Ficha del valor · trimestre archivado
PDO
nombre pendiente de incorporación al perfil
29Tenedores rastreados
0Δ titulares
20.25MAcciones mantenidas
$261.85MValor declarado
+3Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +8.9% · nuevas posiciones netas 0.0% — fórmula
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 | 30 | +2 | 20.81M | $275.10M | +4 | −2 |
| Q1 2026 | 29 | 0 | 20.25M | $261.85M | +3 | −3 |
| Q4 2025 | 29 | -1 | 18.60M | $257.40M | — | −1 |
| Q3 2025 | 3 | 0 | 4.70M | $66.35M | — | — |
| Q2 2025 | 1 | — | 14.25K | $192,109 | — | — |
| Q3 2024 | 1 | +1 | 89.93K | $1.27M | +1 | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.09M | -5.7% | $65.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.09M | -5.7% | $65.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | UBS Group AG | 3.57M | +1.2% | $46.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 3.57M | +1.2% | $46.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.37M | -1.1% | $30.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 2.37M | -1.1% | $30.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 2.35M | +7.0% | $30.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 2.35M | +7.0% | $30.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 2.35M | +7.0% | $30.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 2.35M | +7.0% | $30.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cerity Partners LLC | 1.75M | Nuevo | $22.57M | 0.0% | New | 1 | SEC ↗ |
| 12 | Cerity Partners LLC | 1.75M | Nuevo | $22.57M | 0.0% | New | 1 | SEC ↗ |
| 13 | Invesco Ltd. | 983.37K | +5.8% | $12.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 840.79K | +5.1% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 840.79K | +5.1% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 657.56K | -6.9% | $8.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 657.56K | -6.9% | $8.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 657.56K | -6.9% | $8.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 656.53K | +0.9% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 566.99K | -3.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | LPL Financial LLC | 365.73K | +19.3% | $4.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 220.77K | -1.4% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 220.77K | -1.4% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 220.77K | -1.4% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 195.58K | +15.4% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jane Street Group, Llc | 175.43K | +73.1% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jane Street Group, Llc | 175.43K | +73.1% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 69.00K | +47.9% | $892,144 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 63.53K | Nuevo | $821,508 | 0.0% | New | 1 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 47.15K | -85.3% | $609,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | First Trust Advisors Lp | 45.22K | -14.7% | $584,746 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 43.81K | -1.2% | $566,519 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 35.74K | +5.1% | $462,151 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 33.59K | +196.5% | $444,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 23.80K | Nuevo | $307,676 | 0.0% | New | 1 | SEC ↗ |
| 36 | Cwm, Llc | 23.24K | +76.3% | $300,441 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 22.52K | +7.8% | $291,154 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 18.25K | +14.5% | $235,991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 12.55K | -39.5% | $162,308 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | BlackRock ✦ (pasivo) | 10.72K | -0.4% | $138,617 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | BlackRock ✦ (pasivo) | 10.72K | -0.4% | $138,617 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | BlackRock ✦ (pasivo) | 10.72K | -0.4% | $138,617 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 8.03K | 0.0% | $105,081 | 0.0% | Held | 2 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 8.03K | 0.0% | $105,081 | 0.0% | Held | 2 | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 7.80K | 0.0% | $102,960 | 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
| Cerity Partners LLC | $22.57M | 0.0% |
| Cerity Partners LLC | $22.57M | 0.0% |
| Susquehanna International… | $821,508 | 0.0% |
| Fifth Third Bancorp | $307,676 | 0.0% |
Posición cerrada
| Assetmark, Inc | $26,241 | era 0.0% |
| Pnc Financial Services Group… | $6,920 | era 0.0% |
| Russell Investments Group… | $14 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 134 tenedores, 27.83M acciones, $337.02M 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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