14 institutions reported holding $930,391 of SOFI ENHANCED YIELD ETF (THTA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Optivise Advisory Services LLC ($662,955), ZEGA Investments, LLC ($248,187), HARBOUR INVESTMENTS, INC. ($15,400), EverSource Wealth Advisors, LLC ($3,819), MCGUIRE CAPITAL ADVISORS INC ($15). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Optivise Advisory Services LLC | $662,955 | 43,049 | Trimmed |
| 2 | ZEGA Investments, LLC | $248,187 | 16,116 | New |
| 3 | HARBOUR INVESTMENTS, INC. | $15,400 | 1,000 | Hold |
| 4 | EverSource Wealth Advisors, LLC | $3,819 | 248 | Hold |
| 5 | MCGUIRE CAPITAL ADVISORS INC | $15 | 1 | Hold |
| 6 | WELLS FARGO & COMPANY/MN | $15 | 1 | Hold |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 8 | UBS Group AG | $0 | 0 | Exited |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $0 | 0 | Exited |
| 10 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 11 | Tidal Investments LLC | $0 | 0 | Exited |
| 12 | Coppell Advisory Solutions LLC | $0 | 0 | Exited |
| 13 | Wealth Watch Advisors, INC | $0 | 0 | Exited |
| 14 | Arax Advisory Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31