SYLD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +2.0% ·
net new positions +14.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +3 | 3.46M | $273.88M | +5 | −2 |
| Q1 2026 | 30 | +2 | 3.53M | $265.92M | +3 | −1 |
| Q4 2025 | 28 | -1 | 3.63M | $252.38M | — | −1 |
| Q3 2025 | 7 | +1 | 783.15K | $53.77M | +1 | — |
| Q2 2025 | 3 | 0 | 40.20K | $2.61M | — | — |
| Q1 2025 | 2 | +1 | 41.41K | $2.64M | +1 | — |
| Q4 2024 | 1 | -1 | 7.05K | $482,508 | +1 | −2 |
| Q3 2024 | 2 | 0 | 24.16K | $1.75M | — | — |
| Q2 2024 | 2 | — | 10.51K | $717,896 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 710.38K | — | $48.77M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 710.38K | — | $48.77M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 34.51K | +16.9% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 16.14K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 10.66K | 0.0% | $732,053 | 0.0% | Held | 4 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 10.50K | New | $720,930 | 0.0% | New | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 930 | — | $63,854 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 930 | — | $63,854 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 930 | — | $63,854 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 930 | — | $63,854 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 25 | 0.0% | $1,717 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $720,930 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 164 holders, 7.90M shares, $572.31M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.