SMH
VanEck Semiconductor ETF · Financial Services · Asset Management
Señales de momentum (gestores comparables):
amplitud de titulares +8.8% ·
flujo de acciones -1.3% ·
nuevas posiciones netas +8.1%
— 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
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 97 | -1 | 39.27M | $25.69B | +11 | −12 |
| Q1 2026 | 99 | +8 | 34.38M | $13.14B | +13 | −5 |
| Q4 2025 | 90 | 0 | 34.82M | $12.48B | +3 | −3 |
| Q3 2025 | 13 | 0 | 7.01M | $2.29B | +2 | −2 |
| Q2 2025 | 10 | -2 | 495.18K | $138.10M | +1 | −3 |
| Q1 2025 | 10 | +1 | 1.19M | $251.87M | +1 | — |
| Q4 2024 | 9 | +3 | 1.37M | $332.58M | +3 | — |
| Q3 2024 | 6 | 0 | 754.92K | $185.30M | +2 | −2 |
| Q2 2024 | 6 | — | 1.03M | $268.23M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 10.46M | -14.1% | $4.01B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 10.46M | -14.1% | $4.01B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 10.46M | -14.1% | $4.01B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 10.46M | -14.1% | $4.01B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 10.46M | -14.1% | $4.01B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 5.46M | +105.6% | $2.09B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 5.46M | +105.6% | $2.09B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 5.46M | +105.6% | $2.09B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 5.46M | +105.6% | $2.09B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 5.46M | +105.6% | $2.09B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 5.46M | +105.6% | $2.09B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 5.46M | +105.6% | $2.09B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 5.46M | +105.6% | $2.09B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 2.82M | +4.2% | $1.08B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.82M | +64.2% | $659.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.82M | +64.2% | $659.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1.82M | +64.2% | $659.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.82M | +64.2% | $659.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 1.82M | +64.2% | $659.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 1.82M | +64.2% | $659.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 1.82M | +64.2% | $659.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.82M | +64.2% | $659.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.82M | +64.2% | $659.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 1.82M | +64.2% | $659.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 1.34M | -11.5% | $514.79M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 1.34M | -11.5% | $514.79M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 1.34M | -11.5% | $514.79M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | UBS Group AG | 1.34M | -11.5% | $514.79M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | UBS Group AG | 1.34M | -11.5% | $514.79M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 30 | Bnp Paribas Financial Markets | 1.13M | +23.1% | $434.21M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 31 | Citigroup Inc | 934.36K | -35.1% | $358.23M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 32 | Citigroup Inc | 934.36K | -35.1% | $358.23M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 33 | Citigroup Inc | 934.36K | -35.1% | $358.23M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 918.97K | +8.2% | $352.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 918.97K | +8.2% | $352.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 918.97K | +8.2% | $352.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 918.97K | +8.2% | $352.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 918.97K | +8.2% | $352.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 746.22K | +39.4% | $286.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 644.80K | -32.0% | $247.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Raymond James Financial Inc | 620.98K | +9.5% | $238.08M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | Raymond James Financial Inc | 620.98K | +9.5% | $238.08M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | Raymond James Financial Inc | 620.98K | +9.5% | $238.08M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | Royal Bank Of Canada | 556.27K | -6.0% | $213.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Royal Bank Of Canada | 556.27K | -6.0% | $213.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Royal Bank Of Canada | 556.27K | -6.0% | $213.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Royal Bank Of Canada | 556.27K | -6.0% | $213.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Royal Bank Of Canada | 556.27K | -6.0% | $213.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Royal Bank Of Canada | 556.27K | -6.0% | $213.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Royal Bank Of Canada | 556.27K | -6.0% | $213.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Royal Bank Of Canada | 556.27K | -6.0% | $213.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Northwestern Mutual Wealth… | 535.28K | -2.3% | $205.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 53 | Cetera Investment Advisers | 511.62K | +3.4% | $196.16M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 54 | Susquehanna International Group, Llp | 458.82K | +187.9% | $175.91M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 55 | Susquehanna International Group, Llp | 458.82K | +187.9% | $175.91M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 56 | Susquehanna International Group, Llp | 458.82K | +187.9% | $175.91M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 57 | Renaissance Technologies ✦ | 369.49K | Nuevo | $141.66M | 0.2% | New | 1 | SEC ↗ |
| 58 | Ameriprise Financial Inc | 362.14K | -13.9% | $138.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Ameriprise Financial Inc | 362.14K | -13.9% | $138.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Ameriprise Financial Inc | 362.14K | -13.9% | $138.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Ameriprise Financial Inc | 362.14K | -13.9% | $138.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Squarepoint Ops LLC | 351.29K | +92.1% | $134.68M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 63 | Osaic Holdings, Inc. | 318.27K | +13.1% | $122.10M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 64 | Osaic Holdings, Inc. | 318.27K | +13.1% | $122.10M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 65 | Osaic Holdings, Inc. | 318.27K | +13.1% | $122.10M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 66 | Rockefeller Capital Management L.P. | 303.53K | -10.3% | $116.37M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 67 | Rockefeller Capital Management L.P. | 303.53K | -10.3% | $116.37M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 68 | Rockefeller Capital Management L.P. | 303.53K | -10.3% | $116.37M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 69 | Rockefeller Capital Management L.P. | 303.53K | -10.3% | $116.37M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 70 | Mml Investors Services, Llc | 258.73K | -7.8% | $99.20M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 71 | Mirae Asset Global Investments Co.… | 210.66K | +548.6% | $80.77M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 72 | D. E. Shaw & Co. ✦ | 199.46K | Nuevo | $76.47M | 0.1% | New | 1 | SEC ↗ |
| 73 | Barclays Plc | 190.84K | +30.4% | $73.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Barclays Plc | 190.84K | +30.4% | $73.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Barclays Plc | 190.84K | +30.4% | $73.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Barclays Plc | 190.84K | +30.4% | $73.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Jones Financial Companies Lllp | 193.45K | +23.1% | $72.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Jones Financial Companies Lllp | 193.45K | +23.1% | $72.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Commonwealth Equity Services, Llc | 187.66K | -30.3% | $71.95M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 80 | Marshall Wace ✦ | 176.76K | Nuevo | $67.77M | 0.1% | New | 1 | SEC ↗ |
| 81 | Marshall Wace ✦ | 176.76K | Nuevo | $67.77M | 0.1% | New | 1 | SEC ↗ |
| 82 | Fisher Asset Management ✦ | 144.57K | -7.5% | $55.43M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 83 | Stifel Financial Corp | 138.22K | +3.5% | $53.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Stifel Financial Corp | 138.22K | +3.5% | $53.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Stifel Financial Corp | 138.22K | +3.5% | $53.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | BlackRock ✦ (pasivo) | 119.25K | +4.4% | $45.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 87 | BlackRock ✦ (pasivo) | 119.25K | +4.4% | $45.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 88 | BlackRock ✦ (pasivo) | 119.25K | +4.4% | $45.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 89 | BlackRock ✦ (pasivo) | 119.25K | +4.4% | $45.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 90 | BlackRock ✦ (pasivo) | 119.25K | +4.4% | $45.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 91 | BlackRock ✦ (pasivo) | 119.25K | +4.4% | $45.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 92 | BlackRock ✦ (pasivo) | 119.25K | +4.4% | $45.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 93 | BlackRock ✦ (pasivo) | 119.25K | +4.4% | $45.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 94 | Mariner, LLC | 107.57K | +3.4% | $41.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Mariner, LLC | 107.57K | +3.4% | $41.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Mariner, LLC | 107.57K | +3.4% | $41.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Bank Of Montreal /Can/ | 102.70K | +48.6% | $39.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Bank Of Montreal /Can/ | 102.70K | +48.6% | $39.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Bank Of Montreal /Can/ | 102.70K | +48.6% | $39.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 102.70K | +48.6% | $39.37M | 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
| Renaissance Technologies | $141.66M | 0.2% |
| D. E. Shaw & Co. | $76.47M | 0.1% |
| Marshall Wace | $67.77M | 0.1% |
| Marshall Wace | $67.77M | 0.1% |
Posición cerrada
| Citadel Advisors | $57.28M | era 0.0% |
| Hrt Financial Lp | $32.68M | era 0.1% |
| Millennium Management | $14.97M | era 0.0% |
| Manufacturers Life Insurance… | $2.06M | era 0.0% |
| Man Group plc | $270,098 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,287 tenedores, 51.06M acciones, $18.06B 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.