SDHY
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -10.0% ·
flujo de acciones -4.6% ·
nuevas posiciones netas -11.1%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -1 | 5.01M | $82.09M | +1 | −2 |
| Q1 2026 | 18 | -2 | 5.06M | $81.12M | +2 | −4 |
| Q4 2025 | 20 | 0 | 5.31M | $87.32M | — | — |
| Q3 2025 | 1 | — | 1.48M | $24.76M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.38M | -0.9% | $22.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.38M | -0.9% | $22.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.38M | -0.9% | $22.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.38M | -0.9% | $22.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Focus Partners Wealth | 809.34K | +0.1% | $12.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Allspring Global Investments… | 615.49K | +0.2% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 593.59K | +0.4% | $9.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 593.59K | +0.4% | $9.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 542.95K | -0.7% | $8.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 542.95K | -0.7% | $8.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 542.95K | -0.7% | $8.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 291.34K | -1.3% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 233.31K | +11.1% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 201.33K | +24.6% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 201.33K | +24.6% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 162.57K | -58.4% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 124.97K | +5.5% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 35.87K | -1.6% | $574,637 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 35.87K | -1.6% | $574,637 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 26.61K | +60.8% | $426,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 21.67K | -9.9% | $347,099 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Balyasny Asset Management L.P. | 13.39K | +9.6% | $214,572 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 12.30K | -5.0% | $197,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 832 | Nuevo | $13,333 | 0.0% | New | 1 | SEC ↗ |
| 25 | BlackRock ✦ (pasivo) | 95 | Nuevo | $1,521 | 0.0% | New | 1 | SEC ↗ |
| 26 | Cwm, Llc | 78 | 0.0% | $1,250 | 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
| Fifth Third Bancorp | $13,333 | 0.0% |
| BlackRock | $1,521 | 0.0% |
Posición cerrada
| Susquehanna International… | $377,314 | era 0.0% |
| Commonwealth Equity Services… | $338,080 | era 0.0% |
| Mariner, LLC | $305,312 | era 0.0% |
| Jane Street Group, Llc | $254,695 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 58 tenedores, 11.02M acciones, $154.55M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.