SoFi Select 500 ETF (SFY) Institutional Ownership $105.03 +1.87 (+1.81%) Closing price 05/2/2025 04:10 PM EasternExtended Trading$105.00 -0.03 (-0.02%) As of 05/2/2025 06:08 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for SoFi Select 500 ETF (NYSEARCA:SFY)Number ofInstitutional Buyers(last 12 months)13TotalInstitutional Inflows(last 12 months)$114.55MNumber ofInstitutional Sellers(last 12 months)9TotalInstitutional Outflows(last 12 months)$3.37B Get SFY Insider Trade Alerts Want to know when executives and insiders are buying or selling SoFi Select 500 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SFY Institutional Buying and Selling by Quarter SoFi Select 500 ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/2/2025 Wealthfront Advisers LLC2,362$241K0.0%N/A0.054% 4/29/2025 Concurrent Investment Advisors LLC34,168$3.48M0.1%+0.8%0.785% 4/25/2025 Joel Isaacson & Co. LLC4,165$424K0.0%-6.4%0.096% 4/21/2025 Sofi Wealth LLC1,737,538$177.09M13.3%-74.0%39.943% 4/10/2025 Teamwork Financial Advisors LLC25,000$2.55M0.3%-5.6%0.575% 2/25/2025Shufro Rose & Co. LLC8,866$965K0.1%N/A0.189% 2/18/2025GTS Securities LLC29,000$3.16M0.2%N/A0.072% 2/17/2025Tidal Investments LLC10,580$1.15M0.0%-78.6%0.026% 2/14/2025Jane Street Group LLC10,471$1.14M0.0%-62.6%0.026% 2/13/2025Advisors Capital Management LLC6,000$653K0.0%N/A0.015% Get the Latest News and Ratings for SFY and Related StocksEnter your email address below to receive the latest news and analysts' ratings for SoFi Select 500 ETF and its competitors with MarketBeat's FREE daily newsletter. 2/12/2025Centric Wealth Management9,685$1.05M0.3%+8.2%0.024% 2/6/2025Assetmark Inc.254$28K0.0%N/A0.001% 2/5/2025Fisher Asset Management LLC3,347$364K0.0%-80.0%0.008% 2/5/2025WR Wealth Planners LLC263$29K0.0%-80.0%0.001% 2/4/2025 Sofi Wealth LLC6,674,556$726.46M49.8%-79.6%16.480% 2/4/2025IFP Advisors Inc584$64K0.0%-80.0%0.001% 2/3/2025 Concurrent Investment Advisors LLC33,904$3.69M0.1%N/A0.084% 1/30/2025Pathway Financial Advisers LLC748$81K0.0%N/A0.002% 1/28/2025 Joel Isaacson & Co. LLC4,451$484K0.0%-80.9%0.011% 1/17/2025 Teamwork Financial Advisors LLC26,475$2.88M0.4%-80.1%0.065% 11/25/2024Tidal Investments LLC49,523$1.03M0.0%-4.9%0.122% 11/15/2024Jane Street Group LLC27,986$582K0.0%N/A0.069% 11/14/2024Centric Wealth Management8,954$186K0.0%-79.4%0.022% 11/13/2024FMR LLC17,716$368K0.0%+106.3%0.044% 11/13/2024Fisher Asset Management LLC16,754$348K0.0%N/A0.041% 10/29/2024 Sofi Wealth LLC32,770,650$680.97M50.1%+7.0%80.915% 10/16/2024 Teamwork Financial Advisors LLC133,122$2.77M0.4%-3.9%0.329% 7/18/2024 Sofi Wealth LLC30,635,126$608.41M51.0%+4.7%75.642% 5/17/2024Tidal Investments LLC52,475$978K0.0%+6.2%0.134% 5/8/2024 Sofi Wealth LLC29,264,149$545.19M50.7%+6.4%74.749% 2/9/2024Assetmark Inc.5,433$92K0.0%-41.1%0.017% 2/6/2024Centric Wealth Management44,713$780K0.2%N/A0.137% 1/24/2024 Sofi Wealth LLC27,500,774$465.86M49.9%+3.4%84.488% 1/19/2024 Teamwork Financial Advisors LLC151,287$2.56M0.4%-2.1%0.465% 1/16/2024Raymond James Financial Services Advisors Inc.12,729$216K0.0%N/A0.039% 1/16/2024Raymond James & Associates11,984$203K0.0%-5.1%0.037% 11/14/2023Tower Research Capital LLC TRC32,564$498K0.0%N/A0.100% 10/31/2023 Teamwork Financial Advisors LLC154,463$2.36M0.4%-0.7%0.475% 10/27/2023Assetmark Inc.9,217$141K0.0%N/A0.028% 10/24/2023 Sofi Wealth LLC26,606,363$406.81M49.6%+3.7%81.740% Trump Makes Major Crypto Announcement (Ad)Trump's Pro-Crypto Agenda Finally Sparks Market Recovery With Bitcoin surging past $90,000 and altcoins heating up, I'm seeing all the signs of a major market shift For a limited time, I'm revealing the name and complete analysis behind my top Trump-era crypto pick. Click here to check it out now10/24/2023Raymond James & Associates12,623$193K0.0%+10.7%0.039% 10/11/2023AE Wealth Management LLC154,630$2.36M0.0%-0.7%0.475% 8/3/2023 Sofi Wealth LLC25,664,179$401.90M49.6%+3.2%78.845% 7/25/2023Raymond James & Associates11,399$179K0.0%+13.0%0.036% 7/17/2023 Teamwork Financial