Ficha del valor · trimestre archivado
PID
nombre pendiente de incorporación al perfil
38Tenedores rastreados
+3Δ titulares
11.52MAcciones mantenidas
$256.49MValor declarado
+4Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +8.6% ·
flujo de acciones -4.8% ·
nuevas posiciones netas +7.9%
— 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 Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | 0 | 11.58M | $257.25M | +1 | −1 |
| Q1 2026 | 38 | +3 | 11.52M | $256.49M | +4 | −1 |
| Q4 2025 | 35 | -1 | 12.10M | $266.31M | — | −1 |
| Q3 2025 | 4 | 0 | 3.54M | $75.38M | — | — |
| Q2 2025 | 2 | -1 | 23.93K | $490,664 | — | −1 |
| Q1 2025 | 2 | +2 | 74.96K | $1.43M | +2 | — |
| Q3 2024 | 1 | 0 | 18.60K | $367,908 | +1 | −1 |
| Q2 2024 | 1 | — | 31.89K | $571,540 | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.18M | +1.4% | $70.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.18M | +1.4% | $70.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.60M | -2.8% | $35.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.60M | -2.8% | $35.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.60M | -2.8% | $35.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 1.28M | -3.0% | $28.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 934.97K | +5.4% | $20.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 934.97K | +5.4% | $20.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 934.97K | +5.4% | $20.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 908.88K | -1.8% | $20.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 908.88K | -1.8% | $20.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 908.88K | -1.8% | $20.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 717.59K | +12.8% | $15.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 295.26K | -1.1% | $6.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 295.26K | -1.1% | $6.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 279.73K | +3.7% | $6.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 268.94K | -4.0% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 268.94K | -4.0% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 268.94K | -4.0% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 239.70K | +7.5% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 239.70K | +7.5% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 231.35K | +0.6% | $5.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 219.92K | +0.2% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 196.83K | +0.8% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 177.75K | -2.0% | $3.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 110.46K | -86.3% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 110.46K | -86.3% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 113.53K | -5.5% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Creative Planning | 109.89K | +2.7% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 111.80K | +0.9% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 111.80K | +0.9% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 111.80K | +0.9% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Cetera Investment Advisers | 106.42K | -7.9% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 88.31K | +0.4% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Corient Private Wealth LP | 62.06K | -50.0% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 60.89K | -1.2% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cerity Partners LLC | 45.59K | +0.9% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 36.02K | Nuevo | $801,371 | 0.0% | New | 1 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 29.79K | Nuevo | $662,800 | 0.0% | New | 1 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 23.87K | -1.6% | $530,939 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 23.87K | -1.6% | $530,939 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 16.51K | Nuevo | $367,305 | 0.0% | New | 1 | SEC ↗ |
| 43 | Captrust Financial Advisors | 14.91K | +15.2% | $331,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Two Sigma Investments ✦ | 13.50K | Nuevo | $300,322 | 0.0% | New | 1 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 9.20K | +16.7% | $204,614 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 8.28K | -1.5% | $183,883 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Blair William & Co/Il | 4.56K | 0.0% | $101,442 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 4.50K | -11.9% | $100,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Cwm, Llc | 3.17K | -6.5% | $70,403 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.88K | 0.0% | $63,957 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 2.88K | 0.0% | $63,957 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 2.88K | 0.0% | $63,957 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Us Bancorp \De\ | 2.13K | -19.6% | $47,362 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 1.93K | 0.0% | $42,978 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Assetmark, Inc | 203 | +1591.7% | $4,516 | 0.0% | ▲ Add | 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
| Jane Street Group, Llc | $801,371 | 0.0% |
| Citadel Advisors | $662,800 | 0.0% |
| Fifth Third Bancorp | $367,305 | 0.0% |
| Two Sigma Investments | $300,322 | 0.0% |
Posición cerrada
| Qube Research & Technologies… | $462 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 156 tenedores, 17.53M acciones, $381.93M 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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