Companies / SoFi Technologies, Inc. / Institutional holders

SoFi Technologies, Inc.

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Stegent Equity Advisors, Inc.	$303.4K	11,589	0.00%
WBI INVESTMENTS, LLC	$301.3K	11,508	0.00%
Axim Planning & Wealth	$301.1K	11,500	0.00%
Gilliland Jeter Wealth Management LLC	$301.1K	11,500	0.00%
Rydar Equities, Inc.	$298.7K	11,409	0.00%
PRINCIPAL SECURITIES, INC.	$297.1K	18,709	0.00%
L2 Asset Management, LLC	$296.6K	11,329	0.00%
Focus Financial Network, Inc.	$296.3K	11,317	0.00%
Fortis Capital Management LLC	$294.8K	11,262	0.00%
AlphaCore Capital LLC	$293.1K	11,196	0.00%
INSIGNEO ADVISORY SERVICES, LLC	$291.8K	11,144	0.00%
Intrua Financial, LLC	$289.9K	11,072	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$289.6K	11,062	0.00%
Millennium Capital Advisors, LLC	$289.3K	11,050	0.00%
OpenArc Corporate Advisory, LLC	$288.0K	11,002	0.00%
MEITAV INVESTMENT HOUSE LTD	$288.0K	11,000	0.00%
Kingsview Wealth Management, LLC	$287.5K	10,982	0.00%
TRANSCEND CAPITAL ADVISORS, LLC	$287.3K	10,973	0.00%
GWN SECURITIES INC.	$285.9K	18,006	0.00%
Horizon Wealth Management, LLC	$285.4K	10,900	0.00%
GAMMA Investing LLC	$282.3K	10,784	0.00%
Steele Capital Management, Inc.	$281.4K	10,750	0.00%
Jacobi Capital Management LLC	$276.6K	10,565	0.00%
Parisi Gray Wealth Management	$276.1K	10,545	0.00%
Aldebaran Financial Inc.	$275.7K	17,360	0.00%
Main Street Financial Solutions, LLC	$274.7K	10,493	0.00%
Premier Path Wealth Partners, LLC	$273.9K	10,464	0.00%
PANORAMIC INVESTMENT ADVISORS, LLC	$273.6K	10,450	0.00%
NORDEN GROUP LLC	$271.0K	10,353	0.00%
Arax Advisory Partners	$268.9K	10,271	0.00%
Maridea Wealth Management LLC	$267.2K	10,207	0.00%
Larson Financial Group LLC	$266.6K	10,182	0.00%
Pallas Capital Advisors LLC	$266.2K	14,846	0.00%
Diligent Investors, LLC	$264.9K	10,120	0.00%
Trueblood Wealth Management, LLC	$264.2K	10,090	0.00%
HOURGLASS CAPITAL, LLC	$261.8K	10,000	0.00%
A&I FINANCIAL SERVICES, LLC	$261.8K	10,000	0.00%
HB Wealth Management, LLC	$261.8K	9,999	0.00%
ALBION FINANCIAL GROUP /UT	$260.7K	16,415	0.00%
Keystone Financial Services	$260.4K	9,945	0.00%
Tower Research Capital LLC (TRC)	$255.8K	9,771	0.00%
Wellington Management Group LLP	$254.5K	9,723	0.00%
Zullo Investment Group, Inc.	$254.3K	9,714	0.00%
EP Wealth Advisors, LLC	$254.1K	9,707	0.00%
OXFORD FINANCIAL GROUP, LTD. LLC	$254.1K	16,000	0.00%
Mirabella Financial Services LLP	$249.6K	9,534	0.00%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$249.4K	9,525	0.00%
Frank, Rimerman Advisors LLC	$248.3K	9,484	0.00%
Cassaday & Co Wealth Management LLC	$246.1K	9,400	0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	$244.0K	13,606	0.00%