SYLD — 机构持有人 (13F)

174 家申报者 · $621.5M 总计 · 截至 2026年9月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构 价值 股份 % 已追踪的13F 类型
MORGAN STANLEY $55322704 699517 8.90% 股份
LPL Financial LLC $33622339 425132 5.41% 股份
RAYMOND JAMES FINANCIAL INC $32744491 414032 5.27% 股份
Focus Partners Wealth $30853742 390124 4.96% 股份
Revolve Wealth Partners, LLC $29591896 374169 4.76% 股份
Intellus Advisors LLC $27702067 350274 4.46% 股份
ROTHSCHILD INVESTMENT LLC $22970100 290441 3.70% 股份
VestGen Advisors, LLC $22221896 280981 3.58% 股份
Verum Partners LLC $20781985 262774 3.34% 股份
ALM First Financial Advisors, LLC $19255868 268778 3.10% 股份
UBS Group AG $19182947 242555 3.09% 股份
Cetera Investment Advisers $18865460 238541 3.04% 股份
Compound Planning, Inc. $17155807 216923 2.76% 股份
COMMONWEALTH EQUITY SERVICES, LLC $15424870 195037 2.48% 股份
Cambria Investment Management, L.P. $13414325 169615 2.16% 股份
HighTower Advisors, LLC $12162272 153784 1.96% 股份
Atlas Wealth LLC $11990049 151606 1.93% 股份
Arkadios Wealth Advisors $11365038 143703 1.83% 股份
Brookstone Capital Management $10304397 130292 1.66% 股份
CWM, LLC $9478120 125688 1.52% 股份
Fermata Advisors, LLC $7892279 99792 1.27% 股份
BANK OF AMERICA CORP /DE/ $7471046 94467 1.20% 股份
Empowered Funds, LLC $7333333 92725 1.18% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $6983062 88296 1.12% 股份
United Advisor Group, LLC $6187841 78241 1.00% 股份
DKM Wealth Management, Inc. $5711203 72214 0.92% 股份
TRUIST FINANCIAL CORP $5648938 71427 0.91% 股份
Ethos Financial Group, LLC $5608444 70915 0.90% 股份
Breakwater Capital Group $5540705 70058 0.89% 股份
OSAIC HOLDINGS, INC. $4935955 62404 0.79% 股份
WELLS FARGO & COMPANY/MN $4761535 60207 0.77% 股份
ROYAL BANK OF CANADA $4302000 54405 0.69% 股份
Kesler, Norman & Wride, LLC $4259932 53864 0.69% 股份
MONECO ADVISORS, LLC $4054458 51266 0.65% 股份
RITHOLTZ WEALTH MANAGEMENT $3314582 41911 0.53% 股份
Savvy Advisors, Inc. $3301335 41743 0.53% 股份
ENVESTNET ASSET MANAGEMENT INC $3268172 41324 0.53% 股份
CoreFirst Bank & Trust $3033061 38351 0.49% 股份
Waverly Advisors, LLC $2791212 35293 0.45% 股份
TWO SIGMA INVESTMENTS, LP $2760133 34900 0.44% 股份
Laurel Wealth Advisors LLC $2570423 32501 0.41% 股份
Smith Anglin Financial, LLC $2533790 38963 0.41% 股份
STIFEL FINANCIAL CORP $2444963 30915 0.39% 股份
MML INVESTORS SERVICES, LLC $2267215 28667 0.36% 股份
PURE PORTFOLIOS HOLDINGS LLC $2252094 32395 0.36% 股份
D.A. DAVIDSON & CO. $2040679 25803 0.33% 股份
Aspect Partners, LLC $2006751 25374 0.32% 股份
MGO ONE SEVEN LLC $2001058 25302 0.32% 股份
Sigma Planning Corp $1998730 25273 0.32% 股份
KINGSWOOD WEALTH ADVISORS, LLC $1993781 25210 0.32% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1987110 24700 0.32% 股份
Rockefeller Capital Management L.P. $1953306 24698 0.31% 股份
Belpointe Asset Management LLC $1919926 24276 0.31% 股份
GOLDMAN SACHS GROUP INC $1890493 23904 0.30% 股份
SUMMIT WEALTH & RETIREMENT PLANNING, INC. $1791057 22647 0.29% 股份
