证券记录 · 已归档季度
YLD
名称等待档案录入
24被追踪持有人
+2Δ持有人
12.93M持有股份
$244.83M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +9.1% ·
股份流向 +11.1% ·
净新建仓位 +8.3%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 3.13M | +4.4% | $58.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 2.89M | +24.9% | $54.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.50M | +86.9% | $28.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 1.50M | +1.2% | $28.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 1.34M | -1.8% | $25.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 721.96K | +1.4% | $13.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 520.68K | +70.6% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 428.93K | +0.4% | $8.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | JPMorgan Chase ✦ | 297.73K | -20.4% | $5.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Us Bancorp \De\ | 274.53K | +6.3% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 126.24K | +11.2% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 108.48K | -21.4% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 26.13K | -32.0% | $495,425 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mariner, LLC | 20.35K | 新增 | $385,905 | 0.0% | New | 1 | SEC ↗ |
| 15 | Cerity Partners LLC | 19.95K | +4.5% | $378,328 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 12.65K | -52.5% | $239,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 11.46K | -1.4% | $217,345 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 10.07K | 新增 | $190,927 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fifth Third Bancorp | 3.25K | 新增 | $61,582 | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS Group AG | 264 | 新增 | $5,005 | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Morgan Stanley ✦ | 101 | 0.0% | $1,916 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 22 | Bnp Paribas Financial Markets | 10 | 0.0% | $190 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 7 | -95.5% | $133 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 15 | 0.0% | $29 | 0.0% | Held | 4 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| Jane Street Group, Llc | $2.99M | 曾为 0.0% |
| Goldman Sachs Group | $1.98M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 66 持有人, 21.27M 股份, $401.77M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据