YLD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow -3.6% ·
net new positions +9.1%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 2.99M | n/a | $56.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 2.31M | n/a | $43.93M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 1.48M | n/a | $28.15M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 1.36M | n/a | $25.93M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 802.12K | n/a | $15.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 711.67K | n/a | $13.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 427.20K | n/a | $8.12M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 374.21K | -60.6% | $7.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 305.26K | n/a | $5.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Us Bancorp \De\ | 258.26K | n/a | $4.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Jane Street Group, Llc | 157.28K | n/a | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 138.06K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 113.47K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 104.19K | New | $1.98M | 0.0% | New | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 38.42K | New | $730,134 | 0.0% | New | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 26.63K | n/a | $506,107 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 19.10K | n/a | $362,919 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 11.62K | n/a | $220,921 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 154 | n/a | $2,927 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 101 | -33.1% | $1,925 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Bnp Paribas Financial Markets | 10 | n/a | $190 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 15 | +7.1% | $28 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $1.98M | 0.0% |
| Citadel Advisors | $730,134 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 66 holders, 21.27M shares, $401.77M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.