HoldingsChannel.com
Funds Holding SYLD

On this page, we present all of the funds holding SYLD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SYLD, with a link to that fund's top holdings. The next columns indicate the amount of SYLD stock held by each of the funds holding SYLD, followed by the SYLD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 158 funds holding SYLD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Smith Anglin Financial LLC. For more details on the positions held by Smith Anglin Financial LLC (or by any of the other funds holding SYLD), click the fund name in the "Holder" column of the funds-holding-SYLD table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Smith Anglin Financial LLC881,415$64,581 03/31/2024
     SYLD881,415$64,581 03/31/2024
Morgan Stanley746,278$50,426 12/31/2023
     SYLD746,278$50,426 12/31/2023
Commonwealth Equity Services LLC745,729$50,389 12/31/2023
     SYLD745,729$50,389 12/31/2023
Raymond James & Associates618,564$45,322 03/31/2024
     SYLD618,564$45,322 03/31/2024
Cambria Investment Management L.P.495,380$33,473 12/31/2023
     SYLD495,380$33,473 12/31/2023
Northwestern Mutual Wealth Management Co.435,047$29,396 12/31/2023
     SYLD435,047$29,396 12/31/2023
LPL Financial LLC410,483$27,736 12/31/2023
     SYLD410,483$27,736 12/31/2023
Manchester Financial Inc.332,426$24,357 03/31/2024
     SYLD332,426$24,357 03/31/2024
UBS Group AG315,779$21,337 12/31/2023
     SYLD315,779$21,337 12/31/2023
Advisor Group Holdings Inc.301,694$20,386 12/31/2023
     SYLD301,694$20,386 12/31/2023
Revolve Wealth Partners LLC269,955$19,780 03/31/2024
     SYLD269,955$19,780 03/31/2024
Financial Partners Group Inc239,485$16,182 12/31/2023
     SYLD239,485$16,182 12/31/2023
Opus Capital Group LLC197,762$14,490 03/31/2024
     SYLD197,762$14,490 03/31/2024
RFG Holdings Inc.188,284$13,800 03/31/2024
     SYLD188,284$13,800 03/31/2024
Raymond James Financial Services Advisors Inc.184,613$13,527 03/31/2024
     SYLD184,613$13,527 03/31/2024
ALM First Financial Advisors LLC200,000$13,514 12/31/2023
     SYLD200,000$13,514 12/31/2023
360 Financial Inc.183,656$12,410 12/31/2023
     SYLD183,656$12,410 12/31/2023
MONECO Advisors LLC156,929$11,498 03/31/2024
     SYLD156,929$11,498 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC168,639$11,395 12/31/2023
     SYLD168,639$11,395 12/31/2023
GWM Advisors LLC155,951$10,538 12/31/2023
     SYLD155,951$10,538 12/31/2023
Fermata Advisors LLC136,889$10,030 03/31/2024
     SYLD136,889$10,030 03/31/2024
InterOcean Capital Group LLC140,363$9,484 12/31/2023
     SYLD140,363$9,484 12/31/2023
Breakwater Capital Group100,970$7,398 03/31/2024
     SYLD100,970$7,398 03/31/2024
Accordant Advisory Group Inc98,296$7,202 03/31/2024
     SYLD98,296$7,202 03/31/2024
CWM LLC92,187$6,755 03/31/2024
     SYLD92,187$6,755 03/31/2024
Kesler Norman & Wride LLC88,807$6,507 03/31/2024
     SYLD88,807$6,507 03/31/2024
Integrated Advisors Network LLC83,538$5,645 12/31/2023
     SYLD83,538$5,645 12/31/2023
Cambridge Investment Research Advisors Inc.76,410$5,599 03/31/2024
     SYLD76,410$5,599 03/31/2024
HighTower Advisors LLC81,672$5,518 12/31/2023
     SYLD81,672$5,518 12/31/2023
Envestnet Asset Management Inc.79,403$5,365 12/31/2023
     SYLD79,403$5,365 12/31/2023
Per Stirling Capital Management LLC.69,814$4,717 12/31/2023
     SYLD69,814$4,717 12/31/2023
