Ficha del valor · trimestre archivado
IVOG
nombre pendiente de incorporación al perfil
43Tenedores rastreados
+2Δ titulares
1.93MAcciones mantenidas
$231.58MValor declarado
+3Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +4.9% ·
flujo de acciones -2.0% ·
nuevas posiciones netas +4.7%
— 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
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | +3 | 2.36M | $345.39M | +5 | −2 |
| Q1 2026 | 45 | +2 | 2.24M | $279.94M | +5 | −3 |
| Q4 2025 | 43 | +2 | 1.93M | $231.58M | +3 | −1 |
| Q3 2025 | 5 | 0 | 292.68K | $34.97M | — | — |
| Q2 2025 | 2 | 0 | 11.65K | $1.32M | — | — |
| Q1 2025 | 1 | +1 | 20.38K | $2.10M | +1 | — |
| Q3 2024 | 1 | +1 | 8.61K | $986,620 | +1 | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 636.39K | — | $76.49M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 212.19K | — | $25.51M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 212.19K | — | $25.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 194.95K | +9.7% | $23.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 194.95K | +9.7% | $23.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 139.98K | — | $16.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 88.04K | — | $10.60M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 87.45K | — | $10.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 78.89K | — | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 68.00K | — | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 60.65K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 60.65K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 60.65K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 60.65K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 52.33K | — | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 52.33K | — | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 38.93K | -55.7% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 38.93K | -55.7% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 38.93K | -55.7% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 38.93K | -55.7% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 33.18K | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 30.68K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Franklin Resources Inc | 27.39K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 19.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 15.86K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 14.09K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cibc World Market Inc. | 13.45K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 12.92K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 12.73K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Corient Private Wealth LP | 11.49K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Corient Private Wealth LP | 11.49K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 10.63K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 8.17K | — | $982,699 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 8.17K | — | $982,699 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 8.04K | — | $965,782 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 7.20K | +11.8% | $865,084 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 5.85K | — | $703,521 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wealth Enhancement Advisory… | 5.28K | — | $666,079 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 4.81K | +0.7% | $578,510 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 4.61K | — | $554,595 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 4.16K | Nuevo | $499,380 | 0.0% | New | 1 | SEC ↗ |
| 46 | Empower Advisory Group, LLC | 3.08K | — | $369,977 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 2.87K | — | $345,436 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 2.87K | — | $345,436 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 2.87K | — | $345,436 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.87K | — | $345,436 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 2.37K | — | $285,457 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Focus Partners Wealth | 2.16K | — | $259,405 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | The Vanguard Group ✦ (pasivo) | 1.81K | Nuevo | $217,798 | 0.0% | New | 1 | SEC ↗ |
| 54 | Truist Financial Corp | 1.69K | — | $202,702 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Jane Street Group, Llc | 1.68K | — | $201,937 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 956 | — | $114,912 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Assetmark, Inc | 590 | — | $70,918 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | BlackRock ✦ (pasivo) | 530 | Nuevo | $63,716 | 0.0% | New | 1 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 391 | — | $47,003 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Us Bancorp \De\ | 305 | — | $36,661 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Cwm, Llc | 6 | — | $1,000 | 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
| AQR Capital Management | $499,380 | 0.0% |
| The Vanguard Group | $217,798 | 0.0% |
| BlackRock | $63,716 | 0.0% |
Posición cerrada
| Citadel Advisors | $1.91M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 177 tenedores, 5.17M acciones, $630.88M 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: Q4 2025 ·
Metodología ·
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