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 167,144 shares, which have been reported (via 13F filing form) to have a value of $2.39 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
65,074
shares
|
$931,859
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
44,327
shares
|
$634,762
0.0% of portfolio
|
Q1 2025
Added 26928.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
28,030
shares
|
$401,389
0.0% of portfolio
|
Q1 2025
Added 4587.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
13,716
shares
|
$196,413
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
10,536
shares
|
$150,875
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,869
shares
|
$41,084
0.0% of portfolio
|
Q1 2025
Added 3356.63%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
1,059
shares
|
$15,164
0.0% of portfolio
|
Q1 2025
Reduced 99.98%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
675
shares
|
$9,666
0.0% of portfolio
|
Q1 2025
Reduced 14.56%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
273
shares
|
$3,909
0.0% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
182
shares
|
$2,606
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
117
shares
|
$1,675
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
75
shares
|
$1,074
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
64
shares
|
$916
0.0% of portfolio
|
Q1 2025
Added 6300.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
59
shares
|
$844
0.0% of portfolio
|
Q4 2024
Added 194.92%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
53
shares
|
$758
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
27
shares
|
$386
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
8
shares
|
$114
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|