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SoFi Technologies, Inc.

Institutional holders · 13F as of Dec 31, 2025

1,009 holders

HolderValueShares% of shares
SUSQUEHANNA ADVISORS GROUP, INC.$1.14M43,4920.00%
CreativeOne Wealth, LLC$1.13M43,0200.00%
PINNACLE ASSOCIATES LTD$1.12M42,8550.00%
Quantum Portfolio Management LLC$1.11M42,5020.00%
TD Waterhouse Canada Inc.$1.11M42,3260.00%
Independent Advisor Alliance$1.09M41,5850.00%
CIBC WORLD MARKETS CORP$1.09M41,5500.00%
Lakeshore Financial Planning, Inc.$1.09M41,4650.00%
GM Advisory Group, LLC$1.06M40,4260.00%
North Dakota State Investment Board$1.04M39,8770.00%
TEACHER RETIREMENT SYSTEM OF TEXAS$1.04M39,6210.00%
Advisory Services Network, LLC$1.04M39,5790.00%
PFG Investments, LLC$1.03M39,3730.00%
LEVEL FOUR ADVISORY SERVICES, LLC$1.03M39,3560.00%
CASTLEARK MANAGEMENT LLC$1.03M39,3500.00%
WCG Wealth Advisors LLC$1.03M39,2990.00%
The PNC Financial Services Group, Inc.$1.03M57,3360.00%
AlphaQuest LLC$1.02M38,9200.00%
MOSELEY INVESTMENT MANAGEMENT INC$1.01M38,5780.00%
SCHRODER INVESTMENT MANAGEMENT GROUP$1.01M63,5690.00%
RITHOLTZ WEALTH MANAGEMENT$1.01M38,5000.00%
ASR Vermogensbeheer N.V.$1.00M38,2060.00%
Fortis Capital Advisors, LLC$993.9K37,9640.00%
Financial Partners Group, Inc$993.3K43,5490.00%
NorthRock Partners, LLC$981.7K37,4980.00%
DAVENPORT & Co LLC$979.5K37,4140.00%
Sun Financial Inc$973.6K37,1870.00%
World Investment Advisors$963.8K36,8130.00%
Vise Technologies, Inc.$956.4K36,5300.00%
Farther Finance Advisors, LLC$954.1K36,4450.00%
McGuire Investment Group, LLC$941.2K35,9500.00%
Friedenthal Financial$925.6K35,3540.00%
Centiva Capital, LP$923.9K35,2920.00%
Encompass More Asset Management$920.4K35,1570.00%
Generation Capital Management LLC$917.5K35,0450.00%
Hunting Hill Global Capital, LLC$914.1K34,9160.00%
FOUNDATIONS INVESTMENT ADVISORS, LLC$914.0K34,9130.00%
CIBC Global Asset Managment Inc.$913.9K57,5630.00%
Clean Yield Group$906.2K34,6160.00%
COFG Advisors, LLC$906.2K34,6140.00%
MLP3, LLC$893.5K34,1300.00%
Longaeva Partners L.P.$893.3K34,1230.00%
Diversified Trust Co$883.4K33,7430.00%
Laurion Capital Management LP$875.4K55,1250.00%
Numerai GP LLC$857.5K32,7550.00%
Compound Planning, Inc.$850.3K32,4800.00%
UMB Bank, n.a.$849.5K32,4490.00%
HOWLAND CAPITAL MANAGEMENT LLC$847.2K53,3470.00%
SLT Holdings LLC$845.3K32,2870.00%
SeaCrest Wealth Management, LLC$843.9K31,2550.00%
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