Inst. Holders
30 funds
SF
SFY
TIDAL TRUST I
$155.30 ▲ +0.86%
Prev close $153.987 New Institutional Positions5 Institutional Exits
Snapshot
The big-picture read on SFY right now — valuation, ownership and activity at a glance.
Inst. Value
$21.1M
Inst. Activity
7 buys / 5 sells
Price chart 30d +2.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — TRIM
30,338 shares ($4.5M)
Jun 30, 2026 Inst.
FMR LLC — ADD
7,619 shares ($1.1M)
Jun 18, 2026 ftd
FTD: SFY — 3,796 shares ($0.6M) failed to deliver
Settlement: 20260618, Price: $147.40, FTD Value: $559,530.4, TIDAL TRUST I SOFI 500 ETF NEW
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Jun 18, 2026
ftd
FTD: SFY — 3,796 shares ($0.6M) failed to deliver
Settlement: 20260618, Price: $147.40, FTD Value: $559,530.4, TIDAL TRUST I SOFI 500 ETF NEW
Institutional ownership
Which big funds own SFY (from quarterly 13F filings) and who is adding or trimming.
30 institutional holders with $21.1M total value (141,893 shares) as of 2026-Q2. Top holders: LPL, GOLDMAN, SUSQUEHANNA. Net buying activity: 7 institutions added/increased vs 5 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 35,330 | $5.3M | 24.9% | — |
| GOLDMAN SACHS GROUP INC | 30,338 | $4.5M | 21.4% | TRIM -56.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,800 | $2.4M | 11.1% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,193 | $1.8M | 8.6% | — |
| FMR LLC | 7,619 | $1.1M | 5.4% | ADD +90.0% |
| CITADEL ADVISORS LLC | 7,031 | $1.0M | 5.0% | NEAR_EXIT -81.4% |
| RAYMOND JAMES FINANCIAL INC | 5,107 | $760.3K | 3.6% | ADD +34.1% |
| Concurrent Investment Advisors, LLC | 4,792 | $713.4K | 3.4% | TRIM -41.2% |
| IEQ CAPITAL, LLC | 4,448 | $662.2K | 3.1% | — |
| Cetera Investment Advisers | 3,265 | $486.1K | 2.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | TRIM | 69,949 | 30,338 | -56.6% | $4.5M |
| FMR LLC | ADD | 4,009 | 7,619 | +90.0% | $1.1M |
| CITADEL ADVISORS LLC | NEAR_EXIT | 37,892 | 7,031 | -81.4% | $1.0M |
| RAYMOND JAMES FINANCIAL INC | ADD | 3,809 | 5,107 | +34.1% | $760.3K |
| Concurrent Investment Advisors, LLC | TRIM | 8,155 | 4,792 | -41.2% | $713.4K |
| MORGAN STANLEY | ADD | 1,243 | 2,042 | +64.3% | $304.2K |
| VANGUARD ADVISERS INC | ADD | 1,275 | 1,898 | +48.9% | $282.6K |
| JPMORGAN CHASE & CO | DOUBLED | 6 | 1,401 | +23250.0% | $206.0K |
| Farther Finance Advisors, LLC | ADD | 310 | 558 | +80.0% | $83.0K |
| BlackRock, Inc. | ADD | 155 | 268 | +72.9% | $39.9K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SFY.
Shares short
41,890
Settlement Sep 15, 2026
Change vs prior
+38.2%
Semi-monthly cycle
Days to cover
3.2
At avg daily volume