Who owns SYLD
Which tracked institutional funds hold SYLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SYLD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
33 tracked funds added or opened SYLD while 17 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SYLD’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SYLD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SYLD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 154 tracked filers holding SYLD, 73 increased or opened the position and 87 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SYLD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- TWO SIGMA INVESTMENTS, LP$3M
- Evanson Financial, LLC$1M
- GTS SECURITIES LLC$1M
- Quantinno Capital Management LP$506K
Full exits 7
- Opus Capital Group, LLC$18M
- HighTower Advisors, LLC$11M
- CWM, LLC$9M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Cambridge Investment Research Advisors, Inc.$2M
- Evanson Asset Management, LLC$1M
Largest adds
- MORGAN STANLEY$4M
- Verum Partners LLC$3M
- LPL Financial LLC$3M
- Focus Partners Wealth$2M
- ROTHSCHILD INVESTMENT LLC$2M
- Revolve Wealth Partners, LLC$2M
Largest trims
- ALM First Financial Advisors, LLC$5M
- Visionary Wealth Advisors$4M
- Integrated Advisors Network LLC$4M
- WELLS FARGO & COMPANY/MN$986K
- Private Advisor Group, LLC$895K
- ROYAL BANK OF CANADA$755K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 699,517 | $55M | 9.5% | 2026-Q2 |
| LPL Financial LLC added | 425,132 | $34M | 5.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 414,032 | $33M | 5.6% | 2026-Q2 |
| Focus Partners Wealth added | 390,124 | $31M | 5.3% | 2026-Q2 |
| Revolve Wealth Partners, LLC added | 374,169 | $30M | 5.1% | 2026-Q2 |
| Intellus Advisors LLC trimmed | 350,274 | $28M | 4.8% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 290,441 | $23M | 4.0% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 280,981 | $22M | 3.8% | 2026-Q2 |
| Verum Partners LLC added | 262,774 | $21M | 3.6% | 2026-Q2 |
| UBS Group AG trimmed | 242,555 | $19M | 3.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 238,541 | $19M | 3.3% | 2026-Q2 |
| Compound Planning, Inc. added | 216,923 | $17M | 3.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 195,037 | $15M | 2.7% | 2026-Q2 |
| ALM First Financial Advisors, LLC trimmed | 177,700 | $14M | 2.4% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 169,615 | $13M | 2.3% | 2026-Q2 |
| Atlas Wealth LLC added | 151,606 | $12M | 2.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 143,703 | $11M | 2.0% | 2026-Q2 |
| Brookstone Capital Management added | 130,292 | $10M | 1.8% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 99,792 | $8M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 94,467 | $7M | 1.3% | 2026-Q2 |
| Empowered Funds, LLC added | 92,725 | $7M | 1.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 88,296 | $7M | 1.2% | 2026-Q2 |
| United Advisor Group, LLC added | 78,241 | $6M | 1.1% | 2026-Q2 |
| DKM Wealth Management, Inc. trimmed | 72,214 | $6M | 1.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 71,427 | $6M | 1.0% | 2026-Q2 |
| Ethos Financial Group, LLC added | 70,915 | $6M | 1.0% | 2026-Q2 |
| Breakwater Capital Group trimmed | 70,058 | $6M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 62,404 | $5M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 60,207 | $5M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 54,405 | $4M | 0.7% | 2026-Q2 |
| Kesler, Norman & Wride, LLC trimmed | 53,864 | $4M | 0.7% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 51,266 | $4M | 0.7% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 41,911 | $3M | 0.6% | 2026-Q2 |
| Savvy Advisors, Inc. added | 41,743 | $3M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 41,324 | $3M | 0.6% | 2026-Q2 |
| CoreFirst Bank & Trust added | 38,351 | $3M | 0.5% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 35,293 | $3M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 34,900 | $3M | 0.5% | 2026-Q2 |
| Laurel Wealth Advisors LLC added | 32,501 | $3M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 30,915 | $2M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 28,667 | $2M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 25,803 | $2M | 0.4% | 2026-Q2 |
| Aspect Partners, LLC trimmed | 25,374 | $2M | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 25,302 | $2M | 0.3% | 2026-Q2 |
| Sigma Planning Corp added | 25,273 | $2M | 0.3% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 25,210 | $2M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 24,700 | $2M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 24,698 | $2M | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC added | 24,276 | $2M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 23,904 | $2M | 0.3% | 2026-Q2 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. added | 22,647 | $2M | 0.3% | 2026-Q2 |
| Sherman Wealth Management LLC added | 21,861 | $2M | 0.3% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. | 20,617 | $2M | 0.3% | 2026-Q2 |
| Cauble & Harre Wealth Management, Inc. trimmed | 20,028 | $2M | 0.3% | 2026-Q2 |
| Bravias Capital Group, LLC trimmed | 20,019 | $2M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 19,694 | $2M | 0.3% | 2026-Q2 |
| Wealth Care LLC added | 19,609 | $2M | 0.3% | 2026-Q2 |
| Longview Financial Advisors, Inc. added | 19,212 | $2M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 18,148 | $1M | 0.2% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 17,893 | $1M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 17,189 | $1M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 16,955 | $1M | 0.2% | 2026-Q2 |
| Sanchez Gaunt Capital Management, LLC trimmed | 16,564 | $1M | 0.2% | 2026-Q2 |
| Evanson Financial, LLC new | 16,483 | $1M | 0.2% | 2026-Q2 |
| Southland Equity Partners LLC trimmed | 16,482 | $1M | 0.2% | 2026-Q2 |
| Comprehensive Wealth Management, LLC added | 16,259 | $1M | 0.2% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 16,225 | $1M | 0.2% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 16,193 | $1M | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC | 15,544 | $1M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 14,711 | $1M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC new | 14,694 | $1M | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 14,391 | $1M | 0.2% | 2026-Q2 |
| COWA, LLC trimmed | 13,805 | $1M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. | 12,345 | $976K | 0.2% | 2026-Q2 |
| CFS Investment Advisory Services, LLC added | 12,004 | $963K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 10,881 | $861K | 0.1% | 2026-Q2 |
| ATLas Financial Planning LLC added | 9,571 | $757K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 9,414 | $745K | 0.1% | 2026-Q2 |
| Meridian Financial Advisors, LLC trimmed | 9,386 | $742K | 0.1% | 2026-Q2 |
| Dorsey & Whitney Trust CO LLC | 8,620 | $682K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 8,419 | $666K | 0.1% | 2026-Q2 |
| Compass Ion Advisors, LLC trimmed | 7,864 | $622K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 7,727 | $611K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 7,277 | $576K | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 7,068 | $559K | 0.1% | 2026-Q2 |
| RPS ADVISORY SOLUTIONS LLC trimmed | 6,746 | $534K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 6,636 | $525K | 0.1% | 2026-Q2 |
| Wealth Management Partners, LLC trimmed | 6,623 | $524K | 0.1% | 2026-Q2 |
| Astra Wealth Partners LLC | 6,583 | $521K | 0.1% | 2026-Q2 |
| Valued Retirements, Inc. trimmed | 6,496 | $514K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP new | 6,400 | $506K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 6,314 | $499K | 0.1% | 2026-Q2 |
| Genesis Wealth Advisors, LLC | 6,078 | $481K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 5,624 | $445K | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 5,455 | $431K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 5,417 | $429K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 5,286 | $418K | 0.1% | 2026-Q2 |
| Financial Partners Group, Inc trimmed | 5,165 | $408K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 5,089 | $402K | 0.1% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC trimmed | 4,892 | $406K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.