LBTYA Liberty Global Ltd. - Class A Common Shares

NASDAQ · Telecommunication · Ver em SEC EDGAR ↗
$10,25
Preço · Ago 18, 2026
Fundamentais a partir de Mai 1, 2026

Sobre Liberty Global Ltd. - Class A Common Shares Visão geral da empresa da Wikipedia

Liberty Global Ltd. is a British-Dutch-American multinational telecommunications company domiciled in Bermuda, with headquarters in London, Amsterdam and Denver. Its respective legal names are Liberty Global Holdings Limited (UK), Liberty Global B.V. (Netherlands) and Liberty Global, Inc., with the first of these being publicly traded. It was formed in 2005 by the merger of the international arm of Liberty Media and UnitedGlobalCom (UGC).

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Liberty Global Ltd. is a British-Dutch-American multinational telecommunications company domiciled in Bermuda, with headquarters in London, Amsterdam and Denver. Its respective legal names are Liberty Global Holdings Limited (UK), Liberty Global B.V. (Netherlands) and Liberty Global, Inc. (United States), with the first of these being publicly traded. It was formed in 2005 by the merger of the international arm of Liberty Media (in turn, a spin-off of American cable-television group TCI) and UnitedGlobalCom (UGC).

Liberty Global had an annual revenue of $11.5 billion in 2019, with operations in six countries and 20,600 employees. It has 10.8 million cable service subscribers, or 25.3 million revenue generation units (RGU), combining video, internet, and voice customers.

History

Liberty Global Inc. was founded in 2005 when Liberty Media International, Inc. (LMI) and UnitedGlobalCom, Inc. (UGC) merged. LMI and UGC became subsidiaries of Liberty Global. UGC founder was Gene Schneider. UGC was also built on acquisitions. United International Holding, later called UGC, acquired 50% of UPC from Dutch electronic concern Philips in 1995, and 100% in 1997.

The new entity had operations in 18 countries and networks over approximately 23 million homes, making it one of the largest broadband services companies in the world.

Liberty acquired German company Unitymedia in November 2009 for $5.2 billion. In 2010, Liberty sold its stake in Jupiter Telecommunications, a Japanese telecommunications-services provider.

On November 9, 2012, Liberty Global acquired Puerto Rico-based cable company OneLink Communications.

In January 2013, Liberty Global raised its stake in Belgium-based Telenet from 50.2% to 58%. In June 2013, Liberty Global acquired British cable group Virgin Media for $24 billion in cash and stock. The acquisition was noted by The New York Times as one of the 10 largest cable deals of all time. It was reported that this acquisition would make Liberty Global the largest broadband company in the world. Liberty agreed in October 2013 to sell Chellomedia for $1.035 billion except for its Benelux unit to AMC Networks.

Liberty Global announced it would be acquiring Dutch cable company Ziggo for €10 billion in January 2014. The acquisition was completed in November 2014, when the services of UPC Nederland began to be merged into the new business. Liberty Global and Discovery Communications became joint owners of All3Media in May 2014 in a £500 million joint deal. In July 2014, Liberty Global acquired a 6.4% stake in ITV plc, valued at £481 million. Liberty's stake in the company increased to 9.9% in July 2015.

In November 2015, Liberty Global announced its acquisition of Cable & Wireless Communications. The $5.3 billion deal expanded Liberty Global's presence into the Caribbean & greater Latin America. The acquisition was completed in May 2016. In 2015, Liberty established the stock Liberty Latin American & Caribbean (LiLAC) focusing on Panama and the Caribbean with assets in Chile and Puerto Rico. The company also owned a 49% stake in majority state-owned Trinidadian telco, TSTT, which it was eventually obliged to dispose of as the company itself competes with Liberty's wholly owned Trinidadian subsidiary, FLOW Trinidad. Liberty Global and Discovery Communications paid approximately $195 million for a 3.4% stake in Lions Gate Entertainment Group in November 2015. Liberty CEO Mike Fries joined the Lion's Gate board of directors as part of the acquisition.

