SoFi Select 500 ETF (SFY) Institutional Ownership → top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (From Traders Agency) (Ad) Free SFY Stock Alerts $18.02 +0.03 (+0.17%) (As of 04/24/2024 ET) Add Compare Share Share OwnershipStock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsStock AnalysisChartDividendHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for SoFi Select 500 ETF (NYSEARCA:SFY)Number ofInstitutional Buyers(last 12 months)8TotalInstitutional Inflows(last 12 months)$44.24MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$195.27K 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 Ad Traders Agencytop AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple. Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now… And could soon shoot to the moon, handing early investors a windfall.Click here now for the full details of this stock that’s set to rocket in the AI revolution… SoFi Select 500 ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/9/2024Assetmark 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% 1/19/2024 Teamwork Financial Advisors LLC151,287$2.56M0.4%-2.1%0.465% 1/16/2024 Raymond James Financial Services Advisors Inc.12,729$216K0.0%N/A0.039% 1/16/2024 Raymond James & Associates11,984$203K0.0%-5.1%0.037% 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. 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% 10/24/2023Sofi Wealth LLC26,606,363$406.81M49.6%+3.7%81.740% 10/24/2023 Raymond 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% 7/25/2023 Raymond 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% 5/1/2023Money 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% 4/14/2023 Raymond James & Associates10,088$146K0.0%N/A0.034% 4/14/2023Sofi 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% 2/8/2023Sofi 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% 1/17/2023 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% 10/19/2022Sofi 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% 7/25/2022Sofi 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% 7/18/2022Money Concepts Capital Corp9,750$130K0.0%+20.4%0.037% 5/16/2022Sofi Wealth LLC20,108,626$329.18M49.9%N/A79.955% 4/18/2022 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% top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (Ad)AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple. Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now… And could soon shoot to the moon, handing early investors a windfall.Click here now for the full details of this stock that’s set to rocket in the AI revolution…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% 6/16/2020Royal Bank of Canada13,627$126K0.0%N/A0.168% (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, 13 institutional investors and hedge funds held shares of SoFi Select 500 ETF. The most heavily invested institutionals were Sofi Wealth LLC ($465.86M), Teamwork Financial Advisors LLC ($2.56M), AE Wealth Management LLC ($2.36M), Centric Wealth Management ($780K), Tower Research Capital LLC TRC ($498K), Money Concepts Capital Corp ($454K), and Joel Isaacson & Co. LLC ($338K).Learn more on SFY's institutional investors. Which institutional investors have been buying SoFi Select 500 ETF stock? Of the 13 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 ($27.50M), AE Wealth Management LLC ($122.70K), Teamwork Financial Advisors LLC ($122.60K), Centric Wealth Management ($44.71K), Tower Research Capital LLC TRC ($32.56K), Joel Isaacson & Co. LLC ($23.36K), and OLD Mission Capital LLC ($22.71K). How much institutional buying is happening at SoFi Select 500 ETF? Institutional investors have bought a total of 27,957,045 shares in the last 24 months. This purchase volume represents approximately $441.47M in transactions. Which SoFi Select 500 ETF major shareholders have been selling company stock? The following institutional investors have sold SoFi Select 500 ETF stock in the last 24 months: Teamwork Financial Advisors LLC ($5.12K), Assetmark Inc. ($3.78K), AE Wealth Management LLC ($2.35K), and Raymond James & Associates ($639.00). How much institutional selling is happening at SoFi Select 500 ETF? Institutional investors have sold a total of 11,899 shares in the last 24 months. This volume of shares sold represents approximately $195.27K in transactions. Related Companies: LGLV Institutional Ownership SPXU Institutional Ownership SPXS Institutional Ownership UDOW Institutional Ownership PSQ Institutional Ownership ONEV Institutional Ownership EQWL Institutional Ownership SSUS Institutional Ownership BKIE Institutional Ownership SDS Institutional Ownership This page (NYSEARCA:SFY) was last updated on 4/25/2024 by MarketBeat.com Staff From Our PartnersHe Is Giving Away BitcoinCrypto Swap ProfitsBitcoin Rockets To Record High But Buy THIS InsteadParadigm Presstop AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)Traders AgencyThe #1 Crypto for 2024InvestorPlaceFed launches fourth dollar overhaulStansberry ResearchGreat Crypto BullWeiss RatingsExposed: 10 CENT Crypto to Explode April 20th?True Market InsidersNew Trump BombshellThe Freeport Society Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding SoFi Select 500 ETF Please log in to your account or sign up in order to add this asset to your watchlist. Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
