Sofi Next 500 ETFSFYXETF
13F holders, Q3 2024 (September 30)15holders −2
2new positions
3sold out
$14.27avg. 13F price*
At the end of Q3 2024, 15 institutions reported holding Sofi Next 500 ETF (SFYX) in their 13F filings, down 2 from Q2 2024. 2 opened new positions and 3 sold out. The largest holders were Sofi Wealth, LLC ($77.7M), GTS Securities LLC ($819K) and Susquehanna International Group, LLP ($691K).
- Company
- Sofi Next 500 ETF
- Filed as
- TIDAL ETF TR (Q3 2024)
- CUSIP
- 886364306
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $820K |
| Exits | 3 | $48K |
All 13F filers, Q2 2024 → Q3 2024: 528,441 shares bought and 3,663 shares sold, net +524,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Sofi Wealth, LLC | 5.72% | Add +8.6% | 5,445,231 | $77.7M |
| GTS Securities LLC | 0.02% | New | 57,440 | $819K |
| Susquehanna International Group, LLP | 0.00% | Add +357.7% | 48,407 | $691K |
| FMR LLC | 0.00% | Add +193.8% | 2,324 | $33K |
| CVA Family Office, LLC | 0.00% | No change | 790 | $11K |
| Morgan Stanley | 0.00% | Add +65.9% | 277 | $4K |
| Archer Investment Corp | 0.00% | No change | 117 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 108 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 75 | $1K |
| Annapolis Financial Services, LLC | 0.00% | No change | 53 | $757 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.6% | 50 | $713 |
| Principal Securities, Inc. | 0.00% | New | 30 | $428 |
| Larson Financial Group LLC | 0.00% | No change | 27 | $385 |
| Sunbelt Securities, Inc. | 0.00% | No change | 9 | $128 |
| Concord Wealth Partners | 0.00% | No change | 8 | $114 |
"% of holder's portfolio" is SFYX's weight in each manager's 13F, not the share of Sofi Next 500 ETF the manager owns.