Liberty invested £7.5 million in global broadband cable network Technetix in July 2016. In November 2016, Liberty Global's Virgin Media subsidiary released its Netflix and other app-enabled set-top V6 box. Liberty Global was also ranked 88th on the Forbes "World's Most Innovative Companies" list in 2016.

At the end of 2017, Liberty Global announced the decision to sell its operations in Austria, UPC Austria – the country's largest cable operator, to T-Mobile Austria for €1.9 billion, which was then rebranded Magenta Telekom.

In January 2018, Liberty Latin America spun off from Liberty Global. The new publicly traded company, Liberty Latin America Ltd., operates independently throughout parts of the Caribbean and South America.

On May 9, 2018, Liberty Global announced the sale of its operations in Germany, Hungary, Romania and the Czech Republic to Vodafone for €19 billion ($22.7 billion). The sale closed for $21.3 billion in July 2019. All of these operations, formerly named UPC (Unitymedia in Germany), were since rebranded to Vodafone. In December 2018, Liberty Global announced the sale of its DTH satellite TV operations in Hungary (UPC Direct), Czech Republic, Slovakia (in both named freeSAT) and Romania (Focus Sat) to M7 Group. Under M7 Group, Czech and Slovak operations were integrated with Skylink, Hungarian operations adopted Direct One name and logo, while Romanian operations retained its name, only changing its logo to match with its new parent.

In 2019, Liberty Global announced an initiative to offer broadband with speeds of 1 Gbps across several European cities through the company's GigaCities program.

In August 2020, Liberty Global announced that it would be buying Sunrise Communications AG for $7.4 billion.

The company attempted to acquire Sunrise Communications multiple times; according to Mike Fries, the chief executive officer of Liberty Global, "It wasn't a question of 'is this a good deal?' only a matter of how it would get done".

On the 11th November Sunrise became a subsidiary of Liberty Global.

In September 2021, Liberty Global announce the sale of its Polish operations to Iliad's subsidiary Play (P4) for $1.8bn. The transaction was closed on 1 April 2022.

In July 2023, Liberty Global's shareholders voted overwhelmingly for Liberty Global to redomicile from the United Kingdom to Bermuda. In November 2023, Liberty Global completed the redomicile.

In November 2024, Liberty Global announced the completion of the spin-off transaction of Sunrise. This transaction resulted in Sunrise becoming an independent public entity, operating autonomously in the Swiss telecommunications market. The move allowed Liberty Global shareholders to participate directly in Sunrise's future performance.

On 18 December 2025, Liberty Global sold the last UPC asset in Slovakia to E& PPF Telecom Group for €95 Million, making end to their UPC business.

Merger with Vodafone in the Netherlands

In June 2015, Vodafone confirmed talks with Liberty Global focused on potential partnerships, but denied that a full merger was in the works. Liberty Global invested in Guavus, a data analytics company, in September 2015. In February 2016, it was announced that Vodafone and Liberty Global would merge Dutch operations. Liberty's Dutch subsidiary, Ziggo, would work with Vodafone's mobile network. Vodafone paid Liberty €1 billion as part of the joint venture valued at €3.5 billion. The deal was approved by the European Commission in August 2016. On 31 December 2016, the proposed merger of Liberty Global's and Vodafone Group's Dutch operations was completed, resulting in a joint venture called VodafoneZiggo Group Holding B.V.

Innovations and investments

In 2013–2016, Liberty Global invested EUR 14.5 billion in infrastructure, including investments to bring high-speed internet to four million more European households through new build and upgrades.

In October 2017, Liberty Global opened the Telenet Innovation Centre in Brussels, its second innovation hub alongside the Tech Campus near Amsterdam. The Innovation Center is focused on testing Internet of Things (IoT) solutions and mobile technologies, including the introduction and preparation of 5G networks.

Video properties

Liberty Global offers Netflix in 30 countries in Europe, Latin America and the Caribbean and other video-on-demand platforms as MaxDome in Germany, Play and Play More in Belgium, and MyPrime in Poland, Czech Republic, Slovakia, Ireland, Switzerland and the Netherlands.

