SDHY
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -5.9% ·
flujo de acciones -1.1% ·
nuevas posiciones netas -6.2%
— 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 Q2 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 ✦ | 1.46M | +5.7% | $23.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.46M | +5.7% | $23.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.46M | +5.7% | $23.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.46M | +5.7% | $23.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.46M | +5.7% | $23.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Focus Partners Wealth | 747.90K | -7.6% | $12.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Allspring Global Investments… | 615.49K | 0.0% | $10.09M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 553.85K | -6.7% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 553.85K | -6.7% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 540.34K | -0.5% | $8.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 540.34K | -0.5% | $8.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Invesco Ltd. | 293.99K | +0.9% | $4.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 203.53K | +1.1% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 203.53K | +1.1% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 178.86K | +10.0% | $2.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | LPL Financial LLC | 123.53K | -47.0% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 115.98K | -7.2% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 106.07K | +389.6% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 106.07K | +389.6% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 36.45K | +1.6% | $597,409 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 36.45K | +1.6% | $597,409 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Balyasny Asset Management L.P. | 12.61K | -5.9% | $206,662 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 12.26K | -0.3% | $200,876 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 11.84K | Nuevo | $194,123 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 304 | -63.5% | $4,990 | 0.0% | ▼ Trim | 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
| Citadel Advisors | $194,123 | 0.0% |
Posición cerrada
| Cetera Investment Advisers | $426,353 | era 0.0% |
| BlackRock | $1,521 | 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.