HoldingsChannel.com
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Sofi Wealth LLC | 27,500,774 | $465,863 | 12/31/2023 |
| SFY | 27,500,774 | $465,863 | 12/31/2023 |
| Teamwork Financial Advisors LLC | 150,805 | $2,809 | 03/31/2024 |
| SFY | 150,805 | $2,809 | 03/31/2024 |
| AE Wealth Management LLC | 152,149 | $2,629 | 12/31/2023 |
| SFY | 152,149 | $2,629 | 12/31/2023 |
| Toroso Investments LLC | 49,394 | $837 | 12/31/2023 |
| SFY | 49,394 | $837 | 12/31/2023 |
| Centric Wealth Management | 44,179 | $790 | 03/31/2024 |
| SFY | 44,179 | $790 | 03/31/2024 |
| Citadel Advisors LLC | 41,145 | $697 | 12/31/2023 |
| SFY | 41,145 | $697 | 12/31/2023 |
| Wedbush Securities Inc. | 27,915 | $473 | 12/31/2023 |
| SFY | 27,915 | $473 | 12/31/2023 |
| Joel Isaacson & Co. LLC | 23,361 | $435 | 03/31/2024 |
| SFY | 23,361 | $435 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 15,629 | $291 | 03/31/2024 |
| SFY | 15,629 | $291 | 03/31/2024 |
| Raymond James & Associates | 12,231 | $228 | 03/31/2024 |
| SFY | 12,231 | $228 | 03/31/2024 |
| Assetmark Inc. | 5,433 | $92 | 12/31/2023 |
| SFY | 5,433 | $92 | 12/31/2023 |
| FMR LLC | 4,515 | $76 | 12/31/2023 |
| SFY | 4,515 | $76 | 12/31/2023 |
| Advisor Group Holdings Inc. | 4,065 | $69 | 12/31/2023 |
| SFY | 4,065 | $69 | 12/31/2023 |
| Morgan Stanley | 2,616 | $44 | 12/31/2023 |
| SFY | 2,616 | $44 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 2,411 | $41 | 12/31/2023 |
| SFY | 2,411 | $41 | 12/31/2023 |
| Huntington National Bank | 2,000 | $37 | 03/31/2024 |
| SFY | 2,000 | $37 | 03/31/2024 |
| Royal Bank of Canada | 1,512 | $26 | 12/31/2023 |
| SFY | 1,512 | $26 | 12/31/2023 |
| Bear Mountain Capital Inc. | 1,142 | $20 | 03/31/2024 |
| SFY | 1,142 | $20 | 03/31/2024 |
| Concord Wealth Partners | 847 | $16 | 03/31/2024 |
| SFY | 847 | $16 | 03/31/2024 |
| Annapolis Financial Services LLC | 398 | $7 | 03/31/2024 |
| SFY | 398 | $7 | 03/31/2024 |
| The PNC Financial Services Group Inc. | 312 | $5 | 12/31/2023 |
| SFY | 312 | $5 | 12/31/2023 |
| IFP Advisors Inc | 321 | $5 | 12/31/2023 |
| SFY | 321 | $5 | 12/31/2023 |
| UBS Group AG | 52 | $1 | 12/31/2023 |
| SFY | 52 | $1 | 12/31/2023 |
| Farther Finance Advisors LLC | 56 | $1 | 12/31/2023 |
| SFY | 56 | $1 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 03/31/2024 |
| SFY | 0 | $0 | 03/31/2024 |
| BNP Paribas Arbitrage SA | 7 | $0 | 03/31/2024 |
| SFY | 7 | $0 | 03/31/2024 |
| Wells Fargo & Company MN | 1 | $0 | 12/31/2023 |
| SFY | 1 | $0 | 12/31/2023 |
See All: Funds Holding SFY
See Details: Top 10 Hedge Funds Holding SFY
Also See: SFY Insider Buying
Also See: SFY Holdings Changes
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