SYLD — Institutionelle Eigentümer (13F)

174 Einreicher · $621.5M gesamt · Stand 30. September 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institution Wert Aktien % der verfolgten 13F Typ
MORGAN STANLEY $55.322.704 699.517 8,90% Aktien
LPL Financial LLC $33.622.339 425.132 5,41% Aktien
RAYMOND JAMES FINANCIAL INC $32.744.491 414.032 5,27% Aktien
Focus Partners Wealth $30.853.742 390.124 4,96% Aktien
Revolve Wealth Partners, LLC $29.591.896 374.169 4,76% Aktien
Intellus Advisors LLC $27.702.067 350.274 4,46% Aktien
ROTHSCHILD INVESTMENT LLC $22.970.100 290.441 3,70% Aktien
VestGen Advisors, LLC $22.221.896 280.981 3,58% Aktien
Verum Partners LLC $20.781.985 262.774 3,34% Aktien
ALM First Financial Advisors, LLC $19.255.868 268.778 3,10% Aktien
UBS Group AG $19.182.947 242.555 3,09% Aktien
Cetera Investment Advisers $18.865.460 238.541 3,04% Aktien
Compound Planning, Inc. $17.155.807 216.923 2,76% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $15.424.870 195.037 2,48% Aktien
Cambria Investment Management, L.P. $13.414.325 169.615 2,16% Aktien
HighTower Advisors, LLC $12.162.272 153.784 1,96% Aktien
Atlas Wealth LLC $11.990.049 151.606 1,93% Aktien
Arkadios Wealth Advisors $11.365.038 143.703 1,83% Aktien
Brookstone Capital Management $10.304.397 130.292 1,66% Aktien
CWM, LLC $9.478.120 125.688 1,52% Aktien
Fermata Advisors, LLC $7.892.279 99.792 1,27% Aktien
BANK OF AMERICA CORP /DE/ $7.471.046 94.467 1,20% Aktien
Empowered Funds, LLC $7.333.333 92.725 1,18% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $6.983.062 88.296 1,12% Aktien
United Advisor Group, LLC $6.187.841 78.241 1,00% Aktien
DKM Wealth Management, Inc. $5.711.203 72.214 0,92% Aktien
TRUIST FINANCIAL CORP $5.648.938 71.427 0,91% Aktien
Ethos Financial Group, LLC $5.608.444 70.915 0,90% Aktien
Breakwater Capital Group $5.540.705 70.058 0,89% Aktien
OSAIC HOLDINGS, INC. $4.935.955 62.404 0,79% Aktien
WELLS FARGO & COMPANY/MN $4.761.535 60.207 0,77% Aktien
ROYAL BANK OF CANADA $4.302.000 54.405 0,69% Aktien
Kesler, Norman & Wride, LLC $4.259.932 53.864 0,69% Aktien
MONECO ADVISORS, LLC $4.054.458 51.266 0,65% Aktien
RITHOLTZ WEALTH MANAGEMENT $3.314.582 41.911 0,53% Aktien
Savvy Advisors, Inc. $3.301.335 41.743 0,53% Aktien
ENVESTNET ASSET MANAGEMENT INC $3.268.172 41.324 0,53% Aktien
CoreFirst Bank & Trust $3.033.061 38.351 0,49% Aktien
Waverly Advisors, LLC $2.791.212 35.293 0,45% Aktien
TWO SIGMA INVESTMENTS, LP $2.760.133 34.900 0,44% Aktien
Laurel Wealth Advisors LLC $2.570.423 32.501 0,41% Aktien
Smith Anglin Financial, LLC $2.533.790 38.963 0,41% Aktien
STIFEL FINANCIAL CORP $2.444.963 30.915 0,39% Aktien
MML INVESTORS SERVICES, LLC $2.267.215 28.667 0,36% Aktien
PURE PORTFOLIOS HOLDINGS LLC $2.252.094 32.395 0,36% Aktien
D.A. DAVIDSON & CO. $2.040.679 25.803 0,33% Aktien
Aspect Partners, LLC $2.006.751 25.374 0,32% Aktien
MGO ONE SEVEN LLC $2.001.058 25.302 0,32% Aktien
Sigma Planning Corp $1.998.730 25.273 0,32% Aktien
KINGSWOOD WEALTH ADVISORS, LLC $1.993.781 25.210 0,32% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1.987.110 24.700 0,32% Aktien
Rockefeller Capital Management L.P. $1.953.306 24.698 0,31% Aktien
Belpointe Asset Management LLC $1.919.926 24.276 0,31% Aktien
GOLDMAN SACHS GROUP INC $1.890.493 23.904 0,30% Aktien
