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On this page, we present all of the funds holding SFY from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SFY, with a link to that fund's top holdings. The next columns
indicate the amount of SFY stock held by each of the funds holding SFY, followed by the SFY position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 28 funds holding SFY within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Sofi Wealth LLC. For more details on the positions held by Sofi Wealth LLC
(or by any of the other funds holding SFY), click the fund name in the "Holder" column of the funds-holding-SFY table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Sofi Wealth LLC | 29,264,149 | $545,191 | 03/31/2024 | SFY | 29,264,149 | $545,191 | 03/31/2024 | 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 | Susquehanna International Group LLP | 45,139 | $841 | 03/31/2024 | SFY | 45,139 | $841 | 03/31/2024 | 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. | 7,077 | $132 | 03/31/2024 | SFY | 7,077 | $132 | 03/31/2024 | 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 | Sandy Spring Bank | 1 | $0 | 03/31/2024 | SFY | 1 | $0 | 03/31/2024 | Wells Fargo & Company MN | 1 | $0 | 12/31/2023 | SFY | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SFY
See Details: Top 10 Hedge Funds Holding SFY
Also See: SFY Insider Buying
Also See: SFY Holdings Changes
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