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Sofi Next 500 ETF (SFYX)

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
FMR LLC
UNCHANGED
Shares2,141 from 2,141
Change0 (0%)
Value$34.8K (+$358)
Filed 2026-02-17
Royal Bank of Canada
DECREASED
Shares1,616 from 8,502
Change-6,886 (-81%)
Value$26.0K (-$111.0K)
Filed 2026-02-17
Sofi Wealth, LLC
DECREASED
Shares700 from 723
Change-23 (-3%)
Value$11.4K (-$249)
Filed 2026-01-30
CVA Family Office, LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$11.0K (+$113)
Filed 2026-01-12
Assetmark, Inc
NEW
Shares625
Change+625
Value$10.2K
Filed 2026-01-23
BlackRock, Inc.
NEW
Shares529
Change+529
Value$8.6K
Filed 2026-02-12
Morgan Stanley
DECREASED
Shares205 from 274
Change-69 (-25%)
Value$3.3K (-$1.1K)
Filed 2026-05-27
Archer Investment Corp
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$1.9K (+$19)
Filed 2026-01-30
EverSource Wealth Advisors, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$1.2K (+$21)
Filed 2026-02-06
Larson Financial Group LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$439 (+$5)
Filed 2026-02-06
Copia Wealth Management
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$244 (+$3)
Filed 2026-02-06
Farther Finance Advisors, LLC
NEW
Shares10
Change+10
Value$164
Filed 2026-01-23
Concord Wealth Partners
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$130 (+$1)
Filed 2026-01-29
Wells Fargo & Company
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$9 ($0)
Filed 2026-02-13
GTS Securities LLC
CLOSED
Shares0 from 13,828
Change-13,828 (-100%)
Value$0 (-$222.4K)
Filed 2026-02-13
UBS Group AG
CLOSED
Shares0 from 466
Change-466 (-100%)
Value$0 (-$7.5K)
Filed 2026-01-29
Status
FMR LLC
UNCHANGED2,1412,14100%$34.4K$34.8K+$3582026-02-17
Royal Bank of Canada
DECREASED1,6168,502-6,886-81%$137.0K$26.0K-$111.0K2026-02-17
Sofi Wealth, LLC
DECREASED700723-23-3%$11.6K$11.4K-$2492026-01-30
CVA Family Office, LLC
UNCHANGED67567500%$10.9K$11.0K+$1132026-01-12
Assetmark, Inc
NEW625—+625——$10.2K—2026-01-23
BlackRock, Inc.
NEW529—+529——$8.6K—2026-02-12
Morgan Stanley
DECREASED205274-69-25%$4.4K$3.3K-$1.1K2026-05-27
Archer Investment Corp
UNCHANGED11711700%$1.9K$1.9K+$192026-01-30
EverSource Wealth Advisors, LLC
UNCHANGED767600%$1.2K$1.2K+$212026-02-06
Larson Financial Group LLC
UNCHANGED272700%$434$439+$52026-02-06
Copia Wealth Management
UNCHANGED151500%$241$244+$32026-02-06
Farther Finance Advisors, LLC
NEW10—+10——$164—2026-01-23
Concord Wealth Partners
UNCHANGED8800%$129$130+$12026-01-29
Wells Fargo & Company
UNCHANGED1100%$9$9$02026-02-13
GTS Securities LLC
CLOSED013,828-13,828-100%$222.4K$0-$222.4K2026-02-13
UBS Group AG
CLOSED0466-466-100%$7.5K$0-$7.5K2026-01-29
Showing 16 of 16 institutions