Sofi Select 500 ETFSFYETF
13F holders, Q2 2025 (June 30)42holders +3
10new positions
7sold out
1famous investor
$121.39avg. 13F price*
At the end of Q2 2025, 42 institutions reported holding Sofi Select 500 ETF (SFY) in their 13F filings, up 3 from Q1 2025. 10 opened new positions and 7 sold out. The largest holders were Sofi Wealth, LLC ($207.2M), Advisors Capital Management, LLC ($10.0M) and Mustico Financial Group, Inc. ($8.4M). 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 2025)
- CUSIP
- 886364173
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.9M |
| Exits | 7 | $9.1M |
All 13F filers, Q1 2025 → Q2 2025: 156,704 shares bought and 107,189 shares sold, net +49,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Sofi Wealth, LLC | 12.66% | Add +0.9% | 1,753,995 | $207.2M |
| Advisors Capital Management, LLC | 0.14% | Add +93.9% | 84,281 | $10.0M |
| Mustico Financial Group, Inc. | 7.78% | — | 13,350 | $8.4M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +10.2% | 37,638 | $4.4M |
| LPL Financial LLC | 0.00% | Add +18.7% | 30,123 | $3.6M |
| Two Sigma Investments, LP | 0.01% | New | 29,800 | $3.5M |
| Teamwork Financial Advisors, LLC | 0.36% | Reduce -1.9% | 24,526 | $2.9M |
| Citadel Advisors | 0.00% | Add +585.7% | 20,755 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.6% | 14,741 | $1.7M |
| Tidal Investments LLC | 0.01% | Add +309.4% | 13,646 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.2% | 11,914 | $1.4M |
| Nova Wealth Management, Inc. | 1.03% | Add +623.3% | 11,906 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +2.5% | 10,784 | $1.3M |
| Centric Wealth Management | 0.27% | Reduce -2.2% | 9,284 | $1.1M |
| Bawa N Mallick Trust | 0.32% | No change | 6,620 | $782K |
| Raymond James Financial Inc. | 0.00% | Add +2.3% | 5,464 | $645K |
| FMR LLC | 0.00% | Add +3.8% | 4,643 | $548K |
| Marshall Wace, LLP | 0.00% | New | 4,226 | $499K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,165 | $492K |
| Pathway Financial Advisers, LLC | 0.16% | New | 4,083 | $482K |
| Cahaba Wealth Management, Inc. | 0.03% | New | 2,890 | $341K |
| Assetmark, Inc. | 0.00% | Add +205.5% | 2,517 | $297K |
| Bank of America Corp. | 0.00% | Reduce -82.4% | 2,422 | $286K |
| LJI Wealth Management, LLC | 0.05% | New | 2,295 | $271K |
| Cetera Investment Advisers | 0.00% | New | 2,205 | $260K |
| Creative Planning | 0.00% | New | 1,911 | $226K |
| Corient Private Wealth LP | 0.00% | New | 1,830 | $216K |
| Morgan Stanley | 0.00% | Add +0.2% | 1,514 | $179K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 433 | $51K |
| AE Wealth Management LLC | 0.00% | New | 330 | $39K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -72.0% | 306 | $36K |
| UBS Group AG | 0.00% | Reduce -94.5% | 240 | $28K |
| Concord Wealth Partners | 0.00% | No change | 169 | $20K |
| Royal Bank of Canada | 0.00% | Add +587.5% | 165 | $19K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.3% | 166 | $19K |
| Archer Investment Corp | 0.00% | No change | 148 | $17K |
| Wells Fargo & Company | 0.00% | Add +1.4% | 75 | $9K |
| IFP Advisors, Inc | 0.00% | Reduce -90.2% | 57 | $7K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 49 | $6K |
| Abound Wealth Management | 0.00% | New | 41 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 11 | $1K |
| American Capital Advisory, LLC | 0.00% | Reduce -25.0% | 3 | $358 |
"% of holder's portfolio" is SFY's weight in each manager's 13F, not the share of Sofi Select 500 ETF the manager owns.