Public ownership evidence

SoFi Select 500 ETF (SFY) Ownership Disclosures

Read SFY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

SoFi Select 500 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Archer Investment Corp
Report period
2026-06-30
Available
2026-08-20
Reported shares
178
Value (USD)
$26,499
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001162044-26-000700
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SFY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SFY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Archer Investment Corp2026-06-302026-08-20178$26,499None
Bawa N Mallick Trust2026-06-302026-08-156,640$988,524None
OSAIC HOLDINGS, INC.2026-06-302026-08-15434$64,606None
FLOW TRADERS U.S. LLC2026-06-302026-08-1515,002$2,233,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1515,800$2,352,146None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151$149None
Financial Engines Advisors L.L.C.2026-06-302026-08-151,544$229,799None
ROYAL BANK OF CANADA2026-06-302026-08-15172$26,000None
CITADEL ADVISORS LLC2026-06-302026-08-157,031$1,046,705None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1530,338$4,516,418None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-153,243$482,785None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,864$277,494None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152$235None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1544$6,550None
Quantinno Capital Management LP2026-06-302026-08-141,789$266,328None
Rockefeller Capital Management L.P.2026-06-302026-08-1440$5,955None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1420$2,977None
Creative Planning2026-06-302026-08-141,502$223,627None
VANGUARD ADVISERS INC2026-06-302026-08-141,898$282,555None
MORGAN STANLEY2026-06-302026-08-141,709$254,419None
MORGAN STANLEY2026-06-302026-08-14331$49,359None
MORGAN STANLEY2026-06-302026-08-142$389None
FMR LLC2026-06-302026-08-147,619$1,134,208None
HUNTINGTON NATIONAL BANK2026-06-302026-08-14400$59,548None
FRANKLIN RESOURCES INC2026-06-302026-08-14120$17,864None
Smartleaf Asset Management LLC2026-06-302026-08-1313$1,911None
Integrated Wealth Concepts LLC2026-06-302026-08-13284$42,280None
Cetera Investment Advisers2026-06-302026-08-133,265$486,107None
NewEdge Advisors, LLC2026-06-302026-08-132,158$321,271None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1312,193$1,815,172None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1320$2,977None
JPMORGAN CHASE & CO2026-06-302026-08-131,395$205,093None
JPMORGAN CHASE & CO2026-06-302026-08-136$882None
Keating Financial Advisory Services, Inc.2026-06-302026-08-121,050$156,314None
Advisors Capital Management, LLC2026-06-302026-08-1265,564$9,760,604None
Rialto Wealth Management, LLC2026-06-302026-08-121$149None
IEQ CAPITAL, LLC2026-06-302026-08-124,448$662,167None
Advisors Preferred, LLC2026-06-302026-08-12695$102,047None
Tower Research Capital LLC (TRC)2026-06-302026-08-121,214$180,728None
MUSTICO FINANCIAL GROUP, INC.2026-06-302026-08-1212,945$9,565,739None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12317$47,192None
SOFI WEALTH, LLC2026-06-302026-08-111,826,226$271,870,307None
PENSION & WEALTH MANAGEMENT ADVISORS, INC.2026-06-302026-08-08169$25,245None
PENSION & WEALTH MANAGEMENT ADVISORS, INC.2026-03-312026-08-08169$21,167None
PENSION & WEALTH MANAGEMENT ADVISORS, INC.2025-12-312026-08-08126$16,652None
BlackRock, Inc.2026-06-302026-08-08268$39,854None
LPL Financial LLC2026-06-302026-08-0835,330$5,259,577None
Geneos Wealth Management Inc.2026-06-302026-08-0738$5,657None
Centric Wealth Management2026-06-302026-08-078,988$1,264,302None
Parallel Advisors, LLC2026-06-302026-08-06435$64,819None

90-day public filing window, up to 50 source positions.

Archer Investment Corp ↗Bawa N Mallick Trust ↗OSAIC HOLDINGS, INC. ↗FLOW TRADERS U.S. LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗FIDUCIARY FINANCIAL ADVISORS ↗Financial Engines Advisors L.L.C. ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗GOLDMAN SACHS GROUP INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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