Institutional shares held 12.1 Million
0 calls
500 puts
Total value of holdings $822M
$0 calls
$33K puts
# of Institutions 183


Latest Institutional Activity in SYLD

Top Purchases

Q2 2025
Laurel Wealth Advisors LLC Shares Held: 1.74M ($119M)
Q2 2025
Vest Gen Advisors, LLC Shares Held: 311K ($21.2M)
Q2 2025
Atlas Wealth LLC Shares Held: 54.5K ($3.71M)
Q2 2025
High Tower Advisors, LLC Shares Held: 196K ($13.3M)
Q2 2025
Revolve Wealth Partners, LLC Shares Held: 366K ($24.9M)

Top Sells

Q2 2025
Morgan Stanley Shares Held: 807K ($54.8M)
Q2 2025
Lpl Financial LLC Shares Held: 546K ($37.1M)
Q2 2025
Northwestern Mutual Wealth Management CO Shares Held: 308K ($20.9M)
Q2 2025
Cwm, LLC Shares Held: 150K ($10.2M)
Q2 2025
Royal Bank Of Canada Shares Held: 79.3K ($5.39M)

About SYLD

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