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 17 institutions that hold shares in the stock, with a total of 5.03 Million shares, which have been reported (via 13F filing form) to have a value of $71.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sofi Wealth, LLC
|
Jul 18, 2024 Q2 2024 |
5,013,733
shares
|
$71.4 Million
5.6% of portfolio
|
Q2 2024
Added 11.19%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
10,577
shares
|
$150,722
0.0% of portfolio
|
Q2 2024
Reduced 64.62%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,280
shares
|
$32,490
0.0% of portfolio
|
Q2 2024
New holding
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,251
shares
|
$17,826
0.0% of portfolio
|
Q2 2024
Added 30.72%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
790
shares
|
$11,257
0.0% of portfolio
|
Q4 2023
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
167
shares
|
$2,379
0.0% of portfolio
|
Q1 2024
Added 3.48%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
117
shares
|
$1,667
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
111
shares
|
$1,581
0.0% of portfolio
|
Q1 2024
Added 11.71%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
108
shares
|
$1,539
0.0% of portfolio
|
Q2 2024
Reduced 78.91%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
75
shares
|
$1,068
0.0% of portfolio
|
Q1 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
70
shares
|
$997
0.0% of portfolio
|
Q2 2024
Added 250.0%
|
|
Annapolis Financial Services, LLC
|
Jul 17, 2024 Q2 2024 |
53
shares
|
$755
0.0% of portfolio
|
Q3 2022
New holding
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
27
shares
|
$384
0.0% of portfolio
|
Q1 2021
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
9
shares
|
$128
0.0% of portfolio
|
Q1 2023
New holding
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
8
shares
|
$114
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$14
0.0% of portfolio
|
Q2 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|