Institutional shares held 10 Million
0 calls
0 puts
Total value of holdings $679M
$0 calls
$0 puts
# of Institutions 181


Latest Institutional Activity in SYLD

Top Purchases

Q4 2025
Verum Partners LLC Shares Held: 223K ($15.1M)
Q4 2025
Brookstone Capital Management Shares Held: 117K ($7.94M)
Q4 2025
Revolve Wealth Partners, LLC Shares Held: 387K ($26.2M)
Q4 2025
Diversify Advisory Services, LLC Shares Held: 4.57K ($309K)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 2.33K ($157K)

Top Sells

Q4 2025
Fermata Advisors, LLC Shares Held: 102K ($6.9M)
Q4 2025
Breakwater Capital Group Shares Held: 74.5K ($5.04M)
Q4 2025
Dkm Wealth Management, Inc. Shares Held: 72.5K ($4.9M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 35.7K ($2.41M)
Q4 2025
Sheets Smith Wealth Management Shares Held: 21K ($1.42M)

About SYLD

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