Ficha del valor · trimestre archivado
PDN
nombre pendiente de incorporación al perfil
41Tenedores rastreados
-1Δ titulares
3.65MAcciones mantenidas
$158.08MValor declarado
+1Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -2.4% ·
flujo de acciones +0.9% ·
nuevas posiciones netas -2.4%
— fórmula
Acumulación concentrada — aumento de acciones entre menos 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
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | -2 | 2.66M | $119.76M | +4 | −6 |
| Q1 2026 | 41 | -1 | 3.65M | $158.08M | +1 | −2 |
| Q4 2025 | 42 | -1 | 3.61M | $152.35M | — | −1 |
| Q3 2025 | 6 | +1 | 168.98K | $6.95M | +1 | — |
| Q2 2025 | 2 | 0 | 158.59K | $6.17M | — | — |
| Q1 2025 | 1 | +1 | 108.95K | $3.65M | +1 | — |
| Q3 2024 | 1 | 0 | 11.09K | $389,778 | — | — |
| Q2 2024 | 1 | — | 14.55K | $470,121 | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 2.02M | -7.5% | $87.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Invesco Ltd. | 251.15K | -31.0% | $10.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 184.06K | -0.3% | $7.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 182.64K | +572.2% | $7.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 177.70K | +350.0% | $7.71M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Jane Street Group, Llc | 110.57K | +321.6% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 107.56K | +2.4% | $4.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Captrust Financial Advisors | 106.80K | +0.4% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 96.19K | -41.6% | $4.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 96.19K | -41.6% | $4.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Focus Partners Wealth | 76.75K | +0.2% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 64.69K | +6.3% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 64.69K | +6.3% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 64.69K | +6.3% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cibc World Market Inc. | 30.97K | +10.4% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 30.30K | -0.3% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 30.30K | -0.3% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Creative Planning | 29.04K | +7.1% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 23.61K | -7.2% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 23.61K | -7.2% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 23.61K | -7.2% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 17.30K | -1.9% | $750,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 15.25K | +2.9% | $661,239 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mariner, LLC | 14.20K | +4.7% | $616,041 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 11.96K | -15.6% | $518,729 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 11.96K | -15.6% | $518,729 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 11.63K | +1.5% | $504,612 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 10.59K | +21.5% | $459,289 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 9.93K | -53.5% | $430,738 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Raymond James Financial Inc | 8.25K | +4.9% | $357,826 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 8.25K | +4.9% | $357,826 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Cerity Partners LLC | 7.78K | 0.0% | $337,505 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 7.93K | +16.5% | $334,311 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | UBS Group AG | 7.53K | -2.7% | $326,489 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 7.22K | +2.6% | $313,262 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Truist Financial Corp | 4.75K | 0.0% | $205,834 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 3.45K | -22.7% | $149,450 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | BlackRock ✦ (pasivo) | 3.13K | +152.7% | $135,791 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Cwm, Llc | 1.81K | 0.0% | $78,413 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 1.80K | +8.4% | $77,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 1.80K | +8.4% | $77,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.41K | +29.8% | $59,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 1.41K | +29.8% | $59,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 1.41K | +29.8% | $59,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 934 | -7.2% | $40,495 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Us Bancorp \De\ | 519 | Nuevo | $22,509 | 0.0% | New | 1 | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 236 | -7.8% | $10,235 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Blair William & Co/Il | 176 | 0.0% | $7,633 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 145 | +0.7% | $6,289 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | TD Waterhouse Canada Inc. | 89 | 0.0% | $3,919 | 0.0% | Held | 2 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 50 | 0.0% | $2,169 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 10 | 0.0% | $434 | 0.0% | Held | 2 | 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
| Us Bancorp \De\ | $22,509 | 0.0% |
Posición cerrada
| Citigroup Inc | $32,441 | era 0.0% |
| Assetmark, Inc | $6,286 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 105 tenedores, 4.58M acciones, $197.27M 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: Q1 2026 ·
Metodología ·
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