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SoFi Select 500 ETF

57 hedge funds and large institutions have $276M invested in SoFi Select 500 ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

6% more funds holding

Funds holding: 5457 (+3)

0.26% more ownership

Funds ownership: 47.95%48.2% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $277M → $276M (-$1.21M)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
18
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SoFi Wealth
California
$219M +$14.5M +110,408 +7%
MFG
2
Mustico Financial Group
New York
$9.2M -$28.2K -215 -2%
Goldman Sachs
3
Goldman Sachs
New York
$8.73M +$9.17M +69,949 New
ACM
4
Advisors Capital Management
New Jersey
$7.21M -$10.3M -78,726 -58%
Citadel Advisors
5
Citadel Advisors
Florida
$4.73M +$2.15M +16,366 +76%
LPL Financial
6
LPL Financial
California
$4.57M -$16.4K -125 -0.3%
NWM
7
Nova Wealth Management
Florida
$2.52M +$327K +2,493 +14%
TFA
8
Teamwork Financial Advisors
Texas
$2.33M -$188K -1,432 -7%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.88M +$7.87K +60 +0.4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.61M +$10.5K +80 +0.6%
WS
11
Wedbush Securities
California
$1.55M +$156K +1,192 +11%
CWM
12
Centric Wealth Management
Illinois
$1.26M -$13.5K -103 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.08M +$1.11M +8,498 +5,150%
CIA
14
Concurrent Investment Advisors
Florida
$1.02M +$19.3K +147 +2%
GS
15
GTS Securities
New York
$991K -$3.4M -25,903 -77%
BNMT
16
Bawa N Mallick Trust
New York
$826K
ZI
17
ZEGA Investments
Florida
$801K +$841K +6,417 New
PFA
18
Pathway Financial Advisers
Indiana
$773K +$113K +861 +16%
JIC
19
Joel Isaacson & Co
New York
$520K
Fidelity Investments
20
Fidelity Investments
Massachusetts
$500K -$102K -775 -16%
Raymond James Financial
21
Raymond James Financial
Florida
$475K +$64.4K +491 +15%
TRCT
22
Tower Research Capital (TRC)
New York
$463K +$486K +3,709 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$405K +$4.72K +36 +1%
CWM
24
Cahaba Wealth Management
Georgia
$362K +$1.71K +13 +0.4%
HF
25
HRT Financial
New York
$324K +$341K +2,599 New