XHE
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +17.2% ·
flujo de acciones -12.1% ·
nuevas posiciones netas +14.7%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 214 | $19,131 | n/a | n/a |
| Q2 2026 | 31 | -1 | 1.02M | $86.89M | +3 | −5 |
| Q1 2026 | 34 | +5 | 809.08K | $63.10M | +7 | −2 |
| Q4 2025 | 29 | 0 | 920.06K | $81.18M | n/a | n/a |
| Q3 2025 | 5 | 0 | 132.34K | $10.42M | n/a | n/a |
| Q2 2025 | 2 | 0 | 23.84K | $1.94M | n/a | n/a |
| Q1 2025 | 1 | 0 | 7.36K | $604,992 | n/a | n/a |
| Q4 2024 | 1 | 0 | 6.72K | $595,141 | n/a | n/a |
| Q3 2024 | 1 | 0 | 11.77K | $1.07M | n/a | n/a |
| Q2 2024 | 1 | n/a | 30.72K | $2.59M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 200.52K | -11.8% | $15.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Goldman Sachs Group ✦ | 131.04K | +0.9% | $10.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 101.99K | -49.5% | $7.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | Bank Of America Corp /De/ | 87.36K | +132.7% | $6.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 37.44K | -39.2% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 36.10K | -29.6% | $2.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 32.04K | +11.6% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 27.49K | +78.1% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bnp Paribas Financial Markets | 25.00K | Nuevo | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 19.89K | +1.6% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 18.01K | -0.2% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 16.65K | Nuevo | $1.30M | 0.0% | New | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 12.66K | -61.1% | $990,489 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Corient Private Wealth LP | 9.59K | -50.0% | $750,166 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 9.02K | -19.4% | $705,770 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 6.63K | +32.0% | $518,614 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Wealthfront Advisers LLC | 6.36K | +26.2% | $497,919 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 5.88K | -76.3% | $460,286 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 5.35K | +2.6% | $418,336 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Osaic Holdings, Inc. | 4.41K | -8.3% | $345,413 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Cetera Investment Advisers | 4.33K | -25.4% | $338,897 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Hrt Financial Lp | 3.11K | Nuevo | $243,000 | 0.0% | New | 1 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 2.15K | -1.7% | $168,060 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Franklin Resources Inc | 1.75K | 0.0% | $136,920 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 1.04K | -5.3% | $80,372 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citigroup Inc | 1.00K | -14.3% | $78,318 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 823 | +62.6% | $64,410 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 493 | Nuevo | $38,554 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 267 | -18.8% | $20,908 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Simplex Trading, Llc | 212 | Nuevo | $16,586 | 0.0% | New | 1 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 208 | -31.1% | $16,274 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 116 | Nuevo | $9,076 | 0.0% | New | 1 | SEC ↗ |
| 33 | Belvedere Trading LLC | 100 | Nuevo | $7,824 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cwm, Llc | 58 | 0.0% | $4,538 | 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
| Bnp Paribas Financial Markets | $1.96M | 0.0% |
| Jane Street Group, Llc | $1.30M | 0.0% |
| Hrt Financial Lp | $243,000 | 0.0% |
| TD Waterhouse Canada Inc. | $38,554 | 0.0% |
| Simplex Trading, Llc | $16,586 | 0.0% |
| Fifth Third Bancorp | $9,076 | 0.0% |
| Belvedere Trading LLC | $7,824 | 0.0% |
Posición cerrada
| Citadel Advisors | $635,785 | era 0.0% |
| Pnc Financial Services Group… | $33,351 | era 0.0% |
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.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.