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SoFi Select 500 ETF (SFY) Institutional Ownership

SoFi Select 500 ETF logo
$111.06 +1.89 (+1.73%)
As of 01/3/2025 05:39 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SoFi Select 500 ETF (NYSEARCA:SFY)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$121.76M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.01M
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SFY Institutional Buying and Selling by Quarter

SoFi Select 500 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024Tidal Investments LLC49,523$1.03M0.0%-4.9%0.122%
11/15/2024Jane Street Group LLC27,986$582K0.0%N/A0.069%
11/14/2024Centric Wealth Management8,954$186K0.0%-79.4%0.022%
11/13/2024FMR LLC17,716$368K0.0%+106.3%0.044%
11/13/2024Fisher Asset Management LLC16,754$348K0.0%N/A0.041%
10/29/2024Sofi Wealth LLC32,770,650$680.97M50.1%+7.0%80.915%
10/16/2024Teamwork Financial Advisors LLC133,122$2.77M0.4%-3.9%0.329%
7/18/2024Sofi Wealth LLC30,635,126$608.41M51.0%+4.7%75.642%
5/17/2024Tidal Investments LLC52,475$978K0.0%+6.2%0.134%
5/8/2024Sofi Wealth LLC29,264,149$545.19M50.7%+6.4%74.749%
2/9/2024Assetmark 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%
1/19/2024Teamwork Financial Advisors LLC151,287$2.56M0.4%-2.1%0.465%
1/16/2024Raymond James Financial Services Advisors Inc.12,729$216K0.0%N/A0.039%
1/16/2024Raymond James & Associates11,984$203K0.0%-5.1%0.037%
11/14/2023Tower Research Capital LLC TRC32,564$498K0.0%N/A0.100%
10/31/2023Teamwork 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%
10/24/2023Raymond 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%
7/25/2023Raymond James & Associates11,399$179K0.0%+13.0%0.036%
7/17/2023Teamwork 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%
4/14/2023Raymond James & Associates10,088$146K0.0%N/A0.034%
4/14/2023Sofi Wealth LLC24,868,005$359.34M48.4%+5.2%82.893%
4/6/2023Teamwork 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%
1/17/2023Teamwork 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%
10/12/2022Teamwork 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%
7/22/2022Teamwork 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%
4/18/2022Teamwork 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%
1/31/2022Teamwork Financial Advisors LLC35,072$614K0.1%+83.5%0.151%
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%
10/13/2021Teamwork Financial Advisors LLC19,110$305K0.1%+38.9%0.097%
7/14/2021Teamwork 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%
(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, 15 institutional investors and hedge funds held shares of SoFi Select 500 ETF. The most heavily invested institutionals were Sofi Wealth LLC ($680.97M), Teamwork Financial Advisors LLC ($2.77M), AE Wealth Management LLC ($2.36M), Tidal Investments LLC ($1.03M), Jane Street Group LLC ($582K), Tower Research Capital LLC TRC ($498K), and Money Concepts Capital Corp ($454K).Learn more on SFY's institutional investors.

Which institutional investors have been buying SoFi Select 500 ETF stock?

Of the 15 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 ($10.27M), Centric Wealth Management ($44.71K), Tower Research Capital LLC TRC ($32.56K), Jane Street Group LLC ($27.99K), Joel Isaacson & Co. LLC ($23.36K), HRT Financial LP ($22.64K), and Fisher Asset Management LLC ($16.75K).

How much institutional buying is happening at SoFi Select 500 ETF?

Institutional investors have bought a total of 10,518,553 shares in the last 24 months. This purchase volume represents approximately $183.45M 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: Centric Wealth Management ($34.49K), Teamwork Financial Advisors LLC ($10.54K), Assetmark Inc. ($3.78K), Tidal Investments LLC ($2.54K), 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 54,335 shares in the last 24 months. This volume of shares sold represents approximately $1.08M in transactions.


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This page (NYSEARCA:SFY) was last updated on 1/5/2025 by MarketBeat.com Staff
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