Who Owns SFYF?
SoFi Social 50 ETF — Institutional Ownership & 13F Holdings
$58.05
-0.24 (-0.41%)
Market Cap
$36.1M
Shares Outstanding
588,831
Institutional Holders
4
Total Inst. Value
$439K
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
New Positions
0
Closed Positions
1
Increased
0
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Perigon Wealth Management, LLC | $431K | 11,221 |
| 2 | Transce3nd, LLC | $7K | 190 |
| 3 | WELLS FARGO & COMPANY/MN | $10 | 0 |
| 4 | MORGAN STANLEY | $0 | 26 |
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Frequently Asked Questions
How many institutional investors hold SFYF?
As of Q1 2025, 4 institutional investors report holding SFYF (SoFi Social 50 ETF) in their 13F filings.
Which hedge fund owns the most SFYF?
The largest institutional holder of SFYF is Perigon Wealth Management, LLC with $431K in shares.
Are institutions buying or selling SFYF?
This quarter, 0 institutions opened new positions in SFYF and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.