Who Owns SFY?
SoFi Select 500 ETF — Institutional Ownership & 13F Holdings
$140.87
+0.48 (+0.34%)
Market Cap
$585.3M
Shares Outstanding
4,010,138
Institutional Holders
39
Total Inst. Value
$204.8M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SOFI WEALTH, LLC | $177.1M | 1,737,538 |
| 2 | Advisors Capital Management, LLC | $4.4M | 43,457 |
| 3 | GTS SECURITIES LLC | $4.0M | 39,192 |
| 4 | Concurrent Investment Advisors, LLC | $3.5M | 34,168 |
| 5 | Capitolis Liquid Global Markets LLC | $3.5M | 34,000 |
| 6 | Teamwork Financial Advisors, LLC | $2.5M | 25,000 |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4M | 13,834 |
| 8 | BANK OF AMERICA CORP /DE/ | $1.4M | 13,743 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 12,184 |
| 10 | Centric Wealth Management | $967K | 9,489 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Advisors Capital Management, LLC | +37K | $4.4M |
| GTS SECURITIES LLC | +10K | $4.0M |
| Concurrent Investment Advisors, LLC | +264 | $3.5M |
| BANK OF AMERICA CORP /DE/ | +14K | $1.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +10K | $1.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SOFI WEALTH, LLC | -4.9M | $177.1M |
| CITADEL ADVISORS LLC | -12K | $309K |
| Tidal Investments LLC | -7K | $340K |
| JANE STREET GROUP, LLC | -6K | $477K |
| SHUFRO ROSE & CO LLC | -3K | $605K |
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Frequently Asked Questions
How many institutional investors hold SFY?
As of Q1 2025, 39 institutional investors report holding SFY (SoFi Select 500 ETF) in their 13F filings.
Which hedge fund owns the most SFY?
The largest institutional holder of SFY is SOFI WEALTH, LLC with $177.1M in shares.
Are institutions buying or selling SFY?
This quarter, 12 institutions opened new positions in SFY and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.