Institutional Ownership
Synergy Chc Corp
CUSIP 87165D208COM NEWSNYRQ1 2026
Institutional Holders
10
13F filers
Shares Held
1.56M
Aggregate institutional
Institutional Value
$2.01M
Q1 2026
Net New Holders
-1
3 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased2
Decreased4
Sold out4
Institutional Holders
10 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Heartland Advisors Inc | 550.0K | $709.5K | 0 | Held |
| 2 | Gratia Capital, LLC | 550.0K | $709.5K | −5.0K | Reduced |
| 3 | Sanders Morris Harris LLC | 415.5K | $535.9K | +415.5K | New |
| 4 | Geode Capital Management, LLC | 21.4K | $27.6K | −14.6K | Reduced |
| 5 | Warberg Asset Management LLC | 10.2K | $13.2K | −3.5K | Reduced |
| 6 | Williams & Novak, LLC | 11.9K | $12.2K | +11.9K | New |
| 7 | Tower Research Capital LLC (Trc) | 2.9K | $3.7K | +2.2K | Added |
| 8 | Ubs Group AG | 900 | $1.2K | −298 | Reduced |
| 9 | Clearstead Advisors, LLC | 109 | $141 | +60 | Added |
| 10 | Citigroup Inc | 1 | $1 | +1 | New |