Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / SOFI SOCIAL 50
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
42,227
-
Shares change
-
+19,398
-
Total reported value, excl. options
-
$1,590,978
-
Value change
-
+$730,385
-
Number of buys
-
7
-
Number of sells
-
-1
-
Price
-
$37.77
Significant Holders of TIDAL TRUST I - SOFI SOCIAL 50 (SFYF) as of Q4 2021
11 filings reported holding SFYF - TIDAL TRUST I - SOFI SOCIAL 50 as of Q4 2021.
TIDAL TRUST I - SOFI SOCIAL 50 (SFYF) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 42,227 shares
.
Largest 10 shareholders include CITADEL ADVISORS LLC (20,170 shares), Perigon Wealth Management, LLC (8,552 shares), Sigma Planning Corp (6,300 shares), Cambridge Investment Research Advisors, Inc. (5,442 shares), UBS Group AG (1,056 shares), ADVISOR GROUP HOLDINGS, INC. (336 shares), TimeScale Financial, Inc. (200 shares), MORGAN STANLEY (125 shares), Koshinski Asset Management, Inc. (26 shares), and Parallel Advisors, LLC (20 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.