We are live on ! Find out more
SFY icon

SoFi Select 500 ETF

54 hedge funds and large institutions have $277M invested in SoFi Select 500 ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

17% more funds holding

Funds holding: 4654 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $286M → $277M (-$9.21M)

1.08% less ownership

Funds ownership: 49.03%47.95% (-1.1%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
12
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
26
Financial Engines Advisors
California
$227K +$226K +1,717 New
Morgan Stanley
27
Morgan Stanley
New York
$196K -$16.8K -128 -8%
KFAS
28
Keating Financial Advisory Services
Kansas
$139K +$138K +1,050 New
AssetMark Inc
29
AssetMark Inc
California
$88K +$65K +494 +287%
PA
30
Parallel Advisors
California
$57.3K
HNB
31
Huntington National Bank
Ohio
$52.9K
JP Morgan Chase
32
JP Morgan Chase
New York
$44.9K -$442K -3,360 -91%
AWM
33
AE Wealth Management
Kansas
$43.6K
RFP
34
Root Financial Partners
California
$43.2K +$43K +327 New
Osaic Holdings
35
Osaic Holdings
Arizona
$35.2K +$13.9K +106 +66%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$34.5K -$4.21K -32 -11%
CWP
37
Concord Wealth Partners
Virginia
$22.3K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$22K -$3.3M -25,110 -99%
Bank of America
39
Bank of America
North Carolina
$21.4K +$10.1K +77 +91%
BlackRock
40
BlackRock
New York
$20.4K +$20.3K +154 New
AIC
41
Archer Investment Corporation
Indiana
$19.6K
Wells Fargo
42
Wells Fargo
California
$14.5K +$3.42K +26 +31%
TCM
43
Triumph Capital Management
Colorado
$13.2K +$13.2K +100 New
IA
44
IFP Advisors
Florida
$7.53K
AWM
45
Abound Wealth Management
Tennessee
$5.42K
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$5.29K +$5.26K +40 New
GWM
47
Geneos Wealth Management
Colorado
$5.02K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$4K
GIA
49
GHP Investment Advisors
Colorado
$3.17K
SAM
50
Smartleaf Asset Management
Massachusetts
$1.73K +$1.71K +13 New