Institutional Ownership Sofi Social 50 ETF (SFYF)
This table provides information about the institutional ownership of Sofi Social 50 ETF (SFYF). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 69,239 shares, which have been reported (via 13F filing form) to have a value of $3.11 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Client First Investment Management LLC
West Bend, WI |
Jan 15, 2025 Q4 2024 |
39,826
shares
|
$1.84 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,100
shares
|
$788,652
0.0% of portfolio
|
Q3 2024
Added 100.35%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
11,221
shares
|
$517,512
0.01% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
677
shares
|
$31,223
0.02% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
200
shares
|
$9,224
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
190
shares
|
$8,762
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
26
shares
|
$1,199
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|