| 11 | Mariner, LLC | 23.37K | -4.1% | $890,532 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 16.04K | +20.6% | $610,980 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 14.25K | +16.4% | $542,802 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cibc World Market Inc. | 12.64K | +12.3% | $481,736 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 12.46K | -0.5% | $475,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 10.00K | 0.0% | $381,000 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Lido Advisors, LLC | 9.42K | -35.8% | $358,948 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 8.41K | Nuevo | $320,539 | 0.0% | New | 1 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 8.31K | +12.4% | $316,611 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Osaic Holdings, Inc. | 7.60K | +103.8% | $289,519 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Morgan Stanley ✦ | 6.28K | +54.3% | $239,154 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | TD Waterhouse Canada Inc. | 3.62K | -98.2% | $136,938 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 3.10K | +29.2% | $118,110 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Northwestern Mutual Wealth… | 2.35K | +4.3% | $89,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 684 | Nuevo | $26,060 | 0.0% | New | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 600 | Nuevo | $22,842 | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 490 | +0.4% | $18,292 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 181 | -7.7% | $6,896 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | UBS Group AG | 49 | -99.8% | $1,867 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 17 | Nuevo | $615 | 0.0% | New | 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
| Qube Research & Technologies… | $2.04M | 0.0% |
| Renaissance Technologies | $1.35M | 0.0% |
| Fidelity (FMR) | $320,539 | 0.0% |
| Wells Fargo & Company/Mn | $26,060 | 0.0% |
| National Bank Of Canada /Fi/ | $22,842 | 0.0% |
| Jones Financial Companies Lllp | $615 | 0.0% |
Posición cerrada
| HighTower Advisors, LLC | $19.22M | era 0.0% |
| Susquehanna International… | $1.33M | era 0.0% |
| Focus Partners Wealth | $302,707 | era 0.0% |
| Goldman Sachs Group | $283,955 | era 0.0% |
| Rockefeller Capital… | $112,231 | era 0.0% |
| Simplex Trading, Llc | $106,245 | era 0.0% |
| Group One Trading Llc | $32,257 | era 0.0% |
| Us Bancorp \De\ | $25,533 | era 0.0% |
| BlackRock | $17,022 | era 0.0% |
| Bnp Paribas Financial Markets | $482 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 119 tenedores, 5.11M acciones, $109.68M 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.