In 2017, Liberty Global partnered with affiliate Lionsgate and subsidiary premium channel Starz on a television series, The Rook. The show, which premiered in summer 2019, is adapted by Stephenie Meyer from the novel of the same name written by Daniel O'Malley.

In February 2018, Liberty Global announced a partnership with Amazon Prime Video on the television series called The Feed, premiering in 2019. The show was co-produced in partnership with the Amazon Studios division and launched as an on-demand programme in Europe, Latin and North America.

Horizon TV

Horizon TV is Liberty Global's flagship platform with more than 10 million first-generation Horizon TV devices sold.

Liberty Global launched Horizon TV, a box to stream to televisions, in 2012. H2, an upgraded version of the Horizon box, was launched in 2013. The new system included an upgraded remote control with a QWERTY keyboard. A secondary box connects wirelessly to the main device allowing TV, DVR and VoD streaming to multiple rooms in a subscriber's house. Liberty partnered with ActiveVideo in 2013 to include ActiveVideo's CloudTV on the Horizon boxes.

Twitter was integrated into Horizon's mobile app library in 2016. The addition allowed live tweets to be overlaid onto the screen of a program being broadcast. Horizon TV was also launched in Austria in 2016, making it available in all three German-speaking countries where Liberty Global operates.

In September 2018, Liberty Global announced the next-generation video platform Horizon 4.

Operations and shareholdings

Liberty Global operates through the following subsidiaries and shareholdings:

Virgin Media O2 (50% ownership)

O2

giffgaff

Tesco Mobile (50% ownership)

Virgin Media (UK)

Virgin Media Business

VodafoneZiggo (50% ownership)

Vodafone Netherlands

Ziggo

Ziggo Sport

Ziggo Sport Totaal

Virgin Media Ireland

Virgin Media Television

Virgin Mobile

Telenet (Belgium)

BASE

Play Media

Play4

Play5

Play6

Play7

Play Sports

Canal+ (Poland) (17% ownership)

ITV plc (United Kingdom) (5% shareholding)

Markets

Americas

Part of Liberty Global is separately listed as LiLAC (Liberty Latin America and Caribbean Group), operating in over 20 countries under the consumer brands VTR, FLOW, Cabletica, Liberty, Más Móvil and BTC, as well as having a sub-sea fiber network.

In January 2018, Liberty Latin America spun off the main company and began operating independently from Liberty Global.

Liberty Latin America's operations consist of Liberty Puerto Rico, a provider of pay-TV, Internet, and telephone services in Puerto Rico, and VTR, a Chile a cable provider of television, telephone, mobile, and internet services. Through the acquisition of Cable and Wireless Communications, Liberty Global has become the owner of the largest pay-TV and broadband provider in the Caribbean. In addition, the company also owns CWC's operations in the Seychelles named Cable and Wireless Seychelles.

Europe

Liberty Global serves six countries in Europe and is among the largest cable operators in Belgium, Ireland, the Netherlands, Slovakia, Switzerland and the United Kingdom.

Merger of Virgin Media with O2 UK

On 7 May 2020, it was announced that Liberty Global and Telefónica had been in talks to merge their UK businesses in a deal worth an estimated £31bn. The merger would see Virgin Media and O2 form a 50:50 joint venture, making the combined business one of the UK's largest entertainment and telecommunications companies, with annual revenues of approximately US$13.6 billion and over 46 million subs.

The merger was subject to customary regulatory approval and, if approved, was to be completed by mid-2021. The merger was completed on 1 June 2021.

Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

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COMPRA 19 analistas
  • Compra forte 3 15,8%
  • Compra 7 36,8%
  • Manter 8 42,1%
  • Venda 1 5,3%
  • Venda forte 0 0,0%

Preço-alvo de 12 meses

13 analistas · 2026-08-18
Alvo mediano $12.50 +22,0%
Alvo médio $14.88 +45,2%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Surpresa Média
-3.0%
Período EPS Actual EPS est. Surpresa
30 de Junho de 2026 $-1.07 $-0.49 -0.58%
31 de Março de 2026 $0.96 $-0.37 1.3%
31 de Dezembro de 2025 $-8.60 $-0.47 -8.1%
30 de Setembro de 2025 $-0.27 $-0.37 0.10%
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Investidores institucionais (13F) 324 declarantes · $1.2B total · Em 30 de Junho de 2026

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
55 (-1 vs trimestre anterior) 33 (-6 vs trimestre anterior) 102 (+14 vs trimestre anterior) 88 (-3 vs trimestre anterior) -13.8M

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

Instituição Valor Ações % de 13F rastreado Tipo
Rubric Capital Management LP $133.629.961 11.752.855 11,04% Ações
Wolf Hill Capital Management, LP $114.850.053 10.101.148 9,49% Ações
DIMENSIONAL FUND ADVISORS LP $99.714.002 8.769.921 8,24% Ações
OAKTREE CAPITAL MANAGEMENT LP $97.227.041 8.551.191 8,03% Ações
AMERICAN CENTURY COMPANIES INC $57.228.553 5.033.294 4,73% Ações
RENAISSANCE TECHNOLOGIES LLC $54.116.129 4.759.554 4,47% Ações
STATE STREET CORP $36.896.321 3.245.059 3,05% Ações
GEODE CAPITAL MANAGEMENT, LLC $27.928.594 2.455.848 2,31% Ações
Dodge & Cox $26.890.754 2.444.614 2,22% Ações
ACR Alpine Capital Research, LLC $26.167.589 2.301.459 2,16% Ações
FIRST WILSHIRE SECURITIES MANAGEMENT INC $25.698.906 2.260.238 2,12% Ações
HIGHLAND PEAK CAPITAL, LLC $25.172.555 2.213.945 2,08% Ações
NORGES BANK $23.289.512 2.048.330 1,92% Ações
GAMCO INVESTORS, INC. ET AL $22.384.813 1.968.761 1,85% Ações
LOS ANGELES CAPITAL MANAGEMENT LLC $21.893.640 1.925.562 1,81% Ações
Wolf Hill Capital Management, LP $20.509.206 1.803.800 1,69% Opção de compra
Covalis Capital LLP $18.714.599 1.645.963 1,55% Ações
VANGUARD PORTFOLIO MANAGEMENT LLC $18.548.472 1.631.352 1,53% Ações
VANGUARD CAPITAL MANAGEMENT LLC $18.033.741 1.586.081 1,49% Ações
Ilex Capital Partners (UK) LLP $16.784.383 1.476.199 1,39% Ações
GABELLI FUNDS LLC $16.211.119 1.425.780 1,34% Ações
Wallace Capital Management Inc. $15.262.053 1.342.309 1,26% Ações
GOLDMAN SACHS GROUP INC $13.822.373 1.215.688 1,14% Ações
Centiva Capital, LP $12.673.002 1.114.600 1,05% Opção de venda
PRIVATE MANAGEMENT GROUP INC $10.855.655 954.763 0,90% Ações
Clearline Capital LP $10.786.412 948.673 0,89% Ações
TWO SIGMA INVESTMENTS, LP $10.643.798 936.130 0,88% Ações
VANGUARD FIDUCIARY TRUST CO $9.739.167 856.567 0,80% Ações
Quantinno Capital Management LP $9.100.775 800.420 0,75% Ações
DME Capital Management, LP $9.086.790 799.190 0,75% Ações
VANGUARD GROUP INC $8.683.942 779.528 0,72% Ações
NOMURA HOLDINGS INC $7.959.000 700.000 0,66% Opção de venda
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $7.889.529 693.890 0,65% Ações
BARCLAYS PLC $7.640.220 671.963 0,63% Ações
MILLENNIUM MANAGEMENT LLC $6.304.187 554.458 0,52% Ações
Amundi $5.660.429 497.839 0,47% Ações
CITADEL ADVISORS LLC $5.658.474 497.667 0,47% Ações
Engineers Gate Manager LP $4.840.300 425.708 0,40% Ações
IEQ CAPITAL, LLC $4.564.089 401.415 0,38% Ações
BNP PARIBAS FINANCIAL MARKETS $4.546.113 399.834 0,38% Ações
