SFYF TIDAL TRUST I
FollowSOFI SOCIAL 50 (fund)
7 managers (7 13F filers) reported a position in SFYF shares at 2024-12-31, 51,940 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 2
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 51,940
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Client First Investment Management LLC | 39,826 | $1.72M | 1.1% | new | 13F-HRTimeline |
| Perigon Wealth Management, LLC | 11,221 | $487K | 0.01% | -520 | 13F-HRTimeline |
| Caitlin John, LLC | 677 | $29.2K | 0.02% | +1 | 13F-HRTimeline |
| Transce3nd, LLC | 190 | $8.2K | <0.01% | 13F-HRTimeline | |
| MORGAN STANLEYin group MORGAN STANLEY | 26 | $1.14K | <0.01% | +1 | 13F-HR/ATimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 0 | $11 | <0.01% | 0 | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |