Sofi TechnologiesSOFI
13F holders, Q1 2024 (March 31)601holders
8famous investors
$7.29avg. 13F price*
At the end of Q1 2024, 601 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings. The largest holders were Vanguard Group Inc. ($604.6M), BlackRock Inc. ($305.1M) and Silver Lake Group, L.L.C. ($227.4M). 8 famous investors held it, including Cathie Wood (0.8% of ARK Investment Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Sofi Technologies Inc.
- CUSIP
- 83406F102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $133.0M |
| Exits | 73 | $191.7M |
Ownership 601 holders
| Vanguard Group Inc. | 0.01% | Add +1.7% | 82,826,257 | $604.6M |
| BlackRock Inc. | 0.01% | Add +3.2% | 41,799,657 | $305.1M |
| Silver Lake Group, L.L.C. | 2.76% | No change | 31,154,165 | $227.4M |
| State Street Corp. | 0.01% | Add +2.0% | 16,509,469 | $120.5M |
| ARK Investment Management | 0.82% | Add +723.2% | 16,223,199 | $118.4M |
| Geode Capital Management, LLC | 0.01% | Add +5.3% | 15,774,015 | $115.2M |
| Morgan Stanley | 0.01% | Add +40.0% | 15,077,082 | $110.1M |
| Citadel Advisors | 0.09% | Add +160.4% | 11,848,931 | $86.5M |
| Norges Bank | 0.01% | Add +59.4% | 11,430,376 | $83.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +176.3% | 10,767,302 | $78.6M |
| Amova Asset Management Americas, Inc. | 0.78% | Add +176.3% | 10,767,302 | $78.5M |
| Susquehanna International Group, LLP | 0.12% | Add +416.0% | 10,750,690 | $78.5M |
| Jane Street Group, LLC | 0.09% | Add +228.1% | 9,388,878 | $68.5M |
| JPMorgan Chase & Co. | 0.00% | Add +86.3% | 6,711,858 | $49.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.8% | 5,534,492 | $40.4M |
| Renaissance Technologies | 0.06% | Add +2249.8% | 5,282,400 | $38.6M |
| UBS Group AG | 0.01% | Add +685.1% | 4,320,572 | $31.5M |
| Northern Trust Corp. | 0.01% | Reduce -7.3% | 4,210,456 | $30.7M |
| Accel Growth Fund V Associates L.L.C. | 34.31% | No change | 4,104,459 | $30.0M |
| Patient Capital Management, LLC | 1.34% | Reduce -0.4% | 3,760,597 | $27.5M |
| Gpi Capital, L.P. | 6.14% | No change | 3,749,760 | $27.4M |
| Azora Capital LP | 1.95% | Add +45.7% | 3,675,875 | $26.8M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -7.1% | 3,600,923 | $26.3M |
| Two Sigma Investments, LP | 0.07% | Reduce -75.5% | 3,582,296 | $26.2M |
| Wells Fargo & Company | 0.01% | Add +11.8% | 3,190,997 | $23.3M |
| Marshall Wace, LLP | 0.03% | Add +743.1% | 2,764,423 | $20.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.3% | 2,673,883 | $19.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +3.8% | 2,480,544 | $18.1M |
| Royal Bank of Canada | 0.00% | Add +16.8% | 2,457,301 | $17.9M |
| Quadrature Capital Ltd | 0.30% | Reduce -2.7% | 2,405,021 | $17.5M |
| Point72 Asset Management | 0.05% | New | 2,324,152 | $17.0M |
| Shaolin Capital Management LLC | 6.74% | New | 2,268,813 | $16.6M |
| Simplex Trading, LLC | 0.45% | New | 2,106,379 | $15.4M |
| Bank of America Corp. | 0.00% | Add +106.8% | 2,035,895 | $14.9M |
| Barclays PLC | 0.01% | Add +109.0% | 1,872,379 | $13.7M |
| Swiss National Bank | 0.01% | Add +1.1% | 1,798,400 | $13.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -73.0% | 1,740,658 | $12.7M |
| California Public Employees Retirement System | 0.01% | Add +29.1% | 1,668,284 | $12.2M |
| BIT Capital GmbH | 0.96% | New | 1,484,877 | $10.8M |
| Walleye Trading LLC | 0.18% | Add +195.2% | 1,480,546 | $10.8M |
| LPL Financial LLC | 0.01% | Add +37.5% | 1,360,082 | $9.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 1,343,664 | $9.8M |
| Longitude (Cayman) Ltd. | 13.62% | Add +8.0% | 1,281,500 | $9.4M |
| Group One Trading LLC | 0.32% | Add +7.2% | 1,231,467 | $9.0M |
| Squarepoint Ops LLC | 0.04% | New | 1,217,078 | $8.9M |
| PEAK6 Investments LLC | 0.41% | Add +91.7% | 1,156,412 | $8.4M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +80.6% | 1,125,561 | $8.2M |
