SYLD(SYLD)
SYLD
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 699.52K | Jun 30, 26 | +23.95K | 6.21% |
| LPL Financial LLC | 425.13K | Jun 30, 26 | +14.47K | 3.78% |
| RAYMOND JAMES FINANCIAL INC | 414.03K | Jun 30, 26 | +10 | 3.68% |
| Colony Group, LLC | 390.12K | Jun 30, 26 | +11.08K | 3.47% |
| Revolve Wealth Partners, LLC | 374.17K | Jun 30, 26 | +9.99K | 3.32% |
| Intellus Advisors LLC | 350.27K | Jun 30, 26 | -1.17K | 3.11% |
| ROTHSCHILD INVESTMENT LLC | 290.44K | Jun 30, 26 | +15.02K | 2.58% |
| VestGen Advisors, LLC | 280.98K | Jun 30, 26 | -4.00K | 2.50% |
| Verum Partners LLC | 262.77K | Jun 30, 26 | +30.26K | 2.33% |
| UBS Group AG | 242.56K | Jun 30, 26 | -5.83K | 2.15% |
| Opus Capital Group, LLC | 239.07K | Jun 30, 26 | +2.29K | 2.12% |
| Cetera Investment Advisers | 238.54K | Jun 30, 26 | -12.25K | 2.12% |
| Atomi Financial Group, Inc. | 216.92K | Jun 30, 26 | +15.54K | 1.93% |
| COMMONWEALTH EQUITY SERVICES, LLC | 195.04K | Jun 30, 26 | -3.08K | 1.73% |
| ALM First Financial Advisors, LLC | 177.70K | Jun 30, 26 | -91.08K | 1.58% |
| Cambria Investment Management, L.P. | 169.62K | Jun 30, 26 | +4.17K | 1.51% |
| HighTower Advisors, LLC | 153.78K | Jun 30, 26 | +4.43K | 1.37% |
| Atlas Wealth LLC | 151.61K | Jun 30, 26 | +18.27K | 1.35% |
| Arkadios Wealth Advisors | 143.70K | Jun 30, 26 | +7.12K | 1.28% |
| Brookstone Capital Management | 130.29K | Jun 30, 26 | +7.58K | 1.16% |
| Fermata Advisors, LLC | 99.79K | Jun 30, 26 | -1.28K | 0.89% |
| BANK OF AMERICA CORP /DE/ | 94.47K | Jun 30, 26 | -1.05K | 0.84% |
| Empowered Funds, LLC | 92.72K | Jun 30, 26 | +1.78K | 0.82% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 88.30K | Jun 30, 26 | +5.56K | 0.78% |
| United Advisor Group, LLC | 78.24K | Jun 30, 26 | +4.97K | 0.70% |
| DKM Wealth Management, Inc. | 72.21K | Jun 30, 26 | -523 | 0.64% |
| TRUIST FINANCIAL CORP | 71.43K | Jun 30, 26 | +23.77K | 0.63% |
| Ethos Financial Group, LLC | 70.92K | Jun 30, 26 | +3.10K | 0.63% |
| Breakwater Capital Group | 70.06K | Jun 30, 26 | -1.12K | 0.62% |
| ADVISOR GROUP HOLDINGS, INC. | 62.40K | Jun 30, 26 | +17.22K | 0.55% |
| WELLS FARGO & COMPANY/MN | 60.21K | Jun 30, 26 | -16.00K | 0.53% |
| ROYAL BANK OF CANADA | 54.41K | Jun 30, 26 | -12.65K | 0.48% |
| Kesler, Norman & Wride, LLC | 53.86K | Jun 30, 26 | -4.09K | 0.48% |
| MONECO Advisors, LLC | 51.27K | Jun 30, 26 | -2.69K | 0.46% |
| RITHOLTZ WEALTH MANAGEMENT | 41.91K | Jun 30, 26 | -1.26K | 0.37% |
| Savvy Advisors, Inc. | 41.74K | Jun 30, 26 | +3.55K | 0.37% |
| ENVESTNET ASSET MANAGEMENT INC | 41.32K | Jun 30, 26 | +1.26K | 0.37% |
| CoreFirst Bank & Trust | 38.35K | Jun 30, 26 | +1.68K | 0.34% |
| Waverly Advisors, LLC | 35.29K | Jun 30, 26 | -6.89K | 0.31% |
| TWO SIGMA INVESTMENTS, LP | 34.90K | Jun 30, 26 | +34.90K | 0.31% |
| Laurel Wealth Advisors LLC | 32.50K | Jun 30, 26 | +599 | 0.29% |
| STIFEL FINANCIAL CORP | 30.91K | Jun 30, 26 | -113 | 0.27% |
| MML INVESTORS SERVICES, LLC | 28.67K | Jun 30, 26 | +7.71K | 0.25% |
| D.A. DAVIDSON & CO. | 25.80K | Jun 30, 26 | +570 | 0.23% |
