SYLD — 機関投資家(13F)

174 提出者 · $621.5M合計 · 時点 2026年9月30日

四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。

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