HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SFY Share Count | ||||
| FMR LLC | 3,576 | 4,515 | +939 | +26.26% |
| Wedbush Securities Inc. | 23,938 | 27,915 | +3,977 | +16.61% |
| Sofi Wealth LLC | 26,606,363 | 27,500,774 | +894,411 | +3.36% |
| The PNC Financial Services Group Inc. | 310 | 312 | +2 | +0.65% |
| 13F Filers Reporting New Positions In SFY | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Farther Finance Advisors LLC | 0 | 56 | +56 | +100% |
| Huntington National Bank | 0 | 2,000 | +2,000 | +100% |
| Citadel Advisors LLC | 0 | 41,145 | +41,145 | +100% |
| Raymond James Financial Services Advisors Inc. | 0 | 12,729 | +12,729 | +100% |
| Toroso Investments LLC | 0 | 49,394 | +49,394 | +100% |
| Centric Wealth Management | 0 | 44,713 | +44,713 | +100% |
| Tennessee Valley Asset Management Partners | 0 | 132 | +132 | +100% |
| Bear Mountain Capital Inc. | 0 | 1,142 | +1,142 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Wells Fargo & Company MN | 1 | 1 | UNCH | 0.00% |
| Sandy Spring Bank | 1 | 1 | UNCH | 0.00% |
| Joel Isaacson & Co. LLC | 23,361 | 23,361 | UNCH | 0.00% |
| IFP Advisors Inc | 321 | 321 | UNCH | 0.00% |
| Annapolis Financial Services LLC | 398 | 398 | UNCH | 0.00% |
| 13F Filers Decreasing SFY Share Count | ||||
| Royal Bank of Canada | 10,490 | 1,512 | -8,978 | -85.59% |
| UBS Group AG | 334 | 52 | -282 | -84.43% |
| Morgan Stanley | 12,739 | 2,616 | -10,123 | -79.46% |
| Assetmark Inc. | 9,217 | 5,433 | -3,784 | -41.05% |
| Northwestern Mutual Wealth Management Co. | 2,834 | 2,411 | -423 | -14.93% |
| Raymond James & Associates | 12,623 | 11,984 | -639 | -5.06% |
| Teamwork Financial Advisors LLC | 154,463 | 151,287 | -3,176 | -2.06% |
| AE Wealth Management LLC | 154,630 | 152,149 | -2,481 | -1.60% |
| Advisor Group Holdings Inc. | 4,086 | 4,065 | -21 | -0.51% |
| 13F Filers Exiting SFY | ||||
| Jane Street Group LLC | 25,404 | 0 | -25,404 | -100.00% |
| Cerity Partners LLC | 10,564 | 0 | -10,564 | -100.00% |
| Tower Research Capital LLC TRC | 32,564 | 0 | -32,564 | -100.00% |
| GTS Securities LLC | 21,951 | 0 | -21,951 | -100.00% |
| Susquehanna International Group LLP | 58,070 | 0 | -58,070 | -100.00% |
See Summary: Institutional Holders of SFY
See Details: Top 10 Hedge Funds Holding SFY
Also See: SFY Insider Buying
