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Institutional Ownership · SEC Form 13F

Who owns SYFI (SYFI)


Which tracked institutional funds hold SYFI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SYFI company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

87
Institutional holders
20,936,133
Shares held (tracked funds)

How the tape is positioned

19 tracked funds added or opened SYFI while 17 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

SYFI’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SYFI 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 2025-Q4 and 2026-Q1, across 87 tracked filers holding SYFI, 42 increased or opened the position and 37 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 SYFI between the 2025-Q4 and 2026-Q1 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 5

  • Cerity Partners LLC$10M
  • FIFTH THIRD BANCORP$2M
  • Advisory Services Network, LLC$1M
  • Integrated Wealth Concepts LLC$834K
  • Independent Advisor Alliance$639K

Full exits 2

  • SOL Capital Management CO$10M
  • COMERICA BANK$2M

Largest adds

  • Arkadios Wealth Advisors$44M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$26M
  • BANK OF AMERICA CORP /DE/$13M
  • Next Level Private LLC$7M
  • LPL Financial LLC$4M
  • MORGAN STANLEY$4M

Largest trims

  • UBS Group AG$26M
  • Private Advisor Group, LLC$5M
  • AMERIPRISE FINANCIAL INC$4M
  • JANE STREET GROUP, LLC$3M
  • OSAIC HOLDINGS, INC.$3M
  • ALLIANCEBERNSTEIN L.P.$3M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
ALLIANCEBERNSTEIN L.P. trimmed4,566,670$164M20.0%2026-Q1
ROYAL BANK OF CANADA added1,496,093$53M6.5%2026-Q1
UBS Group AG trimmed1,488,085$53M6.5%2026-Q1
BANK OF AMERICA CORP /DE/ added1,479,552$53M6.4%2026-Q1
MORGAN STANLEY added1,459,002$52M6.3%2026-Q1
LPL Financial LLC added1,305,358$46M5.7%2026-Q1
Arkadios Wealth Advisors added1,299,942$46M5.6%2026-Q1
Wagner Wealth Management, LLC added1,238,146$44M5.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added728,880$26M3.2%2026-Q1
NewEdge Advisors, LLC trimmed264,402$24M2.9%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed576,881$20M2.5%2026-Q1
OSAIC HOLDINGS, INC. trimmed530,237$19M2.3%2026-Q1
Solano Wealth Investment Advisors LLC added419,317$15M1.8%2026-Q1
Huntleigh Advisors, Inc. added372,623$13M1.6%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added320,820$11M1.4%2026-Q1
OPPENHEIMER ASSET MANAGEMENT INC. added290,692$10M1.3%2026-Q1
Cerity Partners LLC new276,305$10M1.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed267,488$9M1.2%2026-Q1
Next Level Private LLC added238,836$8M1.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added226,112$8M1.0%2026-Q1
FOCUSED ALPHA, LLC158,612$6M0.7%2026-Q1
TRUIST FINANCIAL CORP trimmed142,823$5M0.6%2026-Q1
STIFEL FINANCIAL CORP added142,617$5M0.6%2026-Q1
MGO ONE SEVEN LLC trimmed142,337$5M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed121,404$4M0.5%2026-Q1
JANE STREET GROUP, LLC trimmed116,946$4M0.5%2026-Q1
RMR Capital Management, LLC trimmed113,177$4M0.5%2026-Q1
Stonebridge Financial Group, LLC / MO trimmed100,341$4M0.4%2026-Q1
KPP Advisory Services LLC trimmed91,078$3M0.4%2026-Q1
Cetera Investment Advisers added76,663$3M0.3%2026-Q1
Private Advisor Group, LLC trimmed72,390$3M0.3%2026-Q1
CITADEL ADVISORS LLC added65,154$2M0.3%2026-Q1
Rockefeller Capital Management L.P. added53,648$2M0.2%2026-Q1
Capital Investment Advisory Services, LLC trimmed49,352$2M0.2%2026-Q1
Stratos Wealth Partners, LTD. trimmed45,557$2M0.2%2026-Q1
FIFTH THIRD BANCORP new44,946$2M0.2%2026-Q1
MAGNOLIA CAPITAL ADVISORS LLC trimmed39,066$1M0.2%2026-Q1
