证券记录 · 已归档季度
IYLD
名称等待档案录入
23被追踪持有人
+1Δ持有人
1.04M持有股份
$22.54M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +4.5% ·
股份流向 -14.1% ·
净新建仓位 +4.3%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 324.74K | -0.3% | $7.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 262.69K | +10.5% | $5.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 70.78K | -63.0% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 53.24K | -44.1% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 47.62K | -6.2% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 40.76K | -0.9% | $885,660 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 37.43K | 新增 | $813,310 | 0.0% | New | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 23.27K | +47.1% | $505,638 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 22.54K | 0.0% | $484,546 | 0.0% | Held | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 22.27K | 0.0% | $483,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 21.09K | -18.4% | $458,365 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 21.12K | +213.9% | $452,982 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 20.81K | -0.6% | $452,201 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 17.36K | +24.0% | $377,195 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Ameriprise Financial Inc | 14.06K | +6.6% | $305,437 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 13.55K | -12.4% | $294,512 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 10.01K | -16.8% | $217,517 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 8.99K | -5.7% | $195,266 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Us Bancorp \De\ | 3.15K | 0.0% | $68,450 | 0.0% | Held | 2 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 1.34K | 0.0% | $28,884 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 523 | 新增 | $11,365 | 0.0% | New | 1 | SEC ↗ |
| 22 | Cwm, Llc | 247 | 新增 | $5,367 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1 | 新增 | $22 | 0.0% | New | 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
| Susquehanna International… | $813,310 | 0.0% |
| Fifth Third Bancorp | $11,365 | 0.0% |
| Cwm, Llc | $5,367 | 0.0% |
| Fidelity (FMR) | $22 | 0.0% |
已清仓
| Citadel Advisors | $1.01M | 曾为 0.0% |
| Jane Street Group, Llc | $496,794 | 曾为 0.0% |
| Wealth Enhancement Advisory… | $258,270 | 曾为 0.0% |
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: Q1 2026 ·
方法论 ·
通过API获取此数据