Who owns SOFI SELECT 500 ETF?

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Analyze quarterly positions in Sofi Select 500 Etf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Sofi Select 500 Etf stock

Who bought or sold SOFI SELECT 500 ETF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Sofi Wealth 1.9M $288M 3% Sep 2026
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Advisors Capital Management 66k $9.8M 13% Jun 2026
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LPL Financial 35k $5.3M -4% Jun 2026
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Goldman Sachs Group 30k $4.5M -57% Jun 2026
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Nova Wealth Management 23k $3.4M 12% Jun 2026
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Susquehanna International 16k $2.4M 5% Jun 2026
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Flow Traders US 15k $2.2M 100% Jun 2026
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Mustico Financial Group 13k $9.6M 0% Jun 2026
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Wedbush Morgan Securities 12k $1.9M 0% Sep 2026
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Northwestern Mutual Wealth Management Company 12k $1.8M -6% Jun 2026
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Centric Wealth Management 9.0k $1.3M 0% Jun 2026
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FMR 7.6k $1.1M 90% Jun 2026
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Citadel Advisors 7.0k $1.0M -81% Jun 2026
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Pathway Financial Advisers 7.0k $1.1M 9% Sep 2026
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Bawa N Mallick Trust 6.6k $989k 0% Jun 2026
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ZEGA Investments 6.5k $970k 2% Jun 2026
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Raymond James Financial 5.1k $760k 34% Jun 2026
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Ieq Capital 4.4k $662k 100% Jun 2026
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Joel Isaacson & Co 4.2k $620k 0% Jun 2026
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Concurrent Investment Advisors 3.7k $569k -23% Sep 2026
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Cetera Investment Advisers 3.3k $486k 1% Jun 2026
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Cahaba Wealth Management 2.9k $448k 0% Sep 2026
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Teamwork Financial Advisors 2.5k $383k -86% Sep 2026
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LJI Wealth Management 2.3k $353k 0% Sep 2026
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Goss Wealth Management 2.2k $321k 1% Jun 2026
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Vanguard Advisers 1.9k $283k 49% Jun 2026
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Quantinno Capital Management 1.8k $266k 100% Jun 2026
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Facet Wealth 1.7k $256k 100% Jun 2026
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Financial Engines Advisors L.L.C 1.5k $230k -6% Jun 2026
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Creative Planning 1.5k $224k -18% Jun 2026
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Range Advisory 1.5k $221k 100% Jun 2026
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Revolve Wealth Partners 1.5k $224k 0% Sep 2026
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Jpmorgan Chase & Co 1.4k $206k 100% Jun 2026
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Tower Research Capital 1.2k $181k -67% Jun 2026
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Keating Financial Advisory Services 1.1k $156k 0% Jun 2026
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Advisors Preferred 695.00 $102k 100% Jun 2026
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Assetmark 648.00 $100k 0% Sep 2026
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Farther Finance Advisors 470.00 $72k -16% Sep 2026
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Parallel Advisors 435.00 $65k 0% Jun 2026
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Advisor Group Holdings 434.00 $65k 7% Jun 2026
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Huntington National Bank 400.00 $60k 0% Jun 2026
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AE Wealth Management 330.00 $49k 0% Jun 2026
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Balance Wealth 278.00 $43k 100% Sep 2026
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BlackRock 268.00 $40k 73% Jun 2026
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Archer Investment Corp 178.00 $27k 20% Jun 2026
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Royal Bank of Canada 172.00 $26k -98% Jun 2026
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Pension & Wealth Management Advisors 170.00 $26k 1% Sep 2026
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Concord Wealth Partners 169.00 $25k 100% Jun 2026
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Franklin Resources 120.00 $18k 0% Jun 2026
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Triumph Capital Management 100.00 $15k 0% Sep 2026
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IFP Advisors 57.00 $8.8k 0% Sep 2026
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BFSG 53.00 $8.1k 100% Sep 2026
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Wells Fargo & Company 46.00 $6.8k -58% Jun 2026
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Abound Wealth Management 41.00 $6.3k 0% Sep 2026
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Rockefeller Capital Management 40.00 $6.0k 0% Jun 2026
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Geneos Wealth Management 38.00 $5.7k 0% Jun 2026
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GHP Investment Advisors 24.00 $3.7k 0% Sep 2026
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Steward Partners Investment Advisory 20.00 $3.0k 100% Jun 2026
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Harbour Investments 20.00 $3.0k 100% Jun 2026
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Smartleaf Asset Management 13.00 $1.9k 0% Jun 2026
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American Capital Advisory 10.00 $1.5k 67% Sep 2026
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Root Financial Partners 4.00 $615.000000 100% Sep 2026
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Rialto Wealth Management 1.00 $149.000000 0% Jun 2026
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Action Point Financial Planning 1.00 $149.000000 100% Jun 2026
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Who sold out of Sofi Select 500 Etf?

Fund or Company Name Date Sold Shares Held Valued At
Gts Securities Mar 2026 7.9k $991k
Hrt Financial Mar 2026 2.6k $324k
CI Private Wealth Mar 2026 1.8k $228k
UBS Group Mar 2026 1.7k $217k
Russell Investments Mar 2026 633.00 $79k
Hanson McClain Advisors Mar 2026 110.00 $14k