Who Owns Sofi Select 500 ETF USD Class (SFY)? -- Institutional Holders (2026-06-30)
69 institutions reported holding $329.1M of Sofi Select 500 ETF USD Class (SFY) in SEC 13F filings for 2026-06-30. Largest institutional holders: SOFI WEALTH, LLC ($271.9M), Advisors Capital Management, LLC ($9.8M), MUSTICO FINANCIAL GROUP, INC. ($9.6M), LPL Financial LLC ($5.3M), GOLDMAN SACHS GROUP INC ($4.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SOFI WEALTH, LLC | $271.9M | 1.8M | Added |
| 2 | Advisors Capital Management, LLC | $9.8M | 65,564 | Added |
| 3 | MUSTICO FINANCIAL GROUP, INC. | $9.6M | 12,945 | Added |
| 4 | LPL Financial LLC | $5.3M | 35,330 | Trimmed |
| 5 | GOLDMAN SACHS GROUP INC | $4.5M | 30,338 | Trimmed |
| 6 | Nova Wealth Management, Inc. | $3.4M | 22,631 | Added |
| 7 | Teamwork Financial Advisors, LLC | $2.7M | 18,072 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 15,800 | Added |
| 9 | FLOW TRADERS U.S. LLC | $2.2M | 15,002 | New |
| 10 | WEDBUSH SECURITIES INC | $1.9M | 12,435 | Added |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.8M | 12,193 | Trimmed |
| 12 | Centric Wealth Management | $1.3M | 8,988 | Hold |
| 13 | FMR LLC | $1.1M | 7,619 | Added |
| 14 | CITADEL ADVISORS LLC | $1.0M | 7,031 | Trimmed |
| 15 | Bawa N Mallick Trust | $988,524 | 6,640 | Added |
| 16 | ZEGA Investments, LLC | $970,037 | 6,516 | Added |
| 17 | Pathway Financial Advisers, LLC | $954,593 | 6,412 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $760,279 | 5,107 | Added |
| 19 | Concurrent Investment Advisors, LLC | $713,380 | 4,792 | Trimmed |
| 20 | IEQ CAPITAL, LLC | $662,167 | 4,448 | New |
| 21 | Joel Isaacson & Co., LLC | $620,044 | 4,165 | Hold |
| 22 | Cetera Investment Advisers | $486,107 | 3,265 | Added |
| 23 | CAHABA WEALTH MANAGEMENT, INC. | $434,074 | 2,916 | Added |
| 24 | LJI Wealth Management, LLC | $341,657 | 2,295 | Hold |
| 25 | NewEdge Advisors, LLC | $321,271 | 2,158 | Added |
Source: SEC Form 13F filings · as of 2026-06-30