Sofi Next 500 ETFSFYXETF
13F holders, Q1 2025 (March 31)17holders
4new positions
4sold out
1famous investor
$13.53avg. 13F price*
At the end of Q1 2025, 17 institutions reported holding Sofi Next 500 ETF (SFYX) in their 13F filings, unchanged from Q4 2024. 4 opened new positions and 4 sold out. The largest holders were GTS Securities LLC ($880K), Bank of America Corp. ($600K) and Royal Bank of Canada ($379K). 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 2025)
- CUSIP
- 886364306
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 4 | $500K |
All 13F filers, Q4 2024 → Q1 2025: 163,952 shares bought and 5,728,109 shares sold, net −5,564,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| GTS Securities LLC | 0.04% | New | 65,074 | $880K |
| Bank of America Corp. | 0.00% | Add +26928.7% | 44,327 | $600K |
| Royal Bank of Canada | 0.00% | Add +4587.3% | 28,030 | $379K |
| Citadel Advisors | 0.00% | New | 13,716 | $186K |
| Raymond James Financial Inc. | 0.00% | New | 10,536 | $143K |
| UBS Group AG | 0.00% | Add +3356.6% | 2,869 | $39K |
| FMR LLC | 0.00% | Reduce -2.0% | 2,647 | $36K |
| Sofi Wealth, LLC | 0.00% | Reduce -100.0% | 1,059 | $14K |
| CVA Family Office, LLC | 0.00% | Reduce -14.6% | 675 | $9K |
| Morgan Stanley | 0.00% | Reduce -0.4% | 273 | $4K |
| Abound Wealth Management | 0.00% | New | 182 | $2K |
| Archer Investment Corp | 0.00% | No change | 117 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 75 | $1K |
| Wells Fargo & Company | 0.00% | Add +6300.0% | 64 | $863 |
| Osaic Holdings, Inc. | 0.00% | Reduce -66.1% | 59 | $801 |
| Larson Financial Group LLC | 0.00% | No change | 27 | $365 |
| Concord Wealth Partners | 0.00% | No change | 8 | $108 |
"% of holder's portfolio" is SFYX's weight in each manager's 13F, not the share of Sofi Next 500 ETF the manager owns.