SOFI SELECT 500 ETF SFY
$146.83
-0.6% 52w: $111.51 – $152.24
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data111.51131.87152.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
56
+3 QoQ
13F value
$273.0M
-0.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$426K calls / — puts
Institutional value by quarter
Number of holders
Who owns SFY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| SOFI WEALTH, LLC | Wealth advisor | 1.8M | $219.0M | 10.6% | +6.7% |
| MUSTICO FINANCIAL GROUP, INC. | Wealth advisor | 12.9K | $9.2M | 6.4% | -1.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 69.9K | $8.7M | 0.0% | New |
| Advisors Capital Management, LLC | Other | 57.8K | $7.2M | 0.1% | -57.7% |
| CITADEL ADVISORS LLC | Multistrat pod | 37.9K | $4.7M | 0.0% | +76.0% |
| LPL Financial LLC | Bank broker | 36.6K | $4.6M | 0.0% | -0.3% |
| Teamwork Financial Advisors, LLC ★2 | Fundamental diversified | 18.6K | $2.3M | 0.3% | -7.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 15.0K | $1.9M | 0.0% | +0.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 12.9K | $1.6M | 0.0% | +0.6% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 12.4K | $1.5M | 0.0% | +10.6% |
| Centric Wealth Management | Other | 9.0K | $1.3M | 0.3% | -1.1% |
| ROYAL BANK OF CANADA | Bank broker | 8.7K | $1.1M | 0.0% | +5150.3% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 8.2K | $1.0M | 0.0% | +1.8% |
| GTS SECURITIES LLC | Market maker | 7.9K | $991K | 0.0% | -76.5% |
| Bawa N Mallick Trust | Wealth advisor | 6.6K | $826K | 0.3% | Held |
| ZEGA Investments, LLC | Other | 6.4K | $801K | 0.2% | New |
| Pathway Financial Advisers, LLC | Other | 6.2K | $773K | 0.2% | +16.1% |
| Joel Isaacson & Co., LLC | Wealth advisor | 4.2K | $520K | 0.0% | Held |
| FMR LLC | Long only active | 4.0K | $500K | 0.0% | -16.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.8K | $475K | 0.0% | +14.8% |
| Tower Research Capital LLC (TRC) | Market maker | 3.7K | $463K | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 3.2K | $405K | 0.0% | +1.1% |
| CAHABA WEALTH MANAGEMENT, INC. | Wealth advisor | 2.9K | $362K | 0.0% | +0.4% |
| HRT FINANCIAL LP | Diversified mechanical | 2.6K | $324K | 0.0% | New |
| LJI Wealth Management, LLC | Wealth advisor | 2.3K | $286K | 0.0% | Held |
| NewEdge Advisors, LLC | Diversified mechanical | 2.1K | $267K | 0.0% | Held |
| Creative Planning | Wealth advisor | 1.8K | $228K | 0.0% | Held |
| Corient Private Wealth LLC | Diversified mechanical | 1.8K | $228K | 0.0% | -50.0% |
| UBS Group AG | Bank broker | 1.7K | $217K | 0.0% | New |
| Financial Engines Advisors L.L.C. | Wealth advisor | 1.6K | $205K | 0.0% | -4.3% |
| VANGUARD ADVISERS INC | Wealth advisor | 1.3K | $159K | 0.0% | — |
| MORGAN STANLEY | Bank broker | 1.2K | $155K | 0.0% | -16.1% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 1.1K | $131K | 0.0% | Held |
| ASSETMARK, INC | Wealth advisor | 643 | $80K | 0.0% | -3.5% |
| Russell Investments Group, Ltd. | Diversified mechanical | 633 | $79K | 0.0% | +21000.0% |
| Parallel Advisors, LLC | Wealth advisor | 435 | $54K | 0.0% | +0.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 406 | $51K | 0.0% | +52.6% |
| AE Wealth Management LLC | Wealth advisor | 330 | $41K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 310 | $39K | 0.0% | +15400.0% |
| Root Financial Partners, LLC | Wealth advisor | 207 | $26K | 0.0% | -36.7% |
| BlackRock, Inc. | Index provider | 155 | $19K | 0.0% | +0.6% |
| Archer Investment Corp | Wealth advisor | 148 | $18K | 0.0% | Held |
| FRANKLIN RESOURCES INC | Long only active | 120 | $15K | 0.0% | New |
| Allworth Financial LP | Wealth advisor | 110 | $14K | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 109 | $14K | 0.0% | -0.9% |
| Triumph Capital Management | Wealth advisor | 100 | $12K | 0.0% | Held |
| IFP Advisors, Inc | Wealth advisor | 57 | $7K | 0.0% | Held |
| Abound Wealth Management | Wealth advisor | 42 | $5K | 0.0% | +2.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 40 | $5K | 0.0% | Held |
| Geneos Wealth Management Inc. | Wealth advisor | 38 | $5K | 0.0% | Held |
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