Sofi Select 500 ETFSFYETF
13F holders, Q4 2025 (December 31)55holders +9
11new positions
2sold out
1famous investor
$135.79avg. 13F price*
At the end of Q4 2025, 55 institutions reported holding Sofi Select 500 ETF (SFY) in their 13F filings, up 9 from Q3 2025. 11 opened new positions and 2 sold out. The largest holders were Sofi Wealth, LLC ($217.3M), Advisors Capital Management, LLC ($18.0M) and Mustico Financial Group, Inc. ($9.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sofi Select 500 ETF
- Filed as
- TIDAL TRUST I (Q4 2025)
- CUSIP
- 886364173
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.8M |
| Exits | 2 | $831K |
All 13F filers, Q3 2025 → Q4 2025: 69,006 shares bought and 191,172 shares sold, net −122,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Sofi Wealth, LLC | 10.84% | Reduce -5.2% | 1,643,945 | $217.3M |
| Advisors Capital Management, LLC | 0.22% | Add +23.0% | 136,528 | $18.0M |
| Mustico Financial Group, Inc. | 7.02% | Reduce -1.3% | 13,108 | $9.1M |
| LPL Financial LLC | 0.00% | Add +5.3% | 36,767 | $4.9M |
| GTS Securities LLC | 0.15% | New | 33,844 | $4.5M |
| Citadel Advisors | 0.00% | Reduce -33.4% | 21,526 | $2.8M |
| Teamwork Financial Advisors, LLC | 0.28% | Reduce -9.4% | 20,077 | $2.7M |
| Nova Wealth Management, Inc. | 1.60% | Add +27.3% | 17,663 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.9% | 14,980 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 12,828 | $1.7M |
| Wedbush Securities Inc. | 0.04% | Add +1.4% | 11,219 | $1.5M |
| Tidal Investments LLC | 0.01% | Reduce -29.6% | 9,791 | $1.3M |
| Centric Wealth Management | 0.26% | Reduce -2.1% | 9,091 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -78.8% | 8,008 | $1.1M |
| Bawa N Mallick Trust | 0.32% | No change | 6,620 | $875K |
| Pathway Financial Advisers, LLC | 0.20% | Add +9.2% | 5,333 | $705K |
| FMR LLC | 0.00% | Reduce -2.8% | 4,784 | $632K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,165 | $550K |
| Raymond James Financial Inc. | 0.00% | Add +4.9% | 3,318 | $439K |
| Cetera Investment Advisers | 0.00% | Reduce -1.5% | 3,210 | $424K |
| Cahaba Wealth Management, Inc. | 0.03% | No change | 2,890 | $382K |
| LJI Wealth Management, LLC | 0.05% | No change | 2,295 | $303K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,143 | $283K |
| Corient Private Wealth LP | 0.00% | Add +2.3% | 1,830 | $242K |
| Creative Planning | 0.00% | Reduce -7.1% | 1,830 | $242K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 1,717 | $227K |
| Morgan Stanley | 0.00% | Reduce -8.0% | 1,482 | $196K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 1,050 | $139K |
| Assetmark, Inc. | 0.00% | Add +287.2% | 666 | $88K |
| Parallel Advisors, LLC | 0.00% | No change | 433 | $57K |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.8% | 340 | $45K |
| AE Wealth Management LLC | 0.00% | No change | 330 | $44K |
| Root Financial Partners, LLC | 0.00% | New | 327 | $43K |
| Osaic Holdings, Inc. | 0.00% | Add +66.3% | 266 | $35K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.9% | 261 | $34K |
| Concord Wealth Partners | 0.00% | No change | 169 | $22K |
| Royal Bank of Canada | 0.00% | Reduce -99.3% | 165 | $22K |
| Bank of America Corp. | 0.00% | Add +90.6% | 162 | $21K |
| BlackRock, Inc. | 0.00% | New | 154 | $20K |
| Archer Investment Corp | 0.00% | No change | 148 | $20K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 126 | $17K |
| Wells Fargo & Company | 0.00% | Add +30.9% | 110 | $14K |
| Triumph Capital Management | 0.00% | New | 100 | $13K |
| IFP Advisors, Inc | 0.00% | No change | 57 | $8K |
| Abound Wealth Management | 0.00% | No change | 41 | $5K |
| Rockefeller Capital Management L.P. | 0.00% | New | 40 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 38 | $5K |
| Cwm, LLC | 0.00% | No change | 31 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 24 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 13 | $2K |
| American Capital Advisory, LLC | 0.00% | Add +100.0% | 6 | $801 |
| Russell Investments Group, Ltd. | 0.00% | New | 3 | $398 |
| US Bancorp \de | 0.00% | New | 3 | $396 |
| Farther Finance Advisors, LLC | 0.00% | New | 2 | $266 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $133 |
"% of holder's portfolio" is SFY's weight in each manager's 13F, not the share of Sofi Select 500 ETF the manager owns.