IYLD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.5% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | 0 | 1.05M | $23.22M | +1 | −2 |
| Q1 2026 | 23 | +1 | 1.04M | $22.54M | +4 | −3 |
| Q4 2025 | 22 | 0 | 1.21M | $25.86M | n/a | n/a |
| Q3 2025 | 3 | +1 | 366.64K | $7.80M | +1 | n/a |
| Q1 2025 | 2 | 0 | 23.67K | $475,233 | n/a | n/a |
| Q4 2024 | 2 | +1 | 34.79K | $677,748 | +1 | n/a |
| Q3 2024 | 1 | 0 | 10.00K | $206,610 | +1 | −1 |
| Q2 2024 | 1 | n/a | 21.25K | $421,660 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 325.87K | +6.3% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 237.70K | n/a | $5.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Royal Bank Of Canada | 191.51K | n/a | $4.10M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 95.23K | n/a | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 50.77K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Citadel Advisors ✦ | 47.18K | +216.5% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 41.13K | n/a | $880,910 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 25.85K | n/a | $553,674 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Jane Street Group, Llc | 23.19K | n/a | $496,794 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 22.54K | -50.0% | $482,743 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 22.27K | n/a | $476,980 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 20.93K | n/a | $448,214 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 15.82K | n/a | $338,773 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 15.47K | n/a | $331,336 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 14.00K | n/a | $299,949 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Ameriprise Financial Inc | 13.19K | n/a | $282,445 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 11.95K | n/a | $258,270 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 12.03K | n/a | $257,661 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 9.53K | n/a | $204,154 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 6.73K | n/a | $144,132 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 3.15K | n/a | $67,473 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 1.34K | n/a | $28,497 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 49 houders, 1.55M aandelen, $33.09M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.