Who Owns THTA?
SoFi Enhanced Yield ETF — Institutional Ownership & 13F Holdings
$15.51
+0.04 (+0.23%)
Market Cap
$37.7M
Shares Outstanding
2,524,522
Institutional Holders
13
Total Inst. Value
$15.6M
% of Float Held
—
QoQ Holder Change
+11
Institutional data as of Q1 2025
New Positions
6
Closed Positions
4
Increased
3
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Optivise Advisory Services LLC | $8.4M | 445,017 |
| 2 | Concurrent Investment Advisors, LLC | $2.3M | 122,971 |
| 3 | ZEGA Investments, LLC | $2.1M | 111,479 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $928K | 49,410 |
| 5 | Coppell Advisory Solutions LLCNew | $443K | 29,774 |
| 6 | JANE STREET GROUP, LLC | $397K | 21,152 |
| 7 | Virtue Capital Management, LLC | $387K | 20,739 |
| 8 | Wealth Watch Advisors, INCNew | $339K | 17,743 |
| 9 | Arete Wealth Advisors, LLCNew | $258K | 13,723 |
| 10 | UBS Group AG | $74K | 3,963 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Optivise Advisory Services LLC | +128K | $8.4M |
| Coppell Advisory Solutions LLCNew | +30K | $443K |
| JANE STREET GROUP, LLC | +10K | $397K |
| Virtue Capital Management, LLC | +1K | $387K |
| Wealth Watch Advisors, INCNew | +18K | $339K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ZEGA Investments, LLC | -24K | $2.1M |
| Concurrent Investment Advisors, LLC | -9K | $2.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -7K | $928K |
| UBS Group AG | -1K | $74K |
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Frequently Asked Questions
How many institutional investors hold THTA?
As of Q1 2025, 13 institutional investors report holding THTA (SoFi Enhanced Yield ETF) in their 13F filings.
Which hedge fund owns the most THTA?
The largest institutional holder of THTA is Optivise Advisory Services LLC with $8.4M in shares.
Are institutions buying or selling THTA?
This quarter, 6 institutions opened new positions in THTA and 4 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.