13 institutions reported holding $2.1M of SOFI ENHANCED YIELD ETF (THTA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Optivise Advisory Services LLC ($672,911), Coppell Advisory Solutions LLC ($372,791), ZEGA Investments, LLC ($269,752), OLD MISSION CAPITAL LLC ($268,506), Reliant Investment Partners, LLC ($249,814). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Optivise Advisory Services LLC | $672,911 | 43,163 | Added |
| 2 | Coppell Advisory Solutions LLC | $372,791 | 23,805 | New |
| 3 | ZEGA Investments, LLC | $269,752 | 17,303 | Added |
| 4 | OLD MISSION CAPITAL LLC | $268,506 | 17,223 | New |
| 5 | Reliant Investment Partners, LLC | $249,814 | 16,024 | New |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $176,619 | 11,329 | New |
| 7 | TUCKER ASSET MANAGEMENT LLC | $25,536 | 1,638 | Trimmed |
| 8 | Arax Advisory Partners | $20,653 | 1,325 | New |
| 9 | HARBOUR INVESTMENTS, INC. | $15,590 | 1,000 | Hold |
| 10 | EverSource Wealth Advisors, LLC | $3,866 | 248 | Hold |
| 11 | OSAIC HOLDINGS, INC. | $39 | 2 | New |
| 12 | MCGUIRE CAPITAL ADVISORS INC | $16 | 1 | Hold |
| 13 | WELLS FARGO & COMPANY/MN | $12 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30