SoFi Select 500 ETF (SFY) Institutional Ownership → What’s Really Next for America… (From Porter & Company) (Ad) Free SFY Stock Alerts $18.89 -0.06 (-0.32%) (As of 05/16/2024 ET) Add Compare Share Share OwnershipStock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsStock AnalysisChartDividendHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for SoFi Select 500 ETF (NYSEARCA:SFY)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$76.59MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$195.27K Get SFY Insider Trade Alerts Want to know when executives and insiders are buying or selling SoFi Select 500 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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SoFi Select 500 ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/17/2024Tidal Investments LLC52,475$978K0.0%+6.2%0.134% 5/8/2024 Sofi Wealth LLC29,264,149$545.19M50.7%+6.4%74.749% 2/9/2024 Assetmark Inc.5,433$92K0.0%-41.1%0.017% 2/6/2024 Centric Wealth Management44,713$780K0.2%N/A0.137% 1/24/2024 Sofi Wealth LLC27,500,774$465.86M49.9%+3.4%84.488% 1/19/2024 Teamwork Financial Advisors LLC151,287$2.56M0.4%-2.1%0.465% Get the Latest News and Ratings for SFY and Related StocksEnter your email address below to receive the latest news and analysts' ratings for SoFi Select 500 ETF and its competitors with MarketBeat's FREE daily newsletter. 1/16/2024 Raymond James Financial Services Advisors Inc.12,729$216K0.0%N/A0.039% 1/16/2024 Raymond James & Associates11,984$203K0.0%-5.1%0.037% 11/14/2023 Tower Research Capital LLC TRC32,564$498K0.0%N/A0.100% 10/31/2023 Teamwork Financial Advisors LLC154,463$2.36M0.4%-0.7%0.475% 10/27/2023 Assetmark Inc.9,217$141K0.0%N/A0.028% 10/24/2023 Sofi Wealth LLC26,606,363$406.81M49.6%+3.7%81.740% 10/24/2023 Raymond James & Associates12,623$193K0.0%+10.7%0.039% 10/11/2023 AE Wealth Management LLC154,630$2.36M0.0%-0.7%0.475% 8/3/2023 Sofi Wealth LLC25,664,179$401.90M49.6%+3.2%78.845% 7/25/2023 Raymond James & Associates11,399$179K0.0%+13.0%0.036% 7/17/2023 Teamwork Financial Advisors LLC155,531$2.44M0.4%-0.6%0.495% 7/10/2023 AE Wealth Management LLC155,698$2.44M0.0%-0.8%0.496% 5/1/2023 Money Concepts Capital Corp25,375$454K0.0%+169.9%0.081% 4/25/2023 Joel Isaacson & Co. LLC23,361$338K0.0%N/A0.075% 4/14/2023 AE Wealth Management LLC156,983$2.27M0.0%+0.5%0.523% 4/14/2023 Raymond James & Associates10,088$146K0.0%N/A0.034% 4/14/2023 Sofi Wealth LLC24,868,005$359.34M48.4%+5.2%82.893% 4/6/2023 Teamwork Financial Advisors LLC156,410$2.26M0.4%+0.5%0.521% 2/10/2023 HRT Financial LP22,636$300K0.0%N/A0.076% 2/8/2023 Sofi Wealth LLC23,635,745$314.12M47.3%+5.0%78.917% 1/31/2023 AE Wealth Management LLC156,161$2.08M0.0%+7.2%0.521% 1/17/2023 Teamwork Financial Advisors LLC155,588$2.07M0.4%+7.1%0.523% 11/7/2022Personal Capital Advisors Corp12,789$163K0.0%N/A0.045% 10/25/2022 AE Wealth Management LLC145,700$1.86M0.0%+64.5%0.516% 10/19/2022 Sofi Wealth LLC22,505,325$286.49M48.0%+5.0%79.665% 10/12/2022 Teamwork Financial Advisors LLC145,234$1.85M0.4%+64.9%0.522% 8/5/2022 OLD Mission Capital LLC22,713$299K0.0%N/A0.085% 8/3/2022 AE Wealth Management LLC88,552$1.17M0.0%+158.3%0.332% 7/25/2022 Sofi Wealth LLC21,432,489$282.48M47.3%+6.6%80.573% 7/22/2022 Teamwork Financial Advisors LLC88,086$1.16M0.3%+160.5%0.332% 7/18/2022 Money Concepts Capital Corp9,750$130K0.0%+20.4%0.037% 5/16/2022 Sofi Wealth LLC20,108,626$329.18M49.9%N/A79.955% 4/18/2022 Teamwork Financial Advisors LLC33,813$554K0.1%-3.6%0.145% 4/18/2022 AE Wealth Management LLC34,279$561K0.0%-3.5%0.147% The ONE AI Stock to own now. 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Sure, the early stages of this boom were big … But I believe the real wealth in AI has yet to be made …Click here to see the presentation now.2/3/2022 Northwestern Mutual Wealth Management Co.1,877$33K0.0%+18,670.0%0.008% 1/31/2022 Teamwork Financial Advisors LLC35,072$614K0.1%+83.5%0.151% 1/20/2022 AE Wealth Management LLC35,538$622K0.0%+82.1%0.155% 11/15/2021 Flow Traders U.S. LLC33,321$532K0.0%N/A0.162% 11/1/2021 AE Wealth Management LLC19,516$312K0.0%+41.8%0.096% 10/13/2021 Teamwork Financial Advisors LLC19,110$305K0.1%+38.9%0.097% 7/14/2021 Teamwork Financial Advisors LLC13,759$218K0.0%N/A0.082% 5/18/2021 Flow Traders U.S. LLC47,363$687K0.0%N/A0.321% 5/12/2021 UBS Group AG2,150$31K0.0%N/A0.015% 6/16/2020 Royal Bank of Canada13,627$126K0.0%N/A0.168% (Data available from 1/1/2016 forward) SFY Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SFY shares? During the previous two years, 14 institutional investors and hedge funds held shares of SoFi Select 500 ETF. The most heavily invested institutionals were Sofi Wealth LLC ($545.19M), Teamwork Financial Advisors LLC ($2.56M), AE Wealth Management LLC ($2.36M), Tidal Investments LLC ($978K), Centric Wealth Management ($780K), Tower Research Capital LLC TRC ($498K), and Money Concepts Capital Corp ($454K).Learn more on SFY's institutional investors. Which institutional investors have been buying SoFi Select 500 ETF stock? Of the 14 institutional investors that purchased SoFi Select 500 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sofi Wealth LLC ($9.16M), AE Wealth Management LLC ($122.70K), Teamwork Financial Advisors LLC ($122.60K), Centric Wealth Management ($44.71K), Tower Research Capital LLC TRC ($32.56K), Joel Isaacson & Co. LLC ($23.36K), and OLD Mission Capital LLC ($22.71K). How much institutional buying is happening at SoFi Select 500 ETF? Institutional investors have bought a total of 9,614,875 shares in the last 24 months. This purchase volume represents approximately $145.21M in transactions. Which SoFi Select 500 ETF major shareholders have been selling company stock? The following institutional investors have sold SoFi Select 500 ETF stock in the last 24 months: Teamwork Financial Advisors LLC ($5.12K), Assetmark Inc. ($3.78K), AE Wealth Management LLC ($2.35K), and Raymond James & Associates ($639.00). How much institutional selling is happening at SoFi Select 500 ETF? Institutional investors have sold a total of 11,899 shares in the last 24 months. This volume of shares sold represents approximately $195.27K in transactions. Related Companies: LGLV Institutional Ownership ONEY Institutional Ownership PWB Institutional Ownership INDY Institutional Ownership BKIE Institutional Ownership EQWL Institutional Ownership ONEV Institutional Ownership HELO Institutional Ownership EPS Institutional Ownership UDOW Institutional Ownership This page (NYSEARCA:SFY) was last updated on 5/17/2024 by MarketBeat.com Staff From Our PartnersRed Alert: Your Money's Disappearance Act - Banks' Greed Unleashed!Priority GoldDoes this make you sick?Allegiance GoldUrgent Alert: Is the U.S. Implementing a Digital Dollar?Gold Gate Capital348 million Americans lives to END as we know it?The Oxford ClubBiden Nomination CANCELED?The Freeport SocietyGold Set to EXPLODE!Gold Safe ExchangeUrgent: They're Coming for Your Retirement Money Next!Lear CapitalDemocrats Push to Replace Dollar With Digital Coin, Control Currency.Monetary Gold Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. 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