Farther Finance Advisors, LLC added37,090$1M0.2%2026-Q1
Kestra Advisory Services, LLC added33,967$1M0.1%2026-Q1
WEDBUSH SECURITIES INC added33,550$1M0.1%2026-Q1
Advisory Services Network, LLC added31,277$1M0.1%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC trimmed29,219$1M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added23,616$839K0.1%2026-Q1
Integrated Wealth Concepts LLC new23,467$834K0.1%2026-Q1
TME FINANCIAL, INC. trimmed22,134$786K0.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed20,366$723K0.1%2026-Q1
MML INVESTORS SERVICES, LLC added19,373$688K0.1%2026-Q1
Quantum Private Wealth, LLC18,366$652K0.1%2026-Q1
Independent Advisor Alliance new18,002$639K0.1%2026-Q1
PANORAMIC INVESTMENT ADVISORS, LLC added15,949$567K0.1%2026-Q1
PMG Wealth Management, Inc. trimmed15,500$548K0.1%2026-Q1
KENNEDY INVESTMENT GROUP, INC. added15,338$545K0.1%2026-Q1
ALTERNA WEALTH MANAGEMENT, INC14,149$503K0.1%2026-Q1
D.A. DAVIDSON & CO.13,851$492K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed13,206$469K0.1%2026-Q1
Kingsview Wealth Management, LLC12,106$430K0.1%2026-Q1
Ameritas Advisory Services, LLC added8,920$317K0.0%2026-Q1
First Heartland Consultants, Inc. added8,919$317K0.0%2026-Q1
Cornerstone Wealth Management, LLC added8,550$304K0.0%2026-Q1
Encompass More Asset Management new8,036$285K0.0%2026-Q1
N.E.W. Advisory Services LLC added7,627$271K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed7,515$267K0.0%2026-Q1
Centerpoint Advisory Group added6,570$233K0.0%2026-Q1
INSIGNEO ADVISORY SERVICES, LLC6,461$229K0.0%2026-Q1
SkyOak Wealth, LLC6,400$227K0.0%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed5,930$211K0.0%2026-Q1
World Investment Advisors trimmed5,640$200K0.0%2026-Q1
WPG Advisers, LLC5,211$185K0.0%2026-Q1
Colonial Trust Advisors3,100$110K0.0%2026-Q1
MAI Capital Management added2,920$104K0.0%2026-Q1
CWM, LLC trimmed2,700$96K0.0%2026-Q1
Activest Wealth Management1,570$56K0.0%2026-Q1
CoreCap Advisors, LLC trimmed1,473$52K0.0%2026-Q1
Westside Investment Management, Inc.1,164$41K0.0%2026-Q1
Parallel Advisors, LLC added1,116$40K0.0%2026-Q1
HAZLETT, BURT & WATSON, INC.889$31K0.0%2026-Q1
Allworth Financial LP new838$30K0.0%2026-Q1
Western Wealth Management, LLC new699$25K0.0%2026-Q1
PRIVATE TRUST CO NA trimmed575$20K0.0%2026-Q1
EverSource Wealth Advisors, LLC trimmed304$14K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed305$11K0.0%2026-Q1
AE Wealth Management LLC new269$10K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP new196$7K0.0%2026-Q1
GOLDMAN SACHS GROUP INC added1,013,015$36M4.4%2025-Q1 stale
SOL Capital Management CO trimmed279,746$10M1.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. trimmed80,123$3M0.4%2025-Q2 stale
Steward Partners Investment Advisory, LLC trimmed77,780$3M0.3%2025-Q3 stale
COMERICA BANK trimmed45,797$2M0.2%2025-Q4 stale
Sanctuary Advisors, LLC added38,131$1M0.2%2025-Q3 stale
KMG FIDUCIARY PARTNERS, LLC added35,953$1M0.2%2025-Q3 stale
Atria Wealth Solutions, Inc. trimmed21,499$773K0.1%2025-Q2 stale
IHT Wealth Management, LLC added9,462$342K0.0%2025-Q3 stale
GREENWOOD CAPITAL ASSOCIATES LLC new8,532$308K0.0%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed7,377$265K0.0%2025-Q2 stale
Tortuga Wealth Management, Inc new7,027$253K0.0%2025-Q4 stale
Envestnet Portfolio Solutions, Inc. trimmed6,387$227K0.0%2025-Q1 stale
KESTRA PRIVATE WEALTH SERVICES, LLC new6,110$220K0.0%2025-Q2 stale
Strategic Family Wealth Counselors, L.L.C.5,554$200K0.0%2025-Q4 stale
Global Retirement Partners, LLC added396$14K0.0%2025-Q4 stale
Roxbury Financial LLC added378$14K0.0%2025-Q4 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership