Security record
SYFI
name pending profile ingest
28Tracked holders
-1Δ holders
16.19MShares held
$577.28MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -3.4% ·
share flow +6.3% ·
net new positions -3.6%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -1 | 16.19M | $577.28M | +1 | −2 |
| Q1 2026 | 30 | +4 | 15.23M | $542.96M | +4 | — |
| Q4 2025 | 26 | 0 | 14.59M | $524.31M | — | — |
| Q3 2025 | 3 | 0 | 1.17M | $42.34M | — | — |
| Q2 2025 | 2 | 0 | 26.41K | $949,380 | — | — |
| Q1 2025 | 1 | +1 | 28.58K | $1.02M | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 4.75M | +4.0% | $168.78M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.77M | +19.8% | $63.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.77M | +19.8% | $63.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.67M | +14.2% | $59.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.67M | +14.2% | $59.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | UBS Group AG | 1.64M | +10.4% | $58.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 1.34M | +2.8% | $47.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.18M | -20.8% | $42.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.18M | -20.8% | $42.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.18M | -20.8% | $42.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.10M | +90.2% | $39.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.10M | +90.2% | $39.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.10M | +90.2% | $39.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 810.06K | +11.1% | $28.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 491.96K | -7.2% | $17.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 491.96K | -7.2% | $17.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cerity Partners LLC | 239.52K | -13.3% | $8.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 229.63K | +1.6% | $8.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 166.29K | +16.6% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 166.29K | +16.6% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 159.48K | +11.7% | $5.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 121.52K | +0.1% | $4.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 107.58K | -59.8% | $3.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 93.17K | +43.0% | $3.33M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Jane Street Group, Llc | 76.63K | -34.5% | $2.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 69.97K | -8.7% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 52.93K | -1.4% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 45.29K | +0.8% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 21.52K | +11.1% | $768,581 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 20.03K | -1.6% | $715,441 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Gotham Asset Management ✦ | 14.60K | New | $521,546 | 0.0% | New | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 6.02K | +1.4% | $214,867 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 5.31K | -29.4% | $189,503 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 5.31K | -29.4% | $189,503 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 5.31K | -29.4% | $189,503 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 1.72K | -87.0% | $61,251 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 38 | 0.0% | $1,357 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 14 | 0.0% | $505 | 0.0% | Held | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Gotham Asset Management | $521,546 | 0.0% |
Exited
| Jones Financial Companies Lllp | $6,887 | was 0.0% |
| Us Bancorp \De\ | $213 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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