Institutional Ownership Tidal ETF Tr Sofi 500 ETF (SFY)
This table provides information about the institutional ownership of Tidal ETF Tr Sofi 500 ETF (SFY). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $671 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sofi Wealth, LLC
|
Jul 18, 2024 Q2 2024 |
30,635,126
shares
|
$635 Million
51.01% of portfolio
|
Q2 2024
Added 4.68%
|
|
|
Empowered Funds, LLC
|
Jul 30, 2024 Q2 2024 |
1,160,586
shares
|
$24.1 Million
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
138,534
shares
|
$2.87 Million
0.41% of portfolio
|
Q2 2024
Reduced 8.14%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
135,218
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2024
Added 112.7%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
52,060
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Centric Wealth Management
|
Aug 13, 2024 Q2 2024 |
43,441
shares
|
$900,531
0.26% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
40,446
shares
|
$838,445
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
33,058
shares
|
$685,292
0.0% of portfolio
|
Q2 2024
Reduced 26.76%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
31,938
shares
|
$662,074
0.02% of portfolio
|
Q1 2024
Added 14.41%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2024 Q2 2024 |
23,361
shares
|
$484,273
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
17,459
shares
|
$361,925
0.0% of portfolio
|
Q2 2024
Added 11.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
12,231
shares
|
$253,548
0.0% of portfolio
|
Q1 2024
Added 2.06%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
11,105
shares
|
$230,206
0.0% of portfolio
|
Q2 2024
Added 56.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
7,337
shares
|
$152,096
0.0% of portfolio
|
Q2 2024
Added 68.9%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
5,489
shares
|
$113,786
0.0% of portfolio
|
Q1 2024
Added 16.51%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,959
shares
|
$61,340
0.0% of portfolio
|
Q2 2024
Added 821.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
2,846
shares
|
$58,997
0.0% of portfolio
|
Q2 2024
Added 13.34%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
2,617
shares
|
$54,250
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
2,000
shares
|
$41,460
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,583
shares
|
$32,815
0.0% of portfolio
|
Q2 2024
Reduced 24.26%
|
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
847
shares
|
$17,558
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
799
shares
|
$16,563
0.0% of portfolio
|
Q1 2024
Added 10.14%
|
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
742
shares
|
$15,381
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Jul 17, 2024 Q2 2024 |
398
shares
|
$8,250
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
313
shares
|
$6,488
0.0% of portfolio
|
Q2 2024
Added 0.32%
|