SYLD — Institutional owners (13F)

174 filers · $621.5M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $55,322,704 699,517 8.90% Shares
LPL Financial LLC $33,622,339 425,132 5.41% Shares
RAYMOND JAMES FINANCIAL INC $32,744,491 414,032 5.27% Shares
Focus Partners Wealth $30,853,742 390,124 4.96% Shares
Revolve Wealth Partners, LLC $29,591,896 374,169 4.76% Shares
Intellus Advisors LLC $27,702,067 350,274 4.46% Shares
ROTHSCHILD INVESTMENT LLC $22,970,100 290,441 3.70% Shares
VestGen Advisors, LLC $22,221,896 280,981 3.58% Shares
Verum Partners LLC $20,781,985 262,774 3.34% Shares
ALM First Financial Advisors, LLC $19,255,868 268,778 3.10% Shares
UBS Group AG $19,182,947 242,555 3.09% Shares
Cetera Investment Advisers $18,865,460 238,541 3.04% Shares
Compound Planning, Inc. $17,155,807 216,923 2.76% Shares
COMMONWEALTH EQUITY SERVICES, LLC $15,424,870 195,037 2.48% Shares
Cambria Investment Management, L.P. $13,414,325 169,615 2.16% Shares
HighTower Advisors, LLC $12,162,272 153,784 1.96% Shares
Atlas Wealth LLC $11,990,049 151,606 1.93% Shares
Arkadios Wealth Advisors $11,365,038 143,703 1.83% Shares
Brookstone Capital Management $10,304,397 130,292 1.66% Shares
CWM, LLC $9,478,120 125,688 1.52% Shares
Fermata Advisors, LLC $7,892,279 99,792 1.27% Shares
BANK OF AMERICA CORP /DE/ $7,471,046 94,467 1.20% Shares
Empowered Funds, LLC $7,333,333 92,725 1.18% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $6,983,062 88,296 1.12% Shares
United Advisor Group, LLC $6,187,841 78,241 1.00% Shares
DKM Wealth Management, Inc. $5,711,203 72,214 0.92% Shares
TRUIST FINANCIAL CORP $5,648,938 71,427 0.91% Shares
Ethos Financial Group, LLC $5,608,444 70,915 0.90% Shares
Breakwater Capital Group $5,540,705 70,058 0.89% Shares
OSAIC HOLDINGS, INC. $4,935,955 62,404 0.79% Shares
WELLS FARGO & COMPANY/MN $4,761,535 60,207 0.77% Shares
ROYAL BANK OF CANADA $4,302,000 54,405 0.69% Shares
Kesler, Norman & Wride, LLC $4,259,932 53,864 0.69% Shares
MONECO ADVISORS, LLC $4,054,458 51,266 0.65% Shares
RITHOLTZ WEALTH MANAGEMENT $3,314,582 41,911 0.53% Shares
Savvy Advisors, Inc. $3,301,335 41,743 0.53% Shares
ENVESTNET ASSET MANAGEMENT INC $3,268,172 41,324 0.53% Shares
CoreFirst Bank & Trust $3,033,061 38,351 0.49% Shares
Waverly Advisors, LLC $2,791,212 35,293 0.45% Shares
TWO SIGMA INVESTMENTS, LP $2,760,133 34,900 0.44% Shares
Laurel Wealth Advisors LLC $2,570,423 32,501 0.41% Shares
Smith Anglin Financial, LLC $2,533,790 38,963 0.41% Shares
STIFEL FINANCIAL CORP $2,444,963 30,915 0.39% Shares
MML INVESTORS SERVICES, LLC $2,267,215 28,667 0.36% Shares
PURE PORTFOLIOS HOLDINGS LLC $2,252,094 32,395 0.36% Shares
D.A. DAVIDSON & CO. $2,040,679 25,803 0.33% Shares
Aspect Partners, LLC $2,006,751 25,374 0.32% Shares
MGO ONE SEVEN LLC $2,001,058 25,302 0.32% Shares
Sigma Planning Corp $1,998,730 25,273 0.32% Shares
KINGSWOOD WEALTH ADVISORS, LLC $1,993,781 25,210 0.32% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,987,110 24,700 0.32% Shares
Rockefeller Capital Management L.P. $1,953,306 24,698 0.31% Shares
Belpointe Asset Management LLC $1,919,926 24,276 0.31% Shares
GOLDMAN SACHS GROUP INC $1,890,493 23,904 0.30% Shares
SUMMIT WEALTH & RETIREMENT PLANNING, INC. $1,791,057 22,647 0.29% Shares
Sherman Wealth Management LLC $1,728,908 21,861 0.28% Shares
NOTTINGHAM ADVISORS, INC. $1,699,459 20,617 0.27% Shares
Cauble & Harre Wealth Management, Inc. $1,583,952 20,028 0.25% Shares
Bravias Capital Group, LLC $1,583,250 20,019 0.25% Shares
Equitable Holdings, Inc. $1,557,537 19,694 0.25% Shares
Wealth Care LLC $1,550,870 19,609 0.25% Shares
Longview Financial Advisors, Inc. $1,519,409 19,212 0.24% Shares
AQR CAPITAL MANAGEMENT LLC $1,435,284 18,148 0.23% Shares
Integrated Advisors Network LLC $1,415,102 17,893 0.23% Shares
JONES FINANCIAL COMPANIES LLLP $1,359,999 16,955 0.22% Shares
Mutual Advisors, LLC $1,359,426 17,189 0.22% Shares
Sanchez Gaunt Capital Management, LLC $1,310,004 16,564 0.21% Shares
Southland Equity Partners LLC $1,303,517 16,482 0.21% Shares
Comprehensive Wealth Management, LLC $1,285,874 16,259 0.21% Shares
Visionary Wealth Advisors $1,283,185 16,225 0.21% Shares
SHEETS SMITH WEALTH MANAGEMENT $1,280,654 16,193 0.21% Shares
Evanson Asset Management, LLC $1,242,983 16,483 0.20% Shares
Snowden Capital Advisors LLC $1,229,327 15,544 0.20% Shares
OPPENHEIMER & CO INC $1,163,447 14,711 0.19% Shares
GTS SECURITIES LLC $1,162,104 14,694 0.19% Shares
Meridian Wealth Management, LLC $1,138,152 14,391 0.18% Shares
COWA, LLC $1,091,795 13,805 0.18% Shares
Geneos Wealth Management Inc. $976,366 12,345 0.16% Shares
CFS Investment Advisory Services, LLC $963,168 12,004 0.15% Shares
Steward Partners Investment Advisory, LLC $860,563 10,881 0.14% Shares
ATLas Financial Planning LLC $756,941 9,571 0.12% Shares
TFG Advisers LLC $756,085 11,627 0.12% Shares
RFG Advisory, LLC $744,539 9,414 0.12% Shares
Meridian Financial Advisors, LLC $742,277 9,386 0.12% Shares
Dorsey & Whitney Trust CO LLC $681,729 8,620 0.11% Shares
Private Advisor Group, LLC $665,815 8,419 0.11% Shares
Compass Ion Advisors, LLC $621,937 7,864 0.10% Shares
Kestra Advisory Services, LLC $611,132 7,727 0.10% Shares
DAVENPORT & Co LLC $575,515 7,277 0.09% Shares
MAI Capital Management $559,008 7,068 0.09% Shares
RPS ADVISORY SOLUTIONS LLC $533,520 6,746 0.09% Shares
Baird Financial Group, Inc. $524,821 6,636 0.08% Shares
Wealth Management Partners, LLC $523,815 6,623 0.08% Shares
Astra Wealth Partners LLC $520,616 6,583 0.08% Shares
Valued Retirements, Inc. $513,749 6,496 0.08% Shares
Quantinno Capital Management LP $506,156 6,400 0.08% Shares
Sanctuary Advisors, LLC $499,357 6,314 0.08% Shares
Genesis Wealth Advisors, LLC $480,690 6,078 0.08% Shares
HBW ADVISORY SERVICES LLC $431,419 5,455 0.07% Shares
Farther Finance Advisors, LLC $428,675 5,417 0.07% Shares
Corient Private Wealth LP $423,353 5,353 0.07% Shares
Apollon Wealth Management, LLC $418,017 5,286 0.07% Shares
Financial Partners Group, Inc $408,450 5,165 0.07% Shares
SENTINEL PENSION ADVISORS, LLC $405,938 4,892 0.07% Shares
XTX Topco Ltd $402,473 5,089 0.06% Shares
Sovran Advisors, LLC $351,997 4,149 0.06% Shares
Baldwin Investment Management, LLC $350,333 4,430 0.06% Shares
Avior Wealth Management, LLC $336,910 4,260 0.05% Shares
TCFG Investment Advisors, LLC $329,548 4,121 0.05% Shares
SAGESPRING WEALTH PARTNERS, LLC $323,972 4,096 0.05% Shares
MANCHESTER FINANCIAL INC $321,192 4,061 0.05% Shares
TCFG WEALTH MANAGEMENT, LLC $311,292 4,121 0.05% Shares
Physician Wealth Advisors, Inc. $294,283 3,721 0.05% Shares
Orion Portfolio Solutions, LLC $290,656 4,245 0.05% Shares
Moors & Cabot, Inc. $276,804 3,500 0.04% Shares
COMPASS CAPITAL CORP /MA/ /ADV $271,175 3,180 0.04% Shares
World Investment Advisors $265,509 3,482 0.04% Shares
StoneX Group Inc. $263,790 3,335 0.04% Shares
Hubbell Strickland Wealth Management, LLC $262,376 3,318 0.04% Shares
Ancora Advisors LLC $257,312 3,254 0.04% Shares
FLORIDA FINANCIAL ADVISORS, LLC $256,019 3,236 0.04% Shares
MERCER GLOBAL ADVISORS INC /ADV $255,289 3,228 0.04% Shares
MONEY CONCEPTS CAPITAL CORP $242,520 3,066 0.04% Shares
Beacon Financial Advisory LLC $239,051 3,023 0.04% Shares
Van Hulzen Asset Management, LLC $228,572 2,890 0.04% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $227,548 2,877 0.04% Shares
&PARTNERS $226,795 2,868 0.04% Shares
Maridea Wealth Management LLC $226,659 2,866 0.04% Shares
Joseph P. Lucia & Associates, LLC $216,144 2,733 0.03% Shares
RFG Holdings, Inc. $213,673 2,701 0.03% Shares
MSH Capital Advisors LLC $207,603 2,625 0.03% Shares
NFSG Corp $187,594 2,372 0.03% Shares
FMR LLC $179,578 2,271 0.03% Shares
Arax Advisory Partners $158,174 2,000 0.03% Shares
FIFTH THIRD BANCORP $149,554 1,891 0.02% Shares
HARBOUR INVESTMENTS, INC. $147,753 1,868 0.02% Shares
IFP Advisors, Inc $132,075 1,670 0.02% Shares
COMERICA BANK $126,177 1,815 0.02% Shares
BOK Financial Private Wealth, Inc. $123,534 1,562 0.02% Shares
Atlantic Edge Private Wealth Management, LLC $122,585 1,550 0.02% Shares
Financial Gravity Companies, Inc. $104,948 1,327 0.02% Shares
True Wealth Design, LLC $103,604 1,310 0.02% Shares
Allworth Financial LP $102,276 1,293 0.02% Shares
Financial Gravity Wealth, Inc. $100,069 1,327 0.02% Shares
MATHER GROUP, LLC. $94,079 1,190 0.02% Shares
AE Wealth Management LLC $92,690 1,172 0.01% Shares
Accordant Advisory Group Inc $79,087 1,000 0.01% Shares
JPMORGAN CHASE & CO $76,257 958 0.01% Shares
FIDUCIARY FINANCIAL ADVISORS $69,280 876 0.01% Shares
Parallel Advisors, LLC $56,152 710 0.01% Shares
ASSETMARK, INC $51,960 657 0.01% Shares
BlackRock, Inc. $39,543 500 0.01% Shares
AdvisorNet Financial, Inc $25,308 320 0.00% Shares
Ameliora Wealth Management Ltd. $23,963 303 0.00% Shares
Lindbrook Capital, LLC $20,779 326 0.00% Shares
Opus Capital Group, LLC $18,907 239,067 0.00% Shares
NewEdge Advisors, LLC $12,100 153 0.00% Shares
Global Retirement Partners, LLC $11,784 149 0.00% Shares
CoreCap Advisors, LLC $9,490 120 0.00% Shares
Federation des caisses Desjardins du Quebec $6,408 81 0.00% Shares
Caitlin John, LLC $5,932 75 0.00% Shares
Costello Asset Management, INC $1,805 23 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,760 22,258 0.00% Shares
DHJJ Financial Advisors, Ltd. $1,108 14 0.00% Shares
Betterment LLC $716 9,054 0.00% Shares
THOROUGHBRED FINANCIAL SERVICES, LLC $479 6,060 0.00% Shares
Signature Equity Partners, LLC $475 6 0.00% Shares
Capital Advisors, Ltd. LLC $423 5,350 0.00% Shares
Janney Montgomery Scott LLC $414 5,235 0.00% Shares
WEDBUSH SECURITIES INC $274 3,470 0.00% Shares
CX Institutional $266 3,303 0.00% Shares
PARK AVENUE SECURITIES LLC $203 2,567 0.00% Shares
HUNTINGTON NATIONAL BANK $79 1 0.00% Shares
HAZLETT, BURT & WATSON, INC. $22 278 0.00% Shares