Marshall Wace
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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 – 3349
2025
Q2 		$499K Buy
+4,226
New +$452K ﹤0.01% 2143

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Marshall Wace's SFY Position: Q3 2025 in Review

Marshall Wace sold out of SoFi Select 500 ETF (SFY) in Q3 2025, closing a stake of 4,226 shares — an estimated $499K sold.

Marshall Wace first reported a position in SFY in Q2 2025 and held it in 1 quarter. The position peaked at $499K in Q2 2025. 46 funds tracked by Wall St. Rank hold SFY as of Q3 2025.

  • Marshall Wace reported no remaining SoFi Select 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall Wace sold 4,226 SoFi Select 500 ETF shares in Q3 2025, an estimated $499K.
  • Marshall Wace first reported a position in SoFi Select 500 ETF in Q2 2025 and held it in 1 quarter.
  • Marshall Wace's SoFi Select 500 ETF position peaked at $499K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.