Ficha del valor · trimestre archivado
XHE
nombre pendiente de incorporación al perfil
29Tenedores rastreados
0Δ titulares
920.06KAcciones mantenidas
$81.18MValor declarado
+0Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +30.0% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -1 | 1.04M | $88.41M | +3 | −4 |
| Q1 2026 | 34 | +5 | 809.08K | $63.10M | +7 | −2 |
| Q4 2025 | 29 | 0 | 920.06K | $81.18M | — | — |
| Q3 2025 | 5 | 0 | 132.34K | $10.42M | — | — |
| Q2 2025 | 2 | 0 | 23.84K | $1.94M | — | — |
| Q1 2025 | 1 | 0 | 7.36K | $604,992 | — | — |
| Q4 2024 | 1 | 0 | 6.72K | $595,141 | — | — |
| Q3 2024 | 1 | 0 | 11.77K | $1.07M | — | — |
| Q2 2024 | 1 | — | 30.72K | $2.59M | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 227.40K | +118.3% | $20.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 227.40K | +118.3% | $20.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 227.40K | +118.3% | $20.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 201.95K | +4789.8% | $17.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 201.95K | +4789.8% | $17.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 201.95K | +4789.8% | $17.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 129.90K | +998.1% | $11.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 61.55K | — | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 51.30K | — | $4.53M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 51.30K | — | $4.53M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 37.54K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 37.54K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 37.54K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 37.54K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 32.56K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 32.56K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 28.71K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 24.87K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 24.87K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 19.57K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 19.18K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 19.18K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 18.04K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 15.43K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 15.43K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 11.20K | — | $987,784 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 7.21K | -39.4% | $635,785 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 28 | Cetera Investment Advisers | 5.81K | — | $512,485 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 5.21K | — | $459,575 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 5.21K | — | $459,575 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wealthfront Advisers LLC | 5.04K | — | $444,944 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 5.02K | — | $443,135 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 5.02K | — | $443,135 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 4.82K | — | $424,917 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 4.82K | — | $424,917 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 2.19K | — | $192,782 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 2.19K | — | $192,782 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Franklin Resources Inc | 1.75K | — | $154,403 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Citigroup Inc | 1.17K | — | $103,053 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 1.10K | — | $97,192 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 506 | — | $44,665 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 378 | — | $33,351 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 329 | 0.0% | $29,048 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Qube Research & Technologies Ltd | 302 | — | $26,645 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Cwm, Llc | 58 | — | $5,000 | 0.0% | n/c | 1 | 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): 72 tenedores, 829.56K acciones, $63.63M 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: Q4 2025 ·
Metodología ·
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