| Aspect Partners, LLC | 25.37K | Jun 30, 26 | -509 | 0.23% |
| MGO ONE SEVEN LLC | 25.30K | Jun 30, 26 | +2.90K | 0.22% |
| Sigma Planning Corp | 25.27K | Jun 30, 26 | +888 | 0.22% |
| KINGSWOOD WEALTH ADVISORS, LLC | 25.21K | Jun 30, 26 | -1.07K | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24.70K | Jun 30, 26 | +29 | 0.22% |
| Rockefeller Capital Management L.P. | 24.70K | Jun 30, 26 | +3 | 0.22% |
| Belpointe Asset Management LLC | 24.28K | Jun 30, 26 | +1.95K | 0.22% |
| GOLDMAN SACHS GROUP INC | 23.90K | Jun 30, 26 | -2.62K | 0.21% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 22.65K | Jun 30, 26 | +856 | 0.20% |
| Cambridge Investment Research Advisors, Inc. | 22.26K | Jun 30, 26 | -6.44K | 0.20% |
| Sherman Wealth Management LLC | 21.86K | Jun 30, 26 | +589 | 0.19% |
| NOTTINGHAM ADVISORS, INC. | 20.62K | Jun 30, 26 | -- | 0.18% |
| Cauble & Harre Wealth Management, Inc. | 20.03K | Jun 30, 26 | -600 | 0.18% |
| Bravias Capital Group, LLC | 20.02K | Jun 30, 26 | -983 | 0.18% |
| Equitable Holdings, Inc. | 19.69K | Jun 30, 26 | -290 | 0.17% |
| Wealth Care LLC | 19.61K | Jun 30, 26 | +54 | 0.17% |
| Longview Financial Advisors, Inc. | 19.21K | Jun 30, 26 | +442 | 0.17% |
| AQR CAPITAL MANAGEMENT LLC | 18.15K | Jun 30, 26 | +1.08K | 0.16% |
| Integrated Advisors Network LLC | 17.89K | Jun 30, 26 | -51.96K | 0.16% |
| Mutual Advisors, LLC | 17.19K | Jun 30, 26 | +1.34K | 0.15% |
| JONES FINANCIAL COMPANIES LLLP | 16.95K | Jun 30, 26 | -1.98K | 0.15% |
| Sanchez Gaunt Capital Management, LLC | 16.56K | Jun 30, 26 | -413 | 0.15% |
| Evanson Financial, LLC | 16.48K | Jun 30, 26 | +16.48K | 0.15% |
| Southland Equity Partners LLC | 16.48K | Jun 30, 26 | -47 | 0.15% |
| Comprehensive Wealth Management, LLC | 16.26K | Jun 30, 26 | +9.77K | 0.14% |
| Visionary Wealth Advisors | 16.23K | Jun 30, 26 | -52.45K | 0.14% |
| SHEETS SMITH WEALTH MANAGEMENT | 16.19K | Jun 30, 26 | -1.96K | 0.14% |
| Snowden Capital Advisors LLC | 15.54K | Jun 30, 26 | -- | 0.14% |
| OPPENHEIMER & CO INC | 14.71K | Jun 30, 26 | +646 | 0.13% |
| GTS SECURITIES LLC | 14.69K | Jun 30, 26 | +14.69K | 0.13% |
| Meridian Wealth Management, LLC | 14.39K | Jun 30, 26 | -230 | 0.13% |
| COWA, LLC | 13.80K | Jun 30, 26 | -907 | 0.12% |
| Geneos Wealth Management Inc. | 12.35K | Jun 30, 26 | -- | 0.11% |
| CFS Investment Advisory Services, LLC | 12.00K | Jun 30, 26 | +2.40K | 0.11% |
| Steward Partners Investment Advisory, LLC | 10.88K | Jun 30, 26 | -858 | 0.10% |
| ATLas Financial Planning LLC | 9.57K | Jun 30, 26 | +2.40K | 0.09% |
| RFG Advisory, LLC | 9.41K | Jun 30, 26 | -311 | 0.08% |
| Meridian Financial, LLC | 9.39K | Jun 30, 26 | -598 | 0.08% |
| Betterment LLC | 9.05K | Jun 30, 26 | -10 | 0.08% |
| Dorsey & Whitney Trust CO LLC | 8.62K | Jun 30, 26 | -- | 0.08% |
| Private Advisor Group, LLC | 8.42K | Jun 30, 26 | -12.27K | 0.07% |
| Compass Ion Advisors, LLC | 7.86K | Jun 30, 26 | -546 | 0.07% |
| Kestra Advisory Services, LLC | 7.73K | Jun 30, 26 | +3.17K | 0.07% |
| DAVENPORT & Co LLC | 7.28K | Jun 30, 26 | +2.21K | 0.06% |
| MAI Capital Management | 7.07K | Jun 30, 26 | -149 | 0.06% |
| RPS ADVISORY SOLUTIONS LLC | 6.75K | Jun 30, 26 | -154 | 0.06% |
| Baird Financial Group, Inc. | 6.64K | Jun 30, 26 | +143 | 0.06% |
| Wealth Management Partners, LLC | 6.62K | Jun 30, 26 | -233 | 0.06% |
| Astra Wealth Partners LLC | 6.58K | Jun 30, 26 | -- | 0.06% |
| Valued Retirements, Inc. | 6.50K | Jun 30, 26 | -1.64K | 0.06% |
| Quantinno Capital Management LP | 6.40K | Jun 30, 26 | +6.40K | 0.06% |
| Sanctuary Advisors, LLC | 6.31K | Jun 30, 26 | -815 | 0.06% |
| Genesis Wealth Advisors, LLC | 6.08K | Jun 30, 26 | -- | 0.05% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 6.06K | Jun 30, 26 | -499 | 0.05% |
| CI Private Wealth, LLC | 5.63K | Jun 30, 26 | +5.63K | 0.05% |
| HBW Advisory Services LLC | 5.46K | Jun 30, 26 | +1.08K | 0.05% |
| Farther Finance Advisors, LLC | 5.42K | Jun 30, 26 | -6.99K | 0.05% |
| Capital Advisors, Ltd. LLC | 5.35K | Jun 30, 26 | -- | 0.05% |
| Apollon Wealth Management, LLC | 5.29K | Jun 30, 26 | -2.16K | 0.05% |
| Janney Montgomery Scott LLC | 5.24K | Jun 30, 26 | +96 | 0.05% |
| Financial Partners Group, Inc | 5.17K | Jun 30, 26 | -299 | 0.05% |
| XTX Topco Ltd | 5.09K | Jun 30, 26 | +5.09K | 0.05% |
| SENTINEL PENSION ADVISORS INC | 4.89K | Jun 30, 26 | -136 | 0.04% |
| Baldwin Investment Management, LLC | 4.43K | Jun 30, 26 | +418 | 0.04% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4.26K | Jun 30, 26 | -231 | 0.04% |
| Sovran Advisors, LLC | 4.15K | Jun 30, 26 | +24 | 0.04% |
| TCFG Investment Advisors, LLC | 4.12K | Jun 30, 26 | -- | 0.04% |
| SAGESPRING WEALTH PARTNERS, LLC | 4.10K | Jun 30, 26 | +11 | 0.04% |
| MANCHESTER FINANCIAL INC | 4.06K | Jun 30, 26 | -4.91K | 0.04% |
| CX Institutional | 3.81K | Jun 30, 26 | -68 | 0.03% |
| Physician Wealth Advisors, Inc. | 3.72K | Jun 30, 26 | -1.07K | 0.03% |
| Moors & Cabot, Inc. | 3.50K | Jun 30, 26 | -330 | 0.03% |
| Pensionmark Financial Group, LLC | 3.48K | Jun 30, 26 | -3.29K | 0.03% |
| WEDBUSH SECURITIES INC | 3.47K | Jun 30, 26 | +242 | 0.03% |
| StoneX Group Inc. | 3.33K | Jun 30, 26 | -564 | 0.03% |
| Hubbell Strickland Wealth Management, LLC | 3.32K | Jun 30, 26 | +13 | 0.03% |
| Ancora Advisors, LLC | 3.25K | Jun 30, 26 | +1 | 0.03% |
| FLORIDA FINANCIAL ADVISORS, LLC | 3.24K | Jun 30, 26 | +416 | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.23K | Jun 30, 26 | +3.23K | 0.03% |
| COMPASS CAPITAL CORP /MA/ /ADV | 3.18K | Jun 30, 26 | -- | 0.03% |
| MONEY CONCEPTS CAPITAL CORP | 3.07K | Jun 30, 26 | -432 | 0.03% |
| Beacon Financial Advisory LLC | 3.02K | Jun 30, 26 | -256 | 0.03% |
| Van Hulzen Asset Management, LLC | 2.89K | Jun 30, 26 | -3.49K | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2.88K | Jun 30, 26 | +2.88K | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 2.87K | Jun 30, 26 | -1.17K | 0.03% |
| Maridea Wealth Management LLC | 2.87K | Jun 30, 26 | +2.87K | 0.03% |
| Joseph P. Lucia & Associates, LLC | 2.73K | Jun 30, 26 | -- | 0.02% |
| RFG HOLDINGS, INC. | 2.70K | Jun 30, 26 | +10 | 0.02% |
