YLD
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +9.1% ·
Aktienfluss +11.1% ·
neue Nettopositionen +8.3%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 3.13M | +4.4% | $58.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Principal Financial Group Inc | 3.13M | +4.4% | $58.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 2.89M | +24.9% | $54.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.50M | +86.9% | $28.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.50M | +86.9% | $28.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.50M | +86.9% | $28.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 1.50M | +1.2% | $28.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 1.34M | -1.8% | $25.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 721.96K | +1.4% | $13.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 721.96K | +1.4% | $13.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 520.68K | +70.6% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 428.93K | +0.4% | $8.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 428.93K | +0.4% | $8.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 297.73K | -20.4% | $5.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Us Bancorp \De\ | 274.53K | +6.3% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 126.24K | +11.2% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 108.48K | -21.4% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 26.13K | -32.0% | $495,425 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mariner, LLC | 20.35K | Neu | $385,905 | 0.0% | New | 1 | SEC ↗ |
| 20 | Cerity Partners LLC | 19.95K | +4.5% | $378,328 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 12.65K | -52.5% | $239,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 11.46K | -1.4% | $217,345 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 10.07K | Neu | $190,927 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 3.25K | Neu | $61,582 | 0.0% | New | 1 | SEC ↗ |
| 25 | UBS Group AG | 264 | Neu | $5,005 | 0.0% | New | 1 | SEC ↗ |
| 26 | UBS Group AG | 264 | Neu | $5,005 | 0.0% | New | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 101 | 0.0% | $1,916 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 101 | 0.0% | $1,916 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Bnp Paribas Financial Markets | 10 | 0.0% | $190 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 7 | -95.5% | $133 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 15 | 0.0% | $29 | 0.0% | Held | 4 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Mariner, LLC | $385,905 | 0.0% |
| Cetera Investment Advisers | $190,927 | 0.0% |
| Fifth Third Bancorp | $61,582 | 0.0% |
| UBS Group AG | $5,005 | 0.0% |
| UBS Group AG | $5,005 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $2.99M | war 0.0% |
| Goldman Sachs Group | $1.98M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 66 Inhaber, 21.27M Anteile, $401.77M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.