SYLD — Détenteurs institutionnels (13F)

174 déclarants · $621.5M total · Au 30 septembre 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

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