YLD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom -3.6% ·
netto nieuwe posities +9.1%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -5 | 15.82M | $301.61M | — | −5 |
| Q1 2026 | 24 | +2 | 12.93M | $244.83M | +4 | −2 |
| Q4 2025 | 22 | +2 | 11.64M | $221.10M | +2 | — |
| Q3 2025 | 3 | 0 | 951.06K | $18.50M | — | — |
| Q2 2025 | 1 | — | 14 | $263 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 2.99M | — | $56.79M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Principal Financial Group Inc | 2.99M | — | $56.79M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 2.31M | — | $43.93M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 1.48M | — | $28.15M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 1.36M | — | $25.93M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 802.12K | — | $15.24M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 802.12K | — | $15.24M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 802.12K | — | $15.24M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 711.67K | — | $13.53M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 711.67K | — | $13.53M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 427.20K | — | $8.12M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 374.21K | -60.6% | $7.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 305.26K | — | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 305.26K | — | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Us Bancorp \De\ | 258.26K | — | $4.91M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 258.26K | — | $4.91M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 157.28K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 138.06K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 113.47K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 104.19K | Nieuw | $1.98M | 0.0% | New | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 38.42K | Nieuw | $730,134 | 0.0% | New | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 26.63K | — | $506,107 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cerity Partners LLC | 19.10K | — | $362,919 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Truist Financial Corp | 11.62K | — | $220,921 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 154 | — | $2,927 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 101 | -33.1% | $1,925 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 101 | -33.1% | $1,925 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 10 | — | $190 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 15 | +7.1% | $28 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $1.98M | 0.0% |
| Citadel Advisors | $730,134 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 66 houders, 21.27M aandelen, $401.77M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.