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SoFi Select 500 ETF (SFY) Institutional Ownership

SoFi Select 500 ETF logo
$141.95 +1.28 (+0.91%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SoFi Select 500 ETF (NYSEARCA:SFY)

Current
Institutional Ownership
Percentage
42.71%
Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$12.30M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$15.57M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2026 Root Financial Partners LLC207$26K0.0%-36.7%0.005%
2/10/2026 Root Financial Partners LLC327$43K0.0%N/A0.008%
2/6/2026 Pathway Financial Advisers LLC5,333$705K0.2%+9.1%0.125%
1/30/2026Sofi Wealth LLC1,643,945$217.26M10.8%-5.2%38.231%
1/14/2026 Nova Wealth Management Inc.17,663$2.33M1.6%+27.2%0.411%
1/1/2026JPMorgan Chase & Co.3,700$478K0.0%N/A0.088%
11/7/2025JPMorgan Chase & Co.3,700$478K0.0%N/A0.088%
10/22/2025Sofi Wealth LLC1,733,668$223.97M12.1%-1.2%41.278%
10/7/2025 Nova Wealth Management Inc.13,881$1.79M1.3%+16.6%0.331%
8/13/2025Marshall Wace LLP4,226$499K0.0%N/A0.097%
8/11/2025Sofi Wealth LLC1,753,995$207.20M12.7%+0.9%41.270%
8/4/2025Assetmark 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%
5/29/2025Nova Wealth Management Inc.1,646$168K0.1%+4,602.9%0.038%
5/27/2025Advisors Capital Management LLC43,457$4.43M0.1%+624.3%1.011%
5/19/2025Jane Street Group LLC4,676$477K0.0%-55.3%0.109%
5/15/2025Centric Wealth Management9,489$967K0.3%-2.0%0.221%
5/14/2025Northwestern Mutual Wealth Management Co.13,834$1.41M0.0%-10.5%0.322%
5/8/2025Shufro Rose & Co. LLC5,940$605K0.0%-33.0%0.137%
5/7/2025LPL Financial LLC25,379$2.59M0.0%N/A0.583%
5/6/2025Assetmark Inc.824$84K0.0%+224.4%0.019%
5/2/2025Wealthfront Advisers LLC2,362$241K0.0%N/A0.054%
4/29/2025Concurrent Investment Advisors LLC34,168$3.48M0.1%+0.8%0.785%
4/25/2025Joel Isaacson & Co. LLC4,165$424K0.0%-6.4%0.096%
4/21/2025Sofi Wealth LLC1,737,538$177.09M13.3%-74.0%39.943%
4/10/2025Teamwork 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%
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%
2/4/2025Sofi Wealth LLC6,674,556$726.46M49.8%-79.6%16.480%
2/4/2025IFP Advisors Inc584$64K0.0%-80.0%0.001%
2/3/2025Concurrent Investment Advisors LLC33,904$3.69M0.1%N/A0.084%
1/30/2025Pathway Financial Advisers LLC748$81K0.0%N/A0.002%
1/28/2025Joel Isaacson & Co. LLC4,451$484K0.0%-80.9%0.011%
1/17/2025Teamwork 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%
10/29/2024Sofi Wealth LLC32,770,650$680.97M50.1%+7.0%80.915%
10/16/2024Teamwork Financial Advisors LLC133,122$2.77M0.4%-3.9%0.329%
7/18/2024Sofi Wealth LLC30,635,126$608.41M51.0%+4.7%75.642%
5/17/2024Tidal Investments LLC52,475$978K0.0%+6.2%0.134%
5/8/2024Sofi 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%
1/24/2024Sofi Wealth LLC27,500,774$465.86M49.9%+3.4%84.488%
1/19/2024Teamwork 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%
10/31/2023Teamwork Financial Advisors LLC154,463$2.36M0.4%-0.7%0.475%
10/27/2023Assetmark Inc.9,217$141K0.0%N/A0.028%
10/24/2023Sofi Wealth LLC26,606,363$406.81M49.6%+3.7%81.740%
10/24/2023Raymond James & Associates12,623$193K0.0%+10.7%0.039%
10/11/2023AE Wealth Management LLC154,630$2.36M0.0%-0.7%0.475%
8/3/2023Sofi Wealth LLC25,664,179$401.90M49.6%+3.2%78.845%
7/25/2023Raymond James & Associates11,399$179K0.0%+13.0%0.036%
7/17/2023Teamwork 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%
5/1/2023Money Concepts Capital Corp25,375$454K0.0%+169.9%0.081%
4/25/2023Joel 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%
4/14/2023Sofi Wealth LLC24,868,005$359.34M48.4%+5.2%82.893%
4/6/2023Teamwork Financial Advisors LLC156,410$2.26M0.4%+0.5%0.521%
2/10/2023HRT Financial LP22,636$300K0.0%N/A0.076%
2/8/2023Sofi 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%
1/17/2023Teamwork 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%
10/19/2022Sofi Wealth LLC22,505,325$286.49M48.0%+5.0%79.665%
10/12/2022Teamwork 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%
7/25/2022Sofi Wealth LLC21,432,489$282.48M47.3%+6.6%80.573%
7/22/2022Teamwork Financial Advisors LLC88,086$1.16M0.3%+160.5%0.332%
7/18/2022Money Concepts Capital Corp9,750$130K0.0%+20.4%0.037%
5/16/2022Sofi Wealth LLC20,108,626$329.18M49.9%N/A79.955%
4/18/2022Teamwork Financial Advisors LLC33,813$554K0.1%-3.6%0.145%
4/18/2022AE Wealth Management LLC34,279$561K0.0%-3.5%0.147%


SFY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SFY shares?

During the previous two years, 23 institutional investors and hedge funds held shares of SoFi Select 500 ETF. The most heavily invested institutionals were Sofi Wealth LLC ($217.26M), 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 Nova Wealth Management Inc. ($2.33M).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 18 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 ($5.29M), Advisors Capital Management LLC ($43.46K), Concurrent Investment Advisors LLC ($34.17K), GTS Securities LLC ($29K), Jane Street Group LLC ($27.99K), LPL Financial LLC ($25.38K), and Nova Wealth Management Inc. ($17.63K).

How much institutional buying is happening at SoFi Select 500 ETF?

Institutional investors have bought a total of 111,584 shares in the last 24 months. This purchase volume represents approximately $12.30M in transactions.

Which of SoFi Select 500 ETF's major shareholders have been selling company stock?

The following institutional investors have sold SoFi Select 500 ETF stock in the last 24 months: Sofi Wealth LLC ($110.05K), Jane Street Group LLC ($5.80K), Shufro Rose & Co. LLC ($2.93K), Northwestern Mutual Wealth Management Co. ($1.62K), Centric Wealth Management ($196.00), and Root Financial Partners LLC ($120.00).

How much institutional selling is happening at SoFi Select 500 ETF?

Institutional investors have sold a total of 120,703 shares in the last 24 months. This volume of shares sold represents approximately $15.57M in transactions.


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This page (NYSEARCA:SFY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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