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 28 institutions that hold shares in the stock, with a total of 33.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sofi Wealth, LLC
|
Oct 29, 2024 Q3 2024 |
32,770,650
shares
|
$3.63 Billion
50.11% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
133,122
shares
|
$14.7 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
49,523
shares
|
$5.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
40,522
shares
|
$4.49 Million
0.0% of portfolio
|
Q3 2024
Added 2459.82%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
34,076
shares
|
$3.77 Million
0.03% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,986
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
24,176
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.87%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
23,361
shares
|
$2.59 Million
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
21,328
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Added 190.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,012
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
16,754
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,566
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
8,954
shares
|
$991,924
0.05% of portfolio
|
Q3 2024
Reduced 79.39%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
6,012
shares
|
$666,009
0.0% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,959
shares
|
$327,798
0.0% of portfolio
|
Q2 2024
Added 821.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,771
shares
|
$306,971
0.0% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,000
shares
|
$221,560
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
847
shares
|
$93,830
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
742
shares
|
$82,198
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
531
shares
|
$58,824
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
398
shares
|
$44,090
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
313
shares
|
$34,674
0.0% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
225
shares
|
$24,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
56
shares
|
$6,203
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
29
shares
|
$3,212
0.0% of portfolio
|
Q3 2024
New holding
|