Sherman Wealth Management LLC $1728908 21861 0.28% 股份
NOTTINGHAM ADVISORS, INC. $1699459 20617 0.27% 股份
Cauble & Harre Wealth Management, Inc. $1583952 20028 0.25% 股份
Bravias Capital Group, LLC $1583250 20019 0.25% 股份
Equitable Holdings, Inc. $1557537 19694 0.25% 股份
Wealth Care LLC $1550870 19609 0.25% 股份
Longview Financial Advisors, Inc. $1519409 19212 0.24% 股份
AQR CAPITAL MANAGEMENT LLC $1435284 18148 0.23% 股份
Integrated Advisors Network LLC $1415102 17893 0.23% 股份
JONES FINANCIAL COMPANIES LLLP $1359999 16955 0.22% 股份
Mutual Advisors, LLC $1359426 17189 0.22% 股份
Sanchez Gaunt Capital Management, LLC $1310004 16564 0.21% 股份
Southland Equity Partners LLC $1303517 16482 0.21% 股份
Comprehensive Wealth Management, LLC $1285874 16259 0.21% 股份
Visionary Wealth Advisors $1283185 16225 0.21% 股份
SHEETS SMITH WEALTH MANAGEMENT $1280654 16193 0.21% 股份
Evanson Asset Management, LLC $1242983 16483 0.20% 股份
Snowden Capital Advisors LLC $1229327 15544 0.20% 股份
OPPENHEIMER & CO INC $1163447 14711 0.19% 股份
GTS SECURITIES LLC $1162104 14694 0.19% 股份
Meridian Wealth Management, LLC $1138152 14391 0.18% 股份
COWA, LLC $1091795 13805 0.18% 股份
Geneos Wealth Management Inc. $976366 12345 0.16% 股份
CFS Investment Advisory Services, LLC $963168 12004 0.15% 股份
Steward Partners Investment Advisory, LLC $860563 10881 0.14% 股份
ATLas Financial Planning LLC $756941 9571 0.12% 股份
TFG Advisers LLC $756085 11627 0.12% 股份
RFG Advisory, LLC $744539 9414 0.12% 股份
Meridian Financial Advisors, LLC $742277 9386 0.12% 股份
Dorsey & Whitney Trust CO LLC $681729 8620 0.11% 股份
Private Advisor Group, LLC $665815 8419 0.11% 股份
Compass Ion Advisors, LLC $621937 7864 0.10% 股份
Kestra Advisory Services, LLC $611132 7727 0.10% 股份
DAVENPORT & Co LLC $575515 7277 0.09% 股份
MAI Capital Management $559008 7068 0.09% 股份
RPS ADVISORY SOLUTIONS LLC $533520 6746 0.09% 股份
Baird Financial Group, Inc. $524821 6636 0.08% 股份
Wealth Management Partners, LLC $523815 6623 0.08% 股份
Astra Wealth Partners LLC $520616 6583 0.08% 股份
Valued Retirements, Inc. $513749 6496 0.08% 股份
Quantinno Capital Management LP $506156 6400 0.08% 股份
Sanctuary Advisors, LLC $499357 6314 0.08% 股份
Genesis Wealth Advisors, LLC $480690 6078 0.08% 股份
HBW ADVISORY SERVICES LLC $431419 5455 0.07% 股份
Farther Finance Advisors, LLC $428675 5417 0.07% 股份
Corient Private Wealth LP $423353 5353 0.07% 股份
Apollon Wealth Management, LLC $418017 5286 0.07% 股份
Financial Partners Group, Inc $408450 5165 0.07% 股份
SENTINEL PENSION ADVISORS, LLC $405938 4892 0.07% 股份
XTX Topco Ltd $402473 5089 0.06% 股份
Sovran Advisors, LLC $351997 4149 0.06% 股份
Baldwin Investment Management, LLC $350333 4430 0.06% 股份
Avior Wealth Management, LLC $336910 4260 0.05% 股份
TCFG Investment Advisors, LLC $329548 4121 0.05% 股份
SAGESPRING WEALTH PARTNERS, LLC $323972 4096 0.05% 股份
MANCHESTER FINANCIAL INC $321192 4061 0.05% 股份
TCFG WEALTH MANAGEMENT, LLC $311292 4121 0.05% 股份
