SoFi Select 500 ETF (SFY) Institutional Ownership $124.87 +0.56 (+0.45%) Closing price 04:10 PM EasternExtended Trading$125.14 +0.27 (+0.21%) As of 05:35 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 AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for SoFi Select 500 ETF (NYSEARCA:SFY)CurrentInstitutional OwnershipPercentage42.71%Number ofInstitutional Buyers(last 12 months)15TotalInstitutional Inflows(last 12 months)$64.90MNumber ofInstitutional Sellers(last 12 months)11TotalInstitutional 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? 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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 CompanyDetails8/13/2025 Marshall Wace LLP4,226$499K0.0%N/A0.097% 8/11/2025 Sofi Wealth LLC1,753,995$207.20M12.7%+0.9%41.270% 8/4/2025 Assetmark Inc.2,517$297K0.0%+205.5%0.059% 7/7/2025 Nova Wealth Management Inc.11,906$1.41M1.0%+623.3%0.280% 5/29/2025 Nova Wealth Management Inc.1,646$168K0.1%+4,602.9%0.038% 5/27/2025 Advisors Capital Management LLC43,457$4.43M0.1%+624.3%1.011% 5/19/2025 Jane Street Group LLC4,676$477K0.0%-55.3%0.109% 5/15/2025 Centric Wealth Management9,489$967K0.3%-2.0%0.221% 5/14/2025 Northwestern Mutual Wealth Management Co.13,834$1.41M0.0%-10.5%0.322% 5/8/2025 Shufro Rose & Co. LLC5,940$605K0.0%-33.0%0.137% 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. 5/7/2025 LPL Financial LLC25,379$2.59M0.0%N/A0.583% 5/6/2025 Assetmark Inc.824$84K0.0%+224.4%0.019% 5/2/2025 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% 2/25/2025 Shufro Rose & Co. LLC8,866$965K0.1%N/A0.189% 2/18/2025 GTS Securities LLC29,000$3.16M0.2%N/A0.072% 2/17/2025 Tidal Investments LLC10,580$1.15M0.0%-78.6%0.026% 2/14/2025 Jane Street Group LLC10,471$1.14M0.0%-62.6%0.026% 2/13/2025 Advisors Capital Management LLC6,000$653K0.0%N/A0.015% 2/12/2025 Centric Wealth Management9,685$1.05M0.3%+8.2%0.024% 2/6/2025 Assetmark Inc.254$28K0.0%N/A0.001% 2/5/2025 Fisher 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% 2/4/2025 IFP Advisors Inc584$64K0.0%-80.0%0.001% 2/3/2025 Concurrent Investment Advisors LLC33,904$3.69M0.1%N/A0.084% 1/30/2025 Pathway 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% 11/25/2024 Tidal Investments LLC49,523$1.03M0.0%-4.9%0.122% 11/15/2024 Jane Street Group LLC27,986$582K0.0%N/A0.069% 11/14/2024 Centric Wealth Management8,954$186K0.0%-79.4%0.022% 11/13/2024 FMR LLC17,716$368K0.0%+106.3%0.044% 11/13/2024 Fisher 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% Everyone’s watching Nvidia right now. Here’s why I’m excited. (Ad)So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.🎯 Click here to watch the video and get the free ticker XGPT just flagged.5/17/2024 Tidal Investments LLC52,475$978K0.0%+6.2%0.134% 5/8/2024 Sofi Wealth LLC29,264,149$545.19M50.7%+6.4%74.749% 2/9/2024 Assetmark Inc.5,433$92K0.0%-41.1%0.017% 2/6/2024 Centric 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% 11/14/2023 Tower 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% 10/27/2023 Assetmark Inc.9,217$141K0.0%N/A0.028% 10/24/2023 Sofi Wealth LLC26,606,363$406.81M49.6%+3.7%81.740% 10/24/2023Raymond James & Associates12,623$193K0.0%+10.7%0.039% 10/11/2023 AE 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% 7/10/2023 AE 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% 4/14/2023 AE 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% 2/10/2023 HRT Financial LP22,636$300K0.0%N/A0.076% 2/8/2023 Sofi Wealth LLC23,635,745$314.12M47.3%+5.0%78.917% 1/31/2023 AE 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% 10/25/2022 AE 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% 8/5/2022 OLD Mission Capital LLC22,713$299K0.0%N/A0.085% 8/3/2022 AE 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% 4/18/2022 AE Wealth Management LLC34,279$561K0.0%-3.5%0.147% 2/3/2022 Northwestern 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% 1/20/2022 AE Wealth Management LLC35,538$622K0.0%+82.1%0.155% 11/15/2021 Flow Traders U.S. LLC33,321$532K0.0%N/A0.162% 11/1/2021 AE Wealth Management LLC19,516$312K0.0%+41.8%0.096% 10/13/2021 Teamwork Financial Advisors LLC19,110$305K0.1%+38.9%0.097% (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, 25 institutional investors and hedge funds held shares of SoFi Select 500 ETF. The most heavily invested institutionals were Sofi Wealth LLC ($207.20M), Advisors Capital Management LLC ($4.43M), Concurrent Investment Advisors LLC ($3.48M), GTS Securities LLC ($3.16M), LPL Financial LLC ($2.59M), Teamwork Financial Advisors LLC ($2.55M), and AE Wealth Management LLC ($2.36M).Learn more on SoFi Select 500 ETF's institutional investors. What percentage of SoFi Select 500 ETF's stock is owned by institutional investors? 42.71% of SoFi Select 500 ETF's stock is owned by institutional investors. Learn more on SFY's institutional investor holdings. Which institutional investors have been buying SoFi Select 500 ETF's stock? Of the 19 institutional investors that purchased SoFi Select 500 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sofi Wealth LLC ($7.12M), Centric Wealth Management ($45.44K), Advisors Capital Management LLC ($43.46K), Concurrent Investment Advisors LLC ($34.17K), Tower Research Capital LLC TRC ($32.56K), GTS Securities LLC ($29K), and Jane Street Group LLC ($27.99K). How much institutional buying is happening at SoFi Select 500 ETF? Institutional investors have bought a total of 2,369,176 shares in the last 24 months. This purchase volume represents approximately $64.90M in transactions. Which of SoFi Select 500 ETF's major shareholders have been selling company stock? Of the 11 institutional investors that sold SoFi Select 500 ETF's 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 ($113.53K), Tidal Investments LLC ($41.48K), Centric Wealth Management ($34.68K), Jane Street Group LLC ($23.31K), Joel Isaacson & Co. LLC ($19.20K), 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 31,286,656 shares in the last 24 months. This volume of shares sold represents approximately $3.37B in transactions. Related Companies EQL Institutional Ownership PSQ Institutional Ownership CVLC Institutional Ownership SSUS Institutional Ownership GFLW Institutional Ownership LRGC Institutional Ownership OSEA Institutional Ownership FDMO Institutional Ownership SPXU Institutional Ownership JANW Institutional Ownership This page (NYSEARCA:SFY) was last updated on 8/28/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredEveryone’s watching Nvidia right now. 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