SHYD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +3.2% · netto nieuwe posities -3.3% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 17.20K | $378,628 | n/a | −1 |
| Q2 2026 | 30 | 0 | 7.75M | $177.46M | n/a | −1 |
| 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 |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.80M | +12.9% | $41.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Mercer Global Advisors Inc /Adv | 1.66M | +8.0% | $38.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 985.27K | +2.7% | $22.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 763.35K | -1.3% | $17.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 450.69K | -24.9% | $10.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 289.22K | +8.5% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 258.20K | -7.9% | $5.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 236.32K | +14.7% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 194.91K | -0.2% | $4.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 162.01K | +26.6% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Osaic Holdings, Inc. | 136.13K | +42.4% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 127.13K | -4.8% | $2.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 120.14K | -34.8% | $2.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 110.32K | -35.1% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 96.07K | +12.3% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 73.52K | +522.0% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 58.80K | +36.5% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 30.40K | +16.9% | $696,229 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 28.53K | +1.8% | $653,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 26.83K | 0.0% | $614,385 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 24.80K | +30.7% | $567,910 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 19.86K | -4.5% | $453,350 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 19.10K | +52.5% | $437,436 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 18.61K | +0.3% | $426,169 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | CIBC Bancorp USA Inc. | 18.56K | -57.8% | $424,955 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 13.77K | -28.0% | $315,068 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 27 | Baird Financial Group, Inc. | 13.58K | +0.5% | $311,028 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 3.45K | -60.4% | $78,994 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Assetmark, Inc | 1.41K | +4.0% | $32,197 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | BlackRock ✦ (passief) | 1.04K | -7.7% | $23,816 | 0.0% | ▼ Trim | 5 | 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
| HighTower Advisors, LLC | $583,939 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 144 houders, 11.11M aandelen, $250.43M 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.