| Walleye Capital LLC | 0.10% | Add +241.4% | 1,118,923 | $8.2M |
| GTS Securities LLC | 0.22% | Add +107.6% | 1,099,575 | $8.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +75.6% | 1,088,302 | $7.9M |
| Citigroup Inc. | 0.01% | Add +131.0% | 1,034,914 | $7.6M |
| State of Michigan Retirement System | 0.04% | New | 1,000,000 | $7.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +904.3% | 995,874 | $7.3M |
| Townsquare Capital LLC | 0.11% | Add +168.4% | 992,356 | $7.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +15.2% | 1,263,475 | $7.1M |
| Credit Suisse AG/ | 0.01% | Reduce -66.4% | 956,315 | $7.0M |
| Diversify Advisory Services, LLC | 0.41% | — | 957,351 | $6.9M |
| Rhumbline Advisers | 0.01% | Reduce -10.7% | 926,059 | $6.8M |
| Seven Eight Capital, LP | 0.70% | Add +292.1% | 921,834 | $6.7M |
| California State Teachers Retirement System | 0.01% | Reduce -4.6% | 915,900 | $6.7M |
| Legal & General Group Plc | 0.00% | Add +6.3% | 903,620 | $6.6M |
| Cresset Asset Management, LLC | 0.03% | Add +95.5% | 886,374 | $6.5M |
| Susquehanna Portfolio Strategies, LLC | 0.15% | No change | 873,206 | $6.4M |
| Nordea Investment Management AB | 0.01% | New | 839,626 | $6.3M |
| Ameriprise Financial Inc. | 0.00% | Add +269.8% | 836,859 | $6.1M |
| Parkside Investments, LLC | 0.92% | Reduce -10.3% | 794,210 | $5.8M |
| Moors & Cabot, Inc. | 0.31% | Add +13.1% | 783,490 | $5.7M |
| Cetera Investment Advisers | 0.01% | Add +905.2% | 779,982 | $5.7M |
| MML Investors Services, LLC | 0.02% | Reduce -0.4% | 759,698 | $5.5M |
| Caprock Group, LLC | 0.31% | Reduce -1.6% | 748,081 | $5.5M |
| Invesco Ltd. | 0.00% | Reduce -4.3% | 739,530 | $5.4M |
| Brighton Jones LLC | 0.19% | Add +4.3% | 714,375 | $5.2M |
| Ensign Peak Advisors, Inc | 0.01% | Add +123.8% | 698,663 | $5.1M |
| First Trust Advisors LP | 0.01% | Reduce -10.3% | 671,618 | $4.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -11.4% | 624,800 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.6% | 608,576 | $4.4M |
| Mizuho Markets Americas LLC | 0.12% | Reduce -51.2% | 604,992 | $4.4M |
| Wealthspire Retirement, LLC | 0.36% | New | 576,058 | $4.2M |
| Quantbot Technologies LP | 0.23% | Reduce -30.8% | 557,514 | $4.1M |
| Cerity Partners LLC | 0.01% | Add +1.9% | 557,227 | $4.1M |
| Vestmark Advisory Solutions, Inc. | 0.17% | New | 552,027 | $4.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.6% | 535,894 | $3.9M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 531,850 | $3.9M |
| B & T Capital Management DBA Alpha Capital Management | 0.74% | Add +2.6% | 517,902 | $3.8M |
| Alyeska Investment Group, L.P. | 0.02% | New | 500,000 | $3.6M |
| IMC-Chicago, LLC | 0.13% | New | 494,640 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +8.8% | 467,087 | $3.4M |
| HRT Financial LP | 0.02% | New | 463,400 | $3.4M |
| Capital Markets Trading UK LLP | 2.45% | New | 463,198 | $3.4M |
| Anderson Hoagland & Co. | 0.38% | Add +11.2% | 445,977 | $3.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.21% | Add +2.4% | 459,098 | $3.4M |
| Janus Henderson Group PLC | 0.00% | Add +13.7% | 457,322 | $3.3M |
| Segall Bryant & Hamill, LLC | 0.06% | New | 454,840 | $3.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +2.4% | 445,719 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +31.0% | 431,271 | $3.1M |
| Bank of Montreal | 0.00% | Add +26.4% | 428,192 | $3.1M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -0.5% | 424,529 | $3.1M |
| Interval Partners, LP | 0.12% | New | 422,837 | $3.1M |
| Mariner, LLC | 0.01% | Reduce -0.8% | 422,699 | $3.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -14.2% | 496,330 | $3.0M |
| Millennium Management | 0.00% | Reduce -92.5% | 405,678 | $3.0M |
| Raymond James & Associates | 0.00% | Add +35.0% | 404,662 | $3.0M |
| Wolverine Trading, LLC | 0.03% | Add +293.2% | 400,584 | $2.9M |
| Convergence Financial, LLC | 1.21% | Add +60.0% | 400,010 | $2.9M |
| American Century Companies Inc. | 0.00% | Add +74.8% | 398,723 | $2.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +11.8% | 388,367 | $2.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.4% | 386,380 | $2.8M |
| Clarity Capital Partners LLC | 1.86% | Add +14.0% | 386,318 | $2.8M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 376,722 | $2.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -79.2% | 373,911 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.9% | 363,812 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +223.5% | 360,902 | $2.6M |
| Triumph Capital Management | 1.07% | Add +24.9% | 362,385 | $2.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -35.7% | 354,708 | $2.6M |
| Old Second National Bank of Aurora | 0.64% | Add +5.5% | 335,755 | $2.5M |
| NewEdge Advisors, LLC | 0.02% | Reduce -3.3% | 319,226 | $2.3M |
| NFSG Corp | 0.92% | Reduce -1.5% | 289,476 | $2.1M |
| Van Eck Associates Corp. | 0.00% | Add +50.5% | 288,438 | $2.1M |
| Summit Trail Advisors, LLC | 0.05% | Add +6.9% | 259,916 | $1.9M |
| Aptus Capital Advisors, LLC | 0.04% | Add +5.1% | 250,825 | $1.8M |
| Arizona State Retirement System | 0.01% | Reduce -0.8% | 250,310 | $1.8M |
| Once Capital Management, LLC | 1.07% | Reduce -28.6% | 250,000 | $1.8M |
| Bayesian Capital Management, LP | 0.17% | Add +37.4% | 246,600 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -50.2% | 243,114 | $1.8M |
| Belmont Capital, LLC | 0.48% | No change | 242,350 | $1.8M |
| Second Line Capital, LLC | 0.57% | Add +1.6% | 241,246 | $1.8M |
| Norris Financial Group, LLC | 0.96% | Add +7.9% | 239,325 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +29.3% | 239,634 | $1.7M |
| AXA S.A. | 0.01% | Reduce -32.7% | 235,627 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +28.4% | 233,620 | $1.7M |
| Twinbeech Capital LP | 0.04% | New | 232,156 | $1.7M |
| Oppenheimer & Co. Inc. | 0.03% | Add +12.0% | 229,804 | $1.7M |
| Two Sigma Securities, LLC | 0.08% | Reduce -73.2% | 224,453 | $1.6M |
| Algert Global LLC | 0.06% | Add +32.7% | 223,710 | $1.6M |
| Quantinno Capital Management LP | 0.03% | Add +850.2% | 220,199 | $1.6M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 219,700 | $1.6M |
| State of Wisconsin Investment Board | 0.00% | Reduce -12.4% | 214,599 | $1.6M |
| Knights of Columbus Asset Advisors LLC | 0.11% | No change | 201,394 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +4.7% | 200,872 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.8% | 193,295 | $1.4M |
| Mark Asset Management LP | 0.19% | New | 189,389 | $1.4M |
| Well Done, LLC | 0.26% | Add +6.4% | 183,918 | $1.3M |
| Reynders McVeigh Capital Management, LLC | 0.08% | Add +24.3% | 183,743 | $1.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +105.3% | 182,804 | $1.3M |
| Brevan Howard Capital Management LP | 0.13% | Add +201.4% | 181,686 | $1.3M |
| Burney Co./ | 0.05% | New | 181,434 | $1.3M |
| Estate Counselors, LLC | 0.15% | New | 180,580 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +53.8% | 179,395 | $1.3M |
| Mgo One Seven LLC | 0.07% | Reduce -0.3% | 178,634 | $1.3M |
| Vontobel Holding Ltd. | 0.01% | Reduce -1.9% | 176,253 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +69.1% | 176,114 | $1.3M |
| Handelsbanken Fonder AB | 0.01% | Add +11.0% | 174,000 | $1.3M |
| Nomura Holdings Inc. | 0.01% | New | 173,863 | $1.3M |
| Parallax Volatility Advisers, L.P. | 0.04% | Add +98.7% | 172,242 | $1.3M |
| Firethorn Wealth Partners, LLC | 0.74% | Add +13.7% | 171,979 | $1.3M |
| Spire Wealth Management | 0.02% | Reduce -2.5% | 171,732 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +38.4% | 168,832 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +62.4% | 166,459 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +1385.8% | 164,377 | $1.2M |
