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SoFi Technologies, Inc.

Institutional holders · 13F as of Dec 31, 2025

1,009 holders

HolderValueShares% of shares
DRW Securities, LLC$372.0K14,2110.00%
Dynasty Wealth Management, LLC$372.0K14,2090.00%
Graham Capital Management, L.P.$363.8K13,8950.00%
Petros Family Wealth, LLC$360.2K13,7570.00%
Worth Financial Advisory Group, LLC$358.8K13,7050.00%
Nikulski Financial, Inc.$358.2K13,6810.00%
Perpetual Ltd$356.2K13,6070.00%
KEYBANK NATIONAL ASSOCIATION/OH$355.9K22,4100.00%
Plum Street Advisors, LLC$355.4K13,5770.00%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$353.9K13,5170.00%
CITIZENS FINANCIAL GROUP INC/RI$350.8K19,5670.00%
FOUNDERS FINANCIAL SECURITIES LLC$349.4K21,4770.00%
Parallel Advisors, LLC$349.1K13,3340.00%
David J Yvars Group$348.2K13,3000.00%
Prime Capital Investment Advisors, LLC$346.5K13,2370.00%
U.S. Capital Wealth Advisors, LLC$345.3K13,1900.00%
Ausdal Financial Partners, Inc.$345.3K13,1890.00%
Yeomans Consulting Group, Inc.$344.9K13,1750.00%
PURSUE WEALTH PARTNERS LLC$341.0K13,0200.00%
Calamos Advisors LLC$338.9K21,3390.00%
Envestnet Portfolio Solutions, Inc.$332.8K12,7110.00%
BROWN ADVISORY INC$332.6K12,7060.00%
Allspring Global Investments Holdings, LLC$330.5K12,0360.00%
Visionary Wealth Advisors$328.9K12,5620.00%
SteelPeak Wealth, LLC$324.1K12,3810.00%
NewEdge Wealth, LLC$323.6K12,3620.00%
Polymer Capital Management (US) LLC$322.5K12,3200.00%
MCCARTER PRIVATE WEALTH SERVICES LLC$321.4K12,2760.00%
Ashton Thomas Private Wealth, LLC$321.2K12,2700.00%
Hilltop Holdings Inc.$321.2K12,2690.00%
Metis Global Partners, LLC$321.1K12,2640.00%
Prostatis Group LLC$321.0K12,2610.00%
INTEGRITY ALLIANCE, LLC.$320.1K20,1600.00%
Garden State Investment Advisory Services LLC$319.6K12,2060.00%
Rathbones Group PLC$319.1K20,0960.00%
Future Financial Wealth Managment LLC$318.6K12,5000.00%
True Vision MN LLC$317.7K12,1360.00%
SUMMIT WEALTH GROUP LLC / CO$317.7K3,8250.00%
Wealthcare Advisory Partners LLC$315.5K12,0500.00%
CIBC WORLD MARKET INC.$315.0K12,0310.00%
Rosenberg Matthew Hamilton$314.8K12,0260.00%
Pure Financial Advisors, LLC$314.5K12,0130.00%
Apollon Wealth Management, LLC$313.7K11,9820.00%
SIGNATUREFD, LLC$313.3K11,9680.00%
GLENMEDE TRUST CO NA$312.6K11,9400.00%
PRIVATE TRUST CO NA$311.8K19,6340.00%
Prasad Wealth Partners, LLC$310.8K11,8720.00%
White Wing Wealth Management$310.8K11,8700.00%
PKS Advisory Services, LLC$308.9K11,8000.00%
SageView Advisory Group, LLC$308.5K11,7840.00%
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