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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
   CITADEL ADVISORS LLC 3661 - 2023-12-31 36,840 $471,000 0
   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
   CVA Family Office LLC 723 - 2024-03-31 790 $11,000 0
   Advisor Group Holdings Inc. 5740 - 2024-03-31 512 $7,000 -31
   FMR LLC 4383 - 2023-12-31 208 $3,000 -57
   Bear Mountain Capital Inc. 171 - 2024-03-31 160 $2,000 0
   MORGAN STANLEY 6893 - 2023-12-31 115 $1,000 -71
   Annapolis Financial Services LLC 347 - 2024-03-31 53 $1,000 0
   WELLS FARGO & CO/MN 6150 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 4735 - 2024-03-31 0 $0 0
   Larson Financial Group LLC 1641 - 2024-03-31 27 $0 0
   Concord Wealth Partners 859 *New 2024-03-31 8 $0 8
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3419 *Closed 2023-12-31 0 $0 -72
   GTS SECURITIES LLC 1665 *Closed 2023-12-31 0 $0 -26,172
   Farther Finance Advisors LLC 3363 - 2023-12-31 0 $0 0
   Sunbelt Securities Inc. 1752 - 2024-03-31 9 $0 0
   Goss Wealth Management LLC 3890 *New 2023-12-31 2 $0 2

  19 Records found
  1    
  Page 1 of 1
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