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 20 institutions that hold shares in the stock, with a total of 4.7 Million shares, which have been reported (via 13F filing form) to have a value of $62.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sofi Wealth, LLC
|
May 07, 2024 Q1 2024 |
4,509,175
shares
|
$60.1 Million
5.85% of portfolio
|
Q1 2024
Added 8.1%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
120,077
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
36,841
shares
|
$491,090
0.0% of portfolio
|
Q1 2024
Added 0.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
29,893
shares
|
$398,473
0.0% of portfolio
|
Q1 2024
Added 21.2%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
957
shares
|
$12,756
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 10, 2024 Q1 2024 |
790
shares
|
$10,530
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
512
shares
|
$6,824
0.0% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Apr 25, 2024 Q1 2024 |
160
shares
|
$2,132
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
119
shares
|
$1,586
0.0% of portfolio
|
Q1 2024
Added 3.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
84
shares
|
$1,119
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
75
shares
|
$999
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
53
shares
|
$706
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
53
shares
|
$706
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
27
shares
|
$359
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
20
shares
|
$266
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
9
shares
|
$119
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Wealth Partners
|
Apr 30, 2024 Q1 2024 |
8
shares
|
$106
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
2
shares
|
$26
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1
shares
|
$13
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|