Who owns SoFi Select 500 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SFY from SEC Form 13F filings across 62 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 62 institutions disclosed 2.2M shares of SoFi Select 500 ETF worth $329.3M — about 47% of shares outstanding; the largest disclosed holder is SOFI WEALTH, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
62
13F holders
$329.3M
value, 2026 filers
47%
of shares outstanding (2.2M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SFY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SOFI WEALTH, LLC | 1.8M | $271.9M | 10.9% | 39.7% | +4.1% |
| 2 | Advisors Capital Management, LLC | 65,564 | $9.8M | 0.1% | 1.4% | +13.4% |
| 3 | LPL Financial LLC | 35,330 | $5.3M | 0.0% | 0.8% | -3.6% |
| 4 | GOLDMAN SACHS GROUP INC | 30,338 | $4.5M | 0.0% | 0.7% | -56.6% |
| 5 | Nova Wealth Management, Inc.NEW | 22,631 | $3.4M | 1.9% | 0.5% | new |
| 6 | Teamwork Financial Advisors, LLC | 18,072 | $2.7M | 0.2% | 0.4% | -3.1% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,800 | $2.4M | 0.0% | 0.3% | +5.1% |
| 8 | FLOW TRADERS U.S. LLCNEW | 15,002 | $2.2M | 0.1% | 0.3% | new |
| 9 | MUSTICO FINANCIAL GROUP, INC. | 12,945 | $9.6M | 6.2% | 0.3% | +0.4% |
| 10 | WEDBUSH SECURITIES INC | 12,435 | $1.9M | 0.0% | 0.3% | +0.2% |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,193 | $1.8M | 0.0% | 0.3% | -5.5% |
| 12 | Centric Wealth Management | 8,988 | $1.3M | 0.2% | 0.2% | 0.0% |
| 13 | FMR LLC | 7,619 | $1.1M | 0.0% | 0.2% | +90.0% |
| 14 | CITADEL ADVISORS LLC | 7,031 | $1.0M | 0.0% | 0.2% | -81.4% |
| 15 | Bawa N Mallick Trust | 6,640 | $988,524 | 0.3% | 0.1% | +0.3% |
| 16 | ZEGA Investments, LLC | 6,516 | $970,037 | 0.1% | 0.1% | +1.5% |
| 17 | Pathway Financial Advisers, LLC | 6,412 | $954,593 | 0.2% | 0.1% | +3.5% |
| 18 | RAYMOND JAMES FINANCIAL INC | 5,107 | $760,279 | 0.0% | 0.1% | +34.1% |
| 19 | Concurrent Investment Advisors, LLC | 4,792 | $713,380 | 0.0% | 0.1% | -41.2% |
| 20 | IEQ CAPITAL, LLCNEW | 4,448 | $662,167 | 0.0% | 0.1% | new |
| 21 | Joel Isaacson & Co., LLC | 4,165 | $620,044 | 0.0% | 0.1% | 0.0% |
| 22 | Cetera Investment Advisers | 3,265 | $486,107 | 0.0% | 0.1% | +0.6% |
| 23 | CAHABA WEALTH MANAGEMENT, INC. | 2,916 | $434,074 | 0.0% | 0.1% | +0.4% |
| 24 | LJI Wealth Management, LLC | 2,295 | $341,657 | 0.0% | 0% | 0.0% |
| 25 | NewEdge Advisors, LLC | 2,158 | $321,271 | 0.0% | 0% | +0.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.