SUMMIT WEALTH & RETIREMENT PLANNING, INC. $1.791.057 22.647 0,29% Aktien
Sherman Wealth Management LLC $1.728.908 21.861 0,28% Aktien
NOTTINGHAM ADVISORS, INC. $1.699.459 20.617 0,27% Aktien
Cauble & Harre Wealth Management, Inc. $1.583.952 20.028 0,25% Aktien
Bravias Capital Group, LLC $1.583.250 20.019 0,25% Aktien
Equitable Holdings, Inc. $1.557.537 19.694 0,25% Aktien
Wealth Care LLC $1.550.870 19.609 0,25% Aktien
Longview Financial Advisors, Inc. $1.519.409 19.212 0,24% Aktien
AQR CAPITAL MANAGEMENT LLC $1.435.284 18.148 0,23% Aktien
Integrated Advisors Network LLC $1.415.102 17.893 0,23% Aktien
JONES FINANCIAL COMPANIES LLLP $1.359.999 16.955 0,22% Aktien
Mutual Advisors, LLC $1.359.426 17.189 0,22% Aktien
Sanchez Gaunt Capital Management, LLC $1.310.004 16.564 0,21% Aktien
Southland Equity Partners LLC $1.303.517 16.482 0,21% Aktien
Comprehensive Wealth Management, LLC $1.285.874 16.259 0,21% Aktien
Visionary Wealth Advisors $1.283.185 16.225 0,21% Aktien
SHEETS SMITH WEALTH MANAGEMENT $1.280.654 16.193 0,21% Aktien
Evanson Asset Management, LLC $1.242.983 16.483 0,20% Aktien
Snowden Capital Advisors LLC $1.229.327 15.544 0,20% Aktien
OPPENHEIMER & CO INC $1.163.447 14.711 0,19% Aktien
GTS SECURITIES LLC $1.162.104 14.694 0,19% Aktien
Meridian Wealth Management, LLC $1.138.152 14.391 0,18% Aktien
COWA, LLC $1.091.795 13.805 0,18% Aktien
Geneos Wealth Management Inc. $976.366 12.345 0,16% Aktien
CFS Investment Advisory Services, LLC $963.168 12.004 0,15% Aktien
Steward Partners Investment Advisory, LLC $860.563 10.881 0,14% Aktien
ATLas Financial Planning LLC $756.941 9.571 0,12% Aktien
TFG Advisers LLC $756.085 11.627 0,12% Aktien
RFG Advisory, LLC $744.539 9.414 0,12% Aktien
Meridian Financial Advisors, LLC $742.277 9.386 0,12% Aktien
Dorsey & Whitney Trust CO LLC $681.729 8.620 0,11% Aktien
Private Advisor Group, LLC $665.815 8.419 0,11% Aktien
Compass Ion Advisors, LLC $621.937 7.864 0,10% Aktien
Kestra Advisory Services, LLC $611.132 7.727 0,10% Aktien
DAVENPORT & Co LLC $575.515 7.277 0,09% Aktien
MAI Capital Management $559.008 7.068 0,09% Aktien
RPS ADVISORY SOLUTIONS LLC $533.520 6.746 0,09% Aktien
Baird Financial Group, Inc. $524.821 6.636 0,08% Aktien
Wealth Management Partners, LLC $523.815 6.623 0,08% Aktien
Astra Wealth Partners LLC $520.616 6.583 0,08% Aktien
Valued Retirements, Inc. $513.749 6.496 0,08% Aktien
Quantinno Capital Management LP $506.156 6.400 0,08% Aktien
Sanctuary Advisors, LLC $499.357 6.314 0,08% Aktien
Genesis Wealth Advisors, LLC $480.690 6.078 0,08% Aktien
HBW ADVISORY SERVICES LLC $431.419 5.455 0,07% Aktien
Farther Finance Advisors, LLC $428.675 5.417 0,07% Aktien
Corient Private Wealth LP $423.353 5.353 0,07% Aktien
Apollon Wealth Management, LLC $418.017 5.286 0,07% Aktien
Financial Partners Group, Inc $408.450 5.165 0,07% Aktien
SENTINEL PENSION ADVISORS, LLC $405.938 4.892 0,07% Aktien
XTX Topco Ltd $402.473 5.089 0,06% Aktien
Sovran Advisors, LLC $351.997 4.149 0,06% Aktien
Baldwin Investment Management, LLC $350.333 4.430 0,06% Aktien
Avior Wealth Management, LLC $336.910 4.260 0,05% Aktien
TCFG Investment Advisors, LLC $329.548 4.121 0,05% Aktien
SAGESPRING WEALTH PARTNERS, LLC $323.972 4.096 0,05% Aktien
MANCHESTER FINANCIAL INC $321.192 4.061 0,05% Aktien
