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Sofi Enhanced Yield ETF (THTA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Optivise Advisory Services LLC
DECREASED
Shares41,398 from 43,163
Change-1,765 (-4%)
Value$651.4K (-$21.5K)
Filed 2026-10-19
Zega Investments, LLC
DECREASED
Shares13,562 from 17,303
Change-3,741 (-22%)
Value$213.4K (-$56.4K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$3.9K (+$36)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares68
Change+68
Value$1.1K
Filed 2026-11-03
Tucker Asset Management LLC
CLOSED
Shares0 from 1,638
Change-1,638 (-100%)
Value$0 (-$25.5K)
Filed 2026-10-29
Coppell Advisory Solutions LLC
N/A
Shares— from 23,805
Change-23,805 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 17,223
Change-17,223 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 16,024
Change-16,024 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,329
Change-11,329 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Optivise Advisory Services LLC
DECREASED41,39843,163-1,765-4%$672.9K$651.4K-$21.5K2026-10-19
Zega Investments, LLC
DECREASED13,56217,303-3,741-22%$269.8K$213.4K-$56.4K2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED24824800%$3.9K$3.9K+$362026-11-04
Ascentis Independent Advisors
NEW68—+68——$1.1K—2026-11-03
Tucker Asset Management LLC
CLOSED01,638-1,638-100%$25.5K$0-$25.5K2026-10-29
Coppell Advisory Solutions LLC
N/A—23,805-23,805-100%$372.8K———
Old Mission Capital LLC
N/A—17,223-17,223-100%$268.5K———
Reliant Investment Partners, LLC
N/A—16,024-16,024-100%$249.8K———
Susquehanna International Group, LLP
N/A—11,329-11,329-100%$176.6K———
Arax Advisory Partners
N/A—1,325-1,325-100%$20.7K———
Harbour Investments, Inc.
N/A—1,000-1,000-100%$15.6K———
Osaic Holdings, Inc.
N/A—2-2-100%$39———
Mcguire Capital Advisors Inc
N/A—1-1-100%$16———
Wells Fargo & Company
N/A—1-1-100%$12———
Showing 14 of 14 institutions