Gladstone Institutional Advisory LLC69,305$4,683 12/31/2023
     SYLD69,305$4,683 12/31/2023
Certified Advisory Corp67,385$4,553 12/31/2023
     SYLD67,385$4,553 12/31/2023
Private Advisor Group LLC66,147$4,469 12/31/2023
     SYLD66,147$4,469 12/31/2023
Brookstone Capital Management60,545$4,436 03/31/2024
     SYLD60,545$4,436 03/31/2024
Royal Bank of Canada59,908$4,048 12/31/2023
     SYLD59,908$4,048 12/31/2023
Stifel Financial Corp59,532$4,023 12/31/2023
     SYLD59,532$4,023 12/31/2023
Ameliora Wealth Management Ltd.54,104$3,961 03/31/2024
     SYLD54,104$3,961 03/31/2024
Thoroughbred Financial Services LLC51,779$3,498 12/31/2023
     SYLD51,779$3,498 12/31/2023
We Are One Seven LLC45,822$3,096 12/31/2023
     SYLD45,822$3,096 12/31/2023
Susquehanna International Group LLP42,849$2,895 12/31/2023
     SYLD42,849$2,895 12/31/2023
Sheets Smith Wealth Management39,829$2,691 12/31/2023
     SYLD39,829$2,691 12/31/2023
Equitable Holdings Inc.38,152$2,578 12/31/2023
     SYLD38,152$2,578 12/31/2023
Kestra Advisory Services LLC36,082$2,438 12/31/2023
     SYLD36,082$2,438 12/31/2023
Compass Ion Advisors LLC33,225$2,434 03/31/2024
     SYLD33,225$2,434 03/31/2024
MML Investors Services LLC33,964$2,295 12/31/2023
     SYLD33,964$2,295 12/31/2023
Wealth Enhancement Advisory Services LLC29,648$2,172 03/31/2024
     SYLD29,648$2,172 03/31/2024
Truist Financial Corp31,954$2,159 12/31/2023
     SYLD31,954$2,159 12/31/2023
Betterment LLC30,824$2,083 12/31/2023
     SYLD30,824$2,083 12/31/2023
Steward Partners Investment Advisory LLC29,730$2,009 12/31/2023
     SYLD29,730$2,009 12/31/2023
Atomi Financial Group Inc.26,330$1,779 12/31/2023
     SYLD26,330$1,779 12/31/2023
Eudaimonia Partners LLC23,575$1,727 03/31/2024
     SYLD23,575$1,727 03/31/2024
Oppenheimer & Co. Inc.23,993$1,621 12/31/2023
     SYLD23,993$1,621 12/31/2023
Geneos Wealth Management Inc.21,576$1,458 12/31/2023
     SYLD21,576$1,458 12/31/2023
RFG Advisory LLC18,189$1,333 03/31/2024
     SYLD18,189$1,333 03/31/2024
Retirement Group LLC19,620$1,326 12/31/2023
     SYLD19,620$1,326 12/31/2023
Cetera Investment Advisers19,187$1,296 12/31/2023
     SYLD19,187$1,296 12/31/2023
Laurel Wealth Advisors LLC19,000$1,284 12/31/2023
     SYLD19,000$1,284 12/31/2023
Apollon Wealth Management LLC18,035$1,219 12/31/2023
     SYLD18,035$1,219 12/31/2023
Evanson Asset Management LLC16,483$1,208 03/31/2024
     SYLD16,483$1,208 03/31/2024
Citadel Advisors LLC17,056$1,152 12/31/2023
     SYLD17,056$1,152 12/31/2023
Two Sigma Investments LP16,800$1,135 12/31/2023
     SYLD16,800$1,135 12/31/2023
J.W. Cole Advisors Inc.16,256$1,098 12/31/2023
     SYLD16,256$1,098 12/31/2023
Aspect Partners LLC16,211$1,095 12/31/2023
     SYLD16,211$1,095 12/31/2023
Goldman Sachs Group Inc.15,231$1,029 12/31/2023
     SYLD15,231$1,029 12/31/2023
Cetera Advisor Networks LLC14,872$1,005 12/31/2023
     SYLD14,872$1,005 12/31/2023
Napa Wealth Management14,540$982 12/31/2023
     SYLD14,540$982 12/31/2023
Dynamic Advisor Solutions LLC12,876$943 03/31/2024
     SYLD12,876$943 03/31/2024
Rockefeller Capital Management L.P.13,647$922 12/31/2023
     SYLD13,647$922 12/31/2023
MAI Capital Management13,471$910 12/31/2023
     SYLD13,471$910 12/31/2023
Essex Financial Services Inc.12,370$906 03/31/2024
     SYLD12,370$906 03/31/2024
Southland Equity Partners LLC10,990$805 03/31/2024
