Sofi Select 500 ETF (SFY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Sofi Wealth, LLC

INCREASED

Shares1,875,011 from 1,826,226

Change+48,785 (+3%)

Value$288.1M (+$16.2M)

Filed 2026-10-27

LPL Financial LLC

INCREASED

Shares37,328 from 35,330

Change+1,998 (+6%)

Value$5.7M (+$475.5K)

Filed 2026-11-06

Wedbush Securities Inc

UNCHANGED

Shares12,435 from 12,435

Change0 (0%)

Value$1.9K (-$1.8M)

Filed 2026-10-22

Pathway Financial Advisers, LLC

INCREASED

Shares6,968 from 6,412

Change+556 (+9%)

Value$1.1M (+$116.0K)

Filed 2026-10-27

Zega Investments, LLC

DECREASED

Shares6,261 from 6,516

Change-255 (-4%)

Value$962.0K (-$8.1K)

Filed 2026-11-04

Concurrent Investment Advisors, LLC

DECREASED

Shares3,703 from 4,792

Change-1,089 (-23%)

Value$568.9K (-$144.5K)

Filed 2026-10-16

Joel Isaacson & Co., LLC

DECREASED

Shares3,415 from 4,165

Change-750 (-18%)

Value$524.7K (-$95.4K)

Filed 2026-11-05

Cahaba Wealth Management, Inc.

UNCHANGED

Shares2,916 from 2,916

Change0 (0%)

Value$448.0K (+$13.9K)

Filed 2026-10-26

Teamwork Financial Advisors, LLC

DECREASED

Shares2,493 from 18,072

Change-15,579 (-86%)

Value$383.0K (-$2.3M)

Filed 2026-10-19

LJI Wealth Management, LLC

UNCHANGED

Shares2,295 from 2,295

Change0 (0%)

Value$352.6K (+$11.0K)

Filed 2026-10-28

Facet Wealth, Inc.

DECREASED

Shares1,631 from 1,719

Change-88 (-5%)

Value$250.6K (-$5.3K)

Filed 2026-11-04

Creative Planning

DECREASED

Shares1,470 from 1,502

Change-32 (-2%)

Value$225.9K (+$2.2K)

Filed 2026-11-02

Revolve Wealth Partners, LLC

UNCHANGED

Shares1,455 from 1,455

Change0 (0%)

Value$223.5K (+$6.9K)

Filed 2026-10-23

Assetmark, Inc

INCREASED

Shares648 from 647

Change+1 (+0%)

Value$99.6K (+$3.2K)

Filed 2026-10-21

Farther Finance Advisors, LLC

DECREASED

Shares470 from 558

Change-88 (-16%)

Value$72.2K (-$10.8K)

Filed 2026-10-08

Parallel Advisors, LLC

INCREASED

Shares437 from 435

Change+2 (+0%)

Value$67.2K (+$2.4K)

Filed 2026-11-03

Archer Investment Corp

INCREASED

Shares304 from 178

Change+126 (+71%)

Value$46.7K (+$20.2K)

Filed 2026-11-05

Balance Wealth Partners LLC

NEW

Shares278

Change+278

Value$42.7K

Filed 2026-10-27

Pension & Wealth Management Advisors, Inc.

INCREASED

Shares170 from 169

Change+1 (+1%)

Value$26.2K (+$921)

Filed 2026-10-16

Concord Wealth Partners

UNCHANGED

Shares169 from 169

Change0 (0%)

Value$26.0K (+$806)

Filed 2026-11-02

PNC Financial Services Group, Inc.

NEW

Shares135

Change+135

Value$20.7K

Filed 2026-11-06

Allworth Financial LP

NEW

Shares110

Change+110

Value$16.4K

Filed 2026-11-06

Triumph Capital Management

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$15.4K (+$477)

Filed 2026-10-14

IFP Advisors, Inc

UNCHANGED

Shares57 from 57

Change0 (0%)

Value$8.8K (+$272)

Filed 2026-10-16

Bfsg, LLC

NEW

Shares53

Change+53

Value$8.1K

Filed 2026-10-30

Abound Wealth Management

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$6.3K (+$196)

Filed 2026-10-26

Ascentis Independent Advisors

NEW

Shares29

Change+29

Value$4.5K

Filed 2026-11-03

GHP Investment Advisors, Inc.

