Ficha del valor · trimestre archivado
XSVM
nombre pendiente de incorporación al perfil
32Tenedores rastreados
0Δ titulares
3.43MAcciones mantenidas
$196.28MValor declarado
+0Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +1.5% · 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 | 34 | -2 | 3.27M | $227.29M | +1 | −3 |
| Q1 2026 | 37 | +5 | 3.28M | $197.72M | +7 | −2 |
| Q4 2025 | 32 | 0 | 3.43M | $196.28M | — | — |
| Q3 2025 | 5 | -1 | 425.51K | $24.02M | — | −1 |
| Q2 2025 | 4 | 0 | 110.55K | $5.75M | — | — |
| Q1 2025 | 3 | 0 | 147.22K | $7.39M | — | — |
| Q4 2024 | 3 | +1 | 83.29K | $4.54M | +1 | — |
| Q3 2024 | 2 | 0 | 77.60K | $4.27M | +1 | −1 |
| Q2 2024 | 2 | — | 26.29K | $1.38M | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 861.00K | — | $49.20M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 464.38K | — | $26.53M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 464.38K | — | $26.53M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 464.38K | — | $26.53M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 414.52K | +7.8% | $23.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 414.52K | +7.8% | $23.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 414.52K | +7.8% | $23.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cwm, Llc | 220.46K | — | $12.60M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 215.69K | — | $12.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 215.69K | — | $12.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 169.63K | — | $9.69M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 143.05K | — | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 140.78K | — | $8.05M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 140.78K | — | $8.05M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 140.78K | — | $8.05M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 112.84K | — | $6.45M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 108.32K | — | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cibc World Market Inc. | 97.54K | — | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 94.67K | — | $5.41M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 81.25K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 81.25K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 81.25K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 47.64K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 47.64K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citigroup Inc | 39.77K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 33.45K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 33.45K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 30.00K | +29.9% | $1.71M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 27.50K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 19.05K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Charles Schwab Investment… | 17.96K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 15.86K | +557.1% | $906,412 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 15.86K | +557.1% | $906,412 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 15.86K | +557.1% | $906,412 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 14.99K | +11.2% | $856,643 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 36 | UBS Group AG | 14.47K | — | $826,702 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 12.01K | — | $686,194 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 12.01K | — | $686,194 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 9.09K | — | $535,991 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Creative Planning | 9.14K | — | $522,015 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 8.15K | — | $465,748 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Captrust Financial Advisors | 4.67K | — | $266,950 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Hrt Financial Lp | 3.59K | — | $205,000 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 1.98K | -4.5% | $113,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 989 | — | $57,035 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Us Bancorp \De\ | 328 | — | $18,742 | 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): 127 tenedores, 5.22M acciones, $304.87M 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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