Ficha del valor · trimestre archivado
IVOG
nombre pendiente de incorporación al perfil
45Tenedores rastreados
+2Δ titulares
2.24MAcciones mantenidas
$279.94MValor declarado
+5Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +4.7% ·
flujo de acciones +16.1% ·
nuevas posiciones netas +4.4%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 635.63K | -0.1% | $79.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 244.09K | +25.2% | $30.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Ameriprise Financial Inc | 239.21K | +171.7% | $29.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 224.88K | +6.0% | $28.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 128.41K | -8.3% | $16.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 124.25K | +42.1% | $15.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 91.67K | +51.1% | $11.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 85.05K | +7.8% | $10.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 70.19K | +3.2% | $8.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Wells Fargo & Company/Mn | 44.85K | -14.3% | $5.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 38.12K | -2.1% | $4.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Northwestern Mutual Wealth… | 33.49K | +0.9% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 31.24K | +1.8% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 27.89K | +287.6% | $3.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Franklin Resources Inc | 27.39K | 0.0% | $3.43M | 0.0% | Held | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 19.40K | -0.2% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 17 | Envestnet Asset Management Inc | 17.03K | +20.9% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 14.81K | +84.3% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cibc World Market Inc. | 13.40K | -0.4% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 12.41K | -4.0% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 12.09K | -5.0% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Blair William & Co/Il | 11.85K | -25.3% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 11.77K | +44.0% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Creative Planning | 10.66K | +0.3% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 9.54K | Nuevo | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 9.21K | +57.4% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Corient Private Wealth LP | 7.68K | -33.2% | $959,625 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | CIBC Bancorp USA Inc. | 5.72K | n/a | $714,922 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 4.86K | +0.9% | $607,066 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 4.70K | +13.2% | $588,085 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 4.61K | -12.7% | $583,943 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 4.50K | -2.4% | $562,916 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Focus Partners Wealth | 4.01K | +85.8% | $535,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 3.50K | Nuevo | $437,605 | 0.0% | New | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $359,313 | 0.0% | Held | 2 | SEC ↗ ×4 |
| 36 | Russell Investments Group, Ltd. | 2.77K | +607.7% | $345,963 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 2.37K | 0.0% | $296,926 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Truist Financial Corp | 1.74K | +3.0% | $217,097 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 956 | 0.0% | $119,529 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 590 | 0.0% | $73,768 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 305 | 0.0% | $38,134 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Cwm, Llc | 229 | +3716.7% | $28,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 74 | Nuevo | $9,252 | 0.0% | New | 1 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 47 | Nuevo | $5,916 | 0.0% | New | 1 | SEC ↗ |
| 45 | Citigroup Inc | 1 | Nuevo | $125 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Citadel Advisors | $1.19M | 0.0% |
| Susquehanna International… | $437,605 | 0.0% |
| Fifth Third Bancorp | $9,252 | 0.0% |
| TD Waterhouse Canada Inc. | $5,916 | 0.0% |
| Citigroup Inc | $125 | 0.0% |
Posición cerrada
| Empower Advisory Group, LLC | $369,977 | era 0.0% |
| Jane Street Group, Llc | $201,937 | era 0.0% |
| BlackRock | $63,716 | 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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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: Q1 2026 ·
Metodología ·
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