| MSH Capital Advisors LLC | 2.63K | Jun 30, 26 | -248 | 0.02% |
| PARK AVENUE SECURITIES LLC | 2.57K | Jun 30, 26 | -1.43K | 0.02% |
| Newbridge Financial Services Group, Inc. | 2.37K | Jun 30, 26 | +259 | 0.02% |
| FMR LLC | 2.27K | Jun 30, 26 | +1.35K | 0.02% |
| SRS Capital Advisors, Inc. | 2.00K | Jun 30, 26 | +1.00K | 0.02% |
| FIFTH THIRD BANCORP | 1.89K | Jun 30, 26 | -8 | 0.02% |
| HARBOUR INVESTMENTS, INC. | 1.87K | Jun 30, 26 | +21 | 0.02% |
| IFP Advisors, Inc | 1.67K | Jun 30, 26 | -- | 0.01% |
| BOK Financial Private Wealth, Inc. | 1.56K | Jun 30, 26 | -- | 0.01% |
| Atlantic Edge Private Wealth Management, LLC | 1.55K | Jun 30, 26 | -- | 0.01% |
| Financial Gravity Companies, Inc. | 1.33K | Jun 30, 26 | +1.33K | 0.01% |
| True Wealth Design, LLC | 1.31K | Jun 30, 26 | -12 | 0.01% |
| Allworth Financial LP | 1.29K | Jun 30, 26 | +11 | 0.01% |
| MATHER GROUP, LLC. | 1.19K | Jun 30, 26 | +1.15K | 0.01% |
| AE Wealth Management LLC | 1.17K | Jun 30, 26 | -46 | 0.01% |
| Accordant Advisory Group Inc | 1.00K | Jun 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 958 | Jun 30, 26 | +169 | 0.01% |
| Integrated Wealth Concepts LLC | 927 | Jun 30, 26 | +927 | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 876 | Jun 30, 26 | +876 | 0.01% |
| Parallel Advisors, LLC | 710 | Jun 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 657 | Jun 30, 26 | +361 | 0.01% |
| BlackRock, Inc. | 500 | Jun 30, 26 | +500 | 0.00% |
| AdvisorNet Financial, Inc | 320 | Jun 30, 26 | -- | 0.00% |
| Ameliora Wealth Management Ltd. | 303 | Jun 30, 26 | -- | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 278 | Jun 30, 26 | +1 | 0.00% |
| NewEdge Advisors, LLC | 153 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 149 | Jun 30, 26 | +149 | 0.00% |
| CoreCap Advisors, LLC | 120 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 81 | Jun 30, 26 | -- | 0.00% |
| Caitlin John, LLC | 75 | Jun 30, 26 | -- | 0.00% |
| Costello Asset Management, INC | 23 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 14 | Jun 30, 26 | -- | 0.00% |
| Signature Equity Partners, LLC | 6 | Jun 30, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 6 | Jun 30, 26 | +6 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -357 | -- |
| Team Financial Group, LLC | -- | Jun 30, 26 | -76 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -707 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -336 | -- |
| Gladstone Institutional Advisory LLC | -- | Jun 30, 26 | -3.16K | -- |
| Harel Insurance Investments & Financial Services Ltd. | -- | Jun 30, 26 | -4.30K | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -600 | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -375 | -- |
| ZEGA Investments, LLC | -- | Jun 30, 26 | -5.13K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -3.67K | -- |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | -- | Jun 30, 26 | -6.36K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -39.74K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -6.44K | -- |
| CWM, LLC | 125.69K | Mar 31, 26 | -11.49K | 1.12% |
