Who owns 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-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
23 tracked funds added or opened SYFI while 14 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 82 tracked filers holding SYFI, 45 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 2026-Q1 and 2026-Q2 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 4
- SageGuard Financial Group, LLC$4M
- Advisory Resource Group$3M
- Vise Technologies, Inc.$2M
- Gotham Asset Management, LLC$522K
Full exits 5
- OPPENHEIMER ASSET MANAGEMENT INC.$10M
- WEDBUSH SECURITIES INC$1M
- Cambridge Investment Research Advisors, Inc.$839K
- Independent Advisor Alliance$639K
- ALTERNA WEALTH MANAGEMENT, INC$503K
Largest adds
- RAYMOND JAMES FINANCIAL INC$19M
- BANK OF AMERICA CORP /DE/$11M
- NewEdge Advisors, LLC$10M
- MORGAN STANLEY$8M
- UBS Group AG$6M
- FOCUSED ALPHA, LLC$5M
Largest trims
- Arkadios Wealth Advisors$44M
- ROYAL BANK OF CANADA$11M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6M
- GREAT VALLEY ADVISOR GROUP, INC.$2M
- Solano Wealth Investment Advisors LLC$2M
- JANE STREET GROUP, LLC$1M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. added | 4,751,552 | $169M | 21.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,772,714 | $63M | 7.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,665,488 | $59M | 7.5% | 2026-Q2 |
| UBS Group AG added | 1,642,456 | $59M | 7.4% | 2026-Q2 |
| LPL Financial LLC added | 1,341,796 | $48M | 6.0% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 1,243,510 | $44M | 5.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,184,979 | $42M | 5.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,097,338 | $39M | 4.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 957,335 | $34M | 4.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 810,059 | $29M | 3.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 491,963 | $18M | 2.2% | 2026-Q2 |
| Huntleigh Advisors, Inc. trimmed | 372,347 | $13M | 1.7% | 2026-Q2 |
| Solano Wealth Investment Advisors LLC trimmed | 361,666 | $13M | 1.6% | 2026-Q2 |
| FOCUSED ALPHA, LLC added | 290,618 | $10M | 1.3% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 259,476 | $9M | 1.2% | 2026-Q2 |
| Next Level Private LLC added | 254,563 | $9M | 1.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 239,517 | $9M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 229,630 | $8M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 166,286 | $6M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 159,483 | $6M | 0.7% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 137,527 | $5M | 0.6% | 2026-Q2 |
| RMR Capital Management, LLC added | 123,615 | $4M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 121,524 | $4M | 0.5% | 2026-Q2 |
| SageGuard Financial Group, LLC new | 121,014 | $4M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 107,577 | $4M | 0.5% | 2026-Q2 |
| Stonebridge Financial Group, LLC / MO added | 101,721 | $4M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 93,166 | $3M | 0.4% | 2026-Q2 |
| KPP Advisory Services LLC trimmed | 85,891 | $3M | 0.4% | 2026-Q2 |
| Advisory Resource Group new | 78,415 | $3M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 76,628 | $3M | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 73,641 | $3M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 71,366 | $3M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 69,969 | $2M | 0.3% | 2026-Q2 |
| Vise Technologies, Inc. new | 67,927 | $2M | 0.3% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 57,057 | $2M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 52,926 | $2M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 50,677 | $2M | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 48,426 | $2M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 45,290 | $2M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 42,047 | $2M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 41,385 | $1M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 37,640 | $1M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 37,104 | $1M | 0.2% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC trimmed | 34,108 | $1M | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 24,914 | $890K | 0.1% | 2026-Q2 |
| TME FINANCIAL, INC. added | 24,256 | $866K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 21,520 | $769K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 20,032 | $715K | 0.1% | 2026-Q2 |
| KENNEDY INVESTMENT GROUP, INC. added | 18,392 | $657K | 0.1% | 2026-Q2 |
| Quantum Private Wealth, LLC | 18,366 | $656K | 0.1% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC added | 15,956 | $570K | 0.1% | 2026-Q2 |
| Encompass More Asset Management added | 15,133 | $540K | 0.1% | 2026-Q2 |
| PMG Wealth Management, Inc. trimmed | 14,700 | $523K | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC new | 14,603 | $522K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 13,851 | $495K | 0.1% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO new | 13,559 | $484K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC | 12,106 | $432K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 10,586 | $378K | 0.0% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 10,061 | $359K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 9,174 | $328K | 0.0% | 2026-Q2 |
| Tortuga Wealth Management, Inc added | 8,994 | $321K | 0.0% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 8,599 | $307K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 7,742 | $277K | 0.0% | 2026-Q2 |
| Centerpoint Advisory Group trimmed | 6,520 | $233K | 0.0% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC | 6,461 | $231K | 0.0% | 2026-Q2 |
| SkyOak Wealth, LLC | 6,400 | $229K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 6,016 | $215K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 5,306 | $190K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC | 5,211 | $186K | 0.0% | 2026-Q2 |
| Colonial Trust Advisors | 3,100 | $111K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,715 | $61K | 0.0% | 2026-Q2 |
| Westside Investment Management, Inc. | 1,164 | $42K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 1,132 | $40K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 995 | $36K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 838 | $30K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 611 | $22K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 575 | $21K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 269 | $10K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC | 100 | $4K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 60 | $2K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 38 | $1K | 0.0% | 2026-Q2 |
| FMR LLC | 14 | $505 | 0.0% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 290,692 | $10M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC added | 33,550 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 23,616 | $839K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 18,002 | $639K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ALTERNA WEALTH MANAGEMENT, INC | 14,149 | $503K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| World Investment Advisors trimmed | 5,640 | $200K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management added | 2,920 | $104K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SOL Capital Management CO trimmed | 279,746 | $10M | 1.3% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 45,797 | $2M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Strategic Family Wealth Counselors, L.L.C. | 5,554 | $200K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Sanctuary Advisors, LLC added | 38,131 | $1M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| KMG FIDUCIARY PARTNERS, LLC added | 35,953 | $1M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| IHT Wealth Management, LLC added | 9,462 | $342K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| GREENWOOD CAPITAL ASSOCIATES LLC new | 8,532 | $308K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 80,123 | $3M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 21,499 | $773K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,377 | $265K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 6,110 | $220K | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.
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.