SoFi Select 500
SFY • XNYS
SoFi Select 500 is a publicly traded company on XNYS. As of Q3 2025, 42 institutional investors hold shares in this company, with total holdings valued at $271.5M. SOFI WEALTH, LLC is the largest holder with a position valued at $224.0M.
Overview
Overview of institutional ownership in SFY as of Q3 2025
All Institutions
- Institutions
- 42
- Value Held
- $271.5M
- Shares Held
- 2.1M
- Avg Position
- $6.5M
- Median Position
- $276.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $4.2M
- Shares Held
- 32.3K
- Avg Position
- $4.2M
- Median Position
- $4.2M
Biggest Investors
Institutions with the largest positions in SFY as of Q3 2025
| Institution | Position Value |
|---|---|
 SOFI WEALTH, LLC RIA/Wealth | $224.0M 12.57% of portfolio |
 Advisors Capital Management, LLC RIA/Wealth | $14.3M 0.18% of portfolio |
 Concurrent Investment Advisors, LLC RIA/Wealth | $4.9M 0.08% of portfolio |
L LPL Financial LLC Institution | $4.5M 0.00% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $4.4M 0.01% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $4.2M 0.00% of portfolio |
 Teamwork Financial Advisors, LLC RIA/Wealth | $2.9M 0.32% of portfolio |
 Toroso Investments, LLC ETF Provider | $1.8M 0.01% of portfolio |
 Nova Wealth Management, Inc. RIA/Wealth | $1.8M 1.26% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $1.7M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SFY in Q3 2025
- Traded
- +$3.1M
- Buyers
- 23
- Sellers
- 13
- Total Bought
- +$10.6M
- Total Sold
- −$7.5M
- Avg Position
- $5.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Advisors Capital Management, LLC RIA/Wealth | +$3.5M +26.7K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$2.8M +22.0K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.5M +11.6K shares |
L LPL Financial LLC Institution | +$618.9K +4.8K shares |
T Tower Research Capital LLC Institution | +$556.2K +4.3K shares |
 JPMORGAN CHASE & CO Institution | +$478.0K +3.7K shares |
 Goss Wealth Management LLC RIA/Wealth | +$276.9K +2.1K shares |
 GOLDMAN SACHS GROUP INC Institution | +$275.0K +2.1K shares |
Nova Wealth Management, Inc. RIA/Wealth | +$255.2K +2.0K shares |
 Cetera Investment Advisers RIA/Wealth | +$136.3K +1.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$3.5M −29.8K shares |
SOFI WEALTH, LLC RIA/Wealth | −$2.6M −20.3K shares |
 Marshall Wace LLP Institution | −$499.2K −4.2K shares |
Teamwork Financial Advisors, LLC RIA/Wealth | −$304.5K −2.4K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$297.1K −2.3K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$247.1K −1.9K shares |
 UBS Group AG Institution | −$28.4K −240.0 shares |
C CI Private Wealth, LLC RIA/Wealth | −$5.3K −41.0 shares |
Q Qube Research & Technologies Ltd Institution | −$1.7K −13.0 shares |
 Farther Finance Advisors, LLC RIA/Wealth | −$1.3K −11.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SFY in Q3 2025
- New Positions
- 4
- New Value
- $293.0K
- Exited Positions
- 5
- Exited Value
- $4.0M
New Positions
| Institution | Position Value |
|---|---|
Goss Wealth Management LLC RIA/Wealth | $276.9K 2.1K shares |
 Triumph Capital Management RIA/Wealth | $12.9K 100.0 shares |
 GHP Investment Advisors, Inc. RIA/Wealth | $3.1K 24.0 shares |
R Rialto Wealth Management, LLC RIA/Wealth | $130.0 1.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $3.5M 29.8K shares |
Marshall Wace LLP Institution | $499.2K 4.2K shares |
UBS Group AG Institution | $28.4K 240.0 shares |
Farther Finance Advisors, LLC RIA/Wealth | $1.3K 11.0 shares |
 SIGNATUREFD, LLC RIA/Wealth | $3.0 - shares |
Options Activity
Institutions with the largest Call and Put options positions in SFY as of Q3 2025
- Call Positions
- 1
- Call Value
- $426.3K
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $426.3K 33.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SFY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
SOFI WEALTH, LLC RIA/Wealth | 12.57% $224.0M |
Nova Wealth Management, Inc. RIA/Wealth | 1.26% $1.8M |
Teamwork Financial Advisors, LLC RIA/Wealth | 0.32% $2.9M |
C Centric Wealth Management RIA/Wealth | 0.28% $1.2M |
P Pathway Financial Advisers, LLC RIA/Wealth | 0.18% $627.4K |
Advisors Capital Management, LLC RIA/Wealth | 0.18% $14.3M |
Concurrent Investment Advisors, LLC RIA/Wealth | 0.08% $4.9M |
 LJI Wealth Management, LLC RIA/Wealth | 0.05% $296.5K |
 CAHABA WEALTH MANAGEMENT, INC. RIA/Wealth | 0.03% $373.4K |
 Joel Isaacson & Co., LLC RIA/Wealth | 0.02% $538.1K |
Hedge Fund Spotlight
Discover hedge funds investing in SFY
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in SoFi Select 500
- Market Value
- $4.2M
- Shares Held
- 32.3K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
