Ficha del valor
VLU
nombre pendiente de incorporación al perfil
34Tenedores rastreados
+5Δ titulares
1.19MAcciones mantenidas
$282.69MValor declarado
+5Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +17.2% ·
flujo de acciones +3.4% ·
nuevas posiciones netas +14.7%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
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 | 34 | +5 | 1.19M | $282.69M | +5 | — |
| Q1 2026 | 29 | +2 | 1.15M | $246.70M | +4 | −2 |
| Q4 2025 | 27 | -1 | 1.16M | $243.81M | — | −1 |
| Q3 2025 | 5 | +2 | 107.44K | $21.93M | +2 | — |
| Q2 2025 | 1 | — | 1.49K | $286,242 | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 425.52K | -0.1% | $101.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 143.74K | +0.2% | $34.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 143.74K | +0.2% | $34.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 106.04K | +8.7% | $25.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 106.04K | +8.7% | $25.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 106.04K | +8.7% | $25.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 104.47K | -1.4% | $24.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 103.73K | +4.7% | $24.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 103.73K | +4.7% | $24.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 69.57K | +0.2% | $16.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 69.57K | +0.2% | $16.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 66.71K | +19.7% | $15.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 66.71K | +19.7% | $15.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 66.71K | +19.7% | $15.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 31.02K | +1.5% | $7.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 31.02K | +1.5% | $7.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Cetera Investment Advisers | 27.94K | +2.4% | $6.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 19.49K | +24.6% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 19.49K | +24.6% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 18.27K | -12.4% | $4.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 17.67K | +23.1% | $4.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 12.30K | -9.9% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Creative Planning | 11.26K | -1.8% | $2.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 6.22K | -13.2% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 4.79K | Nuevo | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 4.78K | +172.8% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 1.88K | +4.5% | $447,900 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.81K | +94.9% | $431,395 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Brown Advisory Inc | 1.81K | 0.0% | $431,393 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 1.72K | Nuevo | $409,716 | 0.0% | New | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 1.70K | +3.8% | $408,991 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 1.20K | Nuevo | $285,849 | 0.0% | New | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 1.14K | Nuevo | $271,794 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cerity Partners LLC | 940 | 0.0% | $223,915 | 0.0% | Held | 2 | SEC ↗ |
| 35 | UBS Group AG | 298 | +441.8% | $70,985 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | UBS Group AG | 298 | +441.8% | $70,985 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | BlackRock ✦ (pasivo) | 296 | 0.0% | $70,509 | 0.0% | Held | 4 | SEC ↗ |
| 38 | Fifth Third Bancorp | 158 | 0.0% | $37,637 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 71 | Nuevo | $16,913 | 0.0% | New | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 56 | -72.5% | $13,447 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 47 | -93.2% | $11,157 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 36 | 0.0% | $8,575 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Us Bancorp \De\ | 31 | -39.2% | $7,384 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 6 | 0.0% | $1,432 | 0.0% | Held | 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
| Pnc Financial Services Group… | $1.14M | 0.0% |
| Citadel Advisors | $409,716 | 0.0% |
| Two Sigma Investments | $285,849 | 0.0% |
| AQR Capital Management | $271,794 | 0.0% |
| Rockefeller Capital… | $16,913 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 103 tenedores, 1.99M acciones, $394.54M 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 ·
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