Sofi Select 500 ETFSFYETF

13F holders, Q1 2025 (March 31)
39holders +6
8new positions
1sold out
2famous investors
$101.92avg. 13F price*

At the end of Q1 2025, 39 institutions reported holding Sofi Select 500 ETF (SFY) in their 13F filings, up 6 from Q4 2024. 8 opened new positions and 1 sold out. The largest holders were Sofi Wealth, LLC ($177.1M), Advisors Capital Management, LLC ($4.4M) and GTS Securities LLC ($4.0M). 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 (Q1 2025)
CUSIP
886364173
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q3 2024: 1Q3 2024Q4 2024: 33Q4 2024Q1 2025: 39Q1 2025Q2 2025: 42Q2 2025Q3 2025: 46Q3 2025Q4 2025: 55Q4 2025Q1 2026: 58Q1 2026Q2 2026: 61Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions8$6.9M
Exits1$81K

All 13F filers, Q4 2024 → Q1 2025: 143,072 shares bought and 4,974,751 shares sold, net −4,831,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Sofi Wealth, LLC 13.31% Reduce -74.0% 1,737,538 $177.1M
Advisors Capital Management, LLC 0.07% Add +624.3% 43,457 $4.4M
GTS Securities LLC 0.17% Add +35.1% 39,192 $4.0M
Concurrent Investment Advisors, LLC 0.08% Add +0.8% 34,168 $3.5M
Capitolis Liquid Global Markets LLC 0.03% New 34,000 $3.5M
LPL Financial LLC 0.00% New 25,379 $2.6M
Teamwork Financial Advisors, LLC 0.35% Reduce -5.6% 25,000 $2.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.5% 13,834 $1.4M
Bank of America Corp. 0.00% Add +9001.3% 13,743 $1.4M
Susquehanna International Group, LLP 0.00% Add +470.4% 12,184 $1.2M
Wedbush Securities Inc. 0.04% Add +9.6% 10,524 $1.1M
Centric Wealth Management 0.25% Reduce -2.0% 9,489 $967K
Bawa N Mallick Trust 0.32% No change 6,620 $675K
Shufro Rose & Co. LLC 0.05% Reduce -33.0% 5,940 $605K
Raymond James Financial Inc. 0.00% Add +2.6% 5,343 $545K
Jane Street Group, LLC 0.00% Reduce -55.3% 4,676 $477K
FMR LLC 0.00% Add +9.2% 4,474 $456K
UBS Group AG 0.00% New 4,346 $443K
Joel Isaacson & Co., LLC 0.02% Reduce -6.4% 4,165 $424K
Tidal Investments LLC 0.00% Reduce -68.5% 3,333 $340K
Fisher Asset Management 0.00% Reduce -3.1% 3,244 $331K
Citadel Advisors 0.00% Reduce -80.3% 3,027 $309K
Wealthfront Advisers LLC 0.00% New 2,362 $241K
Nova Wealth Management, Inc. 0.14% Add +4602.9% 1,646 $168K
Morgan Stanley 0.00% Reduce -3.8% 1,511 $154K
Qube Research & Technologies Ltd 0.00% New 1,095 $112K
Assetmark, Inc. 0.00% Add +224.4% 824 $84K
IFP Advisors, Inc 0.00% No change 584 $60K
Parallel Advisors, LLC 0.00% New 431 $44K
Osaic Holdings, Inc. 0.00% Reduce -96.3% 181 $18K
Concord Wealth Partners 0.00% New 169 $17K
Archer Investment Corp 0.00% No change 148 $15K
Wells Fargo & Company 0.00% Add +7300.0% 74 $8K
PNC Financial Services Group, Inc. 0.00% No change 62 $6K
Kathleen S. Wright Associates Inc. 0.00% New 49 $5K
Royal Bank of Canada 0.00% Reduce -89.6% 24 $2K
Farther Finance Advisors, LLC 0.00% No change 11 $1K
Signaturefd, LLC 0.00% No change 5 $512
American Capital Advisory, LLC 0.00% No change 4 $410

"% of holder's portfolio" is SFY's weight in each manager's 13F, not the share of Sofi Select 500 ETF the manager owns.