IYLD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +3.3% · netto nieuwe posities -4.8% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| 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 ✦ | 327.82K | +0.9% | $7.26M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 266.66K | +1.5% | $5.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Susquehanna International Group, Llp | 61.45K | +64.2% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 54.06K | +1.5% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 47.96K | +0.7% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Jones Financial Companies Lllp | 46.23K | +118.9% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 44.49K | -37.1% | $985,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 31.83K | -21.9% | $704,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 28.14K | +62.1% | $623,128 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 22.54K | 0.0% | $500,017 | 0.0% | Held | 4 | SEC ↗ |
| 11 | Raymond James Financial Inc | 21.01K | -0.4% | $465,187 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 16.50K | +21.7% | $365,268 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 14.72K | Nieuw | $325,927 | 0.0% | New | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 14.60K | +3.9% | $323,380 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 13.45K | -42.2% | $297,760 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 11.89K | -42.9% | $263,302 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 10.61K | +18.1% | $235,003 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 10.02K | +0.1% | $221,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Us Bancorp \De\ | 3.15K | 0.0% | $69,756 | 0.0% | Held | 3 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 1.34K | 0.0% | $29,499 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 1 | 0.0% | $22 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $325,927 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $483,980 | was 0.0% |
| Fifth Third Bancorp | $11,365 | was 0.0% |
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.