证券记录 · 已归档季度
SHYD
名称等待档案录入
32被追踪持有人
+1Δ持有人
7.54M持有股份
$170.77M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +3.2% ·
股份流向 +3.7% ·
净新建仓位 +3.1%
· 公式
广泛增持：持股数量上升，持有人数量增加
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 18.90K | $415,739 | n/a | n/a |
| Q2 2026 | 31 | 0 | 7.98M | $182.64M | n/a | n/a |
| Q1 2026 | 32 | +1 | 7.54M | $170.77M | +2 | −1 |
| Q4 2025 | 30 | +2 | 7.22M | $165.51M | +2 | n/a |
| Q3 2025 | 4 | 0 | 1.02M | $23.32M | n/a | n/a |
| Q2 2025 | 2 | n/a | 179 | $4,044 | n/a | n/a |
| Q4 2024 | 1 | 0 | 49.18K | $1.11M | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.74K | $221,338 | n/a | n/a |
| Q2 2024 | 1 | n/a | 14.24K | $318,459 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.60M | +7.5% | $36.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Mercer Global Advisors Inc /Adv | 1.54M | -16.0% | $34.91M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 959.33K | +13.9% | $21.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 773.52K | -0.4% | $17.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 599.97K | +78.9% | $13.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 280.23K | -1.8% | $6.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 266.62K | +49.9% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 205.99K | +14.3% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 195.36K | +5.3% | $4.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 184.12K | +27.3% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 169.97K | -25.1% | $3.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 133.61K | -3.0% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 127.99K | +2.2% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Osaic Holdings, Inc. | 95.61K | +17.9% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Jones Financial Companies Lllp | 85.54K | -5.5% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | CIBC Bancorp USA Inc. | 44.02K | n/a | $997,425 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 43.08K | +1.9% | $976,189 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 28.04K | -8.2% | $635,318 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 26.83K | +17.4% | $607,945 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 26.00K | +167.2% | $589,115 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 25.77K | +0.1% | $583,939 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 20.80K | -50.7% | $470,936 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 19.12K | +114.5% | $432,495 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Mml Investors Services, Llc | 18.97K | -16.1% | $429,904 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 18.56K | 新增 | $420,592 | 0.0% | New | 1 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 13.51K | +13.3% | $306,159 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jane Street Group, Llc | 12.53K | 新增 | $283,862 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mariner, LLC | 11.82K | +31.3% | $267,841 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 8.70K | +21.2% | $197,154 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Assetmark, Inc | 1.35K | +4.8% | $30,636 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cwm, Llc | 1.35K | -66.7% | $30,500 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | BlackRock ✦ (被动) | 1.13K | -2.2% | $25,538 | 0.0% | ▼ Trim | 4 | 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
| Fifth Third Bancorp | $420,592 | 0.0% |
| Jane Street Group, Llc | $283,862 | 0.0% |
已清仓
| Goldman Sachs Group | $1.79M | 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): 144 持有人, 11.11M 股份, $250.43M 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