SFY

Sofi Select 500 ETFETF
UnclassifiedUSCUSIP 886364173◍ Confluence graph
Tracked 13F Holders
64
-22 QoQ
13F Value (tracked)
$323.2M
13F Moves · latest Q
14 added
2 trimmed
Recent Filings
15

Who owns SFY?

64 tracked 13F filers

64 tracked 13F filers disclose a position in SFY as of the latest SEC 13F filings, a combined $323.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1SOFI WEALTH, LLC
$271.9M
1.8M
+4.1%
Added · +72K sh
Q2 2026
2GOLDMAN SACHS GROUP INC
$8.7M
70K
New
+70K sh
Q1 2026
3Advisors Capital Management, LLC
$9.8M
66K
+13%
Added · +8K sh
Q2 2026
4CITADEL ADVISORS LLC
$4.7M
38K
+76%
Added · +16K sh
Q1 2026
5LPL Financial LLC
$4.6M
37K
−0.3%
Reduced · −125 sh
Q1 2026
6Nova Wealth Management, Inc.
$3.4M
23K
+12%
Added · +2K sh
Q2 2026
7Teamwork Financial Advisors, LLC
$2.7M
18K
−3.1%
Reduced · −573 sh
Q2 2026
8SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.9M
15K
+0.4%
Added · +60 sh
Q1 2026
9MUSTICO FINANCIAL GROUP, INC.
Withheld
13K
+0.4%
Added · +52 sh
Q2 2026
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$1.6M
13K
+0.6%
Added · +80 sh
Q1 2026
11Centric Wealth Management
$1.3M
9K
Held
Q2 2026
12ROYAL BANK OF CANADA
$1.1M
9K
53×
Added · +8K sh
Q1 2026
13GTS SECURITIES LLC
$991K
8K
−77%
Reduced · −26K sh
Q1 2026
14Bawa N Mallick Trust
$989K
7K
+0.3%
Added · +20 sh
Q2 2026
15ZEGA Investments, LLC
$970K
7K
+1.5%
Added · +99 sh
Q2 2026
16Pathway Financial Advisers, LLC
$955K
6K
+3.5%
Added · +218 sh
Q2 2026
17Concurrent Investment Advisors, LLC
$713K
5K
−41%
Reduced · −3K sh
Q2 2026
18IEQ CAPITAL, LLC
$662K
4K
New
+4K sh
Q2 2026
19Joel Isaacson & Co., LLC
$620K
4K
Held
Q2 2026
20FMR LLC
$500K
4K
−16%
Reduced · −775 sh
Q1 2026
21RAYMOND JAMES FINANCIAL INC
$475K
4K
+15%
Added · +491 sh
Q1 2026
22Tower Research Capital LLC (TRC)
$463K
4K
New
+4K sh
Q1 2026
23Cetera Investment Advisers
$405K
3K
+1.1%
Added · +36 sh
Q1 2026
24CAHABA WEALTH MANAGEMENT, INC.
$434K
3K
+0.4%
Added · +13 sh
Q2 2026
25LJI Wealth Management, LLC
$342K
2K
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SFY being bought or sold by institutions?

Last quarter, 4 funds opened a new position in SFY and 10 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
10
funds
Reduced
2
funds
Exited
0
funds

Funds that own SFY also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA23 funds$26.7B
TESLA INCTSLA23 funds$4.7B
BERKSHIRE HATHAWAY INC-CL BBRK/B23 funds$1.9B
SS SPDR S&P 500 ETF TRUST-USSPY23 funds$1.6B
MICROSOFT CORPMSFT22 funds$19.7B
APPLE INCAAPL22 funds$19.6B
AMAZON.COM INCAMZN22 funds$15.9B
BROADCOM INCAVGO22 funds$12.0B
WALMART INCWMT22 funds$4.1B
COCA-COLA CO/THEKO22 funds$3.9B
APPLIED MATERIALS INCAMAT22 funds$2.0B
INVESCO QQQ TRUST SERIES 1QQQ22 funds$1.0B

Ranked by how many of SFY's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

35 funds+5 since Q4 2024
02957Q4 2024Q2 2025Q4 2025Q2 2026
funds holding aggregate valuelatest $296.5M · 1 values withheld

Share classes

Class13F holdersValue held
GRNYmc306 funds$1.8B
SPUSmc88 funds$203.1M
SFYthis pagemc64 funds$332.8M
SPSKmc63 funds$117.9M
NANCmc53 funds$7.5M
RISRUIT EXCHANGE TRADED52 funds$155.9M
JSTCcommon42 funds$126.4M
HFGMUNLIMITED HFGM31 funds$95.3M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for SFY

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Ask your agent what changed in SFY

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SFY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SFY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SFY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.