Companies / SoFi Technologies, Inc. / Institutional holders

SoFi Technologies, Inc.

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
IFC & Insurance Marketing, Inc.	$0	5	0.00%
Centerpoint Advisors, LLC	$1	25	0.00%
VALLEY NATIONAL ADVISERS INC	$1	43	0.00%
Coston, McIsaac & Partners	$2	89	0.00%
Roble, Belko & Company, Inc	$2	77	0.00%
PIN OAK INVESTMENT ADVISORS INC	$4	250	0.00%
HANTZ FINANCIAL SERVICES, INC.	$5	305	0.00%
Capital Analysts, LLC	$6	240	0.00%
Farmers & Merchants Trust Co of Chambersburg PA	$7	250	0.00%
Hanson & Doremus Investment Management	$10	600	0.00%
Phillip James Consulting Co.	$10	393	0.00%
Penserra Capital Management LLC	$11	450	0.00%
TSFG, LLC	$12	442	0.00%
Matrix Trust Co	$21	814	0.00%
BESSEMER GROUP INC	$22	1,351	0.00%
REAP Financial Group, LLC	$26	1	0.00%
HAZLETT, BURT & WATSON, INC.	$31	1,176	0.00%
DekaBank Deutsche Girozentrale	$38	5,166	0.00%
Capital Advisors, Ltd. LLC	$43	1,650	0.00%
TOBAM	$45	1,734	0.00%
CX Institutional	$48	1,819	0.00%
Covestor Ltd	$48	2,679	0.00%
Winthrop Capital Management, LLC	$48	1,842	0.00%
SWAN Capital LLC	$52	2	0.00%
Navalign, LLC	$52	2	0.00%
City State Bank	$52	2	0.00%
IMG Wealth Management, Inc.	$90	5	0.00%
VESTOR CAPITAL, LLC	$104	6,532	0.00%
BERKSHIRE CAPITAL HOLDINGS INC	$159	10	0.00%
Migdal Insurance & Financial Holdings Ltd	$186	7,000	0.00%
PARK AVENUE SECURITIES LLC	$204	12,822	0.00%
Wilkerson Advisory Group LLC	$209	8	0.00%
TRUST CO OF TOLEDO NA /OH	$222	14	0.00%
Byrne Asset Management LLC	$236	9	0.00%
WHITTIER TRUST CO OF NEVADA INC	$244	15	0.00%
NATIXIS ADVISORS, LLC	$270	10,309	0.00%
Davis Capital Management	$288	11	0.00%
CENTAURUS FINANCIAL, INC.	$292	11,146	0.00%
CIGNA INVESTMENTS INC /NEW	$299	11,440	0.00%
ADVISORS MANAGEMENT GROUP INC /ADV	$302	11,526	0.00%
Capital Markets Trading UK LLP	$344	13,142	0.00%
Avion Wealth	$372	14,237	0.00%
HARBOR CAPITAL ADVISORS, INC.	$400	22,283	0.00%
Fideuram Asset Management (Ireland) dac	$409	15	0.00%
Seneschal Advisors, LLC	$419	16	0.00%
Manchester Capital Management LLC	$461	29	0.00%
USAdvisors Wealth Management, LLC	$466	17,825	0.00%
iA Global Asset Management Inc.	$487	18,611	0.00%
Ring Mountain Capital, LLC	$512	19,591	0.00%
Cape Investment Advisory, Inc.	$524	20	0.00%