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This page summarizes the SYLD holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether SYLD is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing SYLD Share Count |
|---|
| Valley National Advisers Inc. |
200 |
300 |
+100 |
+50.00% |
| Ausdal Financial Partners Inc. |
6,022 |
8,250 |
+2,228 |
+37.00% |
| AdvisorNet Financial Inc |
330 |
430 |
+100 |
+30.30% |
| Founders Financial Securities LLC |
5,741 |
7,411 |
+1,670 |
+29.09% |
| Wealth Enhancement Advisory Services LLC |
23,208 |
29,648 |
+6,440 |
+27.75% |
| CWM LLC |
76,088 |
92,187 |
+16,099 |
+21.16% |
| Raymond James & Associates |
573,452 |
618,564 |
+45,112 |
+7.87% |
| Southland Equity Partners LLC |
10,250 |
10,990 |
+740 |
+7.22% |
| Breakwater Capital Group |
94,279 |
100,970 |
+6,691 |
+7.10% |
| Kesler Norman & Wride LLC |
83,940 |
88,807 |
+4,867 |
+5.80% |
| Brookstone Capital Management |
57,461 |
60,545 |
+3,084 |
+5.37% |
| Revolve Wealth Partners LLC |
261,613 |
269,955 |
+8,342 |
+3.19% |
| Fermata Advisors LLC |
132,764 |
136,889 |
+4,125 |
+3.11% |
| OxenFree Capital LLC |
10,258 |
10,543 |
+285 |
+2.78% |
| UMA Financial Services Inc. |
5,354 |
5,433 |
+79 |
+1.48% |
| Hubbell Strickland Wealth Management LLC |
3,089 |
3,119 |
+30 |
+0.97% |
| Manchester Financial Inc. |
330,096 |
332,426 |
+2,330 |
+0.71% |
| Evanson Asset Management LLC |
16,393 |
16,483 |
+90 |
+0.55% |
| Compass Ion Advisors LLC |
33,066 |
33,225 |
+159 |
+0.48% |
| Capital Advisors Ltd. LLC |
5,201 |
5,202 |
+1 |
+0.02% |
| 13F Filers Reporting New Positions In SYLD |
|---|
| Diversified Trust Co |
0 |
5,000 |
+5,000 |
+100% |
| Dynamic Advisor Solutions LLC |
0 |
12,876 |
+12,876 |
+100% |
| Sound Income Strategies LLC |
0 |
0 |
UNCH |
100% |
| Verum Partners LLC |
0 |
7,527 |
+7,527 |
+100% |
| Edge Financial Advisors LLC |
0 |
10,850 |
+10,850 |
+100% |
| Accordant Advisory Group Inc |
0 |
98,296 |
+98,296 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Salem Investment Counselors Inc. |
10 |
10 |
UNCH |
0.00% |
| Park Avenue Securities LLC |
3,514 |
3,514 |
UNCH |
0.00% |
| RFG Advisory LLC |
18,189 |
18,189 |
UNCH |
0.00% |
| MorganRosel Wealth Management LLC |
4,242 |
4,242 |
UNCH |
0.00% |
| 13F Filers Decreasing SYLD Share Count |
|---|
| International Assets Investment Management LLC |
20,001 |
2,866 |
-17,135 |
-85.67% |
| RFG Holdings Inc. |
241,972 |
188,284 |
-53,688 |
-22.19% |
| Raymond James Financial Services Advisors Inc. |
224,955 |
184,613 |
-40,342 |
-17.93% |
| Parsons Capital Management Inc. RI |
3,512 |
3,127 |
-385 |
-10.96% |
| Sharkey Howes & Javer |
7,256 |
7,004 |
-252 |
-3.47% |
| Ameliora Wealth Management Ltd. |
55,746 |
54,104 |
-1,642 |
-2.95% |
| Wealth Management Partners LLC |
6,176 |
6,156 |
-20 |
-0.32% |
| 13F Filers Exiting SYLD |
|---|
| MCF Advisors LLC |
62 |
0 |
-62 |
-100.00% |
See Summary: Institutional Holders of SYLD
See Details: Top 10 Hedge Funds Holding SYLD
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