Institutional Ownership Tidal ETF Tr Sofi Next 500 ETF (SFYX)
This table provides information about the institutional ownership of Tidal ETF Tr Sofi Next 500 ETF (SFYX). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 24,765 shares, which have been reported (via 13F filing form) to have a value of $386,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,828
shares
|
$215,993
0.01% of portfolio
|
Q3 2025
Reduced 83.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
8,502
shares
|
$132,801
0.0% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
723
shares
|
$11,293
0.0% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
675
shares
|
$10,543
0.0% of portfolio
|
Q1 2025
Reduced 14.56%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
466
shares
|
$7,278
0.0% of portfolio
|
Q3 2025
Reduced 92.68%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
274
shares
|
$4,279
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
117
shares
|
$1,827
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
76
shares
|
$1,187
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
53
shares
|
$827
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
27
shares
|
$421
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
15
shares
|
$234
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
8
shares
|
$124
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q2 2025
Reduced 98.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|