SFYF Institutional Ownership
SoFi Social 50 ETF
1W: -0.4%
1M: +4.5%
3M: +4.4%
YTD: +17.4%
1Y: +18.7%
3Y: +154.5%
5Y: +73.5%
$65.58
+0.77 (+1.20%)
Weekly Expected Move ±2.3%
$63
$64
$66
$67
$69
Overview
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Holdings
Changes
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Short Interest
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Institutional Ownership — SFYF
18
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
2
New Positions
1
Increased
10
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (20 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Perigon Wealth Management, LLC | 9,742 | $639K | -207 | -2.1% | 19Q | SEC ↗ |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,964 | $588K | -1,619 | -15.3% | 3Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 8,938 | $586K | -291 | -3.2% | 5Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 7,768 | $509K | +2,372 | +44.0% | 2Q | SEC ↗ |
| 5 | GTS SECURITIES LLC | 6,150 | $403K | -11,053 | -64.3% | 3Q | SEC ↗ |
| 6 | TRUIST FINANCIAL CORP | 5,013 | $329K | -201 | -3.9% | 4Q | SEC ↗ |
| 7 | &PARTNERS | 3,965 | $260K | -90 | -2.2% | 3Q | SEC ↗ |
| 8 | FIDUCIARY FINANCIAL ADVISORS NEW | 1,863 | $122K | — | +0.0% | 1Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 913 | $60K | — | +0.0% | 5Q | SEC ↗ |
| 10 | PNC Financial Services Group, Inc. NEW | 178 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 11 | MORGAN STANLEY | 127 | $8K | -1 | -0.8% | 21Q | SEC ↗ |
| 12 | BlackRock, Inc. | 102 | $7K | — | +0.0% | 3Q | SEC ↗ |
| 13 | GHP Investment Advisors, Inc. | 18 | $1K | — | +0.0% | 4Q | SEC ↗ |
| 14 | VANGUARD ADVISERS INC | 1 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 1 | $0K | — | +0.0% | 15Q | SEC ↗ |
| 16 | CITIGROUP INC | 0 | $0K | -1 | -100.0% | 1Q | SEC ↗ |
| 17 | UBS Group AG | 0 | $0K | -164 | -100.0% | 2Q | SEC ↗ |
| 18 | American Trust | 0 | $0K | -1,450 | -100.0% | 1Q | SEC ↗ |
| 19 | TWO SIGMA INVESTMENTS, LP | 0 | $0K | -5,400 | -100.0% | 1Q | SEC ↗ |
| 20 | Advisory Services Network, LLC | 0 | $0K | -425 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | 1,863 | $122K |
| PNC Financial Services Group, Inc. | 178 | $12K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 5,400 | $354K |
| American Trust | 1,450 | $95K |
| Advisory Services Network, LLC | 425 | $28K |
| UBS Group AG | 164 | $11K |
| CITIGROUP INC | 1 | $0K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | +2,372 | +44.0% | 7,768 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | -11,053 | -64.3% | 6,150 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -1,619 | -15.3% | 8,964 |
| ENVESTNET ASSET MANAGEMENT INC | -291 | -3.2% | 8,938 |
| Perigon Wealth Management, LLC | -207 | -2.1% | 9,742 |
| TRUIST FINANCIAL CORP | -201 | -3.9% | 5,013 |
| &PARTNERS | -90 | -2.2% | 3,965 |
| MORGAN STANLEY | -1 | -0.8% | 127 |