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|
|
This page summarizes the SOFI holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2025 period, comparing share count change from 9/30/2025 to 12/31/2025.
Share count is compared over these two periods to provide an indication of whether SOFI is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 9/30/2025
Share Count | 12/31/2025
Share Count | Change | % Change |
|---|
| 13F Filers Increasing SOFI Share Count |
|---|
| ORG Wealth Partners LLC |
5 |
452 |
+447 |
+8940.00% |
| Harvest Portfolios Group Inc. |
38,364 |
1,700,297 |
+1,661,933 |
+4332.01% |
| Quaker Wealth Management LLC |
42 |
1,195 |
+1,153 |
+2745.24% |
| Cornerstone Planning Group LLC |
27 |
632 |
+605 |
+2240.74% |
| Activest Wealth Management |
219 |
2,461 |
+2,242 |
+1023.74% |
| Center for Financial Planning Inc. |
100 |
925 |
+825 |
+825.00% |
| Ronald Blue Trust Inc. |
134 |
1,012 |
+878 |
+655.22% |
| KBC Group NV |
110,452 |
757,148 |
+646,696 |
+585.50% |
| Dogwood Wealth Management LLC |
35 |
231 |
+196 |
+560.00% |
| Teamwork Financial Advisors LLC |
73,772 |
460,120 |
+386,348 |
+523.71% |
| American Capital Advisory LLC |
233 |
1,297 |
+1,064 |
+456.65% |
| Stone House Investment Management LLC |
23 |
121 |
+98 |
+426.09% |
| ABN Amro Investment Solutions |
12,254 |
51,671 |
+39,417 |
+321.67% |
| Evergreen Capital Management LLC |
9,945 |
40,032 |
+30,087 |
+302.53% |
| Zurcher Kantonalbank Zurich Cantonalbank |
273,188 |
884,085 |
+610,897 |
+223.62% |
| Sound Income Strategies LLC |
200 |
600 |
+400 |
+200.00% |
| HFM Investment Advisors LLC |
69 |
189 |
+120 |
+173.91% |
| SG Americas Securities LLC |
345,002 |
902,392 |
+557,390 |
+161.56% |
| Sequoia Financial Advisors LLC |
19,062 |
49,222 |
+30,160 |
+158.22% |
| Kingswood Wealth Advisors LLC |
8,315 |
20,163 |
+11,848 |
+142.49% |
| HighTower Advisors LLC |
133,303 |
306,795 |
+173,492 |
+130.15% |
| Covenant Asset Management LLC |
81,700 |
179,902 |
+98,202 |
+120.20% |
| KLCM Advisors Inc. |
17,977 |
39,151 |
+21,174 |
+117.78% |
| TD Waterhouse Canada Inc. |
19,554 |
42,326 |
+22,772 |
+116.46% |
| High Note Wealth LLC |
14 |
30 |
+16 |
+114.29% |
| Brookstone Capital Management |
28,313 |
55,964 |
+27,651 |
+97.66% |
| Bogart Wealth LLC |
1,075 |
2,069 |
+994 |
+92.47% |
| Rathbone Brothers plc |
10,871 |
19,546 |
+8,675 |
+79.80% |
| Bay Harbor Wealth Management LLC |
54 |
96 |
+42 |
+77.78% |
| Benjamin Edwards Inc. |
12,163 |
20,975 |
+8,812 |
+72.45% |
| Assetmark Inc. |
1,273 |
2,044 |
+771 |
+60.57% |
| Farther Finance Advisors LLC |
23,169 |
36,445 |
+13,276 |
+57.30% |
| CX Institutional |
1,157 |
1,819 |
+662 |
+57.22% |
| Capital Investment Advisors LLC |
9,586 |
15,044 |
+5,458 |
+56.94% |
| Caisse Des Depots ET Consignations |
88,216 |
133,675 |
+45,459 |
+51.53% |
| JFS Wealth Advisors LLC |
476 |
718 |
+242 |
+50.84% |
| Oppenheimer & Co. Inc. |
170,564 |
256,296 |
+85,732 |
+50.26% |
| Roble Belko & Company Inc |
53 |
77 |
+24 |
+45.28% |
| Ring Mountain Capital LLC |
13,850 |
19,591 |
+5,741 |
+41.45% |
| SeaCrest Wealth Management LLC |
22,178 |
31,255 |
+9,077 |
+40.93% |
| D.A. Davidson & CO. |
159,543 |
219,166 |
+59,623 |
+37.37% |
| Intrua Financial LLC |
8,067 |
11,072 |
+3,005 |
+37.25% |
| Owen LaRue LLC |
36,090 |
49,340 |
+13,250 |
+36.71% |
| US Bancorp DE |
60,090 |
82,002 |
+21,912 |
+36.47% |
| Orion Capital Management LLC |
3,400 |
4,600 |
+1,200 |
+35.29% |
| Allspring Global Investments Holdings LLC |
8,897 |
12,036 |
+3,139 |
+35.28% |
| Nordea Investment Management AB |
97,821 |
132,202 |
+34,381 |
+35.15% |
| Meridian Wealth Management LLC |
98,267 |
132,084 |
+33,817 |
+34.41% |
| Ritholtz Wealth Management |
28,801 |
38,500 |
+9,699 |
+33.68% |
| CENTRAL TRUST Co |
300 |
400 |
+100 |
+33.33% |
| Fagan Associates Inc. |
69,929 |
93,084 |
+23,155 |
+33.11% |
| Whittier Trust Co. of Nevada Inc. |
511 |
678 |
+167 |
+32.68% |
| Dynamic Advisor Solutions LLC |
14,885 |
19,585 |
+4,700 |
+31.58% |
| ORG Partners LLC |
1,438 |
1,892 |
+454 |
+31.57% |
| Diversify Wealth Management LLC |
13,040 |
17,153 |
+4,113 |
+31.54% |
| GoalVest Advisory LLC |
260 |
340 |
+80 |
+30.77% |
| Independent Advisor Alliance |
32,133 |
41,585 |
+9,452 |
+29.42% |
| Focus Financial Network Inc. |
8,906 |
11,317 |
+2,411 |
+27.07% |
| Comerica Bank |
21,481 |
27,215 |
+5,734 |
+26.69% |
| Sava Infond d.o.o. |
85,050 |
107,550 |
+22,500 |
+26.46% |
| The PNC Financial Services Group Inc. |
61,742 |
77,505 |
+15,763 |
+25.53% |
| Sullivan Wood Capital Management LLC |
152,195 |
190,945 |
+38,750 |
+25.46% |
| Atria Investments LLC |
37,084 |
46,454 |
+9,370 |
+25.27% |
| North Star Investment Management Corp. |
500 |
624 |
+124 |
+24.80% |
| Robeco Institutional Asset Management B.V. |
19,630 |
24,455 |
+4,825 |
+24.58% |
| Apollon Wealth Management LLC |
9,648 |
11,982 |
+2,334 |
+24.19% |
| Capital Advisors Inc. OK |
18,457 |
22,813 |
+4,356 |
+23.60% |
| Abound Wealth Management |
860 |
1,060 |
+200 |
+23.26% |
| Hilltop National Bank |
1,976 |
2,432 |
+456 |
+23.08% |
| Qsemble Capital Management LP |
88,262 |
108,107 |
+19,845 |
+22.48% |
| Diligent Investors LLC |
8,270 |
10,120 |
+1,850 |
+22.37% |
| M&T Bank Corp |
46,957 |
57,340 |
+10,383 |
+22.11% |
| Yousif Capital Management LLC |
12,937 |
15,710 |
+2,773 |
+21.43% |
| Kestra Private Wealth Services LLC |
58,667 |
69,904 |
+11,237 |
+19.15% |
| Mizuho Markets Americas LLC |
2,775,033 |
3,304,230 |
+529,197 |
+19.07% |
| TD Private Client Wealth LLC |
1,599 |
1,902 |
+303 |
+18.95% |
| Prime Capital Investment Advisors LLC |
11,193 |
13,237 |
+2,044 |
+18.26% |
| West Michigan Advisors LLC |
14,803 |
17,466 |
+2,663 |
+17.99% |
| U.S. Capital Wealth Advisors LLC |
11,190 |
13,190 |
+2,000 |
+17.87% |
| Stratos Wealth Partners LTD. |
188,691 |
221,981 |
+33,290 |
+17.64% |
| Pictet Asset Management Holding SA |
430,971 |
506,478 |
+75,507 |
+17.52% |
| Pensionmark Financial Group LLC |
31,526 |
36,813 |
+5,287 |
+16.77% |
| Avion Wealth |
12,220 |
14,237 |
+2,017 |
+16.51% |
| Cedar Wealth Management LLC |
1,430 |
1,665 |
+235 |
+16.43% |
| Mirae Asset Global Investments Co. Ltd. |
14,704 |
17,103 |
+2,399 |
+16.32% |
| Toth Financial Advisory Corp |
5,350 |
6,150 |
+800 |
+14.95% |
| First Horizon National Corp |
2,711 |
3,116 |
+405 |
+14.94% |
| HighPoint Advisor Group LLC |
79,662 |
91,564 |
+11,902 |
+14.94% |
| Norden Group LLC |
9,011 |
10,353 |
+1,342 |
+14.89% |
| CoreCap Advisors LLC |
18,562 |
21,267 |
+2,705 |
+14.57% |
| Versant Capital Management Inc |
486 |
556 |
+70 |
+14.40% |
| Sowell Financial Services LLC |
13,881 |
15,875 |
+1,994 |
+14.36% |
| Wedmont Private Capital |
24,086 |
27,543 |
+3,457 |
+14.35% |
| Ashton Thomas Private Wealth LLC |
10,736 |
12,270 |
+1,534 |
+14.29% |
| Handelsbanken Fonder AB |
296,700 |
337,700 |
+41,000 |
+13.82% |
| Clarus Wealth Advisors |
52,544 |
59,279 |
+6,735 |
+12.82% |
| Reynders McVeigh Capital Management LLC |
480,458 |
541,880 |
+61,422 |
+12.78% |
| GAMMA Investing LLC |
9,564 |
10,784 |
+1,220 |
+12.76% |
| Sagespring Wealth Partners LLC |
17,118 |
19,299 |
+2,181 |
+12.74% |
| Financial Partners Group Inc |
38,645 |
43,549 |
+4,904 |
+12.69% |
| HB Wealth Management LLC |
8,874 |
9,999 |
+1,125 |
+12.68% |
| Wealthfront Advisers LLC |
147,962 |
166,634 |
+18,672 |
+12.62% |
| David J Yvars Group |
11,820 |
13,300 |
+1,480 |
+12.52% |
| Everence Capital Management Inc. |
30,382 |
34,027 |
+3,645 |
+12.00% |
| Amalgamated Bank |
61,580 |
68,876 |
+7,296 |
+11.85% |
| CMG Global Holdings LLC |
228,586 |
255,663 |
+27,077 |
+11.85% |
| NewEdge Wealth LLC |
11,093 |
12,362 |
+1,269 |
+11.44% |
| Freestone Capital Holdings LLC |
23,577 |
26,063 |
+2,486 |
+10.54% |
| LRI Investments LLC |
2,764 |
3,048 |
+284 |
+10.27% |
| Fifth Third Bancorp |
2,836 |
3,126 |
+290 |
+10.23% |
| PFG Investments LLC |
35,736 |
39,373 |
+3,637 |
+10.18% |
| Strs Ohio |
380,082 |
418,446 |
+38,364 |
+10.09% |
| Nisa Investment Advisors LLC |
146,825 |
161,611 |
+14,786 |
+10.07% |
| Highline Wealth Partners LLC |
190 |
209 |
+19 |
