ETF Holders

Who owns SFYF?

Other

SoFi Social 50 ETF · SoFi

15 institutions reported holding SFYF, worth $3.3M, in Form 13F filings for June 30, 2026.

13F holders
15
Institutional value
$3.3M
Change from prior quarter
-4.7%
−$165K, with price moves
New and sold-out firms
2 / 3
1 added, 7 trimmed

Top 10 institutional holders of SFYF

FirmLocationValueSharesChange
Perigon Wealth Management, LLCSan Francisco, CA$606K9,742−207 shares
Susquehanna International Group, LLPBala Cynwyd, PA$558K8,964−1,619 shares
Envestnet Asset Management Inc.Berwyn, PA$556K8,938−291 shares
Cetera Investment AdvisersSchaumburg, IL$483K7,768+2,372 shares
GTS Securities LLCNew York, NY$383K6,150−11,053 shares
Truist Financial Corp.Charlotte, NC$312K5,013−201 shares
&PartnersNashville, TN$247K3,965−90 shares
Fiduciary Financial AdvisorsGrand Rapids, MI$116K1,863New position
Osaic Holdings, Inc.Scottsdale, AZ$57K913No change
PNC Financial Services Group, Inc.Pittsburgh, PA$11K178New position
5 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns SFYF?

15 institutional managers reported holding SFYF in Form 13F filings for June 30, 2026, worth $3.3M in total. The largest reported position was held by Perigon Wealth Management, LLC, at $606K.

Did institutions buy or sell SFYF last quarter?

Reported 13F value fell 4.7% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 3 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is SFYF ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.