Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
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Equity / SOFI SOCIAL 50
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Number of holders
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5
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Total 13F shares, excl. options
-
38,862
-
Shares change
-
-4,041
-
Total reported value, excl. options
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$1,033,238
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Value change
-
-$125,882
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Number of buys
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2
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Number of sells
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-3
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Price
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$26.59
Significant Holders of TIDAL TRUST I - SOFI SOCIAL 50 (SFYF) as of Q3 2023
7 filings reported holding SFYF - TIDAL TRUST I - SOFI SOCIAL 50 as of Q3 2023.
TIDAL TRUST I - SOFI SOCIAL 50 (SFYF) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 38,862 shares
.
Largest 7 shareholders include GTS SECURITIES LLC (27,299 shares), Perigon Wealth Management, LLC (10,637 shares), UBS Group AG (881 shares), MORGAN STANLEY (25 shares), Parallel Advisors, LLC (20 shares), WELLS FARGO & COMPANY/MN (0 shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (0 shares).
This table shows the top 5 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.