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SoFi Technologies, Inc.

Institutional holders · 13F as of Dec 31, 2025

1,009 holders

HolderValueShares% of shares
Rooted Wealth Advisors, Inc.$241.0K11,6150.00%
Bramshill Investments, LLC$235.6K9,0000.00%
Bayesian Capital Management, LP$235.6K9,0000.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$234.8K8,9700.00%
Palacios Wealth Management, LLC$234.5K8,9570.00%
Integrity Wealth Solutions LLC$233.7K8,9260.00%
COMMERCE BANK$232.1K14,6130.00%
Strive Financial Group ,LLC$230.7K8,8110.00%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV$229.5K14,4520.00%
Aberdeen Group plc$228.5K8,7280.00%
INCEPTIONR LLC$227.9K8,7070.00%
XML Financial, LLC$224.5K8,5740.00%
Trellis Wealth Advisors LLC$222.5K8,5000.00%
Ballentine Partners, LLC$222.4K14,0070.00%
SouthState Bank Corp$221.9K8,4750.00%
Signature Equity Partners, LLC$219.9K8,4000.00%
Venture Visionary Partners LLC$219.7K8,3920.00%
Sunpointe, LLC$219.1K8,3700.00%
LAKE STREET PRIVATE WEALTH, LLC$219.1K8,3680.00%
HOWE & RUSLING INC$218.4K8,3410.00%
OLD NATIONAL BANCORP /IN$217.7K8,3160.00%
DLD Asset Management, LP$216.0K8,2510.00%
Redwood Wealth Management Group, LLC$216.0K8,2500.00%
Blueshift Asset Management, LLC$215.1K8,2160.00%
Claris Financial LLC$215.0K8,2110.00%
COMPASS CAPITAL CORP /MA/ /ADV$213.8K10,0000.00%
Quadcap Wealth Management, LLC$213.4K8,1530.00%
OMERS Administration Corporation$211.0K13,2850.00%
FOCUSED ALPHA, LLC$209.9K8,0190.00%
SCS Capital Management LLC$209.6K8,0080.00%
FUKOKU MUTUAL LIFE INSURANCE CO$209.6K8,0060.00%
CORSAIR CAPITAL MANAGEMENT, L.P.$209.5K8,0020.00%
Smith Salley Wealth Management$209.4K8,0000.00%
Bedell Frazier Investment Counselling, LLC$207.8K7,9360.00%
Nautilus Advisors LLC$207.2K7,9150.00%
TWINBEECH CAPITAL LP$206.0K7,8670.00%
AVAII WEALTH MANAGEMENT, LLC$204.6K7,8160.00%
SIH Partners, LLLP$203.2K7,7620.00%
GAM Holding AG$202.7K7,7430.00%
Global Financial Private Client, LLC$202.0K7,7160.00%
Chokshi & Queen Wealth Advisors, Inc$201.6K7,7000.00%
Tulsa Wealth Advisors, INC$201.1K7,6800.00%
QUADRANT CAPITAL GROUP LLC$200.8K7,6700.00%
IEQ CAPITAL, LLC$200.7K7,6670.00%
CogentBlue Wealth Advisors, LLC$200.2K7,6460.00%
Nemes Rush Group LLC$199.0K7,6010.00%
NBC SECURITIES, INC.$197.1K7,5270.00%
AdvisorNet Financial, Inc$188.8K7,2130.00%
WINTON GROUP Ltd$186.5K10,4000.00%
Evergreen Capital Management LLC$179.1K11,2810.00%
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