84 tracked 13F filers disclose a position in SYFI as of the latest SEC 13F filings, a combined $720.3M in reported value. 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.
| # | 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 | Wagner Wealth Management, LLC | $44.4M | 1.2M | ▲+0.4% Added · +5K sh | Q2 2026 | |
| 8 | NewEdge Advisors, LLC | $34.2M | 957K | ▲+2.3% Added · +21K sh | Q2 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 | Huntleigh Advisors, Inc. | $13.3M | 372K | ▼−0.1% Reduced · −276 sh | Q2 2026 | |
| 13 | Solano Wealth Investment Advisors LLC | $12.9M | 362K | ▼−14% Reduced · −58K sh | Q2 2026 | |
| 14 | FOCUSED ALPHA, LLC | $10.4M | 291K | ▲+83% Added · +132K sh | Q2 2026 | |
| 15 | Cerity Partners LLC | $9.8M | 276K | ▲New +276K sh | Q1 2026 | |
| 16 | GREAT VALLEY ADVISOR GROUP, INC. | $9.3M | 259K | ▼−19% Reduced · −61K sh | Q2 2026 | |
| 17 | Next Level Private LLC | $9.1M | 255K | ▲+6.6% Added · +16K sh | Q2 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 226K | ▲+11% Added · +23K sh | Q1 2026 | |
| 19 | TRUIST FINANCIAL CORP | $5.1M | 143K | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 20 | STIFEL FINANCIAL CORP | $5.1M | 143K | ▲+37% Added · +38K sh | Q1 2026 | |
| 21 | MGO ONE SEVEN LLC | $4.9M | 138K | ▼−3.4% Reduced · −5K sh | Q2 2026 | |
| 22 | RMR Capital Management, LLC | $4.4M | 124K | ▲+9.2% Added · +10K sh | Q2 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 121K | ▼−0.4% Reduced · −453 sh | Q1 2026 | |
| 24 | SageGuard Financial Group, LLC | $4.3M | 121K | ▲New +121K sh | Q2 2026 | |
| 25 | JANE STREET GROUP, LLC | $4.2M | 117K | ▼−43% Reduced · −86K sh | Q1 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.
Last quarter, 3 funds opened a new position in SYFI and 15 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 35 funds | $23.7B |
| MICROSOFT CORPMSFT | 35 funds | $17.6B |
| APPLE INCAAPL | 35 funds | $15.5B |
| AMAZON.COM INCAMZN | 35 funds | $15.0B |
| ALPHABET INC-CL CGOOG | 35 funds | $13.4B |
| ISHARES CORE S&P 500 ETFIVV | 34 funds | $8.5B |
| ALPHABET INC-CL AGOOGL | 34 funds | $5.0B |
| COSTCO WHOLESALE CORPCOST | 34 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 34 funds | $3.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 34 funds | $1.6B |
| BROADCOM INCAVGO | 33 funds | $10.4B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $9.9B |
Ranked by how many of SYFI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FWDcommon | 103 funds | $1.7B |
| TAFITAX AWARE SHRT | 94 funds | $1.0B |
| SYFIthis pageSHORT DURATION H | 84 funds | $720.3M |
| YEARULTRA SHORT INCM | 83 funds | $1.3B |
| HYFIMF Closed and MF Open | 57 funds | $237.3M |
| ILOWMF Closed and MF Open | 54 funds | $1.6B |
| TAFMTAX AWARE INTERM | 46 funds | $563.9M |
| CAMMF Closed and MF Open | 44 funds | $976.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SYFI
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.
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.