+10.00% |
| Mayfair Advisory Group LLC |
15,285 |
16,778 |
+1,493 |
+9.77% |
| Spire Wealth Management |
78,707 |
86,158 |
+7,451 |
+9.47% |
| Universal Beteiligungs und Servicegesellschaft mbH |
392,778 |
428,067 |
+35,289 |
+8.98% |
| Massmutual Trust Co. FSB ADV |
1,331 |
1,447 |
+116 |
+8.72% |
| Sumitomo Mitsui DS Asset Management Company Ltd |
521,640 |
565,607 |
+43,967 |
+8.43% |
| Allworth Financial LP |
117,925 |
127,644 |
+9,719 |
+8.24% |
| Retirement Wealth Solutions LLC |
281 |
304 |
+23 |
+8.19% |
| Pinkerton Retirement Specialists LLC |
41,912 |
45,300 |
+3,388 |
+8.08% |
| Zullo Investment Group Inc. |
9,000 |
9,714 |
+714 |
+7.93% |
| Blume Capital Management Inc. |
1,300 |
1,400 |
+100 |
+7.69% |
| Key Client Fiduciary Advisors LLC |
14,101 |
15,168 |
+1,067 |
+7.57% |
| Procyon Private Wealth Partners LLC |
13,374 |
14,383 |
+1,009 |
+7.54% |
| Mainstay Capital Management LLC ADV |
22,062 |
23,705 |
+1,643 |
+7.45% |
| Stratos Wealth Advisors LLC |
15,490 |
16,590 |
+1,100 |
+7.10% |
| Game Plan Financial Advisors LLC |
1,000 |
1,070 |
+70 |
+7.00% |
| Asset Management One Co. Ltd. |
422,275 |
451,137 |
+28,862 |
+6.83% |
| True Vision MN LLC |
11,407 |
12,136 |
+729 |
+6.39% |
| Sanctuary Advisors LLC |
268,823 |
285,611 |
+16,788 |
+6.25% |
| Cooper Financial Group |
13,987 |
14,847 |
+860 |
+6.15% |
| PKS Advisory Services LLC |
11,125 |
11,800 |
+675 |
+6.07% |
| State of New Jersey Common Pension Fund D |
392,329 |
415,795 |
+23,466 |
+5.98% |
| River Street Advisors LLC |
43,473 |
46,064 |
+2,591 |
+5.96% |
| Mitsubishi UFJ Trust & Banking Corp |
447,143 |
473,116 |
+25,973 |
+5.81% |
| Fiduciary Alliance LLC |
199,253 |
209,973 |
+10,720 |
+5.38% |
| N.E.W. Advisory Services LLC |
2,279 |
2,399 |
+120 |
+5.27% |
| Riggs Asset Managment Co. Inc. |
137,845 |
144,732 |
+6,887 |
+5.00% |
| Lake Street Financial LLC |
7,978 |
8,368 |
+390 |
+4.89% |
| SJS Investment Consulting Inc. |
1,119 |
1,173 |
+54 |
+4.83% |
| Traynor Capital Management Inc. |
23,630 |
24,703 |
+1,073 |
+4.54% |
| Fortis Capital Advisors LLC |
36,366 |
37,964 |
+1,598 |
+4.39% |
| Danske Bank A S |
605,760 |
629,500 |
+23,740 |
+3.92% |
| Nwam LLC |
58,430 |
60,709 |
+2,279 |
+3.90% |
| Concurrent Investment Advisors LLC |
137,612 |
142,936 |
+5,324 |
+3.87% |
| Cigna Investments Inc. New |
11,024 |
11,440 |
+416 |
+3.77% |
| Fortitude Family Office LLC |
666 |
691 |
+25 |
+3.75% |
| Vanguard Group Inc. |
107,102,212 |
111,003,107 |
+3,900,895 |
+3.64% |
| Paradigm Financial Partners LLC |
13,745 |
14,245 |
+500 |
+3.64% |
| Bensler LLC |
16,850 |
17,450 |
+600 |
+3.56% |
| Quent Capital LLC |
871 |
901 |
+30 |
+3.44% |
| Aspect Partners LLC |
957 |
989 |
+32 |
+3.34% |
| Financial Consulate Inc. |
34 |
35 |
+1 |
+2.94% |
| Cullen Frost Bankers Inc. |
3,932 |
4,046 |
+114 |
+2.90% |
| USAdvisors Wealth Management LLC |
17,325 |
17,825 |
+500 |
+2.89% |
| Thrive Wealth Management LLC |
18,957 |
19,492 |
+535 |
+2.82% |
| Midwest Professional Planners LTD. |
76,107 |
78,102 |
+1,995 |
+2.62% |
| Pegasus Asset Management Inc. |
130,375 |
133,659 |
+3,284 |
+2.52% |
| Bartlett & CO. Wealth Management LLC |
1,469 |
1,505 |
+36 |
+2.45% |
| Wealthspan Partners LLC |
18,451 |
18,901 |
+450 |
+2.44% |
| Matrix Trust Co |
796 |
814 |
+18 |
+2.26% |
| Standard Life Aberdeen plc |
8,555 |
8,728 |
+173 |
+2.02% |
| SOA Wealth Advisors LLC. |
5,134 |
5,234 |
+100 |
+1.95% |
| Kessler Investment Group LLC |
158,958 |
161,829 |
+2,871 |
+1.81% |
| Exchange Traded Concepts LLC |
374,715 |
381,371 |
+6,656 |
+1.78% |
| Frank Rimerman Advisors LLC |
9,335 |
9,484 |
+149 |
+1.60% |
| Creative Financial Designs Inc. ADV |
1,250 |
1,268 |
+18 |
+1.44% |
| Signature Resources Capital Management LLC |
1,341 |
1,360 |
+19 |
+1.42% |
| Westbourne Investment Advisors Inc. |
254,164 |
257,697 |
+3,533 |
+1.39% |
| Means Investment CO. Inc. |
51,408 |
52,108 |
+700 |
+1.36% |
| NBC Securities Inc. |
7,427 |
7,527 |
+100 |
+1.35% |
| Resona Asset Management Co. Ltd. |
334,339 |
338,866 |
+4,527 |
+1.35% |
