Who owns SOFX?
Defiance Daily Target 2X Long SOFI ETF · Defiance
8 institutions reported holding SOFX, worth $3.3M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of SOFX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| UBS Group AG | Zurich, Switzerland | $1.6M | 153,467 | −25,630 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $612K | 59,487 | −88,788 shares |
| GTS Securities LLC | New York, NY | $334K | 32,436 | +13,604 shares |
| Citadel Advisors LLC | Miami, FL | $310K | 30,187 | New position |
| Optiver Holding B.V. | Amsterdam, Netherlands | $245K | 23,831 | −29,957 shares |
| Goldman Sachs Group Inc. | New York, NY | $192K | 18,690 | New position |
| Group One Trading LLC | Chicago, IL | $21K | 2,049 | +1,919 shares |
| Tower Research Capital LLC (TRC) | New York, NY | $576 | 56 | New position |
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 SOFX?
8 institutional managers reported holding SOFX in Form 13F filings for June 30, 2026, worth $3.3M in total. The largest reported position was held by UBS Group AG, at $1.6M.
Did institutions buy or sell SOFX last quarter?
Reported 13F value fell 11.9% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 0 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 SOFX 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.