| Utah Retirement Systems | 0.01% | Add +0.6% | 160,300 | $1.2M |
| Jump Financial, LLC | 0.03% | Reduce -45.3% | 159,882 | $1.2M |
| Acorn Financial Advisory Services Inc. | 0.22% | Reduce -0.9% | 158,849 | $1.2M |
| Creative Planning | 0.00% | Add +15.1% | 155,508 | $1.1M |
| Prentice Capital Management, LP | 2.60% | New | 150,000 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +10.7% | 149,743 | $1.1M |
| STRS Ohio | 0.00% | Add +50.5% | 148,686 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +254.6% | 144,589 | $1.1M |
| LM Advisors LLC | 0.18% | Reduce -14.3% | 143,854 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +5.4% | 127,136 | $1.0M |
| HST Ventures, LLC | 0.41% | New | 137,931 | $1.0M |
| ExodusPoint Capital Management, LP | 0.01% | Add +44.8% | 135,701 | $991K |
| Pursue Wealth Partners LLC | 0.55% | New | 128,715 | $940K |
| Kovack Advisors, Inc. | 0.11% | Add +6.4% | 125,315 | $915K |
| Alliance Wealth Advisors, LLC | 0.27% | No change | 121,880 | $890K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 121,782 | $889K |
| Focus Partners Wealth | 0.01% | Add +0.3% | 120,413 | $879K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.3% | 119,075 | $869K |
| HighPoint Advisor Group LLC | 0.06% | Add +0.8% | 117,521 | $836K |
| Voya Investment Management LLC | 0.00% | Reduce -2.4% | 114,152 | $833K |
| Kennedy Investment Group, Inc. | 0.43% | Reduce -0.5% | 110,900 | $810K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.4% | 108,522 | $792K |
| Pictet Asset Management Holding SA | 0.00% | Add +1.4% | 107,397 | $784K |
| Prospera Financial Services Inc | 0.02% | Add +12.4% | 106,813 | $780K |
| Capital Advisors Wealth Management, LLC | 0.16% | Add +3.2% | 102,513 | $748K |
| Pegasus Asset Management, Inc. | 0.23% | Add +3.7% | 101,985 | $744K |
| Entropy Technologies, LP | 0.08% | New | 99,374 | $725K |
| Avantax Advisory Services, Inc. | 0.01% | Add +18.9% | 97,219 | $710K |
| Equitable Holdings, Inc. | 0.01% | Add +24.8% | 95,465 | $697K |
| Blueshift Asset Management, LLC | 0.35% | New | 93,020 | $679K |
| Virtu Financial LLC | 0.05% | New | 91,736 | $670K |
| IFP Advisors, Inc | 0.03% | Add +70.8% | 89,970 | $657K |
| Matisse Capital | 0.31% | Add +0.9% | 89,660 | $655K |
| Kestra Advisory Services, LLC | 0.00% | Add +26.3% | 89,573 | $654K |
| Axq Capital, LP | 0.16% | Add +366.1% | 89,500 | $653K |
| Lakeshore Financial Planning, Inc. | 0.31% | New | 83,306 | $608K |
| DNB Asset Management AS | 0.00% | Reduce -57.4% | 83,237 | $608K |
| D.A. Davidson & Co. | 0.01% | Add +3.7% | 83,163 | $607K |
| Perennial Investment Advisors, LLC | 0.09% | Add +6.2% | 82,060 | $599K |
| Composition Wealth, LLC | 0.01% | Add +3.8% | 81,350 | $594K |
| Principal Financial Group Inc. | 0.00% | Add +37.0% | 80,650 | $589K |
| Greenland Capital Management LP | 0.10% | New | 80,000 | $584K |
| Monashee Investment Management LLC | 0.07% | New | 80,000 | $584K |
| HAP Trading, LLC | 0.18% | Add +6.8% | 77,787 | $568K |
| Verition Fund Management LLC | 0.01% | Reduce -34.6% | 77,108 | $563K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 76,520 | $559K |
| M. Kulyk & Associates, LLC | 0.13% | No change | 74,901 | $547K |
| Centiva Capital, LP | 0.03% | Add +398.1% | 74,707 | $545K |
| Baird Financial Group, Inc. | 0.00% | Add +12.7% | 73,433 | $536K |
| AQR Capital Management | 0.00% | Reduce -32.5% | 72,526 | $529K |
| Strategic Advocates LLC | 0.20% | Add +10.8% | 72,430 | $529K |
| M&T Bank Corp | 0.00% | Add +62.6% | 71,947 | $525K |
| Maryland State Retirement & Pension System | 0.01% | No change | 72,493 | $517K |
| Wolff Wiese Magana LLC | 0.43% | Add +1.9% | 68,228 | $498K |
| Gsa Capital Partners LLP | 0.04% | Add +43.6% | 67,562 | $493K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +19.7% | 67,205 | $491K |
| Corient Private Wealth LP | 0.00% | Reduce -4.5% | 67,149 | $490K |
| Y.D. More Investments Ltd | 0.09% | Reduce -17.0% | 67,039 | $489K |
| Marex Group Ltd | 0.02% | Add +60.7% | 66,598 | $486K |
| Harbour Investments, Inc. | 0.02% | Add +9.8% | 66,581 | $486K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -10.5% | 66,503 | $485K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -18.3% | 65,740 | $482K |
| Solidarity Wealth, LLC | 0.15% | No change | 65,661 | $479K |
| Hilltop Holdings Inc. | 0.05% | Add +13.3% | 64,675 | $472K |
| Freestone Capital Holdings, LLC | 0.02% | New | 64,350 | $470K |
| Prudential Financial Inc. | 0.00% | Add +9.1% | 63,509 | $464K |
| Consolidated Investment Group LLC | 0.07% | No change | 63,000 | $460K |
| PFG Investments, LLC | 0.03% | Add +109.8% | 62,222 | $454K |
| US Bancorp \de | 0.00% | Add +203.5% | 60,763 | $444K |
| VitalStone Financial, LLC | 0.34% | Reduce -22.1% | 60,706 | $443K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.8% | 61,315 | $443K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.6% | 59,808 | $437K |
| Xcel Wealth Management, LLC | 0.14% | Add +428.9% | 59,770 | $436K |
| San Luis Wealth Advisors LLC | 0.23% | Reduce -0.3% | 58,827 | $429K |
| Wellington Management Group LLP | 0.00% | Reduce -7.3% | 57,995 | $423K |
| Means Investment Co., Inc. | 0.05% | Reduce -5.1% | 57,692 | $421K |
| FMR LLC | 0.00% | Reduce -3.0% | 57,038 | $416K |
| Venture Visionary Partners LLC | 0.02% | Add +39.8% | 55,833 | $408K |
| Nwam LLC | 0.03% | Add +46.6% | 57,421 | $405K |
| QRG Capital Management, Inc. | 0.01% | Add +4.0% | 53,849 | $393K |
| Alta Wealth Advisors LLC | 0.20% | No change | 53,449 | $390K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +0.8% | 53,236 | $389K |
| Aquatic Capital Management LLC | 0.01% | Reduce -79.8% | 53,000 | $387K |
| Amalgamated Bank | 0.00% | Reduce -59.8% | 52,868 | $386K |
| Integrated Advisors Network LLC | 0.02% | Add +3.5% | 52,560 | $384K |
| Tradition Wealth Management, LLC | 0.04% | Add +57.8% | 52,410 | $383K |
| Deutsche Bank AG | 0.00% | Reduce -74.4% | 51,698 | $377K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -55.1% | 50,740 | $370K |
| Carolinas Wealth Consulting LLC | 0.07% | Add +150.0% | 50,000 | $365K |
| Arkadios Wealth Advisors | 0.03% | Add +2.3% | 49,647 | $362K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +140.6% | 49,112 | $359K |
| Bridgefront Capital, LLC | 0.27% | New | 49,066 | $358K |
| Advisory Services Network, LLC | 0.01% | Reduce -21.7% | 47,876 | $349K |
| Empowered Funds, LLC | 0.01% | Add +22.2% | 47,854 | $349K |
| Western Wealth Management, LLC | 0.03% | New | 46,711 | $341K |
| Lauer Wealth, LLC | 0.29% | Add +40.2% | 44,257 | $338K |
| Sigma Planning Corp | 0.01% | Add +228.7% | 46,001 | $336K |
| Wealthfront Advisers LLC | 0.00% | Add +143.8% | 45,431 | $332K |
| Compound Planning, Inc. | 0.03% | Reduce -7.0% | 45,204 | $330K |
| Russell Investments Group, Ltd. | 0.00% | Add +341.0% | 43,624 | $318K |
| Lincoln National Corp. | 0.00% | Reduce -2.9% | 43,384 | $317K |
| River Street Advisors LLC | 0.21% | Add +22.2% | 43,282 | $316K |
| Pathway Financial Advisers, LLC | 0.11% | Add +24.8% | 43,256 | $316K |
| Aldebaran Financial Inc. | 0.44% | Reduce -7.3% | 42,745 | $312K |
| DAVENPORT & Co LLC | 0.00% | Add +105.4% | 42,641 | $311K |
| Fortis Advisors, LLC | 0.21% | No change | 42,550 | $311K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -5.8% | 42,196 | $308K |
| Cwm, LLC | 0.00% | Add +8.8% | 42,133 | $308K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -9.6% | 41,566 | $303K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -7.0% | 39,716 | $302K |
| Engineers Gate Manager LP | 0.01% | New | 40,736 | $297K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -43.4% | 40,726 | $297K |
| Independent Financial Group, LLC | 0.01% | Reduce -12.2% | 40,685 | $297K |
| Neuberger Berman Group LLC | 0.00% | Reduce -19.5% | 40,570 | $296K |
| Soltis Investment Advisors LLC | 0.03% | Add +16.5% | 40,428 | $295K |
| McGuire Investment Group, LLC | 0.04% | Add +10.2% | 39,950 | $292K |
| National Bank of Canada | 0.00% | Add +37.5% | 41,118 | $285K |
| Quinn Opportunity Partners LLC | 0.03% | New | 39,000 | $285K |
| Caliber Wealth Management, LLC | 0.15% | Reduce -12.6% | 38,344 | $280K |
| Level Four Advisory Services, LLC | 0.02% | No change | 28,064 | $279K |
| Belpointe Asset Management LLC | 0.02% | Add +72.9% | 37,392 | $273K |
| Gabelli Funds LLC | 0.00% | Add +15.6% | 37,000 | $270K |
| Global Retirement Partners, LLC | 0.01% | Add +435.4% | 36,829 | $269K |
| SageView Advisory Group, LLC | 0.01% | New | 2,097 | $264K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -4.2% | 36,110 | $264K |
| Signaturefd, LLC | 0.01% | Add +9.4% | 35,891 | $262K |
| Sei Investments Co. | 0.00% | Reduce -7.7% | 35,837 | $262K |
| Foundations Investment Advisors, LLC | 0.01% | Add +6.3% | 35,295 | $258K |
| Drive Wealth Management, LLC | 0.07% | Reduce -1.6% | 35,276 | $258K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Add +40.5% | 35,220 | $257K |
| Xponance LLC | 0.00% | Add +5.4% | 34,510 | $252K |
| Tidal Investments LLC | 0.00% | Add +15.2% | 33,733 | $246K |
| Archford Capital Strategies, LLC | 0.04% | New | 33,642 | $246K |
| Walkner Condon Financial Advisors LLC | 0.05% | New | 33,544 | $245K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -5.6% | 33,535 | $245K |
| M Holdings Securities, Inc. | 0.04% | Reduce -6.7% | 33,390 | $244K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +246.7% | 33,273 | $243K |
| Hexagon Capital Partners LLC | 0.05% | Add +0.9% | 32,122 | $234K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -77.8% | 31,596 | $231K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +50.5% | 31,276 | $228K |
| UMB Bank, n.a. | 0.00% | Add +36.1% | 31,237 | $228K |
| HUB Investment Partners, LLC | 0.01% | New | 30,792 | $225K |
| Moseley Investment Management Inc. | 0.11% | Add +15.1% | 30,680 | $224K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Add +100.0% | 30,000 | $219K |
| Integrated Wealth Concepts LLC | 0.00% | Add +182.9% | 30,000 | $219K |
| Balentine LLC | 0.01% | Reduce -5.1% | 29,288 | $214K |
| Pinnacle Associates Ltd. | 0.00% | New | 29,047 | $212K |
| Good Life Advisors, LLC | 0.02% | Add +75.7% | 28,978 | $212K |
| EntryPoint Capital, LLC | 0.19% | Add +133.5% | 28,796 | $210K |
| AlphaQuest LLC | 0.04% | Add +92.0% | 28,232 | $206K |
| Axim Planning & Wealth | 0.17% | Add +27.3% | 28,000 | $204K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -11.0% | 27,810 | $203K |
| Wellington Wealth Strategies, LLC. | 0.09% | Reduce -38.5% | 27,728 | $202K |
| Calton & Associates, Inc. | 0.10% | Add +16.3% | 27,350 | $200K |
| Creegan & Nassoura Financial Group, LLC | 0.13% | No change | 26,925 | $197K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +53.4% | 26,666 | $195K |
| Creekmur Asset Management LLC | 0.07% | Reduce -33.2% | 26,338 | $192K |
| Columbia Asset Management | 0.04% | No change | 11,185 | $192K |
| Cutler Group LLC / CA | 0.10% | Reduce -37.1% | 25,946 | $189K |
| Bantamac Capital, LLC | 0.11% | New | 25,466 | $186K |
| Axxcess Wealth Management, LLC | 0.01% | New | 25,405 | $185K |
| Diversified Trust Co. | 0.01% | Add +37.3% | 25,332 | $185K |
| Highlander Capital Management, LLC | 0.07% | Reduce -5.4% | 25,100 | $183K |
| Founders Financial Securities LLC | 0.02% | No change | 25,060 | $183K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 24,572 | $179K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 24,481 | $179K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 24,257 | $177K |
| Captrust Financial Advisors | 0.00% | Reduce -57.2% | 24,140 | $176K |
| HB Wealth Management, LLC | 0.00% | New | 24,086 | $176K |
| Coordinated Financial Services, Inc. | 0.15% | — | 23,900 | $174K |
| CoreCap Advisors, LLC | 0.01% | New | 23,875 | $174K |
| International Assets Investment Management, LLC | 0.02% | Reduce -6.0% | 24,125 | $174K |
| Comerica Bank | 0.00% | Add +27.1% | 23,782 | $174K |
| Manchester Financial Inc. | 0.05% | Add +1.0% | 23,698 | $173K |
| Teacher Retirement System of Texas | 0.00% | Reduce -71.5% | 23,151 | $169K |
| Panoramic Investment Advisors, LLC | 0.12% | No change | 23,000 | $168K |
| Interchange Capital Partners, LLC | 0.11% | New | 21,141 | $167K |
| Brown Advisory Inc. | 0.00% | Reduce -35.1% | 22,703 | $166K |
| Blair William & Co. | 0.00% | New | 22,613 | $165K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 22,300 | $163K |
| Trueblood Wealth Management, LLC | 0.09% | Add +41.0% | 22,103 | $161K |
| Concorde Asset Management, LLC | 0.11% | Add +17.6% | 22,074 | $161K |
| Marathon Trading Investment Management LLC | 0.06% | Add +0.9% | 21,300 | $155K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +1.3% | 21,297 | $155K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +1.3% | 21,297 | $155K |
| CIBC Asset Management Inc | 0.00% | No change | 21,178 | $155K |
| Jones Financial Companies LLLP | 0.00% | Add +371.8% | 20,678 | $151K |
| Merit Financial Group, LLC | 0.00% | Add +12.0% | 21,499 | $150K |
| Independent Wealth Network Inc. | 0.07% | Add +4.2% | 20,426 | $149K |
| World Investment Advisors | 0.02% | Add +2.5% | 20,409 | $149K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | No change | 20,261 | $148K |
| Ionic Capital Management LLC | 0.12% | New | 20,000 | $146K |
| Cordgrass Capital Advisors, LLC | 0.05% | No change | 20,000 | $146K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +33.3% | 20,000 | $146K |
| Fox Run Management, L.L.C. | 0.03% | New | 19,932 | $146K |
| Probity Advisors, Inc. | 0.03% | Add +37.2% | 19,737 | $144K |
| KBC Group NV | 0.00% | Add +15.7% | 19,689 | $144K |
| NWF Advisory Services Inc. | 0.02% | No change | 19,412 | $142K |
| DDFG, Inc | 0.04% | No change | 19,280 | $141K |
| Ieq Capital, LLC | 0.00% | No change | 19,174 | $140K |
| Zions Bancorporation, N.A. | 0.01% | Reduce -20.2% | 19,081 | $139K |
| Waldron Private Wealth LLC | 0.01% | New | 18,798 | $137K |
| Claro Advisors Inc. | 0.02% | Add +1.6% | 18,746 | $137K |
| Bensler, LLC | 0.02% | No change | 18,730 | $137K |
| Mainstay Capital Management LLC | 0.03% | Add +2.0% | 18,726 | $137K |
| MetLife Investment Management, LLC | 0.00% | Add +2.1% | 18,541 | $135K |
| Traynor Capital Management, Inc. | 0.01% | Reduce -5.8% | 18,512 | $135K |
| Pointe Capital Management LLC | 0.08% | No change | 18,490 | $135K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 18,438 | $135K |
| Regal Investment Advisors LLC | 0.01% | Reduce -8.6% | 18,434 | $135K |
| Guggenheim Capital LLC | 0.00% | New | 18,411 | $134K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 17,656 | $129K |
| AE Wealth Management LLC | 0.00% | Reduce -81.6% | 17,424 | $127K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -5.5% | 17,398 | $127K |
| Watts Gwilliam & Co., LLC | 0.04% | — | 16,697 | $125K |
| FAS Wealth Partners, Inc. | 0.01% | Add +6.3% | 16,820 | $123K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +28.3% | 16,754 | $122K |
| Zullo Investment Group, Inc. | 0.06% | Reduce -9.6% | 16,500 | $120K |
| Albion Financial Group | 0.01% | No change | 16,415 | $120K |
| Redhawk Wealth Advisors, Inc. | 0.02% | Reduce -3.5% | 16,187 | $118K |
| Riverwood Capital Management Ltd. | 0.23% | No change | 16,077 | $117K |
| Garden State Investment Advisory Services LLC | 0.04% | Add +5.5% | 15,950 | $115K |
| Aspiriant, LLC | 0.00% | No change | 15,633 | $114K |
