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 16 institutions that hold shares in the stock, with a total of 5.55 Million shares, which have been reported (via 13F filing form) to have a value of $81.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sofi Wealth, LLC
|
Oct 29, 2024 Q3 2024 |
5,445,231
shares
|
$80.2 Million
5.72% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
57,440
shares
|
$845,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
48,407
shares
|
$712,551
0.0% of portfolio
|
Q3 2024
Added 357.66%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
790
shares
|
$11,628
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
277
shares
|
$4,077
0.0% of portfolio
|
Q3 2024
Added 65.87%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
117
shares
|
$1,722
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
108
shares
|
$1,589
0.0% of portfolio
|
Q2 2024
Reduced 78.91%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
75
shares
|
$1,104
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
53
shares
|
$780
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
50
shares
|
$736
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
30
shares
|
$441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
27
shares
|
$397
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9
shares
|
$132
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
8
shares
|
$117
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|