SFY — SOFI SELECT 500 ETF
As of Q2 2026, 8 SEC-registered investment managers reported holding SFY (SOFI SELECT 500 ETF) in their latest 13F filings, with a combined reported value of $7.27M across 48.87K shares. That is -57.6% by share count (-66.35K shares) versus the previous quarter, while reported value moved -49.4%. Ownership is concentrated: the five largest holders account for 99.1% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 30.34K | $4.52M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 7.62K | $1.13M | 0.00% | Add |
| Citadel Advisors history | 7.03K | $1.05M | 0.00% | Reduce |
| Morgan Stanley history | 2.04K | $304.17K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.40K | $205.97K | 0.00% | New |
| BlackRock Inc history | 268 | $39.85K | 0.00% | Add |
| Franklin Resources history | 120 | $17.86K | 0.00% | Hold |
| Wells Fargo & Co history | 46 | $6.79K | 0.00% | Reduce |
Q1 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 69.95K | $8.73M | 0.00% | New |
| Citadel Advisors history | 37.89K | $4.73M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.01K | $500.39K | 0.00% | Reduce |
| UBS Group AG history | 1.74K | $216.81K | 0.00% | New |
| Morgan Stanley history | 1.24K | $155.22K | 0.00% | Reduce |
| BlackRock Inc history | 155 | $19.31K | 0.00% | Add |
| Franklin Resources history | 120 | $14.98K | 0.00% | New |
| Wells Fargo & Co history | 109 | $13.56K | 0.00% | Reduce |
Q4 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 21.53K | $2.84M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.78K | $632.24K | 0.00% | Reduce |
| Morgan Stanley history | 1.48K | $195.98K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 340 | $44.93K | 0.00% | Reduce |
| Bank of America Corp history | 162 | $21.41K | 0.00% | Add |
| BlackRock Inc history | 154 | $20.35K | 0.00% | New |
| Wells Fargo & Co history | 110 | $14.48K | 0.00% | Add |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 35.63K | $4.60M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.92K | $635.65K | 0.00% | Add |
| JPMorgan Chase & Co history | 3.70K | $478.00K | 0.00% | New |
| Goldman Sachs Group history | 2.13K | $275.05K | 0.00% | New |
| Morgan Stanley history | 1.61K | $208.06K | 0.00% | Add |
| Bank of America Corp history | 85 | $10.98K | 0.00% | Reduce |
| Wells Fargo & Co history | 84 | $10.89K | 0.00% | Add |
Q2 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Two Sigma Investments history | 29.80K | $3.52M | 0.01% | New |
| Citadel Advisors history | 20.75K | $2.45M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.64K | $548.43K | 0.00% | Add |
| Marshall Wace history | 4.23K | $499.22K | 0.00% | New |
| Bank of America Corp history | 2.42K | $286.11K | 0.00% | Reduce |
| Morgan Stanley history | 1.51K | $178.96K | 0.00% | Hold |
| UBS Group AG history | 240 | $28.35K | 0.00% | Reduce |
| Wells Fargo & Co history | 75 | $8.83K | 0.00% | Add |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 13.74K | $1.40M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.47K | $456.00K | 0.00% | Add |
| UBS Group AG history | 4.35K | $442.94K | 0.00% | New |
| Citadel Advisors history | 3.03K | $308.51K | 0.00% | Reduce |
| Morgan Stanley history | 1.51K | $154.05K | 0.00% | Reduce |
| Wells Fargo & Co history | 74 | $7.56K | 0.00% | Add |
| PNC Financial Services history | 62 | $6.35K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.40K sh · $205.97K
Fully Exited (vs previous quarter)
- UBS Group AG sold 1.74K sh · $216.81K
Fund Position History — shares by quarter (top 13 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 30.34K | 69.95K | — | 2.13K | — | — | — |
| Fidelity Management & Research (FMR) | 7.62K | 4.01K | 4.78K | 4.92K | 4.64K | 4.47K | 4.10K |
| Citadel Advisors | 7.03K | 37.89K | 21.53K | 35.63K | 20.75K | 3.03K | 15.34K |
| Morgan Stanley | 2.04K | 1.24K | 1.48K | 1.61K | 1.51K | 1.51K | 1.57K |
| JPMorgan Chase & Co | 1.40K | — | 340 | 3.70K | — | — | — |
| BlackRock Inc | 268 | 155 | 154 | — | — | — | — |
| Franklin Resources | 120 | 120 | — | — | — | — | — |
| Wells Fargo & Co | 46 | 109 | 110 | 84 | 75 | 74 | 1 |
| Bank of America Corp | — | — | 162 | 85 | 2.42K | 13.74K | 151 |
| UBS Group AG | — | 1.74K | — | — | 240 | 4.35K | — |
| Two Sigma Investments | — | — | — | — | 29.80K | — | — |
| Marshall Wace | — | — | — | — | 4.23K | — | — |
| PNC Financial Services | — | — | — | — | — | 62 | 62 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details