BlackRock, Inc. $4.448.740 391.270 0,37% Ações
BANK OF AMERICA CORP /DE/ $4.439.838 390.487 0,37% Ações
Mariner, LLC $4.358.553 383.340 0,36% Ações
OCCUDO QUANTITATIVE STRATEGIES LP $4.204.126 369.756 0,35% Ações
BOOTHBAY FUND MANAGEMENT, LLC $4.191.664 368.660 0,35% Ações
BANK OF NOVA SCOTIA $4.050.380 356.234 0,33% Ações
Susquehanna Portfolio Strategies, LLC $3.999.511 351.760 0,33% Ações
Squarepoint Ops LLC $3.978.545 349.916 0,33% Ações
Swiss National Bank $3.785.073 332.900 0,31% Ações
Centiva Capital, LP $3.524.757 310.005 0,29% Ações
MACKENZIE FINANCIAL CORP $3.315.083 291.564 0,27% Ações
WOLVERINE TRADING, LLC $3.192.320 275.200 0,26% Opção de venda
PRELUDE CAPITAL MANAGEMENT, LLC $3.103.237 272.932 0,26% Ações
Deltroit Asset Management (UK) LLP $3.102.009 272.824 0,26% Ações
FMR LLC $3.081.065 270.982 0,25% Ações
CITIGROUP INC $2.644.594 232.594 0,22% Ações
WITTENBERG INVESTMENT MANAGEMENT, INC. $2.459.372 191.922 0,20% Ações
NATIXIS $2.444.709 215.014 0,20% Ações
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2.188.338 181.004 0,18% Ações
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2.122.779 186.700 0,18% Opção de compra
CITADEL ADVISORS LLC $2.119.368 186.400 0,18% Opção de venda
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1.957.831 184.527 0,16% Ações
Edgestream Partners, L.P. $1.938.358 170.480 0,16% Ações
CWM, LLC $1.880.394 155.533 0,16% Ações
Point72 Asset Management, L.P. $1.876.982 165.082 0,16% Ações
Oak Thistle LLC $1.861.895 163.755 0,15% Ações
TWO SIGMA ADVISERS, LP $1.842.623 165.406 0,15% Ações
SUSQUEHANNA ADVISORS GROUP, INC. $1.792.151 157.621 0,15% Ações
D. E. Shaw & Co., Inc. $1.785.806 157.063 0,15% Ações
Balyasny Asset Management L.P. $1.471.142 129.388 0,12% Ações
RHUMBLINE ADVISERS $1.466.959 129.022 0,12% Ações
VANGUARD ASSET MANAGEMENT, Ltd $1.404.877 123.560 0,12% Ações
Headlands Technologies LLC $1.385.298 121.838 0,11% Ações
MERCER GLOBAL ADVISORS INC /ADV $1.310.267 115.239 0,11% Ações
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.243.548 109.371 0,10% Ações
CITADEL ADVISORS LLC $1.159.740 102.000 0,10% Opção de compra
Corient Private Wealth LP $1.156.672 101.730 0,10% Ações
Caption Management, LLC $1.137.000 100.000 0,09% Ações
Tevis Investment Management $1.030.327 90.618 0,09% Ações
Friedenthal Financial $1.013.545 89.142 0,08% Ações
Schonfeld Strategic Advisors LLC $990.270 87.095 0,08% Ações
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $947.276 78.352 0,08% Ações
Hall Kathryn A. $923.390 80.575 0,08% Ações
JANUS HENDERSON GROUP PLC $919.220 76.000 0,08% Ações
Atom Investors LP $915.888 80.553 0,08% Ações
Graham Capital Management, L.P. $875.376 76.990 0,07% Ações
Police & Firemen's Retirement System of New Jersey $853.705 75.084 0,07% Ações
CAPSTONE INVESTMENT ADVISORS, LLC $816.605 71.821 0,07% Ações
Vanguard Global Advisers, LLC $796.935 70.091 0,07% Ações
Invesco Ltd. $784.610 69.007 0,06% Ações
Mitsubishi UFJ Trust & Banking Corp $773.819 68.058 0,06% Ações
KLP KAPITALFORVALTNING AS $743.598 65.400 0,06% Ações
Frec Markets, Inc. $728.249 64.050 0,06% Ações
NEW YORK STATE COMMON RETIREMENT FUND $714.036 62.800 0,06% Ações
ALLIANCEBERNSTEIN L.P. $699.805 57.883 0,06% Ações
Kerrisdale Advisers, LLC $689.477 60.640 0,06% Ações
JANE STREET GROUP, LLC $677.652 59.600 0,06% Opção de compra
Arax Advisory Partners $672.274 59.127 0,06% Ações
FULLCIRCLE WEALTH LLC $663.602 62.310 0,05% Ações
PEAK6 LLC $654.912 57.600 0,05% Ações

