Filing Research | SOFI - SOFI TECHNOLOGIES INC Institutional Holdings

Snapshot holdings

50 / 249 loaded

#		Instrument	quantity
1	DAVENPORT & Co LLC	Shares	2.8MSH	$50.0M
2	MIZUHO MARKETS AMERICAS LLC	Shares	1.3MSH	$22.4M
3	SBI Securities Co., Ltd.	Shares	923.1KSH	$16.6M
4	SIERRA SUMMIT ADVISORS LLC	Shares	895.3KSH	$16.1M
5	Police & Firemen's Retirement System of New Jersey	Shares	568.7KSH	$10.2M
6	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	501.0KSH	$9.0M
7	Covenant Asset Management, LLC	Shares	433.1KSH	$7.8M
8	ANDERSON HOAGLAND & CO	Shares	370.1KSH	$6.6M
9	MIZUHO MARKETS AMERICAS LLC	CALL	1.3MSH	$6.3M
10	Sava Infond d.o.o.	Shares	324.1KSH	$5.8M
11	D.A. DAVIDSON & CO.	Shares	297.7KSH	$5.3M
12	IFM Investors Pty Ltd	Shares	286.0KSH	$5.1M
13	Well Done, LLC	Shares	285.9KSH	$5.1M
14	Xcel Wealth Management, LLC	Shares	269.7KSH	$4.8M
15	Parkside Investments, LLC	Shares	268.4KSH	$4.8M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	254.1KSH	$4.8M
17	GATEWAY INVESTMENT ADVISERS LLC	Shares	259.8KSH	$4.7M
18	Sullivan Wood Capital Management LLC	Shares	250.4KSH	$4.5M
19	Teamwork Financial Advisors, LLC	Shares	249.5KSH	$4.5M
20	Consolidated Investment Group LLC	Shares	248.5KSH	$4.5M
21	OLD SECOND NATIONAL BANK OF AURORA	Shares	240.9KSH	$4.3M
22	RFG Advisory, LLC	Shares	224.9KSH	$4.0M
23	MFG WEALTH MANAGEMENT, INC.	Shares	191.0KSH	$3.4M
24	Fiduciary Alliance LLC	Shares	191.0KSH	$3.4M
25	Swedbank AB	Shares	163.0KSH	$2.9M
26	Triumph Capital Management	Shares	155.5KSH	$2.8M
27	Taylor Frigon Capital Management LLC	Shares	155.3KSH	$2.8M
28	QRG CAPITAL MANAGEMENT, INC.	Shares	154.4KSH	$2.8M
29	MIZUHO MARKETS AMERICAS LLC	PUT	1.3MSH	$2.8M
30	BURNEY CO/	Shares	143.4KSH	$2.6M
31	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	133.7KSH	$2.4M
32	Alliance Wealth Advisors, LLC /UT	Shares	122.4KSH	$2.2M
33	Baker Chad R	Shares	121.4KSH	$2.2M
34	Capital Advisors Wealth Management, LLC	Shares	113.2KSH	$2.0M
35	Annex Advisory Services, LLC	Shares	109.5KSH	$2.0M
36	Fortis Group Advisors, LLC	Shares	108.8KSH	$2.0M
37	River Street Advisors LLC	Shares	107.7KSH	$1.9M
38	PensionDanmark Pensionsforsikringsaktieselskab	Shares	105.8KSH	$1.9M
39	FIRETHORN WEALTH PARTNERS, LLC	Shares	101.0KSH	$1.8M
40	Ameliora Wealth Management Ltd.	Shares	100.0KSH	$1.8M
41	IFP Advisors, Inc	Shares	96.7KSH	$1.7M
42	Prospera Financial Services Inc	Shares	96.2KSH	$1.7M
43	Composition Wealth, LLC	Shares	96.0KSH	$1.7M
44	Slow Capital, Inc.	Shares	92.6KSH	$1.7M
45	INDEPENDENT FINANCIAL GROUP, LLC	Shares	81.1KSH	$1.5M
46	Lakeshore Financial Planning, Inc.	Shares	78.4KSH	$1.4M
47	Spire Wealth Management	Shares	77.2KSH	$1.4M
48	NWAM LLC	Shares	76.6KSH	$1.4M
49	ABN AMRO INVESTMENT SOLUTIONS	Shares	73.6KSH	$1.3M
50	Nicholas Wealth, LLC.	Shares	71.8KSH	$1.3M

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Manager changes2026-06-30 vs 2026-03-31

