证券记录 · 已归档季度
SPYI
名称等待档案录入
43被追踪持有人
0Δ持有人
8.73M持有股份
$458.72M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 -3.7% · 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 88.65K | $4.77M | +1 | n/a |
| Q2 2026 | 48 | +5 | 12.82M | $680.49M | +8 | −4 |
| Q1 2026 | 45 | +1 | 10.30M | $507.33M | +5 | −4 |
| Q4 2025 | 43 | 0 | 8.73M | $458.72M | n/a | n/a |
| Q3 2025 | 6 | -1 | 532.41K | $27.85M | n/a | −1 |
| Q2 2025 | 5 | +1 | 390.24K | $19.64M | +1 | n/a |
| Q1 2025 | 2 | 0 | 72.43K | $3.47M | n/a | n/a |
| Q4 2024 | 2 | 0 | 250.55K | $12.73M | n/a | n/a |
| Q3 2024 | 2 | 0 | 167.59K | $8.59M | +1 | −1 |
| Q2 2024 | 2 | n/a | 236.63K | $11.87M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.14M | n/a | $164.94M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 1.05M | n/a | $55.39M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 927.24K | n/a | $48.71M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | Mml Investors Services, Llc | 645.69K | n/a | $33.92M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Stifel Financial Corp | 601.40K | n/a | $31.59M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Raymond James Financial Inc | 444.64K | n/a | $23.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 392.86K | n/a | $20.64M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 341.30K | n/a | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 208.04K | n/a | $10.93M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 109.48K | n/a | $5.81M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 99.91K | n/a | $5.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Renaissance Technologies ✦ | 97.30K | -8.4% | $5.11M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 13 | Corient Private Wealth LP | 81.83K | n/a | $4.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Northwestern Mutual Wealth… | 78.66K | n/a | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 52.31K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 45.39K | +0.9% | $2.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 45.04K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 43.10K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Hrt Financial Lp | 37.92K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 36.90K | -88.2% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Principal Financial Group Inc | 31.39K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 31.27K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 23.21K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 22.64K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 16.27K | n/a | $854,618 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mirae Asset Global Investments Co.… | 14.00K | n/a | $735,420 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 13.26K | n/a | $696,443 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 12.06K | +79.3% | $633,578 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Cwm, Llc | 11.51K | n/a | $605,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 11.43K | n/a | $600,202 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Captrust Financial Advisors | 11.31K | n/a | $594,300 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Brown Advisory Inc | 10.11K | n/a | $530,958 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 9.85K | n/a | $517,157 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 7.90K | n/a | $414,935 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | Lido Advisors, LLC | 6.99K | n/a | $365,412 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Group One Trading Llc | 6.00K | n/a | $315,075 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (被动) | 3.20K | +435.4% | $168,201 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Us Bancorp \De\ | 2.60K | n/a | $136,841 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Pnc Financial Services Group, Inc. | 2.21K | n/a | $116,354 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 796 | n/a | $41,765 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 128 | n/a | $6,724 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 78 | -99.9% | $4,146 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Russell Investments Group, Ltd. | 6 | n/a | $315 | 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): 388 持有人, 26.35M 股份, $1.28B 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