| Evanson Asset Management, LLC | 16.48K | Mar 31, 26 | -- | 0.15% |
| TCFG WEALTH MANAGEMENT, LLC | 4.12K | Mar 31, 26 | +606 | 0.04% |
| Financial Gravity Asset Management, Inc. | 1.33K | Mar 31, 26 | -173 | 0.01% |
| Premier Financial Group | -- | Mar 31, 26 | -82 | -- |
| Sunbelt Securities, Inc. | -- | Mar 31, 26 | -1 | -- |
| PURE PORTFOLIOS HOLDINGS LLC | 32.40K | Dec 31, 25 | +719 | 0.29% |
| COMERICA BANK | 1.81K | Dec 31, 25 | -533 | 0.02% |
| TUCKER ASSET MANAGEMENT LLC | 903 | Dec 31, 25 | +903 | 0.01% |
| Smith Anglin Financial, LLC | 38.96K | Jun 30, 25 | -60.11K | 0.35% |
| TFG Advisers LLC | 11.63K | Jun 30, 25 | -503 | 0.10% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -3.54K | -- |
| Orion Portfolio Solutions, LLC | 4.25K | Mar 31, 25 | -- | 0.04% |
| Lindbrook Capital, LLC | 326 | Mar 31, 25 | +3 | 0.00% |
| Aveo Capital Partners, LLC | -- | Mar 31, 25 | -7.29K | -- |
| GG Group Ventures, LLC | 3.64K | Dec 31, 24 | -1.64K | 0.03% |
| WR Wealth Planners, LLC | 14 | Dec 31, 24 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 677.19K | Sep 30, 24 | +6.85K | 6.02% |
| Raymond James Financial Services Advisors, Inc. | 231.94K | Sep 30, 24 | +21.98K | 2.06% |
| RAYMOND JAMES TRUST N.A. | 9.05K | Sep 30, 24 | -446 | 0.08% |
| Zega Financial, LLC | 7.92K | Sep 30, 24 | +7.92K | 0.07% |
| 9258 Wealth Management, LLC | 6.61K | Sep 30, 24 | -- | 0.06% |
| Halpern Financial, Inc. | -- | Sep 30, 24 | -163 | -- |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -15.05K | -- |
| InterOcean Capital Group, LLC | 229.25K | Mar 31, 24 | +88.89K | 2.04% |
| Connectus Wealth, LLC | 26.24K | Mar 31, 24 | +26.24K | 0.23% |
| Eudaimonia Partners, LLC | 23.57K | Mar 31, 24 | -- | 0.21% |
| Retirement Group, LLC | 20.30K | Mar 31, 24 | +680 | 0.18% |
| Cetera Advisors LLC | 16.33K | Mar 31, 24 | +6.72K | 0.15% |
| Cetera Advisor Networks LLC | 15.38K | Mar 31, 24 | +510 | 0.14% |
| DFPG INVESTMENTS, LLC | 4.68K | Dec 31, 23 | -177 | 0.04% |
| FOCUS FINANCIAL NETWORK INC /ADV | 4.17K | Dec 31, 23 | +4.17K | 0.04% |
| ROTHSCHILD INVESTMENT CORP /IL | 122.93K | Sep 30, 23 | +8.64K | 1.09% |
| ASSET MANAGEMENT CORP /IL/ /ADV | 5.21K | Mar 31, 23 | +1.31K | 0.05% |
| American Portfolios Advisors | 1.20K | Sep 30, 22 | +1.20K | 0.01% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -465 | -- |
| Winslow, Evans & Crocker, Inc. | 2.08K | Dec 31, 20 | +1.79K | 0.02% |
| Advisor Group, Inc. | 7.44K | Dec 31, 19 | +2.29K | 0.07% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 4.06K | Dec 31, 19 | +3 | 0.04% |
| Palo Capital, Inc. | -- | Dec 31, 18 | -6.06K | -- |
| Commonwealth Equity Services, Inc | 21.14K | Jun 30, 17 | +200 | 0.19% |
| Virtu KCG Holdings LLC | 6.98K | Jun 30, 17 | +6.98K | 0.06% |
| MSI Financial Services Inc | 34.85K | Dec 31, 16 | -4.63K | 0.31% |
| SOCIETE GENERALE | 8.20K | Jun 30, 16 | +8.20K | 0.07% |
| NEW ENGLAND SECURITIES CORP /MA/ | 375 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 15.03K | Sep 30, 14 | +10.46K | 0.13% |
| KNIGHT CAPITAL GROUP LLC | 24.78K | Jun 30, 13 | +24.78K | 0.22% |