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 13 institutions that hold shares in the stock, with a total of 28,865 shares, which have been reported (via 13F filing form) to have a value of $1.57 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
10,915
shares
|
$595,194
0.01% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
7,653
shares
|
$417,318
0.0% of portfolio
|
Q3 2025
Added 39.6%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,500
shares
|
$245,385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,024
shares
|
$219,428
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
913
shares
|
$49,785
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
425
shares
|
$23,175
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
200
shares
|
$10,906
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
120
shares
|
$6,543
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
72
shares
|
$3,926
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
25
shares
|
$1,363
0.0% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
18
shares
|
$981
0.0% of portfolio
|
Q3 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
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|