SYFI — Institutional owners (13F)

90 filers · $768.0M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
ALLIANCEBERNSTEIN L.P. $168,775,127 4,751,552 21.98% Shares
BANK OF AMERICA CORP /DE/ $63,312,481 1,772,714 8.24% Shares
MORGAN STANLEY $59,482,923 1,665,488 7.75% Shares
UBS Group AG $58,660,316 1,642,456 7.64% Shares
LPL Financial LLC $47,922,227 1,341,796 6.24% Shares
Wagner Wealth Management, LLC $44,411,949 1,243,510 5.78% Shares
ROYAL BANK OF CANADA $42,321,000 1,184,979 5.51% Shares
RAYMOND JAMES FINANCIAL INC $39,191,412 1,097,338 5.10% Shares
NewEdge Advisors, LLC $34,191,243 957,335 4.45% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $28,931,266 810,059 3.77% Shares
OSAIC HOLDINGS, INC. $17,575,886 491,963 2.29% Shares
Huntleigh Advisors, Inc. $13,298,375 372,347 1.73% Shares
Solano Wealth Investment Advisors LLC $12,916,921 361,666 1.68% Shares
FOCUSED ALPHA, LLC $10,379,432 290,618 1.35% Shares
GREAT VALLEY ADVISOR GROUP, INC. $9,267,189 259,476 1.21% Shares
Next Level Private LLC $9,091,709 254,563 1.18% Shares
Cerity Partners LLC $8,554,000 239,517 1.11% Shares
COMMONWEALTH EQUITY SERVICES, LLC $8,201,235 229,630 1.07% Shares
STIFEL FINANCIAL CORP $5,938,946 166,286 0.77% Shares
TRUIST FINANCIAL CORP $5,695,921 159,483 0.74% Shares
MGO ONE SEVEN LLC $4,911,792 137,527 0.64% Shares
RMR Capital Management, LLC $4,414,905 123,615 0.57% Shares
ENVESTNET ASSET MANAGEMENT INC $4,340,220 121,524 0.57% Shares
SageGuard Financial Group, LLC $4,322,007 121,014 0.56% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,829,729 107,577 0.50% Shares
Stonebridge Financial Group, LLC / MO $3,632,972 101,721 0.47% Shares
CITADEL ADVISORS LLC $3,327,424 93,166 0.43% Shares
KPP Advisory Services LLC $3,067,588 85,891 0.40% Shares
H D Vest Advisory Services $2,880,667 80,123 0.38% Shares
Advisory Resource Group $2,800,592 78,415 0.36% Shares
JANE STREET GROUP, LLC $2,736,769 76,628 0.36% Shares
Arkadios Wealth Advisors $2,630,077 73,641 0.34% Shares
Private Advisor Group, LLC $2,548,824 71,366 0.33% Shares
Cetera Investment Advisers $2,498,934 69,969 0.33% Shares
Vise Technologies, Inc. $2,426,012 67,927 0.32% Shares
EverSource Wealth Advisors, LLC $2,037,794 57,057 0.27% Shares
Rockefeller Capital Management L.P. $1,890,253 52,926 0.25% Shares
Stratos Wealth Partners, LTD. $1,809,930 50,677 0.24% Shares
Capital Investment Advisory Services, LLC $1,729,535 48,426 0.23% Shares
COMERICA BANK $1,645,482 45,797 0.21% Shares
FIFTH THIRD BANCORP $1,617,520 45,290 0.21% Shares
Advisory Services Network, LLC $1,501,717 42,047 0.20% Shares
Kestra Advisory Services, LLC $1,344,319 37,640 0.18% Shares
Farther Finance Advisors, LLC $1,325,154 37,104 0.17% Shares
MAGNOLIA CAPITAL ADVISORS LLC $1,218,156 34,108 0.16% Shares
FLAGSHIP HARBOR ADVISORS, LLC $889,792 24,914 0.12% Shares
TME FINANCIAL, INC. $866,292 24,256 0.11% Shares
Atria Wealth Solutions, Inc. $772,949 21,499 0.10% Shares
MML INVESTORS SERVICES, LLC $768,581 21,520 0.10% Shares
Integrated Wealth Concepts LLC $750,693 21,019 0.10% Shares
AMERIPRISE FINANCIAL INC $715,441 20,032 0.09% Shares
KENNEDY INVESTMENT GROUP, INC. $656,857 18,392 0.09% Shares
Quantum Private Wealth, LLC $655,942 18,366 0.09% Shares
PANORAMIC INVESTMENT ADVISORS, LLC $569,869 15,956 0.07% Shares
Encompass More Asset Management $540,475 15,133 0.07% Shares
PMG Wealth Management, Inc. $522,570 14,700 0.07% Shares
Gotham Asset Management, LLC $521,546 14,603 0.07% Shares
D.A. DAVIDSON & CO. $494,688 13,851 0.06% Shares
BROWN BROTHERS HARRIMAN & CO $484,260 13,559 0.06% Shares
Kingsview Wealth Management, LLC $432,366 12,106 0.06% Shares
Global Retirement Partners, LLC $378,084 10,586 0.05% Shares
First Heartland Consultants, Inc. $359,333 10,061 0.05% Shares
Ameritas Advisory Services, LLC $327,650 9,174 0.04% Shares
Tortuga Wealth Management, Inc $321,259 8,994 0.04% Shares
Cornerstone Wealth Management, LLC $307,113 8,599 0.04% Shares
N.E.W. Advisory Services LLC $276,503 7,742 0.04% Shares
Centerpoint Advisory Group $232,864 6,520 0.03% Shares
INSIGNEO ADVISORY SERVICES, LLC $230,755 6,461 0.03% Shares
SkyOak Wealth, LLC $228,576 6,400 0.03% Shares
CAPTRUST FINANCIAL ADVISORS $214,867 6,016 0.03% Shares
PNC Financial Services Group, Inc. $189,503 5,306 0.02% Shares
WPG Advisers, LLC $186,111 5,211 0.02% Shares
Colonial Trust Advisors $110,717 3,100 0.01% Shares
CWM, LLC $95,904 2,700 0.01% Shares
WELLS FARGO & COMPANY/MN $61,251 1,715 0.01% Shares
Westside Investment Management, Inc. $41,572 1,164 0.01% Shares
Parallel Advisors, LLC $40,461 1,132 0.01% Shares
Steward Partners Investment Advisory, LLC $35,519 995 0.00% Shares
Allworth Financial LP $29,930 838 0.00% Shares
IFG Advisory, LLC $21,822 611 0.00% Shares
PRIVATE TRUST CO NA $20,536 575 0.00% Shares
AE Wealth Management LLC $9,607 269 0.00% Shares
Signature Equity Partners, LLC $3,572 100 0.00% Shares
HARBOUR INVESTMENTS, INC. $2,143 60 0.00% Shares
ASSETMARK, INC $1,357 38 0.00% Shares
WEDBUSH SECURITIES INC $1,178 32,992 0.00% Shares
Cambridge Investment Research Advisors, Inc. $900 25,190 0.00% Shares
FMR LLC $505 14 0.00% Shares
Janney Montgomery Scott LLC $225 6,289 0.00% Shares
HAZLETT, BURT & WATSON, INC. $31 889 0.00% Shares