Sofi Select 500 ETFSFYETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 33 institutions reported holding Sofi Select 500 ETF (SFY) in their 13F filings, up 32 from Q3 2024. 9 opened new positions and 0 sold out. The largest holders were Sofi Wealth, LLC ($726.5M), Concurrent Investment Advisors, LLC ($3.7M) and GTS Securities LLC ($3.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Sofi Select 500 ETF
- Filed as
- TIDAL ETF TR (Q4 2024)
- CUSIP
- 886364173
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $10.3M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 247,421 shares bought and 12,003 shares sold, net +235,419 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Sofi Wealth, LLC | 49.80% | Add +1.8% | 6,674,556 | $726.5M |
| Concurrent Investment Advisors, LLC | 0.10% | New | 33,904 | $3.7M |
| GTS Securities LLC | 0.15% | New | 29,000 | $3.2M |
| Teamwork Financial Advisors, LLC | 0.38% | Reduce -0.6% | 26,475 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2687.8% | 15,450 | $1.7M |
| Citadel Advisors | 0.00% | New | 15,341 | $1.7M |
| Tidal Investments LLC | 0.01% | Add +6.8% | 10,580 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +87.1% | 10,471 | $1.1M |
| Centric Wealth Management | 0.28% | Add +440.8% | 9,685 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +40.9% | 9,604 | $1.0M |
| Shufro Rose & Co. LLC | 0.08% | New | 8,866 | $965K |
| Bawa N Mallick Trust | 0.32% | — | 6,620 | $721K |
| Advisors Capital Management, LLC | 0.01% | New | 6,000 | $653K |
| Raymond James Financial Inc. | 0.00% | — | 5,205 | $567K |
| Osaic Holdings, Inc. | 0.00% | Add +15.9% | 4,942 | $538K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -4.7% | 4,451 | $484K |
| FMR LLC | 0.00% | Add +15.7% | 4,098 | $446K |
| Fisher Asset Management | 0.00% | Reduce -0.1% | 3,347 | $364K |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.8% | 2,136 | $232K |
| Morgan Stanley | 0.00% | Add +30.6% | 1,570 | $171K |
| Pathway Financial Advisers, LLC | 0.03% | New | 748 | $81K |
| IFP Advisors, Inc | 0.00% | Reduce -0.1% | 584 | $64K |
| WR Wealth Planners, LLC | 0.01% | Reduce -80.0% | 263 | $29K |
| Assetmark, Inc. | 0.00% | New | 254 | $28K |
| Royal Bank of Canada | 0.00% | Reduce -97.2% | 231 | $25K |
| Bank of America Corp. | 0.00% | New | 151 | $16K |
| Archer Investment Corp | 0.00% | Reduce -0.3% | 148 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.0% | 62 | $7K |
| Nova Wealth Management, Inc. | 0.00% | — | 35 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.8% | 11 | $1K |
| Signaturefd, LLC | 0.00% | Reduce -13.8% | 5 | $547 |
| American Capital Advisory, LLC | 0.00% | New | 4 | $437 |
| Wells Fargo & Company | 0.00% | Add +150.0% | 1 | $163 |
"% of holder's portfolio" is SFY's weight in each manager's 13F, not the share of Sofi Select 500 ETF the manager owns.