Institutional shares held 11.1 Million
0 calls
0 puts
Total value of holdings $721M
$0 calls
$0 puts
# of Institutions 183


Latest Institutional Activity in SYLD

Top Purchases

Q2 2025
Atlas Wealth LLC Shares Held: 54.5K ($3.54M)
Q2 2025
Revolve Wealth Partners, LLC Shares Held: 366K ($23.8M)
Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 30.1K ($1.96M)
Q2 2025
Brookstone Capital Management Shares Held: 102K ($6.64M)
Q2 2025
Arkadios Wealth Advisors Shares Held: 113K ($7.34M)

Top Sells

Q2 2025
Cwm, LLC Shares Held: 150K ($9.77M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 391K ($25.4M)
Q2 2025
Smith Anglin Financial, LLC Shares Held: 39K ($2.53M)
Q2 2025
Breakwater Capital Group Shares Held: 98.8K ($6.42M)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 14.9K ($971K)

About SYLD

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