Sofi Select 500 ETFSFYETF
13F holders, Q3 2025 (September 30)46holders +4
8new positions
5sold out
1famous investor
$132.53avg. 13F price*
At the end of Q3 2025, 46 institutions reported holding Sofi Select 500 ETF (SFY) in their 13F filings, up 4 from Q2 2025. 8 opened new positions and 5 sold out. The largest holders were Sofi Wealth, LLC ($224.0M), Advisors Capital Management, LLC ($14.3M) and Mustico Financial Group, Inc. ($8.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sofi Select 500 ETF
- Filed as
- TIDAL TRUST I (Q3 2025)
- CUSIP
- 886364173
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.6M |
| Exits | 5 | $4.0M |
All 13F filers, Q2 2025 → Q3 2025: 107,493 shares bought and 65,991 shares sold, net +41,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Sofi Wealth, LLC | 12.06% | Reduce -1.2% | 1,733,668 | $224.0M |
| Advisors Capital Management, LLC | 0.18% | Add +31.7% | 110,994 | $14.3M |
| Mustico Financial Group, Inc. | 9.01% | Reduce -0.6% | 13,276 | $8.9M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +0.2% | 37,712 | $4.9M |
| LPL Financial LLC | 0.00% | Add +15.9% | 34,914 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Add +185.1% | 33,963 | $4.4M |
| Citadel Advisors | 0.00% | Add +55.8% | 32,330 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +15218.2% | 25,275 | $3.3M |
| Teamwork Financial Advisors, LLC | 0.31% | Reduce -9.6% | 22,169 | $2.9M |
| Tidal Investments LLC | 0.01% | Add +1.9% | 13,908 | $1.8M |
| Nova Wealth Management, Inc. | 1.26% | Add +16.6% | 13,881 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.0% | 12,828 | $1.7M |
| Wedbush Securities Inc. | 0.05% | Add +2.5% | 11,059 | $1.4M |
| Centric Wealth Management | 0.28% | Reduce -0.0% | 9,283 | $1.2M |
| Bawa N Mallick Trust | 0.32% | No change | 6,620 | $855K |
| FMR LLC | 0.00% | Add +6.0% | 4,920 | $636K |
| Pathway Financial Advisers, LLC | 0.18% | Add +19.7% | 4,886 | $627K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 4,305 | $556K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,165 | $538K |
| JPMorgan Chase & Co. | 0.00% | New | 3,700 | $478K |
| Cetera Investment Advisers | 0.00% | Add +47.9% | 3,260 | $421K |
| Raymond James Financial Inc. | 0.00% | Reduce -42.1% | 3,164 | $409K |
| Cahaba Wealth Management, Inc. | 0.03% | No change | 2,890 | $373K |
| LJI Wealth Management, LLC | 0.05% | No change | 2,295 | $296K |
| NewEdge Advisors, LLC | 0.00% | New | 2,143 | $277K |
| Goldman Sachs Group Inc. | 0.00% | New | 2,129 | $275K |
| Creative Planning | 0.00% | Add +3.0% | 1,969 | $254K |
| Corient Private Wealth LP | 0.00% | Reduce -2.2% | 1,789 | $231K |
| Morgan Stanley | 0.00% | Add +6.3% | 1,610 | $208K |
| Parallel Advisors, LLC | 0.00% | No change | 433 | $56K |
| AE Wealth Management LLC | 0.00% | No change | 330 | $43K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -4.3% | 293 | $38K |
| Assetmark, Inc. | 0.00% | Reduce -93.2% | 172 | $22K |
| Concord Wealth Partners | 0.00% | No change | 169 | $22K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.6% | 160 | $20K |
| Archer Investment Corp | 0.00% | No change | 148 | $19K |
| Bank of America Corp. | 0.00% | Reduce -96.5% | 85 | $11K |
| Wells Fargo & Company | 0.00% | Add +12.0% | 84 | $11K |
| IFP Advisors, Inc | 0.00% | No change | 57 | $7K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 49 | $6K |
| Abound Wealth Management | 0.00% | No change | 41 | $5K |
| Geneos Wealth Management Inc. | 0.00% | New | 38 | $5K |
| Cwm, LLC | 0.00% | New | 31 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | New | 24 | $3K |
| American Capital Advisory, LLC | 0.00% | No change | 3 | $391 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $130 |
"% of holder's portfolio" is SFY's weight in each manager's 13F, not the share of Sofi Select 500 ETF the manager owns.