证券记录 · 已归档季度
SPYI
名称等待档案录入
45被追踪持有人
+1Δ持有人
10.30M持有股份
$507.33M报告持仓市值
+5新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +2.3% ·
股份流向 +17.6% ·
净新建仓位 +2.2%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | +5 | 12.91M | $685.32M | +8 | −3 |
| Q1 2026 | 45 | +1 | 10.30M | $507.33M | +5 | −4 |
| Q4 2025 | 43 | 0 | 8.73M | $458.72M | — | — |
| Q3 2025 | 6 | -1 | 532.41K | $27.85M | — | −1 |
| Q2 2025 | 5 | +1 | 390.24K | $19.64M | +1 | — |
| Q1 2025 | 2 | 0 | 72.43K | $3.47M | — | — |
| Q4 2024 | 2 | 0 | 250.55K | $12.73M | — | — |
| Q3 2024 | 2 | 0 | 167.59K | $8.59M | +1 | −1 |
| Q2 2024 | 2 | — | 236.63K | $11.87M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.30M | +37.0% | $212.37M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 1.06M | +14.5% | $52.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 1.06M | +14.5% | $52.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 1.06M | +14.5% | $52.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 936.43K | -11.2% | $46.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 936.43K | -11.2% | $46.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 936.43K | -11.2% | $46.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 936.43K | -11.2% | $46.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 936.43K | -11.2% | $46.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 688.84K | +14.5% | $34.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 688.84K | +14.5% | $34.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 536.81K | +36.6% | $26.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 497.25K | -23.0% | $24.55M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 460.07K | +3.5% | $22.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 460.07K | +3.5% | $22.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 460.07K | +3.5% | $22.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 435.54K | +27.6% | $21.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 344.10K | +832.5% | $16.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 116.51K | +48.1% | $5.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 110.84K | +377.5% | $5.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 97.64K | 新增 | $4.82M | 0.0% | New | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 97.64K | 新增 | $4.82M | 0.0% | New | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 62.77K | -42.7% | $3.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 60.07K | +14.8% | $2.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 59.46K | -40.5% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 59.46K | -40.5% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 54.55K | +74.4% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mariner, LLC | 53.77K | +24.8% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mariner, LLC | 53.77K | +24.8% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 53.47K | -74.3% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Principal Financial Group Inc | 52.56K | +67.5% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 41.00K | -9.0% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Hrt Financial Lp | 27.01K | -28.8% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Focus Partners Wealth | 25.50K | +159.0% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | CIBC Bancorp USA Inc. | 24.20K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | CIBC Bancorp USA Inc. | 24.20K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of America Corp /De/ | 22.64K | 0.0% | $1.12M | 0.0% | Held | 2 | SEC ↗ |
| 38 | Captrust Financial Advisors | 14.43K | +27.6% | $712,554 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Corient Private Wealth LP | 41.10K | -49.8% | $703,053 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Mirae Asset Global Investments Co.… | 14.00K | 0.0% | $691,180 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 12.89K | +1519.3% | $636,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 12.89K | +1519.3% | $636,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Creative Planning | 12.81K | -21.3% | $632,488 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Cwm, Llc | 11.17K | -3.0% | $551,277 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Fifth Third Bancorp | 10.68K | 新增 | $527,449 | 0.0% | New | 1 | SEC ↗ |
| 46 | Brown Advisory Inc | 10.11K | 0.0% | $499,124 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 7.42K | -6.1% | $366,277 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 7.42K | -6.1% | $366,277 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 7.42K | -6.1% | $366,277 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 7.42K | -6.1% | $366,277 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 7.30K | -39.5% | $360,421 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 7.30K | -39.5% | $360,421 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Lido Advisors, LLC | 6.52K | -6.7% | $321,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 5.01K | -56.1% | $247,569 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 5.01K | -56.1% | $247,569 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Cerity Partners LLC | 4.62K | 新增 | $229,665 | 0.0% | New | 1 | SEC ↗ |
| 57 | Fisher Asset Management ✦ | 4.26K | 新增 | $210,281 | 0.0% | New | 1 | SEC ↗ |
| 58 | BlackRock ✦ (被动) | 3.87K | +20.8% | $190,968 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | BlackRock ✦ (被动) | 3.87K | +20.8% | $190,968 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 3.17K | +43.3% | $156,700 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Simplex Trading, Llc | 2.84K | 新增 | $140,161 | 0.0% | New | 1 | SEC ↗ |
| 62 | Us Bancorp \De\ | 2.60K | 0.0% | $128,609 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Us Bancorp \De\ | 2.60K | 0.0% | $128,609 | 0.0% | Held | 2 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 231 | +196.2% | $11,100 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 231 | +196.2% | $11,100 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 231 | +196.2% | $11,100 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Assetmark, Inc | 162 | +26.6% | $7,998 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 10 | +66.7% | $494 | 0.0% | ▲ Add | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Susquehanna International… | $4.82M | 0.0% |
| Susquehanna International… | $4.82M | 0.0% |
| Fifth Third Bancorp | $527,449 | 0.0% |
| Cerity Partners LLC | $229,665 | 0.0% |
| Fisher Asset Management | $210,281 | 0.0% |
| Simplex Trading, Llc | $140,161 | 0.0% |
已清仓
| Renaissance Technologies | $5.11M | 曾为 0.0% |
| Citadel Advisors | $2.38M | 曾为 0.0% |
| Ameriprise Financial Inc | $696,443 | 曾为 0.0% |
| Group One Trading Llc | $315,075 | 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): 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
该证券的被追踪持有人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