YLD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -20.8% ·
share flow +22.3% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 4.33M | +50.1% | $82.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Principal Financial Group Inc | 3.25M | +4.1% | $61.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Principal Financial Group Inc | 3.25M | +4.1% | $61.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 2.09M | +39.2% | $39.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.92M | +28.1% | $36.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.92M | +28.1% | $36.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.92M | +28.1% | $36.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 1.53M | +13.9% | $29.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 866.01K | +19.9% | $16.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 866.01K | +19.9% | $16.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 518.55K | -0.4% | $9.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 367.33K | -14.4% | $7.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 303.52K | +1.9% | $5.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Us Bancorp \De\ | 303.33K | +10.5% | $5.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Us Bancorp \De\ | 303.33K | +10.5% | $5.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 260.64K | +140.3% | $4.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cerity Partners LLC | 19.28K | -3.4% | $367,844 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 18.15K | -30.5% | $346,359 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 12.62K | -90.0% | $240,788 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 11.40K | -0.6% | $217,460 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 10.77K | -14.9% | $205,462 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 3.24K | -0.2% | $61,857 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 10 | 0.0% | $191 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 14 | -6.7% | $27 | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Mariner, LLC | $385,905 | was 0.0% |
| Cetera Investment Advisers | $190,927 | was 0.0% |
| UBS Group AG | $5,005 | was 0.0% |
| Morgan Stanley | $1,916 | was 0.0% |
| Northwestern Mutual Wealth… | $133 | was 0.0% |
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.