Who owns SYSB
Which tracked institutional funds hold SYSB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SYSB 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
The tracked-fund tape on SYSB is one-sided between 2025-Q4 and 2026-Q1: 79 added or opened and 16 trimmed or exited — on balance accumulating.
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
SYSB’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes SYSB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SYSB 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 248 tracked filers holding SYSB, 209 increased or opened the position and 44 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 SYSB 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 30
- Alpine Bank Wealth Management$87M
- MCMORGAN & CO LLC$13M
- Geneos Wealth Management Inc.$8M
- Vestmark Advisory Solutions, Inc.$5M
- Dynasty Wealth Management, LLC$4M
- Traveka Wealth, LLC$3M
Full exits 7
- GOLDMAN SACHS GROUP INC$10M
- NewEdge Advisors, LLC$9M
- Austin Private Wealth, LLC$1M
- High Falls Advisors, Inc$1M
- Stratos Wealth Partners, LTD.$1M
- Global Retirement Partners, LLC$990K
Largest adds
- BlackRock, Inc.$38M
- ENVESTNET ASSET MANAGEMENT INC$25M
- JPMORGAN CHASE & CO$19M
- BANK OF AMERICA CORP /DE/$19M
- AMERIPRISE FINANCIAL INC$19M
- Janney Montgomery Scott LLC$15M
Largest trims
- US BANCORP \DE\$3M
- Scarborough Advisors, LLC$2M
- Envestnet Portfolio Solutions, Inc.$868K
- CURTIS WEALTH MANAGEMENT LLC$768K
- ASSETMARK, INC$663K
- Mutual Advisors, LLC$580K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 2,584,384 | $230M | 22.5% | 2026-Q1 |
| LPL Financial LLC added | 1,034,567 | $92M | 9.0% | 2026-Q1 |
| Alpine Bank Wealth Management new | 974,400 | $87M | 8.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 629,860 | $56M | 5.5% | 2026-Q1 |
| BlackRock, Inc. added | 553,508 | $49M | 4.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 462,003 | $41M | 4.0% | 2026-Q1 |
| Cetera Investment Advisers added | 296,642 | $26M | 2.6% | 2026-Q1 |
| MORGAN STANLEY added | 293,264 | $26M | 2.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 276,403 | $25M | 2.4% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 238,196 | $21M | 2.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 231,338 | $21M | 2.0% | 2026-Q1 |
| CWM, LLC added | 206,740 | $18M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 195,400 | $17M | 1.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 180,274 | $16M | 1.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 162,463 | $14M | 1.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 147,813 | $13M | 1.3% | 2026-Q1 |
| MCMORGAN & CO LLC new | 144,296 | $13M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 140,969 | $13M | 1.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 132,978 | $12M | 1.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 111,854 | $10M | 1.0% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 84,863 | $8M | 0.7% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 84,595 | $8M | 0.7% | 2026-Q1 |
| Merit Financial Group, LLC added | 79,664 | $7M | 0.7% | 2026-Q1 |
| Ascent Group, LLC added | 72,794 | $6M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 65,402 | $6M | 0.6% | 2026-Q1 |
| Kelly Financial Services LLC added | 61,519 | $5M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 59,551 | $5M | 0.5% | 2026-Q1 |
| SteelPeak Wealth, LLC added | 56,785 | $5M | 0.5% | 2026-Q1 |
| Arax Advisory Partners added | 55,847 | $5M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 55,359 | $5M | 0.5% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 55,022 | $5M | 0.5% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 53,766 | $5M | 0.5% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 52,480 | $5M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 50,513 | $4M | 0.4% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 49,209 | $4M | 0.4% | 2026-Q1 |
| Dynasty Wealth Management, LLC new | 47,082 | $4M | 0.4% | 2026-Q1 |
| NorthRock Partners, LLC added | 42,829 | $4M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 38,185 | $3M | 0.3% | 2026-Q1 |
| CFS Investment Advisory Services, LLC added | 36,671 | $3M | 0.3% | 2026-Q1 |