Advisors LLC155,531$2.44M0.4%-0.6%0.495% 7/10/2023AE Wealth Management LLC155,698$2.44M0.0%-0.8%0.496% 5/1/2023 Money Concepts Capital Corp25,375$454K0.0%+169.9%0.081% 4/25/2023 Joel Isaacson & Co. LLC23,361$338K0.0%N/A0.075% 4/14/2023AE Wealth Management LLC156,983$2.27M0.0%+0.5%0.523% 4/14/2023Raymond James & Associates10,088$146K0.0%N/A0.034% 4/14/2023 Sofi Wealth LLC24,868,005$359.34M48.4%+5.2%82.893% 4/6/2023 Teamwork Financial Advisors LLC156,410$2.26M0.4%+0.5%0.521% 2/10/2023HRT Financial LP22,636$300K0.0%N/A0.076% 2/8/2023 Sofi Wealth LLC23,635,745$314.12M47.3%+5.0%78.917% 1/31/2023AE Wealth Management LLC156,161$2.08M0.0%+7.2%0.521% 1/17/2023 Teamwork Financial Advisors LLC155,588$2.07M0.4%+7.1%0.523% 11/7/2022Personal Capital Advisors Corp12,789$163K0.0%N/A0.045% 10/25/2022AE Wealth Management LLC145,700$1.86M0.0%+64.5%0.516% 10/19/2022 Sofi Wealth LLC22,505,325$286.49M48.0%+5.0%79.665% 10/12/2022 Teamwork Financial Advisors LLC145,234$1.85M0.4%+64.9%0.522% 8/5/2022OLD Mission Capital LLC22,713$299K0.0%N/A0.085% 8/3/2022AE Wealth Management LLC88,552$1.17M0.0%+158.3%0.332% 7/25/2022 Sofi Wealth LLC21,432,489$282.48M47.3%+6.6%80.573% 7/22/2022 Teamwork Financial Advisors LLC88,086$1.16M0.3%+160.5%0.332% 7/18/2022 Money Concepts Capital Corp9,750$130K0.0%+20.4%0.037% 5/16/2022 Sofi Wealth LLC20,108,626$329.18M49.9%N/A79.955% 4/18/2022 Teamwork Financial Advisors LLC33,813$554K0.1%-3.6%0.145% 4/18/2022AE Wealth Management LLC34,279$561K0.0%-3.5%0.147% 2/3/2022Northwestern Mutual Wealth Management Co.1,877$33K0.0%+18,670.0%0.008% 1/31/2022 Teamwork Financial Advisors LLC35,072$614K0.1%+83.5%0.151% 1/20/2022AE Wealth Management LLC35,538$622K0.0%+82.1%0.155% 11/15/2021Flow Traders U.S. LLC33,321$532K0.0%N/A0.162% 11/1/2021AE Wealth Management LLC19,516$312K0.0%+41.8%0.096% 10/13/2021 Teamwork Financial Advisors LLC19,110$305K0.1%+38.9%0.097% 7/14/2021 Teamwork Financial Advisors LLC13,759$218K0.0%N/A0.082% 5/18/2021Flow Traders U.S. LLC47,363$687K0.0%N/A0.321% 5/12/2021UBS Group AG2,150$31K0.0%N/A0.015% (Data available from 1/1/2016 forward) SFY Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SFY shares? During the previous two years, 21 institutional investors and hedge funds held shares of SoFi Select 500 ETF. The most heavily invested institutionals were Sofi Wealth LLC ($177.09M), Concurrent Investment Advisors LLC ($3.48M), GTS Securities LLC ($3.16M), Teamwork Financial Advisors LLC ($2.55M), AE Wealth Management LLC ($2.36M), Tidal Investments LLC ($1.15M), and Jane Street Group LLC ($1.14M).Learn more on SFY's institutional investors. Which institutional investors have been buying SoFi Select 500 ETF stock? Of the 16 institutional investors that purchased SoFi Select 500 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sofi Wealth LLC ($7.90M), Centric Wealth Management ($45.44K), Concurrent Investment Advisors LLC ($34.17K), Tower Research Capital LLC TRC ($32.56K), GTS Securities LLC ($29K), Jane Street Group LLC ($27.99K), and Fisher Asset Management LLC ($16.75K). How much institutional buying is happening at SoFi Select 500 ETF? Institutional investors have bought a total of 8,143,483 shares in the last 24 months. This purchase volume represents approximately $158.23M in transactions. Which SoFi Select 500 ETF major shareholders have been selling company stock? Of the 12 institutional investors that sold SoFi Select 500 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sofi Wealth LLC ($31.03M), Teamwork Financial Advisors LLC ($118.66K), Tidal Investments LLC ($41.48K), Centric Wealth Management ($34.49K), Joel Isaacson & Co. LLC ($19.20K), Jane Street Group LLC ($17.52K), and Fisher Asset Management LLC ($13.41K). How much institutional selling is happening at SoFi Select 500 ETF? Institutional investors have sold a total of 31,288,022 shares in the last 24 months. This volume of shares sold represents approximately $3.37B in transactions. 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