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$3.7K (+$136)

Filed 2026-10-15

American Capital Advisory, LLC

INCREASED

Shares10 from 6

Change+4 (+67%)

Value$1.5K (+$643)

Filed 2026-10-28

Root Financial Partners, LLC

NEW

Shares4

Change+4

Value$615

Filed 2026-10-21

Citigroup Inc

NEW

Shares1

Change+1

Value$154

Filed 2026-11-04

Advisors Capital Management, LLC

N/A

Shares— from 65,564

Change-65,564 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 30,338

Change-30,338 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 22,631

Change-22,631 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 15,800

Change-15,800 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 15,002

Change-15,002 (-100%)

Value—

Mustico Financial Group, Inc.

N/A

Shares— from 12,945

Change-12,945 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 12,193

Change-12,193 (-100%)

Value—

Centric Wealth Management

N/A

Shares— from 8,988

Change-8,988 (-100%)

Value—

FMR LLC

N/A

Shares— from 7,619

Change-7,619 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 7,031

Change-7,031 (-100%)

Value—

Bawa N Mallick Trust

N/A

Shares— from 6,640

Change-6,640 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 5,107

Change-5,107 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 4,448

Change-4,448 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 3,265

Change-3,265 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,158

Change-2,158 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,042

Change-2,042 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 1,898

Change-1,898 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 1,789

Change-1,789 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 1,544

Change-1,544 (-100%)

Value—

Range Advisory, LLC

N/A

Shares— from 1,487

Change-1,487 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,401

Change-1,401 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,214

Change-1,214 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1,050

Change-1,050 (-100%)

