Sofi Social 50 ETFSFYFETF
13F holders, Q4 2024 (December 31)5holders
1new positions
2sold out
$43.20avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Sofi Social 50 ETF (SFYF) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were Client First Investment Management LLC ($1.7M), Perigon Wealth Management, LLC ($487K) and Caitlin John, LLC ($29K).
- Company
- Sofi Social 50 ETF
- Filed as
- TIDAL ETF TR (Q4 2024)
- CUSIP
- 886364405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.7M |
| Exits | 2 | $1.0M |
All 13F filers, Q3 2024 → Q4 2024: 39,828 shares bought and 28,461 shares sold, net +11,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Client First Investment Management LLC | 1.10% | New | 39,826 | $1.7M |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.4% | 11,221 | $487K |
| Caitlin John, LLC | 0.02% | Add +0.1% | 677 | $29K |
| Transce3nd, LLC | 0.00% | — | 190 | $8K |
| Morgan Stanley | 0.00% | Add +4.0% | 26 | $1K |
"% of holder's portfolio" is SFYF's weight in each manager's 13F, not the share of Sofi Social 50 ETF the manager owns.