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SoFi Select 500 ETF (SFY) Institutional Ownership

SoFi Select 500 ETF logo
$154.55 -0.54 (-0.35%)
As of 01:11 PM Eastern
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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)
5
Total
Institutional Inflows
(last 12 months)
$15.59M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$14.50M
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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
5/6/2026 Sofi Wealth LLC1,754,353$218.98M10.6%+6.7%39.424%
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%
1/30/2026 Sofi 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%
1/1/2026 JPMorgan Chase & Co.3,700$478K0.0%N/A0.088%
11/7/2025 JPMorgan Chase & Co.3,700$478K0.0%N/A0.088%
10/22/2025 Sofi 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%
8/11/2025 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%
5/29/2025Nova 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%
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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%


SFY Institutional Ownership - Frequently Asked Questions

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 ($218.98M), 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.

42.71% of SoFi Select 500 ETF's stock is owned by institutional investors. Learn more on SFY's institutional investor holdings.

Of the 17 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 ($2.26M), 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).

Institutional investors have bought a total of 124,339 shares in the last 24 months. This purchase volume represents approximately $15.59M in transactions.

The following institutional investors have sold SoFi Select 500 ETF stock in the last 24 months: Sofi Wealth LLC ($110.05K), and Root Financial Partners LLC ($120.00).

Institutional investors have sold a total of 110,170 shares in the last 24 months. This volume of shares sold represents approximately $14.50M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SFY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/6/2026. New 13F filings are added each quarter as they're published.
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