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 5 institutions that hold shares in the stock, with a total of 52,274 shares, which have been reported (via 13F filing form) to have a value of $5.84 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,012
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
19,129
shares
|
$2.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,566
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
398
shares
|
$43,644
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
169
shares
|
$18,532
0.0% of portfolio
|
Q4 2024
Reduced 80.05%
|