Marshall Wace
SFY icon

Marshall Wace’s SoFi Select 500 ETF SFY Stock Holding History

Marshall Wace’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,226
Closed -$499K – 3366
2025
Q2 		$499K Buy
+4,226
New +$452K ﹤0.01% 2143

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return