SEC 13F Intelligence

SYNTAX ETF TR

CUSIP 87166N502

Syntax Etf Tr has 5 institutional holders in Filings Flow’s 13F database, together reporting 42.0K shares worth $2M as of Q4 2022. The largest reported holders are Gts Securities LLC, Apexium Financial, LP, and Shepherd Kaplan Krochuk, LLC.

Institutional Holders
5
Q4 2022
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q2 ’21: 2Q2 ’21Q4 ’21: 3Q4 ’21Q4 ’22: 5Q4 ’22filingsflow.com
Total reported value
Q2 ’21: $6MQ2 ’21Q4 ’21: $79,000Q4 ’21Q4 ’22: $2MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
SHEPHERD KAPLAN KROCHUK, LLC$119M AUM0.56%$703,03117.4KQ2 2024
Apexium Financial, LP$2.1B AUM0.08%$989,41323.5KQ1 2024OLDER
BARRETT & COMPANY, INC.$291M AUM0.01%$17,153452Q3 2023OLDER
GTS SECURITIES LLC$2.8B AUM0.00%$1M25.0KQ2 2024
UBS Group AG$666.3B AUM0.00%$465,87511.5KQ2 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$385,7619.6KQ2 2024
JANE STREET GROUP, LLC$777.2B AUM0.00%$285,3057.1KQ2 2024
DEUTSCHE BANK AG\$302.7B AUM0.00%$72,6361.9KQ3 2023OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.