50 / 276 loaded

#		Instrument
1	DAVENPORT & Co LLC added	Shares	+2.7M	+$49.2M	$50.0M
2	SIERRA SUMMIT ADVISORS LLC new	Shares	+895.3K	+$16.1M	$16.1M
3	Covenant Asset Management, LLC new	Shares	+433.1K	+$7.8M	$7.8M
4	Sava Infond d.o.o. added	Shares	+225.1K	+$4.2M	$5.8M
5	BURNEY CO/ new	Shares	+143.4K	+$2.6M	$2.6M
6	Xcel Wealth Management, LLC added	Shares	+110.8K	+$2.3M	$4.8M
7	Annex Advisory Services, LLC new	Shares	+109.5K	+$2.0M	$2.0M
8	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+90.0K	+$2.0M	$4.7M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+47.5K	+$1.9M	$10.2M
10	MIZUHO MARKETS AMERICAS LLC trimmed	CALL	-247.6K	+$1.8M	$6.3M
11	OLD SECOND NATIONAL BANK OF AURORA added	Shares	+67.4K	+$1.6M	$4.3M
12	ANDERSON HOAGLAND & CO added	Shares	+34.7K	+$1.3M	$6.6M
13	Y-Intercept (Hong Kong) Ltd new	Shares	+70.5K	+$1.3M	$1.3M
14	Fideuram Asset Management (Ireland) dac new	Shares	+72.2K	+$1.3M	$1.3M
15	IFM Investors Pty Ltd added	Shares	+39.9K	+$1.2M	$5.1M
16	Sullivan Wood Capital Management LLC added	Shares	+38.8K	+$1.1M	$4.5M
17	Well Done, LLC added	Shares	+33.8K	+$1.1M	$5.1M
18	Teamwork Financial Advisors, LLC added	Shares	+36.7K	+$1.1M	$4.5M
19	D.A. DAVIDSON & CO. added	Shares	+29.8K	+$1.1M	$5.3M
20	Connective Portfolio Management, LLC new	Shares	+60.0K	+$1.1M	$1.1M
21	River Street Advisors LLC added	Shares	+51.9K	+$1.0M	$1.9M
22	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+56.7K	+$1.0M	$1.2M
23	RFG Advisory, LLC added	Shares	+29.1K	+$923.3K	$4.0M
24	Taylor Frigon Capital Management LLC added	Shares	+37.2K	+$909.6K	$2.8M
25	Fortis Group Advisors, LLC added	Shares	+33.5K	+$737.7K	$2.0M
26	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-24.1K	+$644.8K	$9.0M
27	EverSource Wealth Advisors, LLC added	Shares	+33.4K	+$608.6K	$678.3K
28	MFG WEALTH MANAGEMENT, INC. added	Shares	+11.9K	+$580.8K	$3.4M
29	Triumph Capital Management added	Shares	+15.5K	+$564.9K	$2.8M
30	Avidian Wealth Enterprises, LLC new	Shares	+29.4K	+$527.6K	$527.6K
31	Consolidated Investment Group LLC unchanged	Shares	0	+$509.4K	$4.5M
32	Nicholas Wealth, LLC. added	Shares	+22.0K	+$496.9K	$1.3M
33	Swedbank AB added	Shares	+9.5K	+$485.0K	$2.9M
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-16.8K	+$477.4K	$4.8M
35	QRG CAPITAL MANAGEMENT, INC. added	Shares	+8.4K	+$450.8K	$2.8M
36	Lewis Asset Management, LLC new	Shares	+23.0K	+$412.4K	$412.4K
37	NWAM LLC added	Shares	+15.1K	+$396.9K	$1.4M
38	Assenagon Asset Management S.A. new	Shares	+21.8K	+$391.5K	$391.5K
39	Parkside Investments, LLC trimmed	Shares	-10.5K	+$383.9K	$4.8M
40	Brookwood Investment Group LLC new	Shares	+21.2K	+$379.4K	$379.4K
41	BAKER TILLY WEALTH MANAGEMENT, LLC new	Shares	+20.3K	+$364.5K	$364.5K
42	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+11.9K	+$340.2K	$1.3M
43	Prospera Financial Services Inc added	Shares	+8.2K	+$327.4K	$1.7M
44	Interchange Capital Partners, LLC new	Shares	+17.9K	+$321.1K	$321.1K
45	FIDUCIARY FINANCIAL GROUP, LLC new	Shares	+17.6K	+$315.4K	$315.4K
46	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+5.6K	+$305.7K	$1.9M
47	BENJAMIN EDWARDS INC added	Shares	+13.8K	+$287.9K	$607.0K
48	CAISSE DES DEPOTS ET CONSIGNATIONS unchanged	Shares	0	+$274.0K	$2.4M
49	Capital Advisors Wealth Management, LLC added	Shares	+2.4K	+$269.6K	$2.0M
50	Tempus Wealth Planning, LLC new	Shares	+14.7K	+$263.5K	$263.5K

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