YLD
nama menunggu ingest profil
Input momentum (manajer yang sebanding):
keluasan pemegang -20.8% ·
aliran saham +22.3% ·
posisi baru bersih -20.0%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Mariner, LLC | $385,905 | adalah 0.0% |
| Cetera Investment Advisers | $190,927 | adalah 0.0% |
| UBS Group AG | $5,005 | adalah 0.0% |
| Morgan Stanley | $1,916 | adalah 0.0% |
| Northwestern Mutual Wealth… | $133 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 66 pemegang, 21.27M saham, $401.77M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.