Executivos da empresa 18 insiders · 5 diretores · 12 conselheiros

Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
Michael T Fries President & CEO 1 de Maio de 2026 M 2.246.362 0 0 $0
Charles H R Bracken EVP & CFO 1 de Maio de 2026 M 82.401 0 0 $0
Bernard G Dvorak EVP & Co-CFO 24 de Fevereiro de 2016 A 4.782 0 0 $0
Diederik Karsten EVP, European BB Ops 24 de Fevereiro de 2016 A 2.978 0 0 $0
Nair Balan EVP & CTO 24 de Fevereiro de 2016 A 41.597 0 0 $0
Malone John C Conselheiro 18 de Agosto de 2017 J 6.722.357 0 0 $0
Richard R Green Conselheiro 1 de Janeiro de 2016 M 557 0 0 $0
Andrew Cole Conselheiro 31 de Dezembro de 2015 A 47.549 0 0 $0
John W Dick Conselheiro 31 de Dezembro de 2015 A 43.672 0 0 $0
David J Wargo Conselheiro 31 de Dezembro de 2015 A 46.768 0 0 $0
John P Cole JR Conselheiro 31 de Dezembro de 2015 A 49.891 0 0 $0
Paul A Gould Conselheiro 31 de Dezembro de 2015 A 951.549 0 0 $0
Larry E Romrell Conselheiro 14 de Dezembro de 2015 S 59.295 0 0 $0
David E Rapley Conselheiro 20 de Novembro de 2015 S 16.622 0 0 $0
J C Sparkman Conselheiro 9 de Julho de 2015 J 47.412 0 0 $0
Miranda Curtis Conselheiro 9 de Julho de 2015 J 0 0 $0
Nicholas V. Tompras Detentor de 10% 27 de Dezembro de 2024 S 0 0 0 $0
Bryan H Hall 1 de Maio de 2026 M 230.365 0 0 $0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Ativistas e proprietários de 5%+ 6 participações

Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.

Declarante Declarado Participação Status Propósito Declaração
John C. Malone ×7 declarações 13 de Maio de 2025 67,80% Emenda SEC
Liberty Global Ltd., Liberty Global Ventures Limited ×2 declarações 8 de Maio de 2025 0,00% Declaração inicial SEC
Liberty Global Ltd. (formerly known as Liberty Global plc), Liberty Global Ventures Limited (formerly known as Liberty Global Incorporated Limited) 15 de Maio de 2024 Declaração inicial SEC
Michael T. Fries ×5 declarações 25 de Junho de 2021 Declaração inicial SEC
Liberty Global plc, Liberty Global Ventures Limited (formerly known as Liberty Global Incorporated Limited) ×7 declarações 18 de Setembro de 2020 Declaração inicial SEC
Robert R. Bennett 3 de Abril de 2014 Declaração inicial SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Participação em ETFs Detido por 41 ETFs

