This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SYFI/capital-change-brief"
Use Arkolith's capital_change_brief for SYFI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $164.1M | 4.6M | ▼−1.7% Reduced · −77K sh | Q1 2026 | |
| 2 | ROYAL BANK OF CANADA | $53.1M | 1.5M | ▲+2.4% Added · +35K sh | Q1 2026 | |
| 3 | UBS Group AG | $52.9M | 1.5M | ▼−32% Reduced · −708K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $52.6M | 1.5M | ▲+35% Added · +385K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $51.8M | 1.5M | ▲+11% Added · +140K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $46.4M | 1.3M | ▲+12% Added · +139K sh | Q1 2026 | |
| 7 | Arkadios Wealth Advisors | $46.2M | 1.3M | ▲18× Added · +1.2M sh | Q1 2026 | |
| 8 | NewEdge Advisors, LLC | $33.2M | 936K | ▲+26% Added · +194K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.9M | 729K | ▲20× Added · +693K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $20.5M | 577K | ▼−9.2% Reduced · −58K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $18.8M | 530K | ▼−13% Reduced · −79K sh | Q1 2026 | |
| 12 | Solano Wealth Investment Advisors LLC | $14.9M | 419K | ▲+8.7% Added · +33K sh | Q1 2026 | |
| 13 | GREAT VALLEY ADVISOR GROUP, INC. | $11.4M | 321K | ▲+6.2% Added · +19K sh | Q1 2026 | |
| 14 | OPPENHEIMER ASSET MANAGEMENT INC. | $10.3M | 291K | ▲+0.1% Added · +318 sh | Q1 2026 | |
| 15 | Cerity Partners LLC | $9.8M | 276K | ▲New +276K sh | Q1 2026 | |
| 16 | Next Level Private LLC | $9.1M | 255K | ▲+6.6% Added · +16K sh | Q2 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 226K | ▲+11% Added · +23K sh | Q1 2026 | |
| 18 | TRUIST FINANCIAL CORP | $5.1M | 143K | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $5.1M | 143K | ▲+37% Added · +38K sh | Q1 2026 | |
| 20 | MGO ONE SEVEN LLC | $5.1M | 142K | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 121K | ▼−0.4% Reduced · −453 sh | Q1 2026 | |
| 22 | JANE STREET GROUP, LLC | $4.2M | 117K | ▼−43% Reduced · −86K sh | Q1 2026 | |
| 23 | RMR Capital Management, LLC | $4.0M | 113K | ▼−5.7% Reduced · −7K sh | Q1 2026 | |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 108K | ▼−60% Reduced · −160K sh | Q2 2026 | |
| 25 | Advisory Resource Group | $2.8M | 78K | ▲New +78K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Class | 13F holders | Value held |
|---|---|---|
| TAFITAX AWARE SHRT | 70 funds | $963.3M |
| SYFIthis pageSHORT DURATION H | 60 funds | $689.5M |
| YEARULTRA SHORT INCM | 58 funds | $1.2B |
| FWDSTOK | 57 funds | $1.5B |
| ILOWMF Closed and MF Open | 41 funds | $1.6B |
| TAFMTAX AWARE INTERM | 39 funds | $485.8M |
| HYFIMF Closed and MF Open | 38 funds | $247.2M |
| CAMFUND | 36 funds | $959.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 22 funds | $10.7B |
| APPLE INCAAPL | 22 funds | $10.0B |
| MICROSOFT CORPMSFT | 22 funds | $8.3B |
| AMAZON.COM INCAMZN | 22 funds | $6.9B |
| ALPHABET INC-CL AGOOGL | 22 funds | $5.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $5.5B |
| BROADCOM INCAVGO | 22 funds | $4.4B |
| JPMORGAN CHASE & COJPM | 22 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 22 funds | $3.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 22 funds | $3.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 22 funds | $3.1B |
Ranked by how many of SYFI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SYFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.