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Sofi Social 50 ETF (SFYF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Perigon Wealth Management, LLC
DECREASED
Shares9,542 from 9,742
Change-200 (-2%)
Value$619.0K (+$12.8K)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares4,313 from 5,013
Change-700 (-14%)
Value$279.8K (-$32.1K)
Filed 2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.2K (+$48)
Filed 2026-10-15
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$11.1K)
Filed 2026-11-06
Susquehanna International Group, LLP
N/A
Shares— from 8,964
Change-8,964 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,938
Change-8,938 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,768
Change-7,768 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
&partners
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 913
Change-913 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 127
Change-127 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Perigon Wealth Management, LLC
DECREASED9,5429,742-200-2%$606.1K$619.0K+$12.8K2026-10-22
Truist Financial Corp
DECREASED4,3135,013-700-14%$311.9K$279.8K-$32.1K2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED181800%$1.1K$1.2K+$482026-10-15
PNC Financial Services Group, Inc.
CLOSED0178-178-100%$11.1K$0-$11.1K2026-11-06
Susquehanna International Group, LLP
N/A—8,964-8,964-100%$557.7K———
Envestnet Asset Management Inc
N/A—8,938-8,938-100%$556.1K———
Cetera Investment Advisers
N/A—7,768-7,768-100%$483.3K———
GTS Securities LLC
N/A—6,150-6,150-100%$382.7K———
&partners
N/A—3,965-3,965-100%$246.7K———
Fiduciary Financial Advisors
N/A—1,863-1,863-100%$115.9K———
Osaic Holdings, Inc.
N/A—913-913-100%$56.8K———
Morgan Stanley
N/A—127-127-100%$7.9K———
BlackRock, Inc.
N/A—102-102-100%$6.4K———
Vanguard Advisers Inc
N/A—1-1-100%$62———
Wells Fargo & Company
N/A—1-1-100%$73———
Showing 15 of 15 institutions