Sofi Select 500 ETFSFYETF
13F holders, Q1 2026 (March 31)58holders +3
7new positions
5sold out
1famous investor
$128.43avg. 13F price*
At the end of Q1 2026, 58 institutions reported holding Sofi Select 500 ETF (SFY) in their 13F filings, up 3 from Q4 2025. 7 opened new positions and 5 sold out. The largest holders were Sofi Wealth, LLC ($219.0M), Mustico Financial Group, Inc. ($9.2M) and Goldman Sachs Group Inc. ($8.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sofi Select 500 ETF
- Filed as
- TIDAL TRUST I (Q1 2026)
- CUSIP
- 886364173
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $10.6M |
| Exits | 5 | $1.4M |
All 13F filers, Q4 2025 → Q1 2026: 226,411 shares bought and 118,481 shares sold, net +107,930 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Sofi Wealth, LLC | 10.55% | Add +6.7% | 1,754,353 | $219.0M |
| Mustico Financial Group, Inc. | 6.43% | Reduce -1.6% | 12,893 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 69,949 | $8.7M |
| Advisors Capital Management, LLC | 0.09% | Reduce -57.7% | 57,802 | $7.2M |
| Citadel Advisors | 0.00% | Add +76.0% | 37,892 | $4.7M |
| LPL Financial LLC | 0.00% | Reduce -0.3% | 36,642 | $4.6M |
| Nova Wealth Management, Inc. | 1.64% | Add +14.1% | 20,156 | $2.5M |
| Teamwork Financial Advisors, LLC | 0.26% | Reduce -7.1% | 18,645 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +0.4% | 15,040 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 12,908 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Add +10.6% | 12,411 | $1.5M |
| Centric Wealth Management | 0.25% | Reduce -1.1% | 8,988 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +5150.3% | 8,663 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.8% | 8,155 | $1.0M |
| GTS Securities LLC | 0.04% | Reduce -76.5% | 7,941 | $991K |
| Bawa N Mallick Trust | 0.34% | No change | 6,620 | $826K |
| ZEGA Investments, LLC | 0.15% | New | 6,417 | $801K |
| Pathway Financial Advisers, LLC | 0.22% | Add +16.1% | 6,194 | $773K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,165 | $520K |
| FMR LLC | 0.00% | Reduce -16.2% | 4,009 | $500K |
| Raymond James Financial Inc. | 0.00% | Add +14.8% | 3,809 | $475K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 3,709 | $463K |
| Cetera Investment Advisers | 0.00% | Add +1.1% | 3,246 | $405K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +0.5% | 2,903 | $362K |
| HRT Financial LP | 0.00% | New | 2,599 | $324K |
| LJI Wealth Management, LLC | 0.05% | No change | 2,295 | $286K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,143 | $267K |
| Creative Planning | 0.00% | No change | 1,830 | $228K |
| Corient Private Wealth LP | 0.00% | No change | 1,830 | $228K |
| UBS Group AG | 0.00% | New | 1,737 | $217K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.3% | 1,643 | $205K |
| Vanguard Advisers Inc. | 0.00% | — | 1,275 | $159K |
| Morgan Stanley | 0.00% | Reduce -16.1% | 1,243 | $155K |
| Keating Financial Advisory Services, Inc. | 0.02% | No change | 1,050 | $131K |
| Assetmark, Inc. | 0.00% | Reduce -3.5% | 643 | $80K |
| Russell Investments Group, Ltd. | 0.00% | Add +21000.0% | 633 | $79K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 435 | $54K |
| Osaic Holdings, Inc. | 0.00% | Add +52.6% | 406 | $51K |
| AE Wealth Management LLC | 0.00% | No change | 330 | $41K |
| Farther Finance Advisors, LLC | 0.00% | Add +15400.0% | 310 | $39K |
| Root Financial Partners, LLC | 0.00% | Reduce -36.7% | 207 | $26K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +34.1% | 169 | $21K |
| BlackRock, Inc. | 0.00% | Add +0.7% | 155 | $19K |
| Archer Investment Corp | 0.00% | No change | 148 | $18K |
| Franklin Resources Inc. | 0.00% | New | 120 | $15K |
| Allworth Financial LP | 0.00% | New | 110 | $14K |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 109 | $14K |
| Triumph Capital Management | 0.00% | No change | 100 | $12K |
| IFP Advisors, Inc | 0.00% | No change | 57 | $7K |
| Abound Wealth Management | 0.00% | Add +2.4% | 42 | $5K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 40 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 38 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 24 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 13 | $2K |
| American Capital Advisory, LLC | 0.00% | No change | 6 | $756 |
| Cwm, LLC | 0.00% | Reduce -80.7% | 6 | $749 |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.2% | 6 | $724 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $125 |
"% of holder's portfolio" is SFY's weight in each manager's 13F, not the share of Sofi Select 500 ETF the manager owns.