Security record · archived quarter
SYFI
name pending profile ingest
26Tracked holders
0Δ holders
14.59MShares held
$524.31MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 4.64M | n/a | $166.86M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 2.20M | n/a | $78.92M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 1.46M | n/a | $52.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 1.32M | +20.9% | $47.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.17M | n/a | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.09M | n/a | $39.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 635.08K | n/a | $22.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 608.87K | n/a | $21.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Wealth Enhancement Advisory… | 304.20K | n/a | $10.94M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 203.41K | n/a | $7.31M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 202.99K | n/a | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 144.08K | n/a | $5.18M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 121.86K | n/a | $4.38M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 120.94K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 104.30K | n/a | $3.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Cetera Investment Advisers | 76.19K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 51.18K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 36.02K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Northwestern Mutual Wealth… | 35.58K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 21.91K | n/a | $787,335 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mml Investors Services, Llc | 19.09K | n/a | $685,880 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 11.73K | -85.6% | $421,459 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Cwm, Llc | 6.72K | n/a | $241,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 6.00K | n/a | $215,703 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 14 | 0.0% | $508 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Us Bancorp \De\ | 6 | n/a | $216 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 86 holders, 20.92M shares, $757.59M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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