13FBOX
SOFI SELECT 500 ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

SOFI SELECT 500 ETF

SFY
持有机构数
63
机构合计市值 (Q2 2026)
$3.21亿
机构合计股数 (Q2 2026)
216.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+11.7万股
35 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-10.3万股
20 · 8 清仓 · ≈
⚖️ 净额
+1.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.21亿
持有机构数
63
新买入
13
加仓
22
减仓
12
清仓
8
持股不变
16
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SOFI WEALTH, LLC
10.94%10.55%#1$2.72亿182.6万股$2.19亿175.4万股+7.2万股+4.10%加仓
Advisors资本管理Advisors Capital Management, LLC
0.1%0.08%#8$976.1万6.6万股$721.5万5.8万股+7,762股+13.43%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#27$526.0万3.5万股$457.4万3.7万股-1,312股-3.58%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#35$451.6万3.0万股$873.1万7.0万股-4.0万股-56.63%减仓
Nova Wealth Management, Inc.
1.86%1.64%#2$336.9万2.3万股$251.6万2.0万股+2,475股+12.28%加仓
Teamwork Financial Advisors, LLC
0.24%0.25%#5$269.0万1.8万股$232.7万1.9万股-573股-3.07%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#42$235.2万1.6万股$187.7万1.5万股+760股+5.05%加仓
FLOW TRADERS U.S. LLC
0.09%#10$223.3万1.5万股$00股+1.5万股新买入
MUSTICO FINANCIAL GROUP, INC.
1.32%6.43%#3$192.9万1.3万股$920.5万1.3万股+52股+0.40%加仓
WEDBUSH SECURITIES INC
0.05%0.05%#12$185.1万1.2万股$154.9万1.2万股+24股+0.19%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#29$181.5万1.2万股$161.1万1.3万股-715股-5.54%减仓
Centric Wealth Management
0.2%0.25%#7$126.4万8,988股$126.4万8,988股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#52$113.4万7,619股$50.0万4,009股+3,610股+90.05%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#47$104.7万7,031股$473.0万3.8万股-3.1万股-81.44%减仓
Bawa N Mallick Trust
0.32%0.34%#4$98.9万6,640股$82.6万6,620股+20股+0.30%加仓
ZEGA Investments, LLC
0.1%0.09%#9$97.0万6,516股$80.1万6,417股+99股+1.54%加仓
Pathway Financial Advisers, LLC
0.24%0.22%#6$95.5万6,412股$77.3万6,194股+218股+3.52%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#41$76.0万5,107股$47.5万3,809股+1,298股+34.08%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.01%#19$71.3万4,792股$101.8万8,155股-3,363股-41.24%减仓
IEQ资本IEQ CAPITAL, LLC
<0.01%#23$66.2万4,448股$00股+4,448股新买入
Joel Isaacson & Co., LLC
0.02%0.02%#16$62.0万4,165股$52.0万4,165股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#33$48.6万3,265股$40.5万3,246股+19股+0.59%加仓
CAHABA WEALTH MANAGEMENT, INC.
0.03%0.02%#13$43.4万2,916股$36.2万2,903股+13股+0.45%加仓
LJI Wealth Management, LLC
0.05%0.05%#11$34.2万2,295股$28.6万2,295股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#31$32.1万2,158股$26.7万2,143股+15股+0.70%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#55$30.4万2,042股$20.8万1,610股+432股+26.83%加仓
先锋领航顾问VANGUARD ADVISERS INC
<0.01%<0.01%#30$28.3万1,898股$15.9万1,275股+623股+48.86%加仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%#37$26.6万1,789股$00股+1,789股新买入
Facet财富Facet Wealth, Inc.
<0.01%#22$25.6万1,719股$00股+1,719股新买入
Financial Engines顾问Financial Engines Advisors L.L.C.
<0.01%<0.01%#34$23.0万1,544股$20.5万1,643股-99股-6.03%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#46$22.4万1,502股$22.8万1,830股-328股-17.92%减仓
Revolve Wealth Partners, LLC
0.02%#14$21.7万1,455股$00股+1,455股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#58$20.6万1,401股$7246股+1,395股+23,250.00%加仓
Tower Research Capital LLC (TRC)
<0.01%0.01%#21$18.1万1,214股$46.3万3,709股-2,495股-67.27%减仓
Keating Financial Advisory Services, Inc.
0.02%0.02%#15$15.6万1,050股$13.1万1,050股00.00%持仓不变
Advisors Preferred, LLC
0.02%#17$10.2万695股$00股+695股新买入
AssetMarkASSETMARK, INC
<0.01%<0.01%#43$9.6万647股$8.0万643股+4股+0.62%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#32$8.3万558股$3.9万310股+248股+80.00%加仓
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#28$6.5万435股$5.4万435股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#49$6.5万434股$5.1万406股+28股+6.90%加仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
<0.01%<0.01%#38$6.0万400股$5.0万400股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#39$4.9万330股$4.1万330股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#51$4.7万317股$00股+317股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#40$4.2万284股$00股+284股新买入
贝莱德BlackRock, Inc.
<0.01%<0.01%#63$4.0万268股$1.9万155股+113股+72.90%加仓
Archer Investment Corp
0.01%<0.01%#20$2.6万178股$1.8万148股+30股+20.27%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#60$2.6万172股$108.1万8,663股-8,491股-98.01%减仓
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
0.01%#18$2.5万169股$00股+169股新买入
Concord Wealth Partners
<0.01%#24$2.5万169股$00股+169股新买入
富兰克林资源FRANKLIN RESOURCES INC
<0.01%<0.01%#61$1.8万120股$1.5万120股00.00%持仓不变

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