SFYF — SoFi Social 50 ETF

Ownership history in American Trust  ·  1 quarter on record

This page tracks every 13F SEC filing in which American Trust reported a position in SoFi Social 50 ETF (SFYF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q4)
Avg. % of fund
0.02%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 1,450 — — 0.02% $202K $55.87
% of Fund (quarterly)    SFYF price (monthly, adj. close)

Other funds also holding SFYF

As of 2025 Q4 — sorted by position size

GTS SECURITIES LLC 0.05% Perigon Wealth Management, LLC 3Y 7Y 0.01% &PARTNERS 3Y 7Y 0.0% TRUIST FINANCIAL CORP 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% GHP Investment Advisors, Inc. 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% BlackRock, Inc. 0.0%
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