$155.13

+1.15 (+0.75%)

Weekly Expected Move ±1.8%

$150 $152 $155 $158 $161

ETF AMEX · AUM $712.7M

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — SFY

Institutional Holders

+7 vs prior quarter

0.0%

Ownership

+0.00pp

329M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (75 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	SOFI WEALTH, LLC	1,826,226	283M	+71,873	+4.1%	7Q	SEC ↗
2	Advisors Capital Management, LLC	65,564	10M	+7,762	+13.4%	7Q	SEC ↗
3	LPL Financial LLC	35,330	5M	-1,312	-3.6%	6Q	SEC ↗
4	GOLDMAN SACHS GROUP INC	30,338	5M	-39,611	-56.6%	2Q	SEC ↗
5	Nova Wealth Management, Inc.	22,631	4M	+2,475	+12.3%	7Q	SEC ↗
6	Teamwork Financial Advisors, LLC	18,072	3M	-573	-3.1%	7Q	SEC ↗
7	SUSQUEHANNA INTERNATIONAL GROUP, LLP	15,800	2M	+760	+5.1%	7Q	SEC ↗
8	FLOW TRADERS U.S. LLC NEW	15,002	2M	—	+0.0%	1Q	SEC ↗
9	MUSTICO FINANCIAL GROUP, INC.	12,945	2M	+52	+0.4%	5Q	SEC ↗
10	WEDBUSH SECURITIES INC	12,435	2M	+24	+0.2%	7Q	SEC ↗
11	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	12,193	2M	-715	-5.5%	7Q	SEC ↗
12	Centric Wealth Management	8,988	1M	—	+0.0%	7Q	SEC ↗
13	FMR LLC	7,619	1M	+3,610	+90.0%	7Q	SEC ↗
14	CITADEL ADVISORS LLC	7,031	1M	-30,861	-81.4%	7Q	SEC ↗
15	Bawa N Mallick Trust	6,640	1M	+20	+0.3%	7Q	SEC ↗
16	ZEGA Investments, LLC	6,516	1M	+99	+1.5%	2Q	SEC ↗
17	Pathway Financial Advisers, LLC	6,412	995K	+218	+3.5%	5Q	SEC ↗
18	RAYMOND JAMES FINANCIAL INC	5,107	792K	+1,298	+34.1%	7Q	SEC ↗
19	Concurrent Investment Advisors, LLC	4,792	743K	-3,363	-41.2%	7Q	SEC ↗
20	IEQ CAPITAL, LLC NEW	4,448	690K	—	+0.0%	1Q	SEC ↗
21	Joel Isaacson & Co., LLC	4,165	646K	—	+0.0%	7Q	SEC ↗
22	Cetera Investment Advisers	3,265	506K	+19	+0.6%	5Q	SEC ↗
23	CAHABA WEALTH MANAGEMENT, INC.	2,916	452K	+13	+0.4%	5Q	SEC ↗
24	LJI Wealth Management, LLC	2,295	356K	—	+0.0%	5Q	SEC ↗
25	NewEdge Advisors, LLC	2,158	335K	+15	+0.7%	4Q	SEC ↗
26	MORGAN STANLEY	2,042	317K	+799	+64.3%	7Q	SEC ↗
27	VANGUARD ADVISERS INC	1,898	294K	+623	+48.9%	2Q	SEC ↗
28	Quantinno Capital Management LP NEW	1,789	278K	—	+0.0%	1Q	SEC ↗
29	Facet Wealth, Inc. NEW	1,719	267K	—	+0.0%	1Q	SEC ↗
30	Financial Engines Advisors L.L.C.	1,544	240K	-99	-6.0%	3Q	SEC ↗
31	Creative Planning	1,502	233K	-328	-17.9%	5Q	SEC ↗
32	Range Advisory, LLC NEW	1,487	231K	—	+0.0%	1Q	SEC ↗
33	Revolve Wealth Partners, LLC NEW	1,455	226K	—	+0.0%	1Q	SEC ↗
34	JPMORGAN CHASE & CO	1,401	217K	+1,395	+23250.0%	4Q	SEC ↗
35	Tower Research Capital LLC (TRC)	1,214	188K	-2,495	-67.3%	2Q	SEC ↗
36	Keating Financial Advisory Services, I	1,050	163K	—	+0.0%	3Q	SEC ↗
37	Advisors Preferred, LLC NEW	695	108K	—	+0.0%	1Q	SEC ↗
38	ASSETMARK, INC	647	100K	+4	+0.6%	7Q	SEC ↗
39	Farther Finance Advisors, LLC	558	87K	+248	+80.0%	3Q	SEC ↗
40	Parallel Advisors, LLC	435	67K	—	+0.0%	6Q	SEC ↗
41	OSAIC HOLDINGS, INC.	434	67K	+28	+6.9%	7Q	SEC ↗
42	AE Wealth Management LLC	330	51K	—	+0.0%	5Q	SEC ↗
43	MERCER GLOBAL ADVISORS INC /ADV NEW	317	49K	—	+0.0%	1Q	SEC ↗
44	Integrated Wealth Concepts LLC NEW	284	44K	—	+0.0%	1Q	SEC ↗
45	BlackRock, Inc.	268	42K	+113	+72.9%	3Q	SEC ↗
46	Archer Investment Corp	178	28K	+30	+20.3%	7Q	SEC ↗
47	ROYAL BANK OF CANADA	172	27K	-8,491	-98.0%	7Q	SEC ↗
48	Concord Wealth Partners NEW	169	26K	—	+0.0%	1Q	SEC ↗
49	PENSION & WEALTH MANAGEMENT ADVISORS,	169	26K	—	+0.0%	3Q	SEC ↗
50	FRANKLIN RESOURCES INC	120	19K	—	+0.0%	2Q	SEC ↗

Recent Activity

New Positions (13)

Holder	Shares	Value
FLOW TRADERS U.S. LLC	15,002	2M
IEQ CAPITAL, LLC	4,448	690K
Quantinno Capital Management LP	1,789	278K
Facet Wealth, Inc.	1,719	267K
Range Advisory, LLC	1,487	231K
Revolve Wealth Partners, LLC	1,455	226K
Advisors Preferred, LLC	695	108K
MERCER GLOBAL ADVISORS INC /ADV	317	49K
Integrated Wealth Concepts LLC	284	44K
Concord Wealth Partners	169	26K
HARBOUR INVESTMENTS, INC.	20	3K
Steward Partners Investment Advisor	20	3K
FIDUCIARY FINANCIAL ADVISORS	1	0K

Sold Out (11)

Holder	Prev Shares	Prev Value
Tidal Investments LLC	9,791	2M
GTS SECURITIES LLC	7,941	1M
HRT FINANCIAL LP	2,599	403K
Corient Private Wealth LLC	1,830	284K
UBS Group AG	1,737	269K
Russell Investments Group, Ltd.	633	98K
Qube Research & Technologies Ltd	261	40K
Root Financial Partners, LLC	207	32K
BANK OF AMERICA CORP /DE	162	25K
Allworth Financial LP	110	17K
US BANCORP \DE	3	0K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
SOFI WEALTH, LLC	+71,873	+4.1%	1,826,226
Advisors Capital Management, LLC	+7,762	+13.4%	65,564
FMR LLC	+3,610	+90.0%	7,619
Nova Wealth Management, Inc.	+2,475	+12.3%	22,631
JPMORGAN CHASE & CO	+1,395	+23250.0%	1,401
RAYMOND JAMES FINANCIAL INC	+1,298	+34.1%	5,107
MORGAN STANLEY	+799	+64.3%	2,042
SUSQUEHANNA INTERNATIONAL GROUP, LL	+760	+5.1%	15,800
VANGUARD ADVISERS INC	+623	+48.9%	1,898
Farther Finance Advisors, LLC	+248	+80.0%	558
Pathway Financial Advisers, LLC	+218	+3.5%	6,412
BlackRock, Inc.	+113	+72.9%	268
ZEGA Investments, LLC	+99	+1.5%	6,516
MUSTICO FINANCIAL GROUP, INC.	+52	+0.4%	12,945
Archer Investment Corp	+30	+20.3%	178
OSAIC HOLDINGS, INC.	+28	+6.9%	434
WEDBUSH SECURITIES INC	+24	+0.2%	12,435
Bawa N Mallick Trust	+20	+0.3%	6,640
Cetera Investment Advisers	+19	+0.6%	3,265
NewEdge Advisors, LLC	+15	+0.7%	2,158

Biggest Decreases (13)

Holder	Reduced	Change %	Total Shares
GOLDMAN SACHS GROUP INC	-39,611	-56.6%	30,338
CITADEL ADVISORS LLC	-30,861	-81.4%	7,031
ROYAL BANK OF CANADA	-8,491	-98.0%	172
Concurrent Investment Advisors, LLC	-3,363	-41.2%	4,792
Tower Research Capital LLC (TRC)	-2,495	-67.3%	1,214
LPL Financial LLC	-1,312	-3.6%	35,330
NORTHWESTERN MUTUAL WEALTH MANAGEME	-715	-5.5%	12,193
Teamwork Financial Advisors, LLC	-573	-3.1%	18,072
Creative Planning	-328	-17.9%	1,502
Financial Engines Advisors L.L.C.	-99	-6.0%	1,544
WELLS FARGO & COMPANY/MN	-63	-57.8%	46
CWM, LLC	-25	-80.6%	6
Abound Wealth Management	-1	-2.4%	41

SFY Institutional Ownership

Institutional Ownership — SFY

Ownership Trends

Top Institutional Holders (75 total)

Recent Activity

Sign in to InsiderStreet