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Get Institutions for : 
Sofi Next 500 Etf (SFYX)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 15    1
Total shares held : 
4,234,814  
% of shares held : 
47.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
202,395  
% of shares held change : 
  2.25%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 25,457
 0.6%
 
Increased Positions :
1
 219,541
 5.18%
 
Unchanged Positions :
8
 37,090
 0.88%
 
Decreased Positions :
3
-170
-0%
 
Closed Positions :
4
-42,433
-1%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SOFI WEALTH LLC 4 - 2024-03-31 4,509,175 $62,948,000 337,774
   GTS SECURITIES LLC 385 - 2024-03-31 120,077 $1,676,000 120,077
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3656 - 2024-03-31 29,893 $417,000 5,228
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1347 - 2024-03-31 957 $13,000 957
   MORGAN STANLEY 6831 - 2024-03-31 119 $2,000 4
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3542 - 2024-03-31 20 $0 20

  6 Records found
  1    
  Page 1 of 1
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