Companies / SoFi Technologies, Inc. / Institutional holders

SoFi Technologies, Inc.

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC	$1.66M	63,300	0.00%
Arkadios Wealth Advisors	$1.64M	62,783	0.00%
POLEN CAPITAL MANAGEMENT LLC	$1.64M	103,345	0.01%
Belpointe Asset Management LLC	$1.63M	62,411	0.00%
Eurizon Capital SGR S.p.A.	$1.62M	61,916	0.00%
Nicholas Wealth, LLC.	$1.62M	61,895	0.00%
Merit Financial Group, LLC	$1.61M	61,581	0.00%
Clarus Wealth Advisors	$1.61M	59,279	0.00%
Maryland State Retirement & Pension System	$1.60M	60,942	0.00%
Viewpoint Capital Management LLC	$1.59M	60,817	0.00%
VestGen Advisors, LLC	$1.58M	60,471	0.00%
NWAM LLC	$1.57M	60,709	0.00%
CIBC Private Wealth Group LLC	$1.56M	59,545	0.00%
Baker Chad R	$1.55M	58,545	0.00%
Hudock, Inc.	$1.54M	58,652	0.00%
Global Retirement Partners, LLC	$1.54M	58,648	0.00%
Dai-ichi Life Insurance Company, Ltd	$1.52M	58,116	0.00%
MACKENZIE FINANCIAL CORP	$1.51M	57,073	0.00%
M&T BANK CORP	$1.50M	57,340	0.00%
Marathon Trading Investment Management LLC	$1.49M	56,964	0.00%
Regal Partners Ltd	$1.49M	56,917	0.00%
VOYA INVESTMENT MANAGEMENT LLC	$1.47M	92,513	0.01%
Brookstone Capital Management	$1.47M	55,964	0.00%
Advanced Portfolio Management, LLC	$1.44M	55,000	0.00%
Neuberger Berman Group LLC	$1.43M	54,693	0.00%
San Luis Wealth Advisors LLC	$1.43M	54,668	0.00%
Sigma Planning Corp	$1.43M	79,778	0.01%
JANUS HENDERSON GROUP PLC	$1.42M	89,200	0.01%
Jaffetilchin Investment Partners, LLC	$1.39M	53,187	0.00%
MEANS INVESTMENT CO., INC.	$1.36M	52,108	0.00%
Rakuten Investment Management, Inc.	$1.36M	50,726	0.00%
ABN AMRO INVESTMENT SOLUTIONS	$1.35M	51,671	0.00%
Keystone Financial Services, LLC	$1.35M	51,601	0.00%
Caption Management, LLC	$1.35M	51,500	0.00%
Legacy Capital Group California, Inc.	$1.35M	51,460	0.00%
STANSBERRY ASSET MANAGEMENT, LLC	$1.33M	50,691	0.00%
AG2R LA MONDIALE GESTION D'ACTIFS	$1.32M	50,255	0.00%
Orion Porfolio Solutions, LLC	$1.31M	82,539	0.01%
DIKER MANAGEMENT LLC	$1.31M	50,000	0.00%
AlphaStar Capital Management, LLC	$1.29M	49,431	0.00%
Owen LaRue, LLC	$1.29M	49,340	0.00%
Sequoia Financial Advisors, LLC	$1.29M	49,222	0.00%
RHL GROUP, LLC	$1.28M	49,062	0.00%
ROYAL LONDON ASSET MANAGEMENT LTD	$1.26M	48,069	0.00%
Pathway Financial Advisers, LLC	$1.25M	47,848	0.00%
XTX Topco Ltd	$1.25M	47,804	0.00%
Atria Investments, Inc	$1.22M	46,454	0.00%
River Street Advisors LLC	$1.21M	46,064	0.00%
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.21M	45,432	0.00%
PINKERTON WEALTH, LLC	$1.19M	45,300	0.00%