| Worth Financial Advisory Group LLC |
13,525 |
13,705 |
+180 |
+1.33% |
| W.G. Shaheen & Associates DBA Whitney & Co |
15,110 |
15,310 |
+200 |
+1.32% |
| Swedbank AB |
97,945 |
99,191 |
+1,246 |
+1.27% |
| Miracle Mile Advisors LLC |
89,789 |
90,830 |
+1,041 |
+1.16% |
| We Are One Seven LLC |
26,398 |
26,676 |
+278 |
+1.05% |
| AE Wealth Management LLC |
21,790 |
22,017 |
+227 |
+1.04% |
| Perigon Wealth Management LLC |
36,772 |
37,140 |
+368 |
+1.00% |
| Mayflower Financial Advisors LLC |
28,288 |
28,549 |
+261 |
+0.92% |
| Trueblood Wealth Management LLC |
10,000 |
10,090 |
+90 |
+0.90% |
| Advisors Management Group Inc. ADV |
11,425 |
11,526 |
+101 |
+0.88% |
| RFG Advisory LLC |
178,753 |
179,901 |
+1,148 |
+0.64% |
| Pathway Financial Advisers LLC |
47,549 |
47,848 |
+299 |
+0.63% |
| Keystone Financial Services LLC |
51,332 |
51,601 |
+269 |
+0.52% |
| White Wing Wealth Management |
11,820 |
11,870 |
+50 |
+0.42% |
| Investment Research & Advisory Group Inc. |
4,999 |
5,018 |
+19 |
+0.38% |
| Capital Advisors Wealth Management LLC |
109,082 |
109,483 |
+401 |
+0.37% |
| Arizona State Retirement System |
327,729 |
328,841 |
+1,112 |
+0.34% |
| Newbridge Financial Services Group Inc. |
16,324 |
16,375 |
+51 |
+0.31% |
| Diversified Trust Co |
33,649 |
33,743 |
+94 |
+0.28% |
| Alta Wealth Advisors LLC |
65,969 |
66,148 |
+179 |
+0.27% |
| Cambridge Investment Research Advisors Inc. |
236,438 |
237,001 |
+563 |
+0.24% |
| Calamos Wealth Management LLC |
21,300 |
21,339 |
+39 |
+0.18% |
| AlphaStar Capital Management LLC |
49,362 |
49,431 |
+69 |
+0.14% |
| Capital Advisors Ltd. LLC |
1,648 |
1,650 |
+2 |
+0.12% |
| AdvisorNet Financial Inc |
7,206 |
7,213 |
+7 |
+0.10% |
| Alliance Wealth Advisors LLC UT |
122,194 |
122,319 |
+125 |
+0.10% |
| Northwest Wealth Management LLC |
15,834 |
15,836 |
+2 |
+0.01% |
| 13F Filers Reporting New Positions In SOFI |
|---|
| Manning & Napier Advisors LLC |
0 |
30 |
+30 |
+100% |
| Smith Moore & CO. |
0 |
14,582 |
+14,582 |
+100% |
| Thrivent Financial for Lutherans |
0 |
28,341 |
+28,341 |
+100% |
| Thurston Springer Miller Herd & Titak Inc. |
0 |
1,115 |
+1,115 |
+100% |
| Valley National Advisers Inc. |
0 |
43 |
+43 |
+100% |
| Godsey & Gibb Associates |
0 |
701 |
+701 |
+100% |
| Hallmark Capital Management Inc. |
0 |
963 |
+963 |
+100% |
| Twin Capital Management Inc. |
0 |
31,043 |
+31,043 |
+100% |
| Oversea Chinese Banking CORP Ltd |
0 |
11,580 |
+11,580 |
+100% |
| BOK Financial Private Wealth Inc. |
0 |
10,730 |
+10,730 |
+100% |
| Migdal Insurance & Financial Holdings Ltd. |
0 |
7,000 |
+7,000 |
+100% |
| Hourglass Capital LLC |
0 |
10,000 |
+10,000 |
+100% |
| Empirical Financial Services LLC d.b.a. Empirical Wealth Management |
0 |
8,970 |
+8,970 |
+100% |
| Clean Yield Group |
0 |
34,616 |
+34,616 |
+100% |
| Leonteq Securities AG |
0 |
15,648 |
+15,648 |
+100% |
| Pure Financial Advisors Inc. |
0 |
12,013 |
+12,013 |
+100% |
| Friedenthal Financial |
0 |
35,354 |
+35,354 |
+100% |
| Capital Advantage Inc. |
0 |
31,931 |
+31,931 |
+100% |
| Taylor Frigon Capital Management LLC |
0 |
86,936 |
+86,936 |
+100% |
| Perpetual Ltd |
0 |
13,607 |
+13,607 |
+100% |
| Baker Chad R |
0 |
58,545 |
+58,545 |
+100% |
| AlphaCore Capital LLC |
0 |
11,196 |
+11,196 |
+100% |
| Parisi Gray Wealth Management |
0 |
10,545 |
+10,545 |
+100% |
| A&I Financial Services LLC |
0 |
10,000 |
+10,000 |
+100% |
| Nikulski Financial Inc. |
0 |
13,681 |
+13,681 |
+100% |
| PFA Pension Forsikringsaktieselskab |
0 |
713,383 |
+713,383 |
+100% |
| BCJ Capital Management LLC |
0 |
147,646 |
+147,646 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
29,292 |
+29,292 |
+100% |
| Banque Cantonale Vaudoise |
0 |
3,182 |
+3,182 |
+100% |
| Elevated Capital Advisors LLC |
0 |
500 |
+500 |
+100% |
| International Assets Investment Management LLC |
0 |
11,062 |
+11,062 |
+100% |
| Navalign LLC |
0 |
2 |
+2 |
+100% |
| BNC Wealth Management LLC |
0 |
93,177 |
+93,177 |
+100% |
| RMG Wealth Management LLC |
0 |
4,400 |
+4,400 |
+100% |
| Stegent Equity Advisors Inc. |
