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 6 institutions that hold shares in the stock, with a total of 19,667 shares, which have been reported (via 13F filing form) to have a value of $682,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
10,906
shares
|
$378,329
0.01% of portfolio
|
Q2 2024
Added 2.53%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,535
shares
|
$296,079
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
200
shares
|
$6,938
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
25
shares
|
$867
0.0% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$34
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|