Sofi Select 500 ETFSFYETF
13F holders, Q2 2026 (June 30)61holders +3
11new positions
7sold out
1famous investor
$152.37avg. 13F price*
At the end of Q2 2026, 61 institutions reported holding Sofi Select 500 ETF (SFY) in their 13F filings, up 3 from Q1 2026. 11 opened new positions and 7 sold out. The largest holders were Sofi Wealth, LLC ($271.9M), Advisors Capital Management, LLC ($9.8M) and Mustico Financial Group, Inc. ($9.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sofi Select 500 ETF
- Filed as
- TIDAL TRUST I (Q2 2026)
- CUSIP
- 886364173
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.0M |
| Exits | 7 | $1.9M |
All 13F filers, Q1 2026 → Q2 2026: 118,283 shares bought and 102,969 shares sold, net +15,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Sofi Wealth, LLC | 10.94% | Add +4.1% | 1,826,226 | $271.9M |
| Advisors Capital Management, LLC | 0.10% | Add +13.4% | 65,564 | $9.8M |
| Mustico Financial Group, Inc. | 6.21% | Add +0.4% | 12,945 | $9.6M |
| LPL Financial LLC | 0.00% | Reduce -3.6% | 35,330 | $5.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -56.6% | 30,338 | $4.5M |
| Nova Wealth Management, Inc. | 1.86% | Add +12.3% | 22,631 | $3.4M |
| Teamwork Financial Advisors, LLC | 0.25% | Reduce -3.1% | 18,072 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +5.0% | 15,800 | $2.4M |
| Flow Traders U.S. LLC | 0.09% | New | 15,002 | $2.2M |
| Wedbush Securities Inc. | 0.05% | Add +0.2% | 12,435 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.5% | 12,193 | $1.8M |
| Centric Wealth Management | 0.20% | No change | 8,988 | $1.3M |
| FMR LLC | 0.00% | Add +90.0% | 7,619 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -81.4% | 7,031 | $1.0M |
| Bawa N Mallick Trust | 0.32% | Add +0.3% | 6,640 | $989K |
| ZEGA Investments, LLC | 0.16% | Add +1.5% | 6,516 | $970K |
| Pathway Financial Advisers, LLC | 0.24% | Add +3.5% | 6,412 | $955K |
| Raymond James Financial Inc. | 0.00% | Add +34.1% | 5,107 | $760K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -41.2% | 4,792 | $713K |
| Ieq Capital, LLC | 0.00% | New | 4,448 | $662K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,165 | $620K |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 3,265 | $486K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +0.5% | 2,916 | $434K |
| LJI Wealth Management, LLC | 0.05% | No change | 2,295 | $342K |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 2,158 | $321K |
| Morgan Stanley | 0.00% | Add +64.3% | 2,042 | $304K |
| Vanguard Advisers Inc. | 0.00% | Add +48.9% | 1,898 | $283K |
| Quantinno Capital Management LP | 0.00% | New | 1,789 | $266K |
| Facet Wealth, Inc. | 0.00% | New | 1,719 | $256K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -6.0% | 1,544 | $230K |
| Creative Planning | 0.00% | Reduce -17.9% | 1,502 | $224K |
| Range Advisory, LLC | 0.03% | New | 1,487 | $221K |
| Revolve Wealth Partners, LLC | 0.02% | New | 1,455 | $217K |
| JPMorgan Chase & Co. | 0.00% | Add +23250.0% | 1,401 | $206K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -67.3% | 1,214 | $181K |
| Keating Financial Advisory Services, Inc. | 0.02% | No change | 1,050 | $156K |
| Advisors Preferred, LLC | 0.02% | New | 695 | $102K |
| Assetmark, Inc. | 0.00% | Add +0.6% | 647 | $96K |
| Farther Finance Advisors, LLC | 0.00% | Add +80.0% | 558 | $83K |
| Parallel Advisors, LLC | 0.00% | No change | 435 | $65K |
| Osaic Holdings, Inc. | 0.00% | Add +6.9% | 434 | $65K |
| AE Wealth Management LLC | 0.00% | No change | 330 | $49K |
| BlackRock, Inc. | 0.00% | Add +72.9% | 268 | $40K |
| Archer Investment Corp | 0.01% | Add +20.3% | 178 | $26K |
| Royal Bank of Canada | 0.00% | Reduce -98.0% | 172 | $26K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 169 | $25K |
| Concord Wealth Partners | 0.00% | New | 169 | $25K |
| Franklin Resources Inc. | 0.00% | No change | 120 | $18K |
| Triumph Capital Management | 0.00% | No change | 100 | $15K |
| IFP Advisors, Inc | 0.00% | No change | 57 | $8K |
| Wells Fargo & Company | 0.00% | Reduce -57.8% | 46 | $7K |
| Abound Wealth Management | 0.00% | Reduce -2.4% | 41 | $6K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 40 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 38 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 24 | $4K |
| Harbour Investments, Inc. | 0.00% | New | 20 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 20 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 13 | $2K |
| American Capital Advisory, LLC | 0.00% | No change | 6 | $906 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $149 |
| Fiduciary Financial Advisors | 0.00% | New | 1 | $149 |
"% of holder's portfolio" is SFY's weight in each manager's 13F, not the share of Sofi Select 500 ETF the manager owns.