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 18 institutions that hold shares in the stock, with a total of 5.73 Million shares, which have been reported (via 13F filing form) to have a value of $77.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
5,694,251
shares
|
$77.3 Million
11.23% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
34,567
shares
|
$469,419
0.0% of portfolio
|
Q4 2024
Reduced 28.59%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
790
shares
|
$10,728
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
598
shares
|
$8,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
274
shares
|
$3,720
0.0% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
164
shares
|
$2,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
117
shares
|
$1,588
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
108
shares
|
$1,466
0.0% of portfolio
|
Q2 2024
Reduced 78.91%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
83
shares
|
$1,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
75
shares
|
$1,018
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
53
shares
|
$719
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
50
shares
|
$679
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
27
shares
|
$366
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
9
shares
|
$122
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
8
shares
|
$108
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
5
shares
|
$67
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$13
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|