| Traveka Wealth, LLC new | 36,095 | $3M | 0.3% | 2026-Q1 |
| FFG RETIREMENT ADVISORS LLC new | 36,001 | $3M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 35,523 | $3M | 0.3% | 2026-Q1 |
| Atria Investments, Inc added | 35,270 | $3M | 0.3% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 34,169 | $3M | 0.3% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 33,891 | $3M | 0.3% | 2026-Q1 |
| Strategic Blueprint, LLC added | 30,894 | $3M | 0.3% | 2026-Q1 |
| Tennessee Valley Asset Management Partners new | 30,306 | $3M | 0.3% | 2026-Q1 |
| Beacon Bridge Wealth Partners, LLC added | 29,609 | $3M | 0.3% | 2026-Q1 |
| Sharkey, Howes & Javer trimmed | 28,302 | $3M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 27,617 | $2M | 0.2% | 2026-Q1 |
| SOFI WEALTH, LLC new | 27,556 | $2M | 0.2% | 2026-Q1 |
| Capital Analysts, LLC added | 26,906 | $2M | 0.2% | 2026-Q1 |
| Pettinga Financial Advisors LLC added | 26,468 | $2M | 0.2% | 2026-Q1 |
| SWP FINANCIAL LLC added | 26,291 | $2M | 0.2% | 2026-Q1 |
| Midwest Capital Advisors, LLC added | 25,098 | $2M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 24,943 | $2M | 0.2% | 2026-Q1 |
| TSA Wealth Managment LLC trimmed | 24,145 | $2M | 0.2% | 2026-Q1 |
| Horst & Graben Wealth Management LLC trimmed | 23,906 | $2M | 0.2% | 2026-Q1 |
| Lansing Street Advisors added | 21,802 | $2M | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 21,040 | $2M | 0.2% | 2026-Q1 |
| One Wealth Advisors, LLC added | 20,171 | $2M | 0.2% | 2026-Q1 |
| Ascentis Independent Advisors new | 19,854 | $2M | 0.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 19,308 | $2M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 18,334 | $2M | 0.2% | 2026-Q1 |
| Trek Financial, LLC added | 18,228 | $2M | 0.2% | 2026-Q1 |
| Atlatl Advisers LLC added | 17,636 | $2M | 0.2% | 2026-Q1 |
| SEEDS INVESTOR LLC new | 17,490 | $2M | 0.2% | 2026-Q1 |
| Ethos Capital Management, Inc. trimmed | 17,212 | $2M | 0.1% | 2026-Q1 |
| Cerity Partners LLC new | 16,850 | $1M | 0.1% | 2026-Q1 |
| ALTERNA WEALTH MANAGEMENT, INC added | 16,698 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 15,882 | $1M | 0.1% | 2026-Q1 |
| &PARTNERS added | 15,852 | $1M | 0.1% | 2026-Q1 |
| Pinion Investment Advisors, LLC new | 15,558 | $1M | 0.1% | 2026-Q1 |
| Shared Vision Wealth Group LLC added | 15,000 | $1M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 14,606 | $1M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 14,473 | $1M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 14,454 | $1M | 0.1% | 2026-Q1 |
| Optivise Advisory Services LLC trimmed | 14,412 | $1M | 0.1% | 2026-Q1 |
| Tidemark, LLC new | 14,391 | $1M | 0.1% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 14,360 | $1M | 0.1% | 2026-Q1 |
| Archer Investment Management, LLC new | 14,070 | $1M | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC added | 13,662 | $1M | 0.1% | 2026-Q1 |
| Stokes Family Office, LLC added | 13,529 | $1M | 0.1% | 2026-Q1 |
| SigFig Wealth Management, LLC added | 13,524 | $1M | 0.1% | 2026-Q1 |
| MA Private Wealth new | 13,257 | $1M | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 12,868 | $1M | 0.1% | 2026-Q1 |
| Security Financial Services, INC. added | 12,597 | $1M | 0.1% | 2026-Q1 |
| Apeiron RIA LLC trimmed | 12,577 | $1M | 0.1% | 2026-Q1 |
| Tyche Wealth Partners LLC added | 12,518 | $1M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 12,363 | $1M | 0.1% | 2026-Q1 |
| Brookstone Capital Management added | 12,006 | $1M | 0.1% | 2026-Q1 |
| True Vision MN LLC added | 11,959 | $1M | 0.1% | 2026-Q1 |
| WealthShield Partners, LLC added | 11,177 | $995K | 0.1% | 2026-Q1 |
| Frisch Financial Group, Inc. added | 10,556 | $939K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 109,528 | $10M | 1.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 102,111 | $9M | 0.9% | 2025-Q4 stale |
| Austin Private Wealth, LLC new | 16,361 | $1M | 0.1% | 2025-Q4 stale |
| High Falls Advisors, Inc new | 13,567 | $1M | 0.1% | 2025-Q4 stale |
| Stratos Wealth Partners, LTD. trimmed | 12,135 | $1M | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC new | 11,026 | $990K | 0.1% | 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.