Sofi Next 500 ETFSFYXETF
13F holders, Q4 2025 (December 31)14holders +1
3new positions
2sold out
$16.21avg. 13F price*
At the end of Q4 2025, 14 institutions reported holding Sofi Next 500 ETF (SFYX) in their 13F filings, up 1 from Q3 2025. 3 opened new positions and 2 sold out. The largest holders were FMR LLC ($35K), Royal Bank of Canada ($26K) and Sofi Wealth, LLC ($11K).
- Company
- Sofi Next 500 ETF
- Filed as
- TIDAL TRUST I (Q4 2025)
- CUSIP
- 886364306
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $19K |
| Exits | 2 | $230K |
All 13F filers, Q3 2025 → Q4 2025: 1,164 shares bought and 21,272 shares sold, net −20,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| FMR LLC | 0.00% | No change | 2,141 | $35K |
| Royal Bank of Canada | 0.00% | Reduce -81.0% | 1,616 | $26K |
| Sofi Wealth, LLC | 0.00% | Reduce -3.2% | 700 | $11K |
| CVA Family Office, LLC | 0.00% | No change | 675 | $11K |
| Assetmark, Inc. | 0.00% | New | 625 | $10K |
| BlackRock, Inc. | 0.00% | New | 529 | $9K |
| Morgan Stanley | 0.00% | Reduce -25.2% | 205 | $3K |
| Archer Investment Corp | 0.00% | No change | 117 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 76 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 27 | $439 |
| Copia Wealth Management | 0.00% | No change | 15 | $244 |
| Farther Finance Advisors, LLC | 0.00% | New | 10 | $164 |
| Concord Wealth Partners | 0.00% | No change | 8 | $130 |
| Wells Fargo & Company | 0.00% | No change | 1 | $9 |
"% of holder's portfolio" is SFYX's weight in each manager's 13F, not the share of Sofi Next 500 ETF the manager owns.