     SYLD10,990$805 03/31/2024
Edge Financial Advisors LLC10,850$804 03/31/2024
     SYLD10,850$804 03/31/2024
Mutual Advisors LLC11,661$788 12/31/2023
     SYLD11,661$788 12/31/2023
BOS Asset Management LLC11,519$778 12/31/2023
     SYLD11,519$778 12/31/2023
Lincoln National Corp11,452$774 12/31/2023
     SYLD11,452$774 12/31/2023
OxenFree Capital LLC10,543$772 03/31/2024
     SYLD10,543$772 03/31/2024
TFG Advisers LLC10,480$708 12/31/2023
     SYLD10,480$708 12/31/2023
Bank of America Corp DE10,062$680 12/31/2023
     SYLD10,062$680 12/31/2023
Cetera Advisors LLC9,609$649 12/31/2023
     SYLD9,609$649 12/31/2023
Snowden Capital Advisors LLC9,254$625 12/31/2023
     SYLD9,254$625 12/31/2023
Smith Moore & CO.9,199$622 12/31/2023
     SYLD9,199$622 12/31/2023
Meridian Wealth Management LLC8,371$613 03/31/2024
     SYLD8,371$613 03/31/2024
Money Concepts Capital Corp9,042$611 12/31/2023
     SYLD9,042$611 12/31/2023
Ausdal Financial Partners Inc.8,250$604 03/31/2024
     SYLD8,250$604 03/31/2024
ICA Group Wealth Management LLC8,614$582 12/31/2023
     SYLD8,614$582 12/31/2023
AE Wealth Management LLC8,422$573 12/31/2023
     SYLD8,422$573 12/31/2023
Verum Partners LLC7,527$552 03/31/2024
     SYLD7,527$552 03/31/2024
Founders Financial Securities LLC7,411$543 03/31/2024
     SYLD7,411$543 03/31/2024
Raymond James Trust N.A.7,095$520 03/31/2024
     SYLD7,095$520 03/31/2024
Sharkey Howes & Javer7,004$513 03/31/2024
     SYLD7,004$513 03/31/2024
Moors & Cabot Inc.7,538$509 12/31/2023
     SYLD7,538$509 12/31/2023
Comprehensive Wealth Management LLC7,149$483 12/31/2023
     SYLD7,149$483 12/31/2023
9258 Wealth Management LLC7,010$474 12/31/2023
     SYLD7,010$474 12/31/2023
Wealth Management Partners LLC6,156$451 03/31/2024
     SYLD6,156$451 03/31/2024
D.A. Davidson & CO.6,230$421 12/31/2023
     SYLD6,230$421 12/31/2023
Parallel Advisors LLC6,195$419 12/31/2023
     SYLD6,195$419 12/31/2023
Nations Financial Group Inc. IA ADV5,495$403 03/31/2024
     SYLD5,495$403 03/31/2024
Harbour Investments Inc.5,820$393 12/31/2023
     SYLD5,820$393 12/31/2023
Capital Advisors Ltd. LLC5,202$381 03/31/2024
     SYLD5,202$381 03/31/2024
UMA Financial Services Inc.5,433$377 03/31/2024
     SYLD5,433$377 03/31/2024
Diversified Trust Co5,000$366 03/31/2024
     SYLD5,000$366 03/31/2024
Wells Fargo & Company MN5,341$361 12/31/2023
     SYLD5,341$361 12/31/2023
National Asset Management Inc.4,885$330 12/31/2023
     SYLD4,885$330 12/31/2023
Dfpg Investments LLC4,682$315 12/31/2023
     SYLD4,682$315 12/31/2023
BOK Financial Private Wealth Inc.4,635$313 12/31/2023
     SYLD4,635$313 12/31/2023
MorganRosel Wealth Management LLC4,242$311 03/31/2024
     SYLD4,242$311 03/31/2024
Toroso Investments LLC4,448$301 12/31/2023
     SYLD4,448$301 12/31/2023
Creative Financial Designs Inc. ADV4,389$297 12/31/2023
     SYLD4,389$297 12/31/2023
Koshinski Asset Management Inc.4,396$297 12/31/2023
     SYLD4,396$297 12/31/2023
Focus Financial Network Inc. ADV4,168$282 12/31/2023
     SYLD4,168$282 12/31/2023
Beacon Financial Advisory LLC4,167$282 12/31/2023
     SYLD4,167$282 12/31/2023
Total Clarity Wealth Management Inc.3,830$281 03/31/2024
     SYLD3,830$281 03/31/2024
Van Hulzen Asset Management LLC3,927$265 12/31/2023
     SYLD3,927$265 12/31/2023
James Investment Research Inc.3,884$262 12/31/2023
     SYLD3,884$262 12/31/2023