0 |
11,589 |
+11,589 |
+100% |
| Icapital Wealth LLC |
0 |
13,020 |
+13,020 |
+100% |
| Byrne Asset Management LLC |
0 |
9 |
+9 |
+100% |
| Pinnacle Wealth Management LLC |
0 |
71,127 |
+71,127 |
+100% |
| ASR Vermogensbeheer N.V. |
0 |
38,206 |
+38,206 |
+100% |
| Strengthening Families & Communities LLC |
0 |
86 |
+86 |
+100% |
| V Square Quantitative Management LLC |
0 |
2,352 |
+2,352 |
+100% |
| Dunhill Financial LLC |
0 |
24 |
+24 |
+100% |
| Lodestone Wealth Management LLC |
0 |
4,842 |
+4,842 |
+100% |
| ZRC Wealth Management LLC |
0 |
171 |
+171 |
+100% |
| Legacy Capital Group California Inc. |
0 |
51,460 |
+51,460 |
+100% |
| Trellis Wealth Advisors LLC |
0 |
8,500 |
+8,500 |
+100% |
| Premier Path Wealth Partners LLC |
0 |
10,464 |
+10,464 |
+100% |
| Petros Family Wealth LLC |
0 |
13,757 |
+13,757 |
+100% |
| Integrity Wealth Solutions LLC |
0 |
8,926 |
+8,926 |
+100% |
| Vivid Wealth Management LLC |
0 |
100,398 |
+100,398 |
+100% |
| E. Ohman J or Asset Management AB |
0 |
29,677 |
+29,677 |
+100% |
| Encompass More Asset Management |
0 |
35,157 |
+35,157 |
+100% |
| Hobbs Group Advisors LLC |
0 |
14,775 |
+14,775 |
+100% |
| Central Pacific Bank Trust Division |
0 |
1,071 |
+1,071 |
+100% |
| Avanza Fonder AB |
0 |
28,586 |
+28,586 |
+100% |
| Elyxium Wealth LLC |
0 |
6,000 |
+6,000 |
+100% |
| ZEGA Investments LLC |
0 |
32,226 |
+32,226 |
+100% |
| EQ Wealth Advisors LLC |
0 |
78 |
+78 |
+100% |
| AG2R LA Mondiale Gestion D Actifs |
0 |
50,255 |
+50,255 |
+100% |
| CogentBlue Wealth Advisors LLC |
0 |
7,646 |
+7,646 |
+100% |
| Noble Wealth Management PBC |
0 |
200 |
+200 |
+100% |
| Maridea Wealth Management LLC |
0 |
10,207 |
+10,207 |
+100% |
| North Dakota State Investment Board |
0 |
39,877 |
+39,877 |
+100% |
| Bosman Wealth Management LLC |
0 |
136,245 |
+136,245 |
+100% |
| Sun Financial Inc |
0 |
37,187 |
+37,187 |
+100% |
| Wealth Enhancement Trust Services Inc. |
0 |
228 |
+228 |
+100% |
| Optima Capital LLC |
0 |
38 |
+38 |
+100% |
| Provident Living Financial Services Inc. |
0 |
947,387 |
+947,387 |
+100% |
| Guardian Capital LLC |
0 |
20,660 |
+20,660 |
+100% |
| Torren Management LLC |
0 |
408 |
+408 |
+100% |
| Millennium Capital Advisors LLC |
0 |
11,050 |
+11,050 |
+100% |
| Karras Company Inc. |
0 |
17,111 |
+17,111 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| State of Michigan Retirement System |
1,000,000 |
1,000,000 |
UNCH |
0.00% |
| Anderson Hoagland & Co. |
335,392 |
335,392 |
UNCH |
0.00% |
| Atlantic Union Bankshares Corp |
3,441 |
3,441 |
UNCH |
0.00% |
| Barrett & Company Inc. |
2,000 |
2,000 |
UNCH |
0.00% |
| Trust Co. of Toledo NA OH |
14 |
14 |
UNCH |
0.00% |
| Bessemer Group Inc. |
1,351 |
1,351 |
UNCH |
0.00% |
| Adirondack Trust Co. |
400 |
400 |
UNCH |
0.00% |
| Albion Financial Group UT |
16,415 |
16,415 |
UNCH |
0.00% |
| Webster Bank N. A. |
200 |
200 |
UNCH |
0.00% |
| Gateway Investment Advisers LLC |
132,000 |
132,000 |
UNCH |
0.00% |
| Trust Co. of Vermont |
397 |
397 |
UNCH |
0.00% |
| Whittier Trust Co. |
1,750 |
1,750 |
UNCH |
0.00% |
| Private Trust Co. NA |
14,676 |
14,676 |
UNCH |
0.00% |
| Vision Financial Markets LLC |
400 |
400 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
342 |
342 |
UNCH |
0.00% |
| DekaBank Deutsche Girozentrale |
5,166 |
5,166 |
UNCH |
0.00% |
| Smith Salley & Associates |
8,000 |
8,000 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
3,300 |
3,300 |
UNCH |
0.00% |
| Consolidated Investment Group LLC |
201,085 |
201,085 |
UNCH |
0.00% |
| Estate Counselors LLC |
146,868 |
146,868 |
UNCH |
0.00% |
| JNBA Financial Advisors |
46 |
46 |
UNCH |
0.00% |
| Anfield Capital Management LLC |
125 |
125 |
UNCH |
0.00% |
| St. Johns Investment Management Company LLC |
257 |
257 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
284 |
284 |
UNCH |
0.00% |
| Steele Capital Management Inc. |
10,750 |
10,750 |
UNCH |
0.00% |
| Nvwm LLC |
600 |
600 |
UNCH |
0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
250 |
250 |
UNCH |
0.00% |
| Bfsg LLC |
1,500 |
1,500 |
