证券记录 · 已归档季度
IYLD
名称等待档案录入
22被追踪持有人
0Δ持有人
1.21M持有股份
$25.86M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +2.5% · 净新建仓位 0.0% · 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 49 持有人, 1.55M 股份, $33.09M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据