| Global Wealth Management Investment Advisory, Inc. | 0.03% | Add +51.6% | 15,028 | $110K |
| Debussy Capital Management LP | 0.03% | No change | 15,788 | $110K |
| Northwest Wealth Management, LLC | 0.03% | Add +50.0% | 15,000 | $110K |
| Gotham Asset Management | 0.00% | Reduce -0.2% | 14,997 | $109K |
| MIdWestOne Financial Group, Inc. | 0.02% | Add +11.7% | 14,974 | $109K |
| SG Americas Securities, LLC | 0.00% | Reduce -54.0% | 14,868 | $109K |
| Caption Management, LLC | 0.01% | New | 14,797 | $108K |
| Elkhorn Partners Limited Partnership | 0.08% | Add +1.4% | 14,800 | $108K |
| Banque Cantonale Vaudoise | 0.00% | Add +16.0% | 14,500 | $107K |
| Avestar Capital, LLC | 0.01% | No change | 14,582 | $106K |
| PNC Financial Services Group, Inc. | 0.00% | Add +29.1% | 14,505 | $106K |
| Capital Advisors Inc. | 0.00% | Add +161.5% | 31,896 | $102K |
| Visionary Wealth Advisors | 0.01% | Reduce -9.7% | 13,984 | $102K |
| Bleakley Financial Group, LLC | 0.00% | Add +24.7% | 13,959 | $102K |
| Simplicity Wealth,LLC | 0.00% | New | 13,959 | $102K |
| TD Waterhouse Canada Inc. | 0.00% | Add +60.0% | 12,516 | $101K |
| Cooper/Haims Advisors, LLC | 0.06% | Add +2.0% | 13,875 | $101K |
| Crewe Advisors LLC | 0.01% | New | 13,834 | $101K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +5.3% | 13,825 | $101K |
| Truefg, LLC | 0.04% | Add +6.6% | 13,800 | $101K |
| Independent Advisor Alliance | 0.00% | Reduce -36.8% | 13,610 | $99K |
| Chapin Davis, Inc. | 0.04% | Add +2.3% | 13,525 | $99K |
| IPG Investment Advisors LLC | 0.02% | New | 13,500 | $99K |
| Burr Financial Services, LLC | 0.08% | No change | 13,900 | $98K |
| Worth Financial Advisory Group, LLC | 0.07% | Add +1.1% | 13,410 | $98K |
| Teza Capital Management LLC | 0.01% | Reduce -78.7% | 13,406 | $98K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +28.9% | 13,335 | $97K |
| Kingsview Wealth Management, LLC | 0.00% | New | 13,307 | $97K |
| Ballentine Partners, LLC | 0.00% | Add +6.8% | 13,155 | $96K |
| Main Street Financial Solutions, LLC | 0.01% | Add +1.8% | 12,841 | $94K |
| Global Financial Private Client, LLC | 0.04% | Add +8.5% | 12,927 | $93K |
| Nebula Research & Development LLC | 0.02% | Reduce -66.6% | 12,686 | $93K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 12,550 | $91K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +9.6% | 13,335 | $90K |
| Balboa Wealth Partners | 0.03% | Reduce -9.9% | 12,275 | $90K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -7.6% | 12,253 | $89K |
| NorthRock Partners, LLC | 0.00% | New | 12,245 | $89K |
| Marshall Financial Group, LLC | 0.03% | New | 12,224 | $89K |
| Prostatis Group LLC | 0.03% | No change | 12,200 | $89K |
| O'Dell Group, LLC | 0.02% | No change | 12,108 | $88K |
| Transcend Capital Advisors, LLC | 0.01% | No change | 12,048 | $88K |
| Cantor Fitzgerald, L. P. | 0.02% | Reduce -5.5% | 12,000 | $88K |
| Procyon Advisors, LLC | 0.01% | Add +5.5% | 11,905 | $87K |
| Clay Northam Wealth Management, LLC | 0.07% | New | 11,478 | $84K |
| KRS Capital Management, LLC | 0.07% | New | 11,420 | $83K |
| Jacobi Capital Management LLC | 0.01% | Add +4.6% | 11,390 | $83K |
| Wedmont Private Capital | 0.01% | Reduce -13.4% | 10,452 | $82K |
| Kesler, Norman & Wride, LLC | 0.02% | New | 11,000 | $80K |
| KLCM Advisors, Inc. | 0.01% | Reduce -55.1% | 11,000 | $80K |
| Twin Peaks Wealth Advisors, LLC | 0.04% | No change | 10,997 | $80K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -14.1% | 10,897 | $80K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 10,890 | $79K |
| StoneX Group Inc. | 0.01% | New | 10,884 | $79K |
| Evercore Wealth Management, LLC | 0.00% | No change | 10,849 | $79K |
| Steele Capital Management, Inc. | 0.00% | No change | 10,750 | $78K |
| Geneos Wealth Management Inc. | 0.00% | Add +6.1% | 10,742 | $78K |
| Quadcap Wealth Management, LLC | 0.02% | Add +5.6% | 10,686 | $78K |
