SYLD
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs -3.4% ·
flux d'actions -2.5% ·
nouvelles positions nettes -3.6%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +3 | 3.46M | $273.88M | +5 | −2 |
| Q1 2026 | 30 | +2 | 3.53M | $265.92M | +3 | −1 |
| Q4 2025 | 28 | -1 | 3.63M | $252.38M | — | −1 |
| Q3 2025 | 7 | +1 | 783.15K | $53.77M | +1 | — |
| Q2 2025 | 3 | 0 | 40.20K | $2.61M | — | — |
| Q1 2025 | 2 | +1 | 41.41K | $2.64M | +1 | — |
| Q4 2024 | 1 | -1 | 7.05K | $482,508 | +1 | −2 |
| Q3 2024 | 2 | 0 | 24.16K | $1.75M | — | — |
| Q2 2024 | 2 | — | 10.51K | $717,896 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 644.47K | -9.3% | $44.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 644.47K | -9.3% | $44.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 457.10K | — | $31.78M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 457.10K | — | $31.78M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 457.10K | — | $31.78M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 403.33K | — | $28.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Focus Partners Wealth | 362.05K | — | $25.17M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 241.80K | — | $16.81M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 241.80K | — | $16.81M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 238.80K | — | $16.60M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 231.71K | — | $16.11M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 152.52K | — | $10.60M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 137.18K | — | $9.54M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 120.56K | — | $8.38M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 120.56K | — | $8.38M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 97.70K | — | $6.79M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 89.94K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 89.94K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 89.94K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 78.36K | — | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 78.36K | — | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 59.80K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 50.71K | — | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 50.71K | — | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 50.71K | — | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 48.02K | — | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 39.55K | — | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 35.72K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 34.29K | — | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 24.27K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 18.95K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 17.27K | -50.0% | $1.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 16.24K | +0.6% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 11.82K | +10.9% | $821,865 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Corient Private Wealth LP | 11.05K | — | $768,058 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Corient Private Wealth LP | 11.05K | — | $768,058 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 4.97K | — | $345,862 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 789 | -15.2% | $54,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 25 | 0.0% | $1,738 | 0.0% | Held | 3 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Two Sigma Investments | $720,930 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 164 détenteurs, 7.90M actions, $572.31M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.