Purchases and Sales Made in Q3 2025 in Sofi Social 50 ETF (SFYF)
This table provides information about the institutional ownership of Sofi Social 50 ETF (SFYF) during Q3 2025. The information is specifically focused on institutions that hold shares of SOFI SOCIAL 50 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.5KNew |
$208K - $247K
|
4.5K
$245K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.02KNew |
$186K - $221K
|
4.02K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.17K+ 39.6% |
$100K - $119K
|
7.65K
$417K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
425New |
$19.6K - $23.3K
|
425
$23.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
120New |
$5.54K - $6.58K
|
120
$6.54K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
72New |
$3.32K - $3.95K
|
72
$3.93K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
18New |
$830 - $987
|
18
$982
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$46.1 - $54.9
|
0
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-306- 2.73% |
$14.1K - $16.8K
|
10.9K
$595K
|
|