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
IYZ · iShares Trust 1,29% 1.474.200 SH 8 de Agosto de 2026 Diário
EQAL · Invesco Exchange-Traded Fund Trust … 0,37% 292.190 SH 8 de Agosto de 2026 Diário
SMMV · iShares Trust 0,27% 72.340 SH 8 de Agosto de 2026 Diário
AVUV · AMERICAN CENTURY ETF TRUST 0,19% 4.209.132 NS 31 de Maio de 2026 N-PORT
DFSV · Dimensional ETF Trust 0,14% 902.617 NS 30 de Abril de 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,11% 254.074 NS 31 de Maio de 2026 N-PORT
VOX · VANGUARD WORLD FUND 0,11% 590.365 SH 8 de Agosto de 2026 Diário
DFAT · Dimensional ETF Trust 0,08% 952.530 NS 30 de Abril de 2026 N-PORT
SMLF · iShares Trust 0,07% 291.402 SH 8 de Agosto de 2026 Diário
ISCV · iShares Trust 0,06% 37.346 SH 8 de Agosto de 2026 Diário
VFVA · VANGUARD WELLINGTON FUND 0,05% 34.157 SH 8 de Agosto de 2026 Diário
DFAS · Dimensional ETF Trust 0,05% 590.540 NS 30 de Abril de 2026 N-PORT
ISCB · iShares Trust 0,03% 7.607 SH 8 de Agosto de 2026 Diário
SMMD · iShares Trust 0,02% 84.625 SH 8 de Agosto de 2026 Diário
PRF · Invesco Exchange-Traded Fund Trust 0,02% 216.223 SH 8 de Agosto de 2026 Diário
DXUV · Dimensional ETF Trust 0,02% 7.653 NS 30 de Abril de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,02% 1.541.225 SH 8 de Agosto de 2026 Diário
WSML · iShares Trust 0,02% 11.041 SH 8 de Agosto de 2026 Diário
IWS · iShares Trust 0,02% 253.263 SH 8 de Agosto de 2026 Diário
IWR · iShares Trust 0,01% 721.092 SH 8 de Agosto de 2026 Diário
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,01% 6.634 NS 31 de Maio de 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0,01% 107.234 SH 8 de Agosto de 2026 Diário
DFSU · Dimensional ETF Trust 0,01% 16.478 NS 30 de Abril de 2026 N-PORT
DFAC · Dimensional ETF Trust 0,01% 287.258 NS 30 de Abril de 2026 N-PORT
DFUV · Dimensional ETF Trust 0,01% 84.450 NS 30 de Abril de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 16.314 NS 30 de Abril de 2026 N-PORT
IWD · iShares Trust 0,00% 373.928 SH 8 de Agosto de 2026 Diário
DFAU · Dimensional ETF Trust 0,00% 39.688 NS 30 de Abril de 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 41.646 NS 31 de Maio de 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 50.442 NS 30 de Abril de 2026 N-PORT
IWB · iShares Trust 0,00% 115.227 SH 8 de Agosto de 2026 Diário
IWV · iShares Trust 0,00% 45.049 SH 8 de Agosto de 2026 Diário
ITOT · iShares Trust 0,00% 187.987 SH 8 de Agosto de 2026 Diário
MSLC · MORGAN STANLEY PATHWAY FUNDS 0,00% 5.258 NS 31 de Maio de 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,00% 602 NS 31 de Maio de 2026 N-PORT
AVUQ · AMERICAN CENTURY ETF TRUST 0,00% 52 NS 31 de Maio de 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 44.856 SH 8 de Agosto de 2026 Diário
VONE · VANGUARD SCOTTSDALE FUNDS 0,00% 26.953 SH 8 de Agosto de 2026 Diário
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 13.938 SH 8 de Agosto de 2026 Diário
AVLC · AMERICAN CENTURY ETF TRUST 0,00% 38 NS 31 de Maio de 2026 N-PORT
ESGV · VANGUARD WORLD FUND 0,00% 37.619 SH 8 de Agosto de 2026 Diário