SoFi Select 500 ETF (SFY) Institutional Ownership $105.64 +0.97 (+0.93%) (As of 11/1/2024 ET) Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for SoFi Select 500 ETF (NYSEARCA:SFY)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$121.14MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$241.19K Get SFY Insider Trade Alerts Want to know when executives and insiders are buying or selling SoFi Select 500 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SFY Institutional Buying and Selling by Quarter Ad Timothy SykesTim Sykes’ Urgent Trade Alert: “Make this move now”Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview… Breaking down the ONE MOVE you must make before the November 5th election to set yourself up for a prosperous 2025.Click here to see the surprising reason why SoFi Select 500 ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails10/29/2024 Sofi Wealth LLC32,770,650$680.97M50.1%+7.0%80.915% 10/16/2024 Teamwork Financial Advisors LLC133,122$2.77M0.4%-3.9%0.329% 7/18/2024 Sofi Wealth LLC30,635,126$608.41M51.0%+4.7%75.642% 5/17/2024Tidal Investments LLC52,475$978K0.0%+6.2%0.134% 5/8/2024 Sofi Wealth LLC29,264,149$545.19M50.7%+6.4%74.749% 2/9/2024Assetmark Inc.5,433$92K0.0%-41.1%0.017% Get the Latest News and Ratings for SFY and Related StocksEnter your email address below to receive the latest news and analysts' ratings for SoFi Select 500 ETF and its competitors with MarketBeat's FREE daily newsletter. 2/6/2024Centric Wealth Management44,713$780K0.2%N/A0.137% 1/24/2024 Sofi Wealth LLC27,500,774$465.86M49.9%+3.4%84.488% 1/19/2024 Teamwork 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% 10/31/2023 Teamwork Financial Advisors LLC154,463$2.36M0.4%-0.7%0.475% 10/27/2023Assetmark Inc.9,217$141K0.0%N/A0.028% 10/24/2023 Sofi 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% 8/3/2023 Sofi Wealth LLC25,664,179$401.90M49.6%+3.2%78.845% 7/25/2023Raymond James & Associates11,399$179K0.0%+13.0%0.036% 7/17/2023 Teamwork 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% 5/1/2023 Money Concepts Capital Corp25,375$454K0.0%+169.9%0.081% 4/25/2023 Joel 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% 4/14/2023 Sofi Wealth LLC24,868,005$359.34M48.4%+5.2%82.893% 4/6/2023 Teamwork Financial Advisors LLC156,410$2.26M0.4%+0.5%0.521% 2/10/2023HRT Financial LP22,636$300K0.0%N/A0.076% 2/8/2023 Sofi 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% 1/17/2023 Teamwork 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% 10/19/2022 Sofi Wealth LLC22,505,325$286.49M48.0%+5.0%79.665% 10/12/2022 Teamwork 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% 7/25/2022 Sofi Wealth LLC21,432,489$282.48M47.3%+6.6%80.573% 7/22/2022 Teamwork Financial Advisors LLC88,086$1.16M0.3%+160.5%0.332% 7/18/2022 Money Concepts Capital Corp9,750$130K0.0%+20.4%0.037% Tim Sykes’ Urgent Trade Alert: “Make this move now” (Ad)Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview… Breaking down the ONE MOVE you must make before the November 5th election to set yourself up for a prosperous 2025.Click here to see the surprising reason why5/16/2022 Sofi Wealth LLC20,108,626$329.18M49.9%N/A79.955% 4/18/2022 Teamwork 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% 1/31/2022 Teamwork 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% 10/13/2021 Teamwork Financial Advisors LLC19,110$305K0.1%+38.9%0.097% 7/14/2021 Teamwork 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, 13 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 ($978K), Centric Wealth Management ($780K), 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 13 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), Joel Isaacson & Co. LLC ($23.36K), HRT Financial LP ($22.64K), Money Concepts Capital Corp ($15.98K), and Personal Capital Advisors Corp ($12.79K). How much institutional buying is happening at SoFi Select 500 ETF? Institutional investors have bought a total of 10,477,472 shares in the last 24 months. This purchase volume represents approximately $182.50M 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: Teamwork Financial Advisors LLC ($10.54K), Assetmark Inc. ($3.78K), 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 17,311 shares in the last 24 months. This volume of shares sold represents approximately $307.74K in transactions. 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