Value—

Advisors Preferred, LLC

N/A

Shares— from 695

Change-695 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 434

Change-434 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 400

Change-400 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 330

Change-330 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 268

Change-268 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 172

Change-172 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 120

Change-120 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 46

Change-46 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 40

Change-40 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 38

Change-38 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 20

Change-20 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Sofi Wealth, LLC	INCREASED	1,875,011	1,826,226	+48,785	+3%	$271.9M	$288.1M	+$16.2M	2026-10-27
LPL Financial LLC	INCREASED	37,328	35,330	+1,998	+6%	$5.3M	$5.7M	+$475.5K	2026-11-06
Wedbush Securities Inc	UNCHANGED	12,435	12,435	0	0%	$1.9M	$1.9K	-$1.8M	2026-10-22
Pathway Financial Advisers, LLC	INCREASED	6,968	6,412	+556	+9%	$954.6K	$1.1M	+$116.0K	2026-10-27
Zega Investments, LLC	DECREASED	6,261	6,516	-255	-4%	$970.0K	$962.0K	-$8.1K	2026-11-04
Concurrent Investment Advisors, LLC	DECREASED	3,703	4,792	-1,089	-23%	$713.4K	$568.9K	-$144.5K	2026-10-16
Joel Isaacson & Co., LLC	DECREASED	3,415	4,165	-750	-18%	$620.0K	$524.7K	-$95.4K	2026-11-05
Cahaba Wealth Management, Inc.	UNCHANGED	2,916	2,916	0	0%	$434.1K	$448.0K	+$13.9K	2026-10-26
Teamwork Financial Advisors, LLC	DECREASED	2,493	18,072	-15,579	-86%	$2.7M	$383.0K	-$2.3M	2026-10-19
LJI Wealth Management, LLC	UNCHANGED	2,295	2,295	0	0%	$341.7K	$352.6K	+$11.0K	2026-10-28
Facet Wealth, Inc.	DECREASED	1,631	1,719	-88	-5%	$256.0K	$250.6K	-$5.3K	2026-11-04
Creative Planning	DECREASED	1,470	1,502	-32	-2%	$223.6K	$225.9K	+$2.2K	2026-11-02
Revolve Wealth Partners, LLC	UNCHANGED	1,455	1,455	0	0%	$216.6K	$223.5K	+$6.9K	2026-10-23
Assetmark, Inc	INCREASED	648	647	+1	+0%	$96.3K	$99.6K	+$3.2K	2026-10-21
Farther Finance Advisors, LLC	DECREASED	470	558	-88	-16%	$83.0K	$72.2K	-$10.8K	2026-10-08
Parallel Advisors, LLC	INCREASED	437	435	+2	+0%	$64.8K	$67.2K	+$2.4K	2026-11-03
Archer Investment Corp	INCREASED	304	178	+126	+71%	$26.5K	$46.7K	+$20.2K	2026-11-05
Balance Wealth Partners LLC	NEW	278	—	+278	—	—	$42.7K	—	2026-10-27
Pension & Wealth Management Advisors, Inc.	INCREASED	170	169	+1	+1%	$25.2K	$26.2K	+$921	2026-10-16
Concord Wealth Partners	UNCHANGED	169	169	0	0%	$25.2K	$26.0K	+$806	2026-11-02
PNC Financial Services Group, Inc.	NEW	135	—	+135	—	—	$20.7K	—	2026-11-06
Allworth Financial LP	NEW	110	—	+110	—	—	$16.4K	—	2026-11-06
Triumph Capital Management	UNCHANGED	100	100	0	0%	$14.9K	$15.4K	+$477	2026-10-14
IFP Advisors, Inc	UNCHANGED	57	57	0	0%	$8.5K	$8.8K	+$272	2026-10-16
Bfsg, LLC	NEW	53	—	+53	—	—	$8.1K	—	2026-10-30
Abound Wealth Management	UNCHANGED	41	41	0	0%	$6.1K	$6.3K	+$196	2026-10-26
Ascentis Independent Advisors	NEW	29	—	+29	—	—	$4.5K	—	2026-11-03
GHP Investment Advisors, Inc.	UNCHANGED	24	24	0	0%	$3.6K	$3.7K	+$136	2026-10-15
American Capital Advisory, LLC	INCREASED	10	6	+4	+67%	$906	$1.5K	+$643	2026-10-28
Root Financial Partners, LLC	NEW	4	—	+4	—	—	$615	—	2026-10-21
Citigroup Inc	NEW	1	—	+1	—	—	$154	—	2026-11-04
Advisors Capital Management, LLC	N/A	—	65,564	-65,564	-100%	$9.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	30,338	-30,338	-100%	$4.5M	—	—	—
Nova Wealth Management, Inc.	N/A	—	22,631	-22,631	-100%	$3.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	15,800	-15,800	-100%	$2.4M	—	—	—
Flow Traders U.S. LLC	N/A	—	15,002	-15,002	-100%	$2.2M	—	—	—
Mustico Financial Group, Inc.	N/A	—	12,945	-12,945	-100%	$9.6M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	12,193	-12,193	-100%	$1.8M	—	—	—
Centric Wealth Management	N/A	—	8,988	-8,988	-100%	$1.3M	—	—	—
FMR LLC	N/A	—	7,619	-7,619	-100%	$1.1M	—	—	—
Citadel Advisors LLC	N/A	—	7,031	-7,031	-100%	$1.0M	—	—	—
Bawa N Mallick Trust	N/A	—	6,640	-6,640	-100%	$988.5K	—	—	—
Raymond James Financial Inc	N/A	—	5,107	-5,107	-100%	$760.3K	—	—	—
IEQ Capital, LLC	N/A	—	4,448	-4,448	-100%	$662.2K	—	—	—
Cetera Investment Advisers	N/A	—	3,265	-3,265	-100%	$486.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,158	-2,158	-100%	$321.3K	—	—	—
Morgan Stanley	N/A	—	2,042	-2,042	-100%	$304.2K	—	—	—
Vanguard Advisers Inc	N/A	—	1,898	-1,898	-100%	$282.6K	—	—	—
Quantinno Capital Management LP	N/A	—	1,789	-1,789	-100%	$266.3K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	1,544	-1,544	-100%	$229.8K	—	—	—
Range Advisory, LLC	N/A	—	1,487	-1,487	-100%	$221.3K	—	—	—
JPMorgan Chase & Co	N/A	—	1,401	-1,401	-100%	$206.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,214	-1,214	-100%	$180.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1,050	-1,050	-100%	$156.3K	—	—	—
Advisors Preferred, LLC	N/A	—	695	-695	-100%	$102.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	434	-434	-100%	$64.6K	—	—	—
Huntington National Bank	N/A	—	400	-400	-100%	$59.5K	—	—	—
AE Wealth Management LLC	N/A	—	330	-330	-100%	$49.1K	—	—	—
BlackRock, Inc.	N/A	—	268	-268	-100%	$39.9K	—	—	—
Royal Bank of Canada	N/A	—	172	-172	-100%	$26.0K	—	—	—
Franklin Resources Inc	N/A	—	120	-120	-100%	$17.9K	—	—	—
Wells Fargo & Company	N/A	—	46	-46	-100%	$6.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	40	-40	-100%	$6.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	38	-38	-100%	$5.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	20	-20	-100%	$3.0K	—	—	—
Harbour Investments, Inc.	N/A	—	20	-20	-100%	$3.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	13	-13	-100%	$1.9K	—	—	—
Rialto Wealth Management, LLC	N/A	—	1	-1	-100%	$149	—	—	—
Fiduciary Financial Advisors	N/A	—	1	-1	-100%	$149	—	—	—

Showing 69 of 69 institutions