Physician Wealth Advisors, Inc. $294283 3721 0.05% 股份
Orion Portfolio Solutions, LLC $290656 4245 0.05% 股份
Moors & Cabot, Inc. $276804 3500 0.04% 股份
COMPASS CAPITAL CORP /MA/ /ADV $271175 3180 0.04% 股份
World Investment Advisors $265509 3482 0.04% 股份
StoneX Group Inc. $263790 3335 0.04% 股份
Hubbell Strickland Wealth Management, LLC $262376 3318 0.04% 股份
Ancora Advisors LLC $257312 3254 0.04% 股份
FLORIDA FINANCIAL ADVISORS, LLC $256019 3236 0.04% 股份
MERCER GLOBAL ADVISORS INC /ADV $255289 3228 0.04% 股份
MONEY CONCEPTS CAPITAL CORP $242520 3066 0.04% 股份
Beacon Financial Advisory LLC $239051 3023 0.04% 股份
Van Hulzen Asset Management, LLC $228572 2890 0.04% 股份
KESTRA PRIVATE WEALTH SERVICES, LLC $227548 2877 0.04% 股份
&PARTNERS $226795 2868 0.04% 股份
Maridea Wealth Management LLC $226659 2866 0.04% 股份
Joseph P. Lucia & Associates, LLC $216144 2733 0.03% 股份
RFG Holdings, Inc. $213673 2701 0.03% 股份
MSH Capital Advisors LLC $207603 2625 0.03% 股份
NFSG Corp $187594 2372 0.03% 股份
FMR LLC $179578 2271 0.03% 股份
Arax Advisory Partners $158174 2000 0.03% 股份
FIFTH THIRD BANCORP $149554 1891 0.02% 股份
HARBOUR INVESTMENTS, INC. $147753 1868 0.02% 股份
IFP Advisors, Inc $132075 1670 0.02% 股份
COMERICA BANK $126177 1815 0.02% 股份
BOK Financial Private Wealth, Inc. $123534 1562 0.02% 股份
Atlantic Edge Private Wealth Management, LLC $122585 1550 0.02% 股份
Financial Gravity Companies, Inc. $104948 1327 0.02% 股份
True Wealth Design, LLC $103604 1310 0.02% 股份
Allworth Financial LP $102276 1293 0.02% 股份
Financial Gravity Wealth, Inc. $100069 1327 0.02% 股份
MATHER GROUP, LLC. $94079 1190 0.02% 股份
AE Wealth Management LLC $92690 1172 0.01% 股份
Accordant Advisory Group Inc $79087 1000 0.01% 股份
JPMORGAN CHASE & CO $76257 958 0.01% 股份
FIDUCIARY FINANCIAL ADVISORS $69280 876 0.01% 股份
Parallel Advisors, LLC $56152 710 0.01% 股份
ASSETMARK, INC $51960 657 0.01% 股份
BlackRock, Inc. $39543 500 0.01% 股份
AdvisorNet Financial, Inc $25308 320 0.00% 股份
Ameliora Wealth Management Ltd. $23963 303 0.00% 股份
Lindbrook Capital, LLC $20779 326 0.00% 股份
Opus Capital Group, LLC $18907 239067 0.00% 股份
NewEdge Advisors, LLC $12100 153 0.00% 股份
Global Retirement Partners, LLC $11784 149 0.00% 股份
CoreCap Advisors, LLC $9490 120 0.00% 股份
Federation des caisses Desjardins du Quebec $6408 81 0.00% 股份
Caitlin John, LLC $5932 75 0.00% 股份
Costello Asset Management, INC $1805 23 0.00% 股份
Cambridge Investment Research Advisors, Inc. $1760 22258 0.00% 股份
DHJJ Financial Advisors, Ltd. $1108 14 0.00% 股份
Betterment LLC $716 9054 0.00% 股份
THOROUGHBRED FINANCIAL SERVICES, LLC $479 6060 0.00% 股份
Signature Equity Partners, LLC $475 6 0.00% 股份
Capital Advisors, Ltd. LLC $423 5350 0.00% 股份
Janney Montgomery Scott LLC $414 5235 0.00% 股份
WEDBUSH SECURITIES INC $274 3470 0.00% 股份
CX Institutional $266 3303 0.00% 股份
PARK AVENUE SECURITIES LLC $203 2567 0.00% 股份
HUNTINGTON NATIONAL BANK $79 1 0.00% 股份
HAZLETT, BURT & WATSON, INC. $22 278 0.00% 股份