IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Sofi Next 500 ETF (SFYX)

CUSIP: 886364306 | NYSE | 41 institutional holders

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q4 2025

FMR LLC2,141
0.0% of portfolio›$34.8K
Royal Bank of Canada1,616
0.0% of portfolio›$26.0K
Sofi Wealth, LLC700
0.0% of portfolio›$11.4K
CVA Family Office, LLC675
0.0% of portfolio›$11.0K
Assetmark, Inc625
0.0% of portfolio›$10.2K
BlackRock, Inc.529
0.0% of portfolio›$8.6K
Morgan Stanley205
0.0% of portfolio›$3.3K
Archer Investment Corp117
0.0% of portfolio›$1.9K
EverSource Wealth Advisors, LLC76
0.0% of portfolio›$1.2K
Larson Financial Group LLC27
0.0% of portfolio›$439
Copia Wealth Management15
0.0% of portfolio›$244
Farther Finance Advisors, LLC10
0.0% of portfolio›$164
Concord Wealth Partners8
0.0% of portfolio›$130
Wells Fargo & Company1
0.0% of portfolio›$9
StyleTurnoverLocationFiled
FMR LLC
2,141$34.8K0.0%GrowthMediumBoston, MA2026-02-17
Royal Bank of Canada
1,616$26.0K0.0%CoreLowToronto, Australia2026-02-17
Sofi Wealth, LLC
700$11.4K0.0%ETFVery LowSan Francisco, CA2026-01-30
CVA Family Office, LLC
675$11.0K0.0%IndexVery LowDenver, CO2026-01-12
Assetmark, Inc
625$10.2K0.0%ETFLowConcord, CA2026-01-23
BlackRock, Inc.
529$8.6K0.0%IndexVery LowNew York, NY2026-02-12
Morgan Stanley
205$3.3K0.0%CoreLowNew York, NY2026-05-27
Archer Investment Corp
117$1.9K0.0%CoreMediumCarmel, IN2026-01-30
EverSource Wealth Advisors, LLC
76$1.2K0.0%CoreMediumBirmingham, AL2026-02-06
Larson Financial Group LLC
27$4390.0%GrowthLowSt Louis, MO2026-02-06
Copia Wealth Management
15$2440.0%ETFLowBend, OR2026-02-06
Farther Finance Advisors, LLC
10$1640.0%IndexLowSan Francisco, CA2026-01-23
Concord Wealth Partners
8$1300.0%GrowthLowAbingdon, VA2026-01-29
Wells Fargo & Company
1$90.0%CoreLowSan Francisco, CA2026-02-13