Sofi Next 500 ETFSFYXETF
13F holders, Q4 2024 (December 31)17holders +2
4new positions
2sold out
$14.44avg. 13F price*
At the end of Q4 2024, 17 institutions reported holding Sofi Next 500 ETF (SFYX) in their 13F filings, up 2 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were Sofi Wealth, LLC ($82.2M), Susquehanna International Group, LLP ($499K) and FMR LLC ($39K).
- Company
- Sofi Next 500 ETF
- Filed as
- TIDAL ETF TR (Q4 2024)
- CUSIP
- 886364306
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $13K |
| Exits | 2 | $820K |
All 13F filers, Q3 2024 → Q4 2024: 250,315 shares bought and 71,313 shares sold, net +179,002 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Sofi Wealth, LLC | 5.64% | Add +4.6% | 5,694,251 | $82.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.6% | 34,567 | $499K |
| FMR LLC | 0.00% | Add +16.3% | 2,702 | $39K |
| CVA Family Office, LLC | 0.00% | No change | 790 | $11K |
| Royal Bank of Canada | 0.00% | New | 598 | $9K |
| Morgan Stanley | 0.00% | Reduce -1.1% | 274 | $4K |
| Osaic Holdings, Inc. | 0.00% | Add +61.1% | 174 | $3K |
| Bank of America Corp. | 0.00% | New | 164 | $2K |
| Archer Investment Corp | 0.00% | No change | 117 | $2K |
| UBS Group AG | 0.00% | New | 83 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 75 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 50 | $727 |
| Larson Financial Group LLC | 0.00% | No change | 27 | $390 |
| Sunbelt Securities, Inc. | 0.00% | No change | 9 | $130 |
| Concord Wealth Partners | 0.00% | No change | 8 | $116 |
| Creative Financial Designs Inc. | 0.00% | New | 5 | $73 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $15 |
"% of holder's portfolio" is SFYX's weight in each manager's 13F, not the share of Sofi Next 500 ETF the manager owns.