TCFG WEALTH MANAGEMENT, LLC $311.292 4.121 0,05% Aktien
Physician Wealth Advisors, Inc. $294.283 3.721 0,05% Aktien
Orion Portfolio Solutions, LLC $290.656 4.245 0,05% Aktien
Moors & Cabot, Inc. $276.804 3.500 0,04% Aktien
COMPASS CAPITAL CORP /MA/ /ADV $271.175 3.180 0,04% Aktien
World Investment Advisors $265.509 3.482 0,04% Aktien
StoneX Group Inc. $263.790 3.335 0,04% Aktien
Hubbell Strickland Wealth Management, LLC $262.376 3.318 0,04% Aktien
Ancora Advisors LLC $257.312 3.254 0,04% Aktien
FLORIDA FINANCIAL ADVISORS, LLC $256.019 3.236 0,04% Aktien
MERCER GLOBAL ADVISORS INC /ADV $255.289 3.228 0,04% Aktien
MONEY CONCEPTS CAPITAL CORP $242.520 3.066 0,04% Aktien
Beacon Financial Advisory LLC $239.051 3.023 0,04% Aktien
Van Hulzen Asset Management, LLC $228.572 2.890 0,04% Aktien
KESTRA PRIVATE WEALTH SERVICES, LLC $227.548 2.877 0,04% Aktien
&PARTNERS $226.795 2.868 0,04% Aktien
Maridea Wealth Management LLC $226.659 2.866 0,04% Aktien
Joseph P. Lucia & Associates, LLC $216.144 2.733 0,03% Aktien
RFG Holdings, Inc. $213.673 2.701 0,03% Aktien
MSH Capital Advisors LLC $207.603 2.625 0,03% Aktien
NFSG Corp $187.594 2.372 0,03% Aktien
FMR LLC $179.578 2.271 0,03% Aktien
Arax Advisory Partners $158.174 2.000 0,03% Aktien
FIFTH THIRD BANCORP $149.554 1.891 0,02% Aktien
HARBOUR INVESTMENTS, INC. $147.753 1.868 0,02% Aktien
IFP Advisors, Inc $132.075 1.670 0,02% Aktien
COMERICA BANK $126.177 1.815 0,02% Aktien
BOK Financial Private Wealth, Inc. $123.534 1.562 0,02% Aktien
Atlantic Edge Private Wealth Management, LLC $122.585 1.550 0,02% Aktien
Financial Gravity Companies, Inc. $104.948 1.327 0,02% Aktien
True Wealth Design, LLC $103.604 1.310 0,02% Aktien
Allworth Financial LP $102.276 1.293 0,02% Aktien
Financial Gravity Wealth, Inc. $100.069 1.327 0,02% Aktien
MATHER GROUP, LLC. $94.079 1.190 0,02% Aktien
AE Wealth Management LLC $92.690 1.172 0,01% Aktien
Accordant Advisory Group Inc $79.087 1.000 0,01% Aktien
JPMORGAN CHASE & CO $76.257 958 0,01% Aktien
FIDUCIARY FINANCIAL ADVISORS $69.280 876 0,01% Aktien
Parallel Advisors, LLC $56.152 710 0,01% Aktien
ASSETMARK, INC $51.960 657 0,01% Aktien
BlackRock, Inc. $39.543 500 0,01% Aktien
AdvisorNet Financial, Inc $25.308 320 0,00% Aktien
Ameliora Wealth Management Ltd. $23.963 303 0,00% Aktien
Lindbrook Capital, LLC $20.779 326 0,00% Aktien
Opus Capital Group, LLC $18.907 239.067 0,00% Aktien
NewEdge Advisors, LLC $12.100 153 0,00% Aktien
Global Retirement Partners, LLC $11.784 149 0,00% Aktien
CoreCap Advisors, LLC $9.490 120 0,00% Aktien
Federation des caisses Desjardins du Quebec $6.408 81 0,00% Aktien
Caitlin John, LLC $5.932 75 0,00% Aktien
Costello Asset Management, INC $1.805 23 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $1.760 22.258 0,00% Aktien
DHJJ Financial Advisors, Ltd. $1.108 14 0,00% Aktien
Betterment LLC $716 9.054 0,00% Aktien
THOROUGHBRED FINANCIAL SERVICES, LLC $479 6.060 0,00% Aktien
Signature Equity Partners, LLC $475 6 0,00% Aktien
Capital Advisors, Ltd. LLC $423 5.350 0,00% Aktien
Janney Montgomery Scott LLC $414 5.235 0,00% Aktien
WEDBUSH SECURITIES INC $274 3.470 0,00% Aktien
CX Institutional $266 3.303 0,00% Aktien
PARK AVENUE SECURITIES LLC $203 2.567 0,00% Aktien
HUNTINGTON NATIONAL BANK $79 1 0,00% Aktien
HAZLETT, BURT & WATSON, INC. $22 278 0,00% Aktien