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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. trimmed | 4,566,670 | $164M | 20.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,496,093 | $53M | 6.5% | 2026-Q1 |
| UBS Group AG trimmed | 1,488,085 | $53M | 6.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,479,552 | $53M | 6.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,459,002 | $52M | 6.3% | 2026-Q1 |
| LPL Financial LLC added | 1,305,358 | $46M | 5.7% | 2026-Q1 |
| Arkadios Wealth Advisors added | 1,299,942 | $46M | 5.6% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 1,238,146 | $44M | 5.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 728,880 | $26M | 3.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 264,402 | $24M | 2.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 576,881 | $20M | 2.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 530,237 | $19M | 2.3% | 2026-Q1 |
| Solano Wealth Investment Advisors LLC added | 419,317 | $15M | 1.8% | 2026-Q1 |
| Huntleigh Advisors, Inc. added | 372,623 | $13M | 1.6% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 320,820 | $11M | 1.4% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 290,692 | $10M | 1.3% | 2026-Q1 |
| Cerity Partners LLC new | 276,305 | $10M | 1.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 267,488 | $9M | 1.2% | 2026-Q1 |
| Next Level Private LLC added | 238,836 | $8M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 226,112 | $8M | 1.0% | 2026-Q1 |
| FOCUSED ALPHA, LLC | 158,612 | $6M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 142,823 | $5M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 142,617 | $5M | 0.6% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 142,337 | $5M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 121,404 | $4M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 116,946 | $4M | 0.5% | 2026-Q1 |
| RMR Capital Management, LLC trimmed | 113,177 | $4M | 0.5% | 2026-Q1 |
| Stonebridge Financial Group, LLC / MO trimmed | 100,341 | $4M | 0.4% | 2026-Q1 |
| KPP Advisory Services LLC trimmed | 91,078 | $3M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 76,663 | $3M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 72,390 | $3M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 65,154 | $2M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 53,648 | $2M | 0.2% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 49,352 | $2M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 45,557 | $2M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 44,946 | $2M | 0.2% | 2026-Q1 |
| MAGNOLIA CAPITAL ADVISORS LLC trimmed | 39,066 | $1M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 37,090 | $1M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 33,967 | $1M | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 33,550 | $1M | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 31,277 | $1M | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 29,219 | $1M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 23,616 | $839K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 23,467 | $834K | 0.1% | 2026-Q1 |
| TME FINANCIAL, INC. trimmed | 22,134 | $786K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 20,366 | $723K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 19,373 | $688K | 0.1% | 2026-Q1 |
| Quantum Private Wealth, LLC | 18,366 | $652K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 18,002 | $639K | 0.1% | 2026-Q1 |
| PANORAMIC INVESTMENT ADVISORS, LLC added | 15,949 | $567K | 0.1% | 2026-Q1 |
| PMG Wealth Management, Inc. trimmed | 15,500 | $548K | 0.1% | 2026-Q1 |
| KENNEDY INVESTMENT GROUP, INC. added | 15,338 | $545K | 0.1% | 2026-Q1 |
| ALTERNA WEALTH MANAGEMENT, INC | 14,149 | $503K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. | 13,851 | $492K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 13,206 | $469K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC | 12,106 | $430K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 8,920 | $317K | 0.0% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 8,919 | $317K | 0.0% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 8,550 | $304K | 0.0% | 2026-Q1 |
| Encompass More Asset Management new | 8,036 | $285K | 0.0% | 2026-Q1 |
| N.E.W. Advisory Services LLC added | 7,627 | $271K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 7,515 | $267K | 0.0% | 2026-Q1 |
| Centerpoint Advisory Group added | 6,570 | $233K | 0.0% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC | 6,461 | $229K | 0.0% | 2026-Q1 |
| SkyOak Wealth, LLC | 6,400 | $227K | 0.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 5,930 | $211K | 0.0% | 2026-Q1 |
| World Investment Advisors trimmed | 5,640 | $200K | 0.0% | 2026-Q1 |
| WPG Advisers, LLC | 5,211 | $185K | 0.0% | 2026-Q1 |
| Colonial Trust Advisors | 3,100 | $110K | 0.0% | 2026-Q1 |
| MAI Capital Management added | 2,920 | $104K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 2,700 | $96K | 0.0% | 2026-Q1 |
| Activest Wealth Management | 1,570 | $56K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 1,473 | $52K | 0.0% | 2026-Q1 |
| Westside Investment Management, Inc. | 1,164 | $41K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC added | 1,116 | $40K | 0.0% | 2026-Q1 |
| HAZLETT, BURT & WATSON, INC. | 889 | $31K | 0.0% | 2026-Q1 |
| Allworth Financial LP new | 838 | $30K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 699 | $25K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 575 | $20K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 304 | $14K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 305 | $11K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC new | 269 | $10K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 196 | $7K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,013,015 | $36M | 4.4% | 2025-Q1 stale |
| SOL Capital Management CO trimmed | 279,746 | $10M | 1.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 80,123 | $3M | 0.4% | 2025-Q2 stale |
| Steward Partners Investment Advisory, LLC trimmed | 77,780 | $3M | 0.3% | 2025-Q3 stale |
| COMERICA BANK trimmed | 45,797 | $2M | 0.2% | 2025-Q4 stale |
| Sanctuary Advisors, LLC added | 38,131 | $1M | 0.2% | 2025-Q3 stale |
| KMG FIDUCIARY PARTNERS, LLC added | 35,953 | $1M | 0.2% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 21,499 | $773K | 0.1% | 2025-Q2 stale |
| IHT Wealth Management, LLC added | 9,462 | $342K | 0.0% | 2025-Q3 stale |
| GREENWOOD CAPITAL ASSOCIATES LLC new | 8,532 | $308K | 0.0% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,377 | $265K | 0.0% | 2025-Q2 stale |
| Tortuga Wealth Management, Inc new | 7,027 | $253K | 0.0% | 2025-Q4 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 6,387 | $227K | 0.0% | 2025-Q1 stale |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 6,110 | $220K | 0.0% | 2025-Q2 stale |
| Strategic Family Wealth Counselors, L.L.C. | 5,554 | $200K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 396 | $14K | 0.0% | 2025-Q4 stale |
| Roxbury Financial LLC added | 378 | $14K | 0.0% | 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.
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.