Ficha del valor · trimestre archivado
SRVR
nombre pendiente de incorporación al perfil
32Tenedores rastreados
-4Δ titulares
6.53MAcciones mantenidas
$203.74MValor declarado
+0Nuevas posiciones
−4Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -11.1% ·
flujo de acciones -18.9% ·
nuevas posiciones netas -12.5%
— 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
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -1 | 6.63M | $210.74M | +2 | −3 |
| Q1 2026 | 32 | -4 | 6.53M | $203.74M | — | −4 |
| Q4 2025 | 36 | -1 | 8.04M | $230.32M | — | −1 |
| Q3 2025 | 7 | +2 | 691.12K | $21.89M | +2 | — |
| Q2 2025 | 3 | -1 | 39.72K | $1.28M | — | −1 |
| Q1 2025 | 2 | +1 | 27.82K | $816,370 | +1 | — |
| Q4 2024 | 1 | 0 | 19.89K | $596,242 | — | — |
| Q3 2024 | 1 | 0 | 9.79K | $314,747 | — | — |
| Q2 2024 | 1 | — | 9.53K | $260,660 | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.38M | -21.1% | $74.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.38M | -21.1% | $74.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 1.22M | +0.8% | $38.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 771.02K | -40.2% | $24.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 771.02K | -40.2% | $24.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 478.19K | +11.0% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 478.19K | +11.0% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 478.19K | +11.0% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 471.26K | -14.3% | $14.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 471.26K | -14.3% | $14.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 471.26K | -14.3% | $14.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 348.58K | +12.4% | $10.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 158.50K | -7.7% | $4.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 158.50K | -7.7% | $4.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 158.50K | -7.7% | $4.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 113.96K | -8.5% | $3.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 107.85K | -0.5% | $3.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 107.85K | -0.5% | $3.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 94.47K | -22.4% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 94.47K | -22.4% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Franklin Resources Inc | 84.39K | -13.6% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Franklin Resources Inc | 84.39K | -13.6% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Franklin Resources Inc | 84.39K | -13.6% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 54.58K | +42.3% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 49.68K | -39.5% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 48.52K | -12.9% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 37.03K | +73.3% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 37.03K | +73.3% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 37.03K | +73.3% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 18.81K | +3.1% | $587,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 16.32K | -90.5% | $509,542 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 15.37K | -4.4% | $480,015 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 13.07K | -3.4% | $408,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 13.07K | -3.4% | $408,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 12.86K | -47.5% | $401,525 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Citigroup Inc | 12.70K | +15.2% | $396,556 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 12.60K | -44.6% | $393,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 12.60K | -44.6% | $393,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Cwm, Llc | 1.11K | -10.8% | $34,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 273 | -89.0% | $8,529 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 168 | +10.5% | $5,245 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Simplex Trading, Llc | 163 | +715.0% | $5,088 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 71 | +24.6% | $2,217 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | BlackRock ✦ (pasivo) | 62 | 0.0% | $1,929 | 0.0% | Held | 4 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 47 | -20.3% | $1,467 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Blair William & Co/Il | 37 | 0.0% | $1,155 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 4 | 0.0% | $125 | 0.0% | Held | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 3 | -76.9% | $91 | 0.0% | ▼ Trim | 3 | 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
| Two Sigma Investments | $3.16M | era 0.0% |
| Wealth Enhancement Advisory… | $409,905 | era 0.0% |
| Bank Of Montreal /Can/ | $103,165 | era 0.0% |
| Jones Financial Companies Lllp | $1,317 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 103 tenedores, 7.79M acciones, $229.94M 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: Q1 2026 ·
Metodología ·
Obtener esto a través de la API