Institutional Ownership Sofi Social 50 ETF (SFYF)
This table provides information about the institutional ownership of Sofi Social 50 ETF (SFYF). We have compiled data on the 10 institutions that hold shares in the stock, with a total of 23,427 shares, which have been reported (via 13F filing form) to have a value of $1.17 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
11,221
shares
|
$560,488
0.01% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,281
shares
|
$313,735
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,482
shares
|
$273,825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
200
shares
|
$9,990
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
190
shares
|
$9,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
27
shares
|
$1,348
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
25
shares
|
$1,248
0.0% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$49
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|