Ficha del valor
SHYD
nombre pendiente de incorporación al perfil
31Tenedores rastreados
0Δ titulares
7.98MAcciones mantenidas
$182.64MValor declarado
+0Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +5.8% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | 0 | 7.98M | $182.64M | — | — |
| Q1 2026 | 32 | +1 | 7.54M | $170.77M | +2 | −1 |
| Q4 2025 | 30 | +2 | 7.22M | $165.51M | +2 | — |
| Q3 2025 | 4 | 0 | 1.02M | $23.32M | — | — |
| Q2 2025 | 2 | — | 179 | $4,044 | — | — |
| Q4 2024 | 1 | 0 | 49.18K | $1.11M | — | — |
| Q3 2024 | 1 | 0 | 9.74K | $221,338 | — | — |
| Q2 2024 | 1 | — | 14.24K | $318,459 | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.80M | +12.9% | $41.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.80M | +12.9% | $41.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.80M | +12.9% | $41.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.80M | +12.9% | $41.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 1.66M | +8.0% | $38.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 985.27K | +2.7% | $22.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 985.27K | +2.7% | $22.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 763.35K | -1.3% | $17.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 763.35K | -1.3% | $17.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 450.69K | -24.9% | $10.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 289.22K | +8.5% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 289.22K | +8.5% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 258.20K | -7.9% | $5.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 236.32K | +14.7% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 236.32K | +14.7% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 226.10K | +777.4% | $5.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 194.91K | -0.2% | $4.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 162.01K | +26.6% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 162.01K | +26.6% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 162.01K | +26.6% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 162.01K | +26.6% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 136.13K | +42.4% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 136.13K | +42.4% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 127.13K | -4.8% | $2.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 120.14K | -34.8% | $2.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS Group AG | 110.32K | -35.1% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 96.07K | +12.3% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mariner, LLC | 73.52K | +522.0% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 58.80K | +36.5% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 30.40K | +16.9% | $696,229 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 28.53K | +1.8% | $653,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 26.83K | 0.0% | $614,385 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 24.80K | +30.7% | $567,910 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 19.86K | -4.5% | $453,350 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Jane Street Group, Llc | 19.10K | +52.5% | $437,436 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Fifth Third Bancorp | 18.61K | +0.3% | $426,169 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | CIBC Bancorp USA Inc. | 18.56K | -57.8% | $424,955 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 13.77K | -28.0% | $315,068 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 13.77K | -28.0% | $315,068 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 13.58K | +0.5% | $311,028 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 3.45K | -60.4% | $78,994 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 42 | Assetmark, Inc | 1.41K | +4.0% | $32,197 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | BlackRock ✦ (pasivo) | 1.04K | -7.7% | $23,816 | 0.0% | ▼ Trim | 5 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 144 tenedores, 11.11M acciones, $250.43M 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: Q2 2026 ·
Metodología ·
Obtener esto a través de la API