Among active 13F managers last quarter, 1 opened and 2 added, while 1 reduced; the largest holder to move was EdgeRock Capital LLC (+3.2%).
10 tracked 13F filers disclose a position in SYZ as of the latest SEC 13F filings, a combined $19.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | EdgeRock Capital LLC | 543K | $16.8M | ▲+3.2% Added · +17K sh | Q2 2026 | |
| 2 | Sonoma Allocations LLC | 31K | $967K | ▲+72% Added · +13K sh | Q2 2026 | |
| 3 | Cerity Partners LLC | 21K | $545K | ▼−0.1% Reduced · −14 sh | Q1 2026 | |
| 4 | Integrated Wealth Concepts LLC | 16K | $488K | ▲New +16K sh | Q2 2026 | |
| 5 | Susquehanna International Group, LLP | 14K | $377K | ▲New +14K sh | Q1 2026 | |
| 6 | MAI Capital Management | 8K | $235K | ▲New +8K sh | Q2 2026 | |
| 7 | Citadel Advisors LLC | 7K | $222K | ▼−35% Reduced · −4K sh | Q2 2026 | |
| 8 | PlanVest Financial, Inc | 975 | $30K | ▲New +975 sh | Q2 2026 | |
| 9 | FMR LLC | 252 | $8K | —Held | Q2 2026 | |
| 10 | Osaic Holdings, Inc. | 30 | $783 | ▼−91% Reduced · −315 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, 1 fund opened a new position in SYZ and 2 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 4 funds | $13.3B |
| Amazon.com IncAMZN | 4 funds | $2.6B |
| Nvidia CorpNVDA | 4 funds | $2.4B |
| Apple IncAAPL | 4 funds | $2.1B |
| Microsoft CorpMSFT | 4 funds | $1.4B |
| Eli Lilly & CoLLY | 4 funds | $1.1B |
| Broadcom IncAVGO | 4 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.1B |
| Advanced Micro DevicesAMD | 4 funds | $939.7M |
| Alphabet Inc-CL CGOOG | 4 funds | $903.7M |
| Abbvie IncABBV | 4 funds | $799.9M |
| Applied Materials IncAMAT | 4 funds | $786.3M |
Ranked by how many of SYZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SYZ.
| Class | 13F holders | Value held |
|---|---|---|
| IDEQMF Closed and MF Open | 75 funds | $470.5M |
| EMKTETF | 23 funds | $84.6M |
| SYZthis pageUS SYSTEMATIC SM | 10 funds | $19.7M |
| JPYJAPANESE EQUITY | 8 funds | $30.0M |
| THMZEQUITY MEGATREND | 5 funds | $12.5M |
| GLIXOTHER | 5 funds | $7.1M |
| 52110K509NEXT GEN TECHNOL | 3 funds | $2.3M |
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 SYZ
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/SYZ/capital-change-brief"
Use Arkolith's capital_change_brief for SYZ. 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 SYZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.