Institutional shares held 9.78 Million
0 calls
0 puts
Total value of holdings $661M
$0 calls
$0 puts
# of Institutions 176


Latest Institutional Activity in SYLD

Top Purchases

Q3 2025
Tcfg Wealth Management, LLC Shares Held: 243K ($16.4M)
Q3 2025
Royal Bank Of Canada Shares Held: 168K ($11.4M)
Q3 2025
Cetera Investment Advisers Shares Held: 241K ($16.3M)
Q3 2025
Atlas Wealth LLC Shares Held: 113K ($7.63M)
Q3 2025
Atomi Financial Group, Inc. Shares Held: 264K ($17.8M)

Top Sells

Q3 2025
Laurel Wealth Advisors LLC Shares Held: 28.3K ($1.91M)
Q3 2025
Northwestern Mutual Wealth Management CO Shares Held: 164K ($11.1M)
Q3 2025
Intellus Advisors LLC Shares Held: 366K ($24.7M)
Q3 2025
Morgan Stanley Shares Held: 710K ($48M)
Q3 2025
Ubs Group Ag Shares Held: 252K ($17M)

About SYLD

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