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Sofi Select 500 ETF (SFY)

CUSIP: 886364173 | NYSE | 91 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Sofi Wealth, LLC1,875,011
11.1% of portfolio›$288.1M
Wedbush Securities Inc12,435
0.0% of portfolio›$1.9K
Pathway Financial Advisers, LLC6,968
0.3% of portfolio›$1.1M
Zega Investments, LLC6,261
0.1% of portfolio›$962.0K
Concurrent Investment Advisors, LLC3,703
0.0% of portfolio›$568.9K
Cahaba Wealth Management, Inc.2,916
0.0% of portfolio›$448.0K
Teamwork Financial Advisors, LLC2,493
0.0% of portfolio›$383.0K
LJI Wealth Management, LLC2,295
0.0% of portfolio›$352.6K
Facet Wealth, Inc.1,631
0.0% of portfolio›$250.6K
Creative Planning1,470
0.0% of portfolio›$225.9K
Revolve Wealth Partners, LLC1,455
0.0% of portfolio›$223.5K
Assetmark, Inc648
0.0% of portfolio›$99.6K
Farther Finance Advisors, LLC470
0.0% of portfolio›$72.2K
Parallel Advisors, LLC437
0.0% of portfolio›$67.2K
Archer Investment Corp304
0.0% of portfolio›$46.7K
Balance Wealth Partners LLC278
0.0% of portfolio›$42.7K
Pension & Wealth Management Advisors, Inc.170
0.0% of portfolio›$26.2K
Concord Wealth Partners169
0.0% of portfolio›$26.0K
Triumph Capital Management100
0.0% of portfolio›$15.4K
IFP Advisors, Inc57
0.0% of portfolio›$8.8K
Bfsg, LLC53
0.0% of portfolio›$8.1K
Abound Wealth Management41
0.0% of portfolio›$6.3K
Ascentis Independent Advisors29
0.0% of portfolio›$4.5K
GHP Investment Advisors, Inc.24
0.0% of portfolio›$3.7K
American Capital Advisory, LLC10
0.0% of portfolio›$1.5K
Root Financial Partners, LLC4
0.0% of portfolio›$615
Citigroup Inc1
0.0% of portfolio›$154
StyleTurnoverLocationFiled
Sofi Wealth, LLC
1,875,011$288.1M11.1%ETFVery LowSan Francisco, CA2026-10-27
Wedbush Securities Inc
12,435$1.9K0.0%CoreLowPasadena, CA2026-10-22
Pathway Financial Advisers, LLC
6,968$1.1M0.3%CoreLowAuburn, IN2026-10-27
Zega Investments, LLC
6,261$962.0K0.1%GrowthMediumPalm Beach Gardens, FL2026-11-04
Concurrent Investment Advisors, LLC
3,703$568.9K0.0%GrowthMediumTampa, FL2026-10-16
Cahaba Wealth Management, Inc.
2,916$448.0K0.0%ETFVery LowAtlanta, GA2026-10-26
Teamwork Financial Advisors, LLC
2,493$383.0K0.0%GrowthHighSan Antonio, TX2026-10-19
LJI Wealth Management, LLC
2,295$352.6K0.0%ETFLowIndianapolis, IN2026-10-28
Facet Wealth, Inc.
1,631$250.6K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Creative Planning
1,470$225.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Revolve Wealth Partners, LLC
1,455$223.5K0.0%ETFVery LowHackensack, NJ2026-10-23
Assetmark, Inc
648$99.6K0.0%ETFLowConcord, CA2026-10-21
Farther Finance Advisors, LLC
470$72.2K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
437$67.2K0.0%IndexLowSan Francisco, CA2026-11-03
Archer Investment Corp
304$46.7K0.0%CoreMediumCarmel, IN2026-11-05
Balance Wealth Partners LLC
278$42.7K0.0%ETFMediumWorthington, OH2026-10-27
Pension & Wealth Management Advisors, Inc.
170$26.2K0.0%ETFLowWaltham, MA2026-10-16
Concord Wealth Partners
169$26.0K0.0%GrowthLowAbingdon, VA2026-11-02
Triumph Capital Management
100$15.4K0.0%ETFMediumDenver, CO2026-10-14
IFP Advisors, Inc
57$8.8K0.0%GrowthLowTampa, FL2026-10-16
Bfsg, LLC
53$8.1K0.0%CoreLowIrvine, CA2026-10-30
Abound Wealth Management
41$6.3K0.0%ETFVery LowFranklin, TN2026-10-26
Ascentis Independent Advisors
29$4.5K0.0%ETFLowDallas, TX2026-11-03
GHP Investment Advisors, Inc.
24$3.7K0.0%CoreVery LowDenver, CO2026-10-15
American Capital Advisory, LLC
10$1.5K0.0%ETFLowKetchum, ID2026-10-28
Root Financial Partners, LLC
4$6150.0%ETFMediumEncinitas, CA2026-10-21
Citigroup Inc
1$1540.0%CoreMediumNew York, NY2026-11-04