SFYX Institutional Ownership
SoFi Next 500 ETF
1W: +0.0%
1M: +0.2%
3M: +6.5%
YTD: +3.9%
1Y: +20.3%
3Y: +49.0%
5Y: +35.0%
$17.17
Last traded 2026-03-02 — delisted
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Institutional Ownership — SFYX
14
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
14
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Larson Financial Group LLC | 0 | 0K | -27 | -100.0% | 13Q | SEC ↗ |
| 2 | Copia Wealth Management | 0 | 0K | -15 | -100.0% | 3Q | SEC ↗ |
| 3 | FMR LLC | 0 | 0K | -2,141 | -100.0% | 12Q | SEC ↗ |
| 4 | CVA Family Office, LLC | 0 | 0K | -675 | -100.0% | 9Q | SEC ↗ |
| 5 | MORGAN STANLEY | 0 | 0K | -205 | -100.0% | 17Q | SEC ↗ |
| 6 | Archer Investment Corp | 0 | 0K | -117 | -100.0% | 7Q | SEC ↗ |
| 7 | BlackRock, Inc. | 0 | 0K | -529 | -100.0% | 1Q | SEC ↗ |
| 8 | Concord Wealth Partners | 0 | 0K | -8 | -100.0% | 8Q | SEC ↗ |
| 9 | ASSETMARK, INC | 0 | 0K | -625 | -100.0% | 1Q | SEC ↗ |
| 10 | EverSource Wealth Advisors, LLC | 0 | 0K | -76 | -100.0% | 8Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 0 | 0K | -1 | -100.0% | 13Q | SEC ↗ |
| 12 | SOFI WEALTH, LLC | 0 | 0K | -700 | -100.0% | 16Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 0 | 0K | -1,616 | -100.0% | 5Q | SEC ↗ |
| 14 | Farther Finance Advisors, LLC | 0 | 0K | -10 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FMR LLC | 2,141 | 37K |
| ROYAL BANK OF CANADA | 1,616 | 28K |
| SOFI WEALTH, LLC | 700 | 12K |
| CVA Family Office, LLC | 675 | 12K |
| ASSETMARK, INC | 625 | 11K |
| BlackRock, Inc. | 529 | 9K |
| MORGAN STANLEY | 205 | 4K |
| Archer Investment Corp | 117 | 2K |
| EverSource Wealth Advisors, LLC | 76 | 1K |
| Larson Financial Group LLC | 27 | 0K |
| Copia Wealth Management | 15 | 0K |
| Farther Finance Advisors, LLC | 10 | 0K |
| Concord Wealth Partners | 8 | 0K |
| WELLS FARGO & COMPANY/MN | 1 | 0K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.