Sofi Next 500 ETFSFYXETF
13F holders, Q1 2024 (March 31)21holders
1famous investor
$13.96avg. 13F price*
At the end of Q1 2024, 21 institutions reported holding Sofi Next 500 ETF (SFYX) in their 13F filings. The largest holders were Sofi Wealth, LLC ($62.9M), GTS Securities LLC ($1.7M) and Citadel Advisors ($514K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sofi Next 500 ETF
- Filed as
- TIDAL ETF TR (Q1 2024)
- CUSIP
- 886364306
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.7M |
| Exits | 2 | $243 |
Ownership 21 holders
| Sofi Wealth, LLC | 5.85% | Add +8.1% | 4,509,175 | $62.9M |
| GTS Securities LLC | 0.05% | New | 120,077 | $1.7M |
| Citadel Advisors | 0.00% | Add +0.0% | 36,841 | $514K |
| Susquehanna International Group, LLP | 0.00% | Add +21.2% | 29,893 | $417K |
| Assetmark, Inc. | 0.00% | New | 957 | $13K |
| CVA Family Office, LLC | 0.00% | No change | 790 | $11K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.7% | 512 | $7K |
| FMR LLC | 0.00% | Reduce -0.5% | 207 | $3K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 160 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Add +11.7% | 124 | $2K |
| Morgan Stanley | 0.00% | Add +3.5% | 119 | $2K |
| Royal Bank of Canada | 0.00% | New | 84 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 75 | $991 |
| Annapolis Financial Services, LLC | 0.00% | No change | 53 | $740 |
| Bank of America Corp. | 0.00% | New | 53 | $740 |
| Larson Financial Group LLC | 0.00% | No change | 27 | $377 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 20 | $279 |
| Sunbelt Securities, Inc. | 0.00% | No change | 9 | $126 |
| Concord Wealth Partners | 0.00% | New | 8 | $112 |
| NewEdge Advisors, LLC | 0.00% | No change | 2 | $28 |
| Wells Fargo & Company | 0.00% | No change | 1 | $13 |
"% of holder's portfolio" is SFYX's weight in each manager's 13F, not the share of Sofi Next 500 ETF the manager owns.