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SoFi Technologies, Inc.

Institutional holders · 13F as of Dec 31, 2025

1,009 holders

HolderValueShares% of shares
ZEGA Investments, LLC$843.7K32,2260.00%
Callan Family Office, LLC$843.0K32,2020.00%
MONETTA FINANCIAL SERVICES INC$837.8K32,0000.00%
Valeo Financial Advisors, LLC$837.1K31,9760.00%
Capital Advantage, Inc.$836.0K31,9310.00%
Eddie Patel Inc$818.9K31,2780.00%
Aptus Capital Advisors, LLC$816.0K31,1680.00%
Catalyst Funds Management Pty Ltd$815.4K31,1450.00%
VICTORY FINANCIAL GROUP, LLC$813.7K31,0810.00%
TWIN CAPITAL MANAGEMENT INC$812.7K31,0430.00%
Vident Advisory, LLC$810.8K30,9720.00%
Steward Partners Investment Advisory, LLC$809.1K30,9050.00%
PRUDENTIAL FINANCIAL INC$790.6K49,7860.00%
9823 Capital, L.P.$786.0K30,0220.00%
E. Ohman J:or Asset Management AB$776.9K29,6770.00%
Macquarie Group Limited$772.2K29,4950.00%
Realta Investment Advisors$766.9K29,2920.00%
Lombard Odier Asset Management (Switzerland) SA$761.8K29,1000.00%
MAI Capital Management$761.1K47,9300.00%
Concorde Asset Management, LLC$754.5K28,8200.00%
Avanza Fonder AB$748.4K28,5860.00%
Mayflower Financial Advisors, LLC$747.4K28,5490.00%
Perigon Wealth Management, LLC$746.0K41,6040.00%
Wedmont Private Capital$743.7K27,5430.00%
FLORIDA FINANCIAL ADVISORS, LLC$741.5K28,3690.00%
Forum Financial Management, LP$741.5K28,3240.00%
FLOYD FINANCIAL GROUP LLC$741.4K38,9820.00%
RPG Investment Advisory, LLC$739.6K28,2500.00%
KENNEDY INVESTMENT GROUP$733.0K28,0000.00%
SHERMAN PORFOLIOS, LLC$731.0K27,9230.00%
MetLife Investment Management, LLC$729.5K27,8630.00%
Pine Valley Investments Ltd Liability Co$727.1K27,7750.00%
COMERICA BANK$712.5K27,2150.00%
MGO ONE SEVEN LLC$698.4K26,6760.00%
Archford Capital Strategies, LLC$691.2K26,4020.00%
Index Technologies Group LLC$683.8K26,1200.00%
Weiss Asset Management LP$683.3K43,0270.00%
Freestone Capital Holdings, LLC$682.3K26,0630.00%
Beacon Pointe Advisors, LLC$679.6K25,9570.00%
Legend Capital Advisors LLC$678.7K25,9250.00%
KLCM Advisors, Inc.$651.3K41,0110.00%
Traynor Capital Management, Inc.$646.7K24,7030.00%
Robeco Institutional Asset Management B.V.$640.2K24,4550.00%
FIRST NATIONAL TRUST CO$616.6K38,8260.00%
MANCHESTER FINANCIAL INC$611.9K23,3710.00%
Focus Partners Advisor Solutions, LLC$611.7K23,3660.00%
Integrated Wealth Concepts LLC$611.5K23,3590.00%
OVERSEA-CHINESE BANKING Corp Ltd$608.7K39,9650.00%
CAPITAL ADVISORS INC/OK$597.2K22,8130.00%
CHOREO, LLC$596.1K22,4420.00%
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