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SoFi Technologies, Inc.

Institutional holders · 13F as of Dec 31, 2025

1,009 holders

HolderValueShares% of shares
WEST MICHIGAN ADVISORS, LLC$457.3K17,4660.00%
Bensler, LLC$456.8K17,4500.00%
R Squared Ltd$455.6K17,4020.00%
Krilogy Financial LLC$455.5K17,6560.00%
Pinnacle Financial Partners, Inc.$454.7K17,3690.00%
DECISION INVESTMENTS, INC$451.3K17,2400.00%
Karras Company, Inc.$448.0K17,1110.00%
Mirae Asset Global Investments Co., Ltd.$447.8K17,1030.00%
VERUS CAPITAL PARTNERS, LLC$444.0K16,9580.00%
Siemens Fonds Invest GmbH$443.8K16,7100.00%
EntryPoint Capital, LLC$438.7K16,7570.00%
Stratos Wealth Advisors, LLC$434.3K16,5900.00%
Gladstone Institutional Advisory LLC$432.0K16,5000.00%
Volterra Technologies LP$431.2K16,4710.00%
Newbridge Financial Services Group, Inc.$428.7K16,3750.00%
Gotham Asset Management, LLC$427.3K16,3200.00%
TRUEFG, LLC$426.7K16,3000.00%
Patriot Financial Group Insurance Agency, LLC$420.6K16,0660.00%
B. Riley Wealth Advisors, Inc.$420.3K16,0550.00%
Ranch Capital Advisors Inc.$420.1K16,0450.00%
Freestone Grove Partners LP$418.6K15,9880.00%
TUCKER ASSET MANAGEMENT LLC$418.3K15,9770.00%
Sowell Financial Services LLC$415.6K15,8750.00%
NORTHWEST WEALTH MANAGEMENT, LLC$414.6K15,8360.00%
Avestar Capital, LLC$413.4K15,7910.00%
Fermata Advisors, LLC$411.3K15,7100.00%
Leonteq Securities AG$409.7K15,6480.00%
W.G. Shaheen & Associates DBA Whitney & Co$400.8K15,3100.00%
YOUSIF CAPITAL MANAGEMENT, LLC$400.4K15,7100.00%
Blue Line Capital, LLC / IL$398.3K15,2120.00%
Key Client Fiduciary Advisors, LLC$397.1K15,1680.00%
United Capital Management of KS, Inc.$396.0K15,1250.00%
IHT Wealth Management, LLC$394.2K15,0580.00%
M1 Capital Management LLC$394.0K15,0500.00%
Capital Investment Advisors, LLC$393.9K15,0440.00%
Lighthouse Investment Partners, LLC$392.3K14,9850.00%
COLDSTREAM CAPITAL MANAGEMENT INC$392.1K24,6930.00%
GREAT VALLEY ADVISOR GROUP, INC.$391.9K14,9710.00%
HIGHLAND CAPITAL MANAGEMENT, LLC$391.4K14,9490.00%
CARY STREET PARTNERS FINANCIAL LLC$389.6K14,8830.00%
Cooper Financial Group$388.7K14,8470.00%
Hobbs Group Advisors, LLC$386.8K14,7750.00%
Root Financial Partners, LLC$385.7K14,7330.00%
SMITH, MOORE & CO.$381.8K14,5820.00%
SCOTIA CAPITAL INC.$380.9K14,5500.00%
Redhawk Wealth Advisors, Inc.$379.9K14,5110.00%
Procyon Advisors, LLC$376.5K14,3830.00%
FAS Wealth Partners, Inc.$376.1K14,3650.00%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV$375.5K23,6450.00%
Trivium Point Advisory, LLC$372.9K14,2450.00%
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