SFY

SoFi Select 500 ETF
$127.76-0.85 (-0.66%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.643945136528131e+164B

Total Value

$2.1726318043909743e+104T

% of Float

Price History

$90.76$101.90$113.03$124.17$135.31Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SOFI WEALTH, LLC1,643,945$217.3M10.84%Share
2Advisors Capital Management, LLC136,528$18.0M0.21%Share
3MUSTICO FINANCIAL GROUP, INC.13,108$9.1M7.02%Share
4LPL Financial LLC36,767$4.0M0.00%Share
5GTS SECURITIES LLC33,844$4.0M0.14%Share
6Teamwork Financial Advisors, LLC20,077$2.7M0.27%Share
7Nova Wealth Management, Inc.17,663$2.3M1.60%Share
8CITADEL ADVISORS LLC21,526$2.0M0.00%Share
9Centric Wealth Management9,091$1.2M0.26%Share
10Concurrent Investment Advisors, LLC8,008$1.1M0.01%Share
11WEDBUSH SECURITIES INC11,219$1.0M0.03%Share
12SUSQUEHANNA INTERNATIONAL GROUP, LLP14,980$1.0M0.00%Share
13Tidal Investments LLC9,791$1.0M0.00%Share
14Pathway Financial Advisers, LLC5,333$704K0.20%Share
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9,677$701K0.00%Share
16Joel Isaacson & Co., LLC4,165$550K0.02%Share
17CAHABA WEALTH MANAGEMENT, INC.2,890$381K0.03%Share
18LJI Wealth Management, LLC2,295$303K0.05%Share
19Corient Private Wealth LLC1,830$241K0.00%Share
20Financial Engines Advisors L.L.C.1,717$226K0.00%Share
21Keating Financial Advisory Services, Inc.1,050$138K0.02%Share
22ASSETMARK, INC666$88K0.00%Share
23AE Wealth Management LLC330$43K0.00%Share
24Root Financial Partners, LLC327$43K0.00%Share
25Concord Wealth Partners169$22K0.00%Share
26Archer Investment Corp148$19K0.00%Share
27Triumph Capital Management100$13K0.00%Share
28Geneos Wealth Management Inc.38$5K0.00%Share
29Abound Wealth Management41$5K0.00%Share
30CWM, LLC31$4K0.00%Share
31GHP Investment Advisors, Inc.24$3K0.00%Share
32RAYMOND JAMES FINANCIAL INC571$00.00%Share
33RAYMOND JAMES FINANCIAL INC2,747$00.00%Share
34Cetera Investment Advisers3,210$00.00%Share
35OSAIC HOLDINGS, INC.1$00.00%Share
36OSAIC HOLDINGS, INC.265$00.00%Share
37Qube Research & Technologies Ltd261$00.00%Share
38Rockefeller Capital Management L.P.40$00.00%Share
39IFP Advisors, Inc57$00.00%Share
40HUNTINGTON NATIONAL BANK400$00.00%Share
41ROYAL BANK OF CANADA165$00.00%Share
42US BANCORP \DE\3$00.00%Share
43Rialto Wealth Management, LLC1$00.00%Share
44Creative Planning1,830$00.00%Share
45NewEdge Advisors, LLC2,143$00.00%Share
46Farther Finance Advisors, LLC2$00.00%Share
47WELLS FARGO & COMPANY/MN110$00.00%Share
48MORGAN STANLEY571$00.00%Share
49BlackRock, Inc.154$00.00%Share
50JPMORGAN CHASE & CO340$00.00%Share