Who owns SFY?
SoFi Select 500 ETF · SoFi
61 institutions reported holding SFY, worth $329.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SFY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| SOFI Wealth, LLC | San Francisco, CA | $271.9M | 1,826,226 | +71,873 shares |
| Advisors Capital Management, LLC | Ridgewood, NJ | $9.8M | 65,564 | +7,762 shares |
| Mustico Financial Group, Inc. | Elmira, NY | $9.6M | 12,945 | +52 shares |
| LPL Financial LLC | Fort Mill, SC | $5.3M | 35,330 | −1,312 shares |
| Goldman Sachs Group Inc. | New York, NY | $4.5M | 30,338 | −39,611 shares |
| Nova Wealth Management, Inc. | Bonita Springs, FL | $3.4M | 22,631 | +2,475 shares |
| Teamwork Financial Advisors, LLC | San Antonio, TX | $2.7M | 18,072 | −573 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.4M | 15,800 | +760 shares |
| Flow Traders U.S. LLC | New York, NY | $2.2M | 15,002 | New position |
| Wedbush Securities Inc. | Pasadena, CA | $1.9M | 12,435 | +24 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: SFY vs SDCI, SFY vs CFA, SFY vs AVGE, SFY vs BENJ.
Frequently asked questions
Who owns SFY?
61 institutional managers reported holding SFY in Form 13F filings for June 30, 2026, worth $329.1M in total. The largest reported position was held by SOFI Wealth, LLC, at $271.9M.
Did institutions buy or sell SFY last quarter?
Reported 13F value rose 19.6% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SFY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.