Who owns THTA?
SoFi Enhanced Yield ETF · SoFi
13 institutions reported holding THTA, worth $2.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of THTA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Optivise Advisory Services LLC | Franklin, TN | $673K | 43,163 | +114 shares |
| Coppell Advisory Solutions LLC | Coppell, TX | $373K | 23,805 | New position |
| ZEGA Investments, LLC | Palm Beach Gardens, FL | $270K | 17,303 | +1,187 shares |
| Old Mission Capital LLC | Chicago, IL | $269K | 17,223 | New position |
| Reliant Investment Partners, LLC | Pinehurst, NC | $250K | 16,024 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $177K | 11,329 | New position |
| Tucker Asset Management LLC | Littleton, CO | $26K | 1,638 | New position |
| Arax Advisory Partners | New York, NY | $21K | 1,325 | New position |
| Harbour Investments, Inc. | Madison, WI | $16K | 1,000 | No change |
| EverSource Wealth Advisors, LLC | Birmingham, AL | $4K | 248 | No change |
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 THTA?
13 institutional managers reported holding THTA in Form 13F filings for June 30, 2026, worth $2.1M in total. The largest reported position was held by Optivise Advisory Services LLC, at $673K.
Did institutions buy or sell THTA last quarter?
Reported 13F value rose 123.1% from March 31, 2026, which includes price moves as well as buying and selling. 7 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 THTA 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.