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 17 institutions that hold shares in the stock, with a total of 128,880 shares, which have been reported (via 13F filing form) to have a value of $2.03 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
82,204
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Added 26.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
26,182
shares
|
$411,581
0.0% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
9,637
shares
|
$151,493
0.0% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,369
shares
|
$100,120
0.0% of portfolio
|
Q2 2025
Added 121.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,450
shares
|
$38,514
0.0% of portfolio
|
Q2 2025
Reduced 94.47%
|
|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
783
shares
|
$12,308
0.0% of portfolio
|
Q2 2025
Reduced 26.06%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
675
shares
|
$10,611
0.0% of portfolio
|
Q1 2025
Reduced 14.56%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
274
shares
|
$4,307
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
117
shares
|
$1,839
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
76
shares
|
$1,194
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
53
shares
|
$833
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
27
shares
|
$424
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
15
shares
|
$235
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
9
shares
|
$141
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
8
shares
|
$125
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 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
|