Catatan efek · kuartal yang diarsipkan
SYLD
nama menunggu ingest profil
30Pemegang yang dilacak
+2Δ pemegang
3.53MSaham yang dipegang
$265.92MNilai yang dilaporkan
+3Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +7.1% ·
aliran saham -2.8% ·
posisi baru bersih +6.7%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 675.57K | +4.8% | $50.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 675.57K | +4.8% | $50.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 675.57K | +4.8% | $50.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 675.57K | +4.8% | $50.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 414.02K | -9.4% | $31.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 414.02K | -9.4% | $31.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 414.02K | -9.4% | $31.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 410.66K | +1.8% | $30.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 379.04K | +4.7% | $28.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 250.79K | +5.0% | $18.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 248.38K | +2.7% | $18.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 248.38K | +2.7% | $18.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 248.38K | +2.7% | $18.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 198.11K | -14.5% | $14.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 149.35K | -2.1% | $11.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cwm, Llc | 125.69K | -8.4% | $9.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 95.52K | +6.2% | $7.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 95.52K | +6.2% | $7.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 82.73K | -15.3% | $6.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 76.21K | -36.8% | $5.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 76.21K | -36.8% | $5.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 67.06K | -14.4% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 67.06K | -14.4% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 47.65K | -0.8% | $3.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 45.18K | -10.9% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 45.18K | -10.9% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 40.07K | -33.0% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 39.74K | Baru | $3.00M | 0.0% | New | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 39.74K | Baru | $3.00M | 0.0% | New | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 31.03K | -21.6% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 26.52K | +63.3% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 24.67K | -30.9% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 24.70K | +1.7% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 20.96K | -38.9% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 18.93K | -0.1% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 17.06K | +44.3% | $1.29M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 6.49K | +30.5% | $489,637 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 6.44K | -62.7% | $485,640 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | Fifth Third Bancorp | 1.90K | Baru | $143,170 | 0.0% | New | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 921 | +3584.0% | $69,489 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 789 | 0.0% | $58,654 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 296 | Baru | $22,321 | 0.0% | New | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Susquehanna International… | $3.00M | 0.0% |
| Susquehanna International… | $3.00M | 0.0% |
| Fifth Third Bancorp | $143,170 | 0.0% |
| Assetmark, Inc | $22,321 | 0.0% |
Telah keluar
| Corient Private Wealth LP | $768,058 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 164 pemegang, 7.90M saham, $572.31M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API