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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 25    1
Total shares held : 
28,038,286  
% of shares held : 
31.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
868,906  
% of shares held change : 
  0.97%  
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 :
4
 147,981
 0.53%
 
Increased Positions :
5
 899,385
 3.21%
 
Unchanged Positions :
7
 25,224
 0.09%
 
Decreased Positions :
9
-29,907
-0.11%
 
Closed Positions :
5
-148,553
-0.53%
 
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
   Joel Isaacson & Co. LLC 230 - 2024-03-31 23,361 $435,000 0
   Bear Mountain Capital Inc. 90 - 2024-03-31 1,142 $20,000 0
   Annapolis Financial Services LLC 296 - 2024-03-31 398 $7,000 0
   PNC FINANCIAL SERVICES GROUP INC 3825 - 2024-03-31 312 $6,000 0
   IFP Advisors Inc 2404 - 2023-12-31 321 $5,000 0
   Farther Finance Advisors LLC 2929 - 2024-03-31 56 $1,000 0
   SANDY SPRING BANK 1156 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 4734 - 2024-03-31 0 $0 0

  8 Records found
  1    
  Page 1 of 1
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