13FBOX
SOFI SELECT 500 ETF · 13F Institutional Holdings
Options Calculator Rankings
S

SOFI SELECT 500 ETF

SFY
Institutions
63
Combined AUM (Q2 2026)
$321.5M
Combined Shares (Q2 2026)
2.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+117,199
35 · 13 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-102,975
20 · 8 Exit · ≈
⚖️ Net
+14,224
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$321.5M
Institutions
63
New Buys
13
Adds
22
Reduces
12
Exits
8
Unchanged
16
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SOFI WEALTH, LLC
10.94%10.55%#1$271.9M1.8M$219.0M1.8M+71,873+4.10%Add
Advisors Capital Management, LLC
0.1%0.08%#8$9.8M65,564$7.2M57,802+7,762+13.43%Add
LPL Financial LLC
<0.01%<0.01%#27$5.3M35,330$4.6M36,642-1,312-3.58%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#35$4.5M30,338$8.7M69,949-39,611-56.63%Reduce
Nova Wealth Management, Inc.
1.86%1.64%#2$3.4M22,631$2.5M20,156+2,475+12.28%Add
Teamwork Financial Advisors, LLC
0.24%0.25%#5$2.7M18,072$2.3M18,645-573-3.07%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#42$2.4M15,800$1.9M15,040+760+5.05%Add
FLOW TRADERS U.S. LLC
0.09%#10$2.2M15,002$00+15,002New Buy
MUSTICO FINANCIAL GROUP, INC.
1.32%6.43%#3$1.9M12,945$9.2M12,893+52+0.40%Add
WEDBUSH SECURITIES INC
0.05%0.05%#12$1.9M12,435$1.5M12,411+24+0.19%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#29$1.8M12,193$1.6M12,908-715-5.54%Reduce
Centric Wealth Management
0.2%0.25%#7$1.3M8,988$1.3M8,98800.00%Unchanged
FMR LLC
<0.01%<0.01%#52$1.1M7,619$500,3944,009+3,610+90.05%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#47$1.0M7,031$4.7M37,892-30,861-81.44%Reduce
Bawa N Mallick Trust
0.32%0.34%#4$988,5246,640$826,3086,620+20+0.30%Add
ZEGA Investments, LLC
0.1%0.09%#9$970,0376,516$800,9706,417+99+1.54%Add
Pathway Financial Advisers, LLC
0.24%0.22%#6$954,5936,412$773,1136,194+218+3.52%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#41$760,2795,107$475,4393,809+1,298+34.08%Add
Concurrent Investment Advisors, LLC
0.01%0.01%#19$713,3804,792$1.0M8,155-3,363-41.24%Reduce
IEQ CAPITAL, LLC
<0.01%#23$662,1674,448$00+4,448New Buy
Joel Isaacson & Co., LLC
0.02%0.02%#16$620,0444,165$519,8754,16500.00%Unchanged
Cetera Investment Advisers
<0.01%<0.01%#33$486,1073,265$405,1863,246+19+0.59%Add
CAHABA WEALTH MANAGEMENT, INC.
0.03%0.02%#13$434,0742,916$362,3982,903+13+0.45%Add
LJI Wealth Management, LLC
0.05%0.05%#11$341,6572,295$286,4612,29500.00%Unchanged
NewEdge Advisors, LLC
<0.01%<0.01%#31$321,2712,158$267,4892,143+15+0.70%Add
MORGAN STANLEY
<0.01%<0.01%#55$304,1672,042$208,0581,610+432+26.83%Add
VANGUARD ADVISERS INC
<0.01%<0.01%#30$282,5551,898$159,1461,275+623+48.86%Add
Quantinno Capital Management LP
<0.01%#37$266,3281,789$00+1,789New Buy
Facet Wealth, Inc.
<0.01%#22$255,9661,719$00+1,719New Buy
Financial Engines Advisors L.L.C.
<0.01%<0.01%#34$229,7991,544$205,0971,643-99-6.03%Reduce
Creative Planning
<0.01%<0.01%#46$223,6271,502$228,4361,830-328-17.92%Reduce
Revolve Wealth Partners, LLC
0.02%#14$216,6061,455$00+1,455New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#58$205,9751,401$7246+1,395+23,250.00%Add
Tower Research Capital LLC (TRC)
<0.01%0.01%#21$180,7281,214$462,9573,709-2,495-67.27%Reduce
Keating Financial Advisory Services, Inc.
0.02%0.02%#15$156,3141,050$131,0611,05000.00%Unchanged
Advisors Preferred, LLC
0.02%#17$102,047695$00+695New Buy
ASSETMARK, INC
<0.01%<0.01%#43$96,319647$80,259643+4+0.62%Add
Farther Finance Advisors, LLC
<0.01%<0.01%#32$83,034558$39,069310+248+80.00%Add
Parallel Advisors, LLC
<0.01%<0.01%#28$64,819435$54,34743500.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#49$64,606434$50,676406+28+6.90%Add
HUNTINGTON NATIONAL BANK
<0.01%<0.01%#38$59,548400$49,92840000.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#39$49,127330$41,19133000.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#51$47,192317$00+317New Buy
Integrated Wealth Concepts LLC
<0.01%#40$42,280284$00+284New Buy
BlackRock, Inc.
<0.01%<0.01%#63$39,854268$19,311155+113+72.90%Add
Archer Investment Corp
0.01%<0.01%#20$26,499178$18,473148+30+20.27%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#60$26,000172$1.1M8,663-8,491-98.01%Reduce
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
0.01%#18$25,245169$00+169New Buy
Concord Wealth Partners
<0.01%#24$25,159169$00+169New Buy
FRANKLIN RESOURCES INC
<0.01%<0.01%#61$17,864120$14,97812000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow