SFY institutional holders

TIDAL TR I ETF SOFI SELECT 500 NEW · 13F, 2026Q2

Managers holding60
Shares held2,136,915
Reported value$325.7m
Quarter flows11 new, 21 added, 12 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SOFI WEALTH, LLC1,826,226$271.9m10.9%
Advisors Capital Management, LLC65,564$9.8m0.1%
MUSTICO FINANCIAL GROUP, INC.12,945$9.6m6.2%
LPL Financial LLC35,330$5.3m0.0%
GOLDMAN SACHS GROUP INC30,338$4.5m0.0%
Teamwork Financial Advisors, LLC18,072$2.7m0.2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP15,800$2.4m0.0%
FLOW TRADERS U.S. LLC15,002$2.2m0.1%
WEDBUSH SECURITIES INC12,435$1.9m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO12,193$1.8m0.0%
Centric Wealth Management8,988$1.3m0.2%
FMR LLC7,619$1.1m0.0%
CITADEL ADVISORS LLC7,031$1.0m0.0%
Bawa N Mallick Trust6,640$988,5240.3%
ZEGA Investments, LLC6,516$970,0370.1%
Pathway Financial Advisers, LLC6,412$954,5930.2%
RAYMOND JAMES FINANCIAL INC5,107$760,2790.0%
Concurrent Investment Advisors, LLC4,792$713,3800.0%
IEQ CAPITAL, LLC4,448$662,1670.0%
Joel Isaacson & Co., LLC4,165$620,0440.0%
Cetera Investment Advisers3,265$486,1070.0%
CAHABA WEALTH MANAGEMENT, INC.2,916$434,0740.0%
LJI Wealth Management, LLC2,295$341,6570.0%
NewEdge Advisors, LLC2,158$321,2710.0%
MORGAN STANLEY2,042$304,1670.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SFY"). SFY price history · All 13F data

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