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SoFi Select 500 ETF

40 hedge funds and large institutions have $255M invested in SoFi Select 500 ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
17
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SW
1
SoFi Wealth
California
$207M 1,753,995 +16,457 +0.9%
ACM
2
Advisors Capital Management
New Jersey
$9.96M 84,281 +40,824 +94%
MFG
3
Mustico Financial Group
New York
$8.42M 13,350 +13,350 New
CIA
4
Concurrent Investment Advisors
Florida
$4.45M 37,638 +3,470 +10%
LPL Financial
5
LPL Financial
California
$3.56M 30,123 +4,744 +19%
Two Sigma Investments
6
Two Sigma Investments
New York
$3.52M 29,800 +29,800 New
TFA
7
Teamwork Financial Advisors
Texas
$2.9M 24,526 -474 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$2.45M 20,755 +17,728 +586%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$1.74M 14,741 +907 +7%
TI
10
Tidal Investments
Wisconsin
$1.61M 13,646 +10,313 +309%
NWM
11
Nova Wealth Management
Florida
$1.41M 11,906 +10,260 +623%
WS
12
Wedbush Securities
California
$1.27M 10,784 +260 +2%
CWM
13
Centric Wealth Management
Illinois
$1.14M 9,284 -205 -2%
Raymond James Financial
14
Raymond James Financial
Florida
$645K 5,464 +121 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$548K 4,643 +169 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$517K 4,756 +4,575 +2,528%
Marshall Wace
17
Marshall Wace
United Kingdom
$499K 4,226 +4,226 New
JIC
18
Joel Isaacson & Co
New York
$492K 4,165
PFA
19
Pathway Financial Advisers
Indiana
$482K 4,083 +4,083 New
Corient Private Wealth
20
Corient Private Wealth
Florida
$432K 3,660 +3,660 New
CWM
21
Cahaba Wealth Management
Georgia
$341K 2,890 +2,890 New
AssetMark Inc
22
AssetMark Inc
California
$297K 2,517 +1,693 +205%
Bank of America
23
Bank of America
North Carolina
$286K 2,422 -11,321 -82%
LWM
24
LJI Wealth Management
Indiana
$271K 2,295 +2,295 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$260K 2,205 +2,205 New