UNCH |
0.00% |
| Slow Capital Inc. |
92,554 |
92,554 |
UNCH |
0.00% |
| KLP Kapitalforvaltning AS |
421,900 |
421,900 |
UNCH |
0.00% |
| Crewe Advisors LLC |
200 |
200 |
UNCH |
0.00% |
| McGuire Investment Group LLC |
35,950 |
35,950 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
5,325 |
5,325 |
UNCH |
0.00% |
| Truefg LLC |
16,300 |
16,300 |
UNCH |
0.00% |
| DAGCO Inc. |
681 |
681 |
UNCH |
0.00% |
| Accel Growth Fund V Associates L.L.C. |
4,104,459 |
4,104,459 |
UNCH |
0.00% |
| UMA Financial Services Inc. |
59 |
59 |
UNCH |
0.00% |
| Tsfg LLC |
442 |
442 |
UNCH |
0.00% |
| Future Financial Wealth Managment LLC |
12,500 |
12,500 |
UNCH |
0.00% |
| CVA Family Office LLC |
23 |
23 |
UNCH |
0.00% |
| Archer Investment Corp |
2,500 |
2,500 |
UNCH |
0.00% |
| Davis Capital Management |
11 |
11 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
12,026 |
12,026 |
UNCH |
0.00% |
| Concord Wealth Partners |
36 |
36 |
UNCH |
0.00% |
| Horizon Wealth Management LLC |
10,900 |
10,900 |
UNCH |
0.00% |
| TFC Financial Management |
516 |
516 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
6,600 |
6,600 |
UNCH |
0.00% |
| West Financial Advisors LLC |
49 |
49 |
UNCH |
0.00% |
| Fermata Advisors LLC |
15,710 |
15,710 |
UNCH |
0.00% |
| Cromwell Holdings LLC |
178 |
178 |
UNCH |
0.00% |
| Avaii Wealth Management LLC |
7,816 |
7,816 |
UNCH |
0.00% |
| Solidarilty Wealth LLC |
65,661 |
65,661 |
UNCH |
0.00% |
| Miller Wealth Advisors LLC |
100 |
100 |
UNCH |
0.00% |
| Red Tortoise LLC |
328 |
328 |
UNCH |
0.00% |
| City State Bank |
2 |
2 |
UNCH |
0.00% |
| Smallwood Wealth Investment Management LLC |
900 |
900 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
200 |
200 |
UNCH |
0.00% |
| DecisionPoint Financial LLC |
23 |
23 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
89 |
89 |
UNCH |
0.00% |
| Cassaday & Co Wealth Management LLC |
9,400 |
9,400 |
UNCH |
0.00% |
| Panoramic Investment Advisors LLC |
10,450 |
10,450 |
UNCH |
0.00% |
| DiNuzzo Private Wealth Inc. |
173 |
173 |
UNCH |
0.00% |
| Financial Perspectives Inc |
775 |
775 |
UNCH |
0.00% |
| Gilliland Jeter Wealth Management LLC |
11,500 |
11,500 |
UNCH |
0.00% |
| Sachetta LLC |
253 |
253 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
79 |
79 |
UNCH |
0.00% |
| WealthCollab LLC |
4,000 |
4,000 |
UNCH |
0.00% |
| Breakwater Investment Management |
24 |
24 |
UNCH |
0.00% |
| Legacy Wealth Managment LLC ID |
3,702 |
3,702 |
UNCH |
0.00% |
| Prasad Wealth Partners LLC |
11,872 |
11,872 |
UNCH |
0.00% |
| Berbice Capital Management LLC |
200 |
200 |
UNCH |
0.00% |
| Bernard Wealth Management Corp. |
200 |
200 |
UNCH |
0.00% |
| Fourth Dimension Wealth LLC |
250 |
250 |
UNCH |
0.00% |
| Warm Springs Advisors Inc. |
160,000 |
160,000 |
UNCH |
0.00% |
| WPG Advisers LLC |
993 |
993 |
UNCH |
0.00% |
| Aventura Private Wealth LLC |
1,279 |
1,279 |
UNCH |
0.00% |
| Provenance Wealth Advisors LLC |
2,000 |
2,000 |
UNCH |
0.00% |
| Cornerstone National Bank & Trust Co |
2,000 |
2,000 |
UNCH |
0.00% |
| 13F Filers Decreasing SOFI Share Count |
|---|
| Northwestern Mutual Wealth Management Co. |
136,102 |
327 |
-135,775 |
-99.76% |
| Principal Financial Group Inc. |
229,511 |
31,967 |
-197,544 |
-86.07% |
| Highland Capital Management LLC |
71,751 |
14,949 |
-56,802 |
-79.17% |
| iA Global Asset Management Inc. |
83,490 |
18,611 |
-64,879 |
-77.71% |
| Sunpointe LLC |
33,183 |
8,370 |
-24,813 |
-74.78% |
| Teacher Retirement System of Texas |
144,772 |
39,621 |
-105,151 |
-72.63% |
| Elevatus Welath Management |
302,351 |
90,190 |
-212,161 |
-70.17% |
| Global Financial Private Client LLC |
17,516 |
7,716 |
-9,800 |
-55.95% |
| Flagship Harbor Advisors LLC |
8,851 |
4,099 |
-4,752 |
-53.69% |
| GSA Capital Partners LLP |
77,282 |
38,432 |
-38,850 |
-50.27% |
| Farmers & Merchants Investments Inc. |
500 |
250 |
-250 |
-50.00% |
| Steel Peak Wealth Management LLC |
23,729 |
12,381 |
-11,348 |
-47.82% |
| Fortis Group Advisors LLC |
130,817 |
75,957 |
-54,860 |
-41.94% |
| Victory Financial Group LLC |
53,486 |
31,081 |
-22,405 |
-41.89% |
| Swiss Life Asset Management Ltd |
329,637 |
202,333 |
-127,304 |
-38.62% |
| DNB Asset Management AS |
729,247 |
448,185 |
-281,062 |
-38.54% |
| RSM US Wealth Management LLC |
36,181 |
22,442 |
-13,739 |
-37.97% |
| IMC Chicago LLC |
2,308,987 |
1,467,274 |
-841,713 |
-36.45% |
| Forum Financial Management LP |
43,630 |
28,324 |
-15,306 |
-35.08% |
| Citizens Financial Group Inc RI |
36,675 |
23,884 |
-12,791 |
-34.88% |
| R Squared Ltd |
26,248 |
17,402 |
-8,846 |
-33.70% |
| Simplicity Wealth LLC |
129,184 |
91,527 |
-37,657 |
-29.15% |
| Aldebaran Financial Inc. |
24,215 |
17,360 |
-6,855 |
-28.31% |
| Palacios Wealth Management LLC |
12,429 |
8,957 |
-3,472 |
-27.93% |
| Salomon & Ludwin LLC |
1,168 |
844 |
-324 |
-27.74% |
| Transcend Wealth Collective LLC |
14,906 |
10,973 |
-3,933 |
-26.39% |
| Yeomans Consulting Group Inc. |
17,854 |
13,175 |
-4,679 |
-26.21% |
| EverSource Wealth Advisors LLC |
4,585 |
3,389 |
-1,196 |
-26.09% |
| Highview Capital Management LLC DE |
93,668 |
70,755 |
-22,913 |
-24.46% |
| Pittenger & Anderson Inc. |
190 |
145 |
-45 |
-23.68% |
| Bare Financial Services Inc |
82 |
63 |
-19 |
-23.17% |
| Rialto Wealth Management LLC |
278 |
222 |
-56 |
-20.14% |
| Kercheville Advisors LLC |
262,790 |
209,965 |
-52,825 |
-20.10% |
| Jaffetilchin Investment Partners LLC |
65,598 |
53,187 |
-12,411 |
-18.92% |
| Emergent Wealth Advisors LLC |
26,238 |
21,369 |
-4,869 |
-18.56% |
| Global Retirement Partners LLC |
71,680 |
58,648 |
-13,032 |
-18.18% |
| HighMark Wealth Management LLC |
1,200 |
999 |
-201 |
-16.75% |
| Copia Wealth Management |
6,096 |
5,108 |
-988 |
-16.21% |
| Archford Capital Strategies LLC |
31,402 |
26,402 |
-5,000 |
-15.92% |
| Park Avenue Securities LLC |
22,241 |
18,966 |
-3,275 |
-14.73% |
| Rakuten Securities Inc. |
866,496 |
751,921 |
-114,575 |
-13.22% |
| Sumitomo Mitsui Trust Holdings Inc. |
6,361,809 |
5,533,208 |
-828,601 |
-13.02% |
| Redhawk Wealth Advisors Inc. |
16,634 |
14,511 |
-2,123 |
-12.76% |
| Truist Financial Corp |
80,532 |
70,561 |
-9,971 |
-12.38% |
| Signaturefd LLC |
13,502 |
11,968 |
-1,534 |
-11.36% |
| Covestor Ltd |
963 |
866 |
-97 |
-10.07% |
| Wealth Enhancement Advisory Services LLC |
274,194 |
247,661 |
-26,533 |
-9.68% |
| Valeo Financial Advisors LLC |
35,321 |
31,976 |
-3,345 |
-9.47% |
| Brighton Jones LLC |
696,732 |
631,559 |
-65,173 |
-9.35% |
| Sigma Planning Corp |
62,650 |
56,807 |
-5,843 |
-9.33% |
| Larson Financial Group LLC |
11,195 |
10,182 |
-1,013 |
-9.05% |
| B. Metzler seel. Sohn & Co. AG |
364,799 |
332,026 |
-32,773 |
-8.98% |
| Pallas Capital Advisors LLC |
16,403 |
15,047 |
-1,356 |
-8.27% |
| CWM LLC |
79,140 |
72,830 |
-6,310 |
-7.97% |
| Kennedy Investment Group |
30,400 |
28,000 |
-2,400 |
-7.89% |
| Grove Bank & Trust |
2,004 |
1,847 |
-157 |
-7.83% |
| Probity Advisors Inc. |
19,530 |
18,081 |
-1,449 |
-7.42% |
| Intellus Advisors LLC |
131,606 |
121,899 |
-9,707 |
-7.38% |
| Merit Financial Group LLC |
66,384 |
61,581 |
-4,803 |
-7.24% |
| Nautilus Advisors LLC |
8,515 |
7,915 |
-600 |
-7.05% |
| Krilogy Financial LLC |
18,716 |
17,656 |
-1,060 |
-5.66% |
| Marshall Financial Group LLC |
21,380 |
20,249 |
-1,131 |
-5.29% |
| Firethorn Wealth Partners LLC |
113,411 |
109,026 |
-4,385 |
-3.87% |
| Tucker Asset Management LLC |
16,581 |
15,977 |
-604 |
-3.64% |
| Mutual Advisors LLC |
110,308 |
106,430 |
-3,878 |
-3.52% |
| Steinberganna Wealth Management |
82,960 |
80,450 |
-2,510 |
-3.03% |
| Mitsubishi UFJ Kokusai Asset Management Co. Ltd. |
4,153,605 |
4,035,546 |
-118,059 |
-2.84% |
| Diversify Advisory Services LLC |
856,158 |
832,681 |
-23,477 |
-2.74% |
| Wealthcare Advisory Partners LLC |
12,388 |
12,050 |
-338 |
-2.73% |
| Keybank National Association OH |
11,693 |
11,398 |
-295 |
-2.52% |
| Joule Financial LLC |
22,545 |
21,981 |
-564 |
-2.50% |
| Redwood Wealth Management Group LLC |
8,450 |
8,250 |
-200 |
-2.37% |
| Pinnacle Associates Ltd. |
43,886 |
42,855 |
-1,031 |
-2.35% |
| QRG Capital Management Inc. |
174,004 |
170,153 |
-3,851 |
-2.21% |
| OLD National Bancorp IN |
8,500 |
8,316 |
-184 |
-2.16% |
| RPG Investment Advisory LLC |
28,850 |
28,250 |
-600 |
-2.08% |
| Belpointe Asset Management LLC |
63,730 |
62,411 |
-1,319 |
-2.07% |
| San Luis Wealth Advisors LLC |
55,798 |
54,668 |
-1,130 |
-2.03% |
| DAVENPORT & Co LLC |
38,107 |
37,414 |
-693 |
-1.82% |
| Patriot Financial Group Insurance Agency LLC |
16,323 |
16,066 |
-257 |
-1.57% |
| Xcel Wealth Management LLC |
70,932 |
69,932 |
-1,000 |
-1.41% |
| Rydar Equities Inc. |
11,559 |
11,409 |
-150 |
-1.30% |
| True Wealth Design LLC |
1,301 |
1,286 |
-15 |
-1.15% |
| Moseley Investment Management Inc. |
38,974 |
38,578 |
-396 |
-1.02% |
| Ballentine Partners LLC |
14,454 |
14,312 |
-142 |
-0.98% |
| Acorn Financial Advisory Services Inc. ADV |
132,749 |
131,501 |
-1,248 |
-0.94% |
| IFP Advisors Inc |
96,705 |
95,881 |
-824 |
-0.85% |
| UBS Group AG |
15,485,524 |
15,371,200 |
-114,324 |
-0.74% |
| MFG Wealth Management Inc. |
109,776 |
108,977 |
-799 |
-0.73% |
| Envestnet Portfolio Solutions Inc. |
12,798 |
12,711 |
-87 |
-0.68% |
| CAPROCK Group Inc. |
228,411 |
227,269 |
-1,142 |
-0.50% |
| Hexagon Capital Partners LLC |
26,186 |
26,072 |
-114 |
-0.44% |
| Burney Co. |
76,467 |
76,167 |
-300 |
-0.39% |
| SBI Securities Co. Ltd. |
1,077,897 |
1,074,170 |
-3,727 |
-0.35% |
| OLD Second National Bank of Aurora |
171,330 |
170,741 |
-589 |
-0.34% |
| Well Done LLC |
253,395 |
252,794 |
-601 |
-0.24% |
| Soltis Investment Advisors LLC |
64,425 |
64,283 |
-142 |
-0.22% |
| Quadcap Wealth Management LLC |
8,167 |
8,153 |
-14 |
-0.17% |
| Bank Julius Baer & Co. Ltd Zurich |
801 |
800 |
-1 |
-0.12% |
| Pacitti Group Inc. |
16,061 |
16,045 |
-16 |
-0.10% |
| 13F Filers Exiting SOFI |
|---|
| Meadowbrook Wealth Management LLC |
10,075 |
0 |
-10,075 |
-100.00% |
| Summit Wealth Group LLC Co. |
3,825 |
0 |
-3,825 |
-100.00% |
| Midwest Trust Co |
8,249 |
0 |
-8,249 |
-100.00% |
| Virtus Wealth Solutions LLC |
179,605 |
0 |
-179,605 |
-100.00% |
| BOCHK Asset Management Ltd |
40,000 |
0 |
-40,000 |
-100.00% |
| Main Street Group LTD |
300 |
0 |
-300 |
-100.00% |
| Left Brain Wealth Management LLC |
16,000 |
0 |
-16,000 |
-100.00% |
| Brown Shipley& Co Ltd |
26 |
0 |
-26 |
-100.00% |
| Oak Harbor Wealth Partners LLC |
10,000 |
0 |
-10,000 |
-100.00% |
| Ameritas Advisory Services LLC |
1,148 |
0 |
-1,148 |
-100.00% |
| Willis Johnson & Associates Inc. |
935 |
0 |
-935 |
-100.00% |
| Interchange Capital Partners LLC |
7,970 |
0 |
-7,970 |
-100.00% |
| Trinity Financial Advisors LLC |
9,413 |
0 |
-9,413 |
-100.00% |
| Mizuho Markets Cayman LP |
1,522 |
0 |
-1,522 |
-100.00% |
| Heartwood Wealth Advisors LLC |
141 |
0 |
-141 |
-100.00% |
| Red Door Wealth Management LLC |
8,650 |
0 |
-8,650 |
-100.00% |
| Brendel Financial Advisors LLC |
116,369 |
0 |
-116,369 |
-100.00% |
| Dash Acquisitions Inc. |
8,000 |
0 |
-8,000 |
-100.00% |
| FNY Investment Advisers LLC |
28,634 |
0 |
-28,634 |
-100.00% |
| Paradiem LLC |
42,733 |
0 |
-42,733 |
-100.00% |
| GPS Wealth Strategies Group LLC |
507 |
0 |
-507 |
-100.00% |
| CenterStar Asset Management LLC |
39,511 |
0 |
-39,511 |
-100.00% |
| Donoghue Forlines LLC |
85,085 |
0 |
-85,085 |
-100.00% |
| Phoenix Holdings Ltd. |
12,841 |
0 |
-12,841 |
-100.00% |
| Matisse Capital |
13,890 |
0 |
-13,890 |
-100.00% |
| Patten Group Inc. |
8,583 |
0 |
-8,583 |
-100.00% |
| Private Advisory Group LLC |
57,356 |
0 |
-57,356 |
-100.00% |
| Pacer Advisors Inc. |
29 |
0 |
-29 |
-100.00% |
| Compagnie Lombard Odier SCmA |
534 |
0 |
-534 |
-100.00% |
| Tortoise Investment Management LLC |
4,520 |
0 |
-4,520 |
-100.00% |
| Asset Dedication LLC |
100 |
0 |
-100 |
-100.00% |
| Marquette Asset Management LLC |
120 |
0 |
-120 |
-100.00% |
| NTV Asset Management LLC |
11,000 |
0 |
-11,000 |
-100.00% |
| Salem Investment Counselors Inc. |
335 |
0 |
-335 |
-100.00% |
See Summary: Institutional Holders of SOFI
See Details: Top 10 Hedge Funds Holding SOFI
Also See: SOFI Insider Buying
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