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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
SW
1
SoFi Wealth
California
$217M -$11.8M -89,723 -5%
ACM
2
Advisors Capital Management
New Jersey
$18M +$3.36M +25,534 +23%
MFG
3
Mustico Financial Group
New York
$9.1M -$22.1K -168 -1%
LPL Financial
4
LPL Financial
California
$4.86M +$244K +1,853 +5%
GS
5
GTS Securities
New York
$4.47M +$4.45M +33,844 New
Citadel Advisors
6
Citadel Advisors
Florida
$2.84M -$1.42M -10,804 -33%
TFA
7
Teamwork Financial Advisors
Texas
$2.65M -$275K -2,092 -9%
NWM
8
Nova Wealth Management
Florida
$2.33M +$497K +3,782 +27%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.98M -$2.5M -18,983 -56%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.7M
WS
11
Wedbush Securities
California
$1.48M +$21K +160 +1%
TI
12
Tidal Investments
Wisconsin
$1.29M -$542K -4,117 -30%
CWM
13
Centric Wealth Management
Illinois
$1.22M -$25.3K -192 -2%
CIA
14
Concurrent Investment Advisors
Florida
$1.06M -$3.91M -29,704 -79%
BNMT
15
Bawa N Mallick Trust
New York
$875K
PFA
16
Pathway Financial Advisers
Indiana
$705K +$58.8K +447 +9%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$632K -$17.9K -136 -3%
JIC
18
Joel Isaacson & Co
New York
$550K
Corient Private Wealth
19
Corient Private Wealth
Florida
$484K +$246K +1,871 +105%
Raymond James Financial
20
Raymond James Financial
Florida
$439K +$20.3K +154 +5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$424K -$6.58K -50 -2%
CWM
22
Cahaba Wealth Management
Georgia
$382K
LWM
23
LJI Wealth Management
Indiana
$303K
NA
24
NewEdge Advisors
Louisiana
$283K
Creative Planning
25
Creative Planning
Kansas
$242K -$18.3K -139 -7%