Ficha del valor · trimestre archivado
SMDV
nombre pendiente de incorporación al perfil
37Tenedores rastreados
0Δ titulares
3.35MAcciones mantenidas
$230.56MValor declarado
+2Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -2.3% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 26.03K | $1.88M | n/a | n/a |
| Q2 2026 | 35 | 0 | 3.36M | $258.51M | +1 | −2 |
| Q1 2026 | 37 | 0 | 3.35M | $230.56M | +2 | −2 |
| Q4 2025 | 37 | +1 | 3.43M | $226.70M | +1 | n/a |
| Q3 2025 | 6 | 0 | 1.04M | $69.30M | n/a | n/a |
| Q2 2025 | 3 | 0 | 41.63K | $2.71M | n/a | n/a |
| Q1 2025 | 2 | 0 | 47.01K | $3.08M | n/a | n/a |
| Q4 2024 | 2 | 0 | 22.69K | $1.54M | n/a | n/a |
| Q3 2024 | 2 | 0 | 34.03K | $2.36M | n/a | n/a |
| Q2 2024 | 2 | n/a | 42.88K | $2.66M | n/a | n/a |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 945.74K | -0.1% | $65.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | UBS Group AG | 418.75K | +1.6% | $28.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 320.81K | +0.8% | $22.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 290.71K | -0.9% | $20.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 277.19K | -0.7% | $19.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 246.12K | -1.6% | $16.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 201.56K | -3.5% | $13.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Baird Financial Group, Inc. | 136.50K | +2.9% | $9.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 79.18K | -7.3% | $5.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 54.74K | -6.2% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 52.87K | +9.1% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 42.71K | -0.2% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 37.97K | +64.8% | $2.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 35.81K | -64.2% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 35.32K | -0.3% | $2.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 32.15K | +4.4% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Two Sigma Investments ✦ | 26.70K | 0.0% | $1.84M | 0.0% | Held | 8 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 17.63K | -25.4% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 16.43K | +8.1% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 13.39K | -1.9% | $921,278 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 12.69K | -0.9% | $872,653 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 12.20K | +0.5% | $826,358 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 9.91K | Nuevo | $681,852 | 0.0% | New | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 7.86K | -40.2% | $540,893 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 6.11K | -59.5% | $420,511 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Blair William & Co/Il | 6.11K | +8.9% | $420,029 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 5.06K | 0.0% | $347,881 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citigroup Inc | 3.37K | +2.1% | $231,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 2.02K | +41.1% | $139,037 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Us Bancorp \De\ | 1.00K | 0.0% | $68,790 | 0.0% | Held | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 982 | -46.1% | $66,951 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Franklin Resources Inc | 735 | 0.0% | $50,560 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 573 | 0.0% | $39,417 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 536 | Nuevo | $36,871 | 0.0% | New | 1 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 203 | -21.0% | $13,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cwm, Llc | 54 | 0.0% | $3,715 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 3 | 0.0% | $206 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Fifth Third Bancorp | $681,852 | 0.0% |
| Russell Investments Group… | $36,871 | 0.0% |
Posición cerrada
| Fisher Asset Management | $581,504 | era 0.0% |
| Jane Street Group, Llc | $232,866 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 130 tenedores, 4.94M acciones, $334.78M 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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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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