Park Avenue Securities LLC3,514$257 03/31/2024
     SYLD3,514$257 03/31/2024
Autumn Glory Partners LLC3,584$241 12/31/2023
     SYLD3,584$241 12/31/2023
Mraz Amerine & Associates Inc.3,548$240 12/31/2023
     SYLD3,548$240 12/31/2023
Blueprint Investment Partners LLC3,522$238 12/31/2023
     SYLD3,522$238 12/31/2023
Kingsview Wealth Management LLC3,499$236 12/31/2023
     SYLD3,499$236 12/31/2023
Hubbell Strickland Wealth Management LLC3,119$230 03/31/2024
     SYLD3,119$230 03/31/2024
Parsons Capital Management Inc. RI3,127$229 03/31/2024
     SYLD3,127$229 03/31/2024
Creekmur Asset Management LLC3,277$221 12/31/2023
     SYLD3,277$221 12/31/2023
Joseph P. Lucia & Associates LLC3,203$216 12/31/2023
     SYLD3,203$216 12/31/2023
Orion Portfolio Solutions LLC3,132$211 12/31/2023
     SYLD3,132$211 12/31/2023
International Assets Investment Management LLC2,866$210 03/31/2024
     SYLD2,866$210 03/31/2024
Resources Investment Advisors LLC.3,060$207 12/31/2023
     SYLD3,060$207 12/31/2023
Belpointe Asset Management LLC3,065$207 12/31/2023
     SYLD3,065$207 12/31/2023
Comerica Bank2,299$155 12/31/2023
     SYLD2,299$155 12/31/2023
LGT Financial Advisors LLC2,246$152 12/31/2023
     SYLD2,246$152 12/31/2023
Assetmark Inc.1,920$130 12/31/2023
     SYLD1,920$130 12/31/2023
True Wealth Design LLC1,729$117 12/31/2023
     SYLD1,729$117 12/31/2023
Parkside Financial Bank & Trust1,000$68 12/31/2023
     SYLD1,000$68 12/31/2023
Allworth Financial LP824$60 03/31/2024
     SYLD824$60 03/31/2024
Evermay Wealth Management LLC700$47 12/31/2023
     SYLD700$47 12/31/2023
Advisory Services Network LLC623$42 12/31/2023
     SYLD623$42 12/31/2023
Ancora Advisors LLC600$41 12/31/2023
     SYLD600$41 12/31/2023
AdvisorNet Financial Inc430$32 03/31/2024
     SYLD430$32 03/31/2024
Simplex Trading LLC $26 03/31/2024
     Call900$23 03/31/2024
     SYLD46$3 03/31/2024
Lindbrook Capital LLC317$23 03/31/2024
     SYLD317$23 03/31/2024
Valley National Advisers Inc.300$21 03/31/2024
     SYLD300$21 03/31/2024
US Bancorp DE300$20 12/31/2023
     SYLD300$20 12/31/2023
AllSquare Wealth Management LLC300$20 12/31/2023
     SYLD300$20 12/31/2023
Caitlin John LLC244$16 12/31/2023
     SYLD244$16 12/31/2023
Private Trust Co. NA204$15 03/31/2024
     SYLD204$15 03/31/2024
JDM Financial Group LLC162$11 12/31/2023
     SYLD162$11 12/31/2023
JPMorgan Chase & Co.143$10 12/31/2023
     SYLD143$10 12/31/2023
Proequities Inc.155$10 12/31/2023
     SYLD155$10 12/31/2023
Bradley & Co. Private Wealth Management LLC150$10 12/31/2023
     SYLD150$10 12/31/2023
Missouri Trust & Investment Co77$5 12/31/2023
     SYLD77$5 12/31/2023
Principal Securities Inc.60$4 12/31/2023
     SYLD60$4 12/31/2023
Quadrant Capital Group LLC64$4 12/31/2023
     SYLD64$4 12/31/2023
Coppell Advisory Solutions LLC60$4 12/31/2023
     SYLD60$4 12/31/2023
FMR LLC25$2 12/31/2023
     SYLD25$2 12/31/2023
Bell Investment Advisors Inc36$2 12/31/2023
     SYLD36$2 12/31/2023
Hobbs Group Advisors LLC34$2 12/31/2023
     SYLD34$2 12/31/2023
Salem Investment Counselors Inc.10$1 03/31/2024
     SYLD10$1 03/31/2024
Sound Income Strategies LLC0$0 03/31/2024
     SYLD0$0 03/31/2024
Huntington National Bank1$0 12/31/2023
     SYLD1$0 12/31/2023

See Summary: Institutional Holders of SYLD
See Details: Top 10 Hedge Funds Holding SYLD
Also See: SYLD Holdings Changes

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