Ficha del valor
IYE
nombre pendiente de incorporación al perfil
59Tenedores rastreados
+6Δ titulares
8.56MAcciones mantenidas
$484.69MValor declarado
+9Nuevas posiciones
−4Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +11.3% ·
flujo de acciones -16.7% ·
nuevas posiciones netas +8.5%
— 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 Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 59 | +6 | 8.56M | $484.69M | +9 | −4 |
| Q1 2026 | 55 | +8 | 10.35M | $669.29M | +9 | −1 |
| Q4 2025 | 47 | -4 | 7.92M | $375.17M | — | −4 |
| Q3 2025 | 10 | +2 | 2.88M | $136.68M | +2 | — |
| Q2 2025 | 5 | -1 | 84.15K | $3.81M | — | −1 |
| Q1 2025 | 4 | +2 | 60.77K | $3.00M | +2 | — |
| Q4 2024 | 2 | +1 | 27.44K | $1.25M | +1 | — |
| Q3 2024 | 1 | 0 | 46.59K | $2.16M | — | — |
| Q2 2024 | 1 | — | 78.74K | $3.78M | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.78M | -1.5% | $100.51M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 1.05M | -31.2% | $59.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 895.70K | -7.7% | $50.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Goldman Sachs Group ✦ | 735.68K | +1.8% | $41.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 671.03K | +7.2% | $37.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 594.59K | -3.0% | $33.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 325.43K | -16.0% | $18.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 8 | Ameriprise Financial Inc | 311.73K | +2.5% | $17.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Marshall Wace ✦ | 178.82K | +12.6% | $10.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 172.52K | +67.9% | $9.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 161.36K | -7.9% | $9.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Osaic Holdings, Inc. | 138.93K | +16.6% | $7.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Mariner, LLC | 133.37K | -4.4% | $7.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Jones Financial Companies Lllp | 123.62K | +12.0% | $7.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 123.26K | +16.1% | $6.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 107.00K | Nuevo | $6.06M | 0.0% | New | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 96.02K | -6.5% | $5.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 86.26K | -51.9% | $4.91M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 19 | Mml Investors Services, Llc | 73.85K | -70.1% | $4.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 67.45K | +111.6% | $3.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | BlackRock ✦ (pasivo) | 54.78K | +58.9% | $3.10M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 22 | D. E. Shaw & Co. ✦ | 53.34K | Nuevo | $3.02M | 0.0% | New | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 49.45K | -60.7% | $2.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Tudor Investment Corp Et Al | 48.86K | -71.7% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 48.77K | +719.8% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 43.05K | -13.5% | $2.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Allianz Asset Management GmbH | 40.94K | -65.5% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 40.42K | -5.5% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Quantinno Capital Management LP | 35.08K | -5.9% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Corient Private Wealth LP | 34.64K | -12.7% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Creative Planning | 30.21K | +1.6% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 29.90K | Nuevo | $1.69M | 0.0% | New | 1 | SEC ↗ |
| 33 | Captrust Financial Advisors | 28.34K | -19.0% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Point72 Asset Management ✦ | 27.90K | Nuevo | $1.58M | 0.0% | New | 1 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 26.66K | -73.4% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 24.02K | -8.3% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 18.13K | +12.7% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Cerity Partners LLC | 16.24K | +5.2% | $919,098 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 39 | Susquehanna International Group, Llp | 12.21K | -76.5% | $690,681 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Hrt Financial Lp | 11.41K | Nuevo | $645,000 | 0.0% | New | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 8.15K | +2.1% | $461,210 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 42 | Fidelity (FMR) ✦ | 7.77K | -4.3% | $439,948 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 7.50K | -20.7% | $424,708 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 44 | Jane Street Group, Llc | 7.41K | +23.1% | $419,275 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Northern Trust Corp | 7.16K | Nuevo | $405,241 | 0.0% | New | 1 | SEC ↗ ×2 |
| 46 | AQR Capital Management ✦ | 6.63K | +15.6% | $375,342 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 47 | Focus Partners Wealth | 4.48K | -7.3% | $253,568 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Fifth Third Bancorp | 3.92K | -34.4% | $222,073 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Blair William & Co/Il | 3.06K | -14.0% | $173,011 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Citigroup Inc | 2.38K | Nuevo | $134,911 | 0.0% | New | 1 | SEC ↗ |
| 51 | Bnp Paribas Financial Markets | 1.91K | -99.8% | $108,087 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Us Bancorp \De\ | 1.25K | -14.1% | $70,568 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 831 | -29.7% | $47,026 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Franklin Resources Inc | 515 | Nuevo | $29,144 | 0.0% | New | 1 | SEC ↗ |
| 55 | TD Waterhouse Canada Inc. | 501 | 0.0% | $28,241 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Assetmark, Inc | 364 | +37.9% | $20,599 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | National Bank Of Canada /Fi/ | 210 | 0.0% | $11,886 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 84 | -18.4% | $4,754 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Aristotle Capital Management, LLC | 4 | Nuevo | $244 | 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
| Citadel Advisors | $6.06M | 0.0% |
| D. E. Shaw & Co. | $3.02M | 0.0% |
| Two Sigma Investments | $1.69M | 0.0% |
| Point72 Asset Management | $1.58M | 0.0% |
| Hrt Financial Lp | $645,000 | 0.0% |
| Northern Trust Corp | $405,241 | 0.0% |
| Citigroup Inc | $134,911 | 0.0% |
| Franklin Resources Inc | $29,144 | 0.0% |
| Aristotle Capital Management… | $244 | 0.0% |
Posición cerrada
| Renaissance Technologies | $4.77M | era 0.0% |
| HighTower Advisors, LLC | $3.66M | era 0.0% |
| Balyasny Asset Management L.P. | $565,701 | era 0.0% |
| Fisher Asset Management | $309,229 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 332 tenedores, 15.65M acciones, $996.08M 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: Q2 2026 ·
Metodología ·
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