SYLD — Propietarios institucionales (13F)

174 declarantes · $621.5M total · A fecha de 30 de septiembre de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Institución Valor Acciones % de 13F rastreadas Tipo
MORGAN STANLEY $55 322 704 699 517 8,90% Acciones
LPL Financial LLC $33 622 339 425 132 5,41% Acciones
RAYMOND JAMES FINANCIAL INC $32 744 491 414 032 5,27% Acciones
Focus Partners Wealth $30 853 742 390 124 4,96% Acciones
Revolve Wealth Partners, LLC $29 591 896 374 169 4,76% Acciones
Intellus Advisors LLC $27 702 067 350 274 4,46% Acciones
ROTHSCHILD INVESTMENT LLC $22 970 100 290 441 3,70% Acciones
VestGen Advisors, LLC $22 221 896 280 981 3,58% Acciones
Verum Partners LLC $20 781 985 262 774 3,34% Acciones
ALM First Financial Advisors, LLC $19 255 868 268 778 3,10% Acciones
UBS Group AG $19 182 947 242 555 3,09% Acciones
Cetera Investment Advisers $18 865 460 238 541 3,04% Acciones
Compound Planning, Inc. $17 155 807 216 923 2,76% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $15 424 870 195 037 2,48% Acciones
Cambria Investment Management, L.P. $13 414 325 169 615 2,16% Acciones
HighTower Advisors, LLC $12 162 272 153 784 1,96% Acciones
Atlas Wealth LLC $11 990 049 151 606 1,93% Acciones
Arkadios Wealth Advisors $11 365 038 143 703 1,83% Acciones
Brookstone Capital Management $10 304 397 130 292 1,66% Acciones
CWM, LLC $9 478 120 125 688 1,52% Acciones
Fermata Advisors, LLC $7 892 279 99 792 1,27% Acciones
BANK OF AMERICA CORP /DE/ $7 471 046 94 467 1,20% Acciones
Empowered Funds, LLC $7 333 333 92 725 1,18% Acciones
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $6 983 062 88 296 1,12% Acciones
United Advisor Group, LLC $6 187 841 78 241 1,00% Acciones
DKM Wealth Management, Inc. $5 711 203 72 214 0,92% Acciones
TRUIST FINANCIAL CORP $5 648 938 71 427 0,91% Acciones
Ethos Financial Group, LLC $5 608 444 70 915 0,90% Acciones
Breakwater Capital Group $5 540 705 70 058 0,89% Acciones
OSAIC HOLDINGS, INC. $4 935 955 62 404 0,79% Acciones
WELLS FARGO & COMPANY/MN $4 761 535 60 207 0,77% Acciones
ROYAL BANK OF CANADA $4 302 000 54 405 0,69% Acciones
Kesler, Norman & Wride, LLC $4 259 932 53 864 0,69% Acciones
MONECO ADVISORS, LLC $4 054 458 51 266 0,65% Acciones
RITHOLTZ WEALTH MANAGEMENT $3 314 582 41 911 0,53% Acciones
Savvy Advisors, Inc. $3 301 335 41 743 0,53% Acciones
ENVESTNET ASSET MANAGEMENT INC $3 268 172 41 324 0,53% Acciones
CoreFirst Bank & Trust $3 033 061 38 351 0,49% Acciones
Waverly Advisors, LLC $2 791 212 35 293 0,45% Acciones
TWO SIGMA INVESTMENTS, LP $2 760 133 34 900 0,44% Acciones
Laurel Wealth Advisors LLC $2 570 423 32 501 0,41% Acciones
Smith Anglin Financial, LLC $2 533 790 38 963 0,41% Acciones
STIFEL FINANCIAL CORP $2 444 963 30 915 0,39% Acciones
MML INVESTORS SERVICES, LLC $2 267 215 28 667 0,36% Acciones
PURE PORTFOLIOS HOLDINGS LLC $2 252 094 32 395 0,36% Acciones
D.A. DAVIDSON & CO. $2 040 679 25 803 0,33% Acciones
Aspect Partners, LLC $2 006 751 25 374 0,32% Acciones
MGO ONE SEVEN LLC $2 001 058 25 302 0,32% Acciones
Sigma Planning Corp $1 998 730 25 273 0,32% Acciones
KINGSWOOD WEALTH ADVISORS, LLC $1 993 781 25 210 0,32% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1 987 110 24 700 0,32% Acciones
Rockefeller Capital Management L.P. $1 953 306 24 698 0,31% Acciones
Belpointe Asset Management LLC $1 919 926 24 276 0,31% Acciones
GOLDMAN SACHS GROUP INC $1 890 493 23 904 0,30% Acciones
SUMMIT WEALTH & RETIREMENT PLANNING, INC. $1 791 057 22 647 0,29% Acciones
Sherman Wealth Management LLC $1 728 908 21 861 0,28% Acciones
NOTTINGHAM ADVISORS, INC. $1 699 459 20 617 0,27% Acciones
Cauble & Harre Wealth Management, Inc. $1 583 952 20 028 0,25% Acciones
Bravias Capital Group, LLC $1 583 250 20 019 0,25% Acciones
Equitable Holdings, Inc. $1 557 537 19 694 0,25% Acciones
Wealth Care LLC $1 550 870 19 609 0,25% Acciones
Longview Financial Advisors, Inc. $1 519 409 19 212 0,24% Acciones
AQR CAPITAL MANAGEMENT LLC $1 435 284 18 148 0,23% Acciones
Integrated Advisors Network LLC $1 415 102 17 893 0,23% Acciones
JONES FINANCIAL COMPANIES LLLP $1 359 999 16 955 0,22% Acciones
Mutual Advisors, LLC $1 359 426 17 189 0,22% Acciones
Sanchez Gaunt Capital Management, LLC $1 310 004 16 564 0,21% Acciones
Southland Equity Partners LLC $1 303 517 16 482 0,21% Acciones
Comprehensive Wealth Management, LLC $1 285 874 16 259 0,21% Acciones
Visionary Wealth Advisors $1 283 185 16 225 0,21% Acciones
SHEETS SMITH WEALTH MANAGEMENT $1 280 654 16 193 0,21% Acciones
Evanson Asset Management, LLC $1 242 983 16 483 0,20% Acciones
Snowden Capital Advisors LLC $1 229 327 15 544 0,20% Acciones
OPPENHEIMER & CO INC $1 163 447 14 711 0,19% Acciones
GTS SECURITIES LLC $1 162 104 14 694 0,19% Acciones
Meridian Wealth Management, LLC $1 138 152 14 391 0,18% Acciones
COWA, LLC $1 091 795 13 805 0,18% Acciones
Geneos Wealth Management Inc. $976 366 12 345 0,16% Acciones
CFS Investment Advisory Services, LLC $963 168 12 004 0,15% Acciones
Steward Partners Investment Advisory, LLC $860 563 10 881 0,14% Acciones
ATLas Financial Planning LLC $756 941 9 571 0,12% Acciones
TFG Advisers LLC $756 085 11 627 0,12% Acciones
RFG Advisory, LLC $744 539 9 414 0,12% Acciones
Meridian Financial Advisors, LLC $742 277 9 386 0,12% Acciones
Dorsey & Whitney Trust CO LLC $681 729 8 620 0,11% Acciones
Private Advisor Group, LLC $665 815 8 419 0,11% Acciones
Compass Ion Advisors, LLC $621 937 7 864 0,10% Acciones
Kestra Advisory Services, LLC $611 132 7 727 0,10% Acciones
DAVENPORT & Co LLC $575 515 7 277 0,09% Acciones
MAI Capital Management $559 008 7 068 0,09% Acciones
RPS ADVISORY SOLUTIONS LLC $533 520 6 746 0,09% Acciones
Baird Financial Group, Inc. $524 821 6 636 0,08% Acciones
Wealth Management Partners, LLC $523 815 6 623 0,08% Acciones
Astra Wealth Partners LLC $520 616 6 583 0,08% Acciones
Valued Retirements, Inc. $513 749 6 496 0,08% Acciones
Quantinno Capital Management LP $506 156 6 400 0,08% Acciones
Sanctuary Advisors, LLC $499 357 6 314 0,08% Acciones
Genesis Wealth Advisors, LLC $480 690 6 078 0,08% Acciones
HBW ADVISORY SERVICES LLC $431 419 5 455 0,07% Acciones
Farther Finance Advisors, LLC $428 675 5 417 0,07% Acciones
Corient Private Wealth LP $423 353 5 353 0,07% Acciones
Apollon Wealth Management, LLC $418 017 5 286 0,07% Acciones
Financial Partners Group, Inc $408 450 5 165 0,07% Acciones
SENTINEL PENSION ADVISORS, LLC $405 938 4 892 0,07% Acciones
XTX Topco Ltd $402 473 5 089 0,06% Acciones
Sovran Advisors, LLC $351 997 4 149 0,06% Acciones
Baldwin Investment Management, LLC $350 333 4 430 0,06% Acciones
Avior Wealth Management, LLC $336 910 4 260 0,05% Acciones
TCFG Investment Advisors, LLC $329 548 4 121 0,05% Acciones
SAGESPRING WEALTH PARTNERS, LLC $323 972 4 096 0,05% Acciones
MANCHESTER FINANCIAL INC $321 192 4 061 0,05% Acciones
TCFG WEALTH MANAGEMENT, LLC $311 292 4 121 0,05% Acciones
Physician Wealth Advisors, Inc. $294 283 3 721 0,05% Acciones
Orion Portfolio Solutions, LLC $290 656 4 245 0,05% Acciones
Moors & Cabot, Inc. $276 804 3 500 0,04% Acciones
COMPASS CAPITAL CORP /MA/ /ADV $271 175 3 180 0,04% Acciones
World Investment Advisors $265 509 3 482 0,04% Acciones
StoneX Group Inc. $263 790 3 335 0,04% Acciones
Hubbell Strickland Wealth Management, LLC $262 376 3 318 0,04% Acciones
Ancora Advisors LLC $257 312 3 254 0,04% Acciones
FLORIDA FINANCIAL ADVISORS, LLC $256 019 3 236 0,04% Acciones
MERCER GLOBAL ADVISORS INC /ADV $255 289 3 228 0,04% Acciones
MONEY CONCEPTS CAPITAL CORP $242 520 3 066 0,04% Acciones
Beacon Financial Advisory LLC $239 051 3 023 0,04% Acciones
Van Hulzen Asset Management, LLC $228 572 2 890 0,04% Acciones
KESTRA PRIVATE WEALTH SERVICES, LLC $227 548 2 877 0,04% Acciones
&PARTNERS $226 795 2 868 0,04% Acciones
Maridea Wealth Management LLC $226 659 2 866 0,04% Acciones
Joseph P. Lucia & Associates, LLC $216 144 2 733 0,03% Acciones
RFG Holdings, Inc. $213 673 2 701 0,03% Acciones
MSH Capital Advisors LLC $207 603 2 625 0,03% Acciones
NFSG Corp $187 594 2 372 0,03% Acciones
FMR LLC $179 578 2 271 0,03% Acciones
Arax Advisory Partners $158 174 2 000 0,03% Acciones
FIFTH THIRD BANCORP $149 554 1 891 0,02% Acciones
HARBOUR INVESTMENTS, INC. $147 753 1 868 0,02% Acciones
IFP Advisors, Inc $132 075 1 670 0,02% Acciones
COMERICA BANK $126 177 1 815 0,02% Acciones
BOK Financial Private Wealth, Inc. $123 534 1 562 0,02% Acciones
Atlantic Edge Private Wealth Management, LLC $122 585 1 550 0,02% Acciones
Financial Gravity Companies, Inc. $104 948 1 327 0,02% Acciones
True Wealth Design, LLC $103 604 1 310 0,02% Acciones
Allworth Financial LP $102 276 1 293 0,02% Acciones
Financial Gravity Wealth, Inc. $100 069 1 327 0,02% Acciones
MATHER GROUP, LLC. $94 079 1 190 0,02% Acciones
AE Wealth Management LLC $92 690 1 172 0,01% Acciones
Accordant Advisory Group Inc $79 087 1 000 0,01% Acciones
JPMORGAN CHASE & CO $76 257 958 0,01% Acciones
FIDUCIARY FINANCIAL ADVISORS $69 280 876 0,01% Acciones
Parallel Advisors, LLC $56 152 710 0,01% Acciones
ASSETMARK, INC $51 960 657 0,01% Acciones
BlackRock, Inc. $39 543 500 0,01% Acciones
AdvisorNet Financial, Inc $25 308 320 0,00% Acciones
Ameliora Wealth Management Ltd. $23 963 303 0,00% Acciones
Lindbrook Capital, LLC $20 779 326 0,00% Acciones
Opus Capital Group, LLC $18 907 239 067 0,00% Acciones
NewEdge Advisors, LLC $12 100 153 0,00% Acciones
Global Retirement Partners, LLC $11 784 149 0,00% Acciones
CoreCap Advisors, LLC $9 490 120 0,00% Acciones
Federation des caisses Desjardins du Quebec $6 408 81 0,00% Acciones
Caitlin John, LLC $5 932 75 0,00% Acciones
Costello Asset Management, INC $1 805 23 0,00% Acciones
Cambridge Investment Research Advisors, Inc. $1 760 22 258 0,00% Acciones
DHJJ Financial Advisors, Ltd. $1 108 14 0,00% Acciones
Betterment LLC $716 9 054 0,00% Acciones
THOROUGHBRED FINANCIAL SERVICES, LLC $479 6 060 0,00% Acciones
Signature Equity Partners, LLC $475 6 0,00% Acciones
Capital Advisors, Ltd. LLC $423 5 350 0,00% Acciones
Janney Montgomery Scott LLC $414 5 235 0,00% Acciones
WEDBUSH SECURITIES INC $274 3 470 0,00% Acciones
CX Institutional $266 3 303 0,00% Acciones
PARK AVENUE SECURITIES LLC $203 2 567 0,00% Acciones
HUNTINGTON NATIONAL BANK $79 1 0,00% Acciones
HAZLETT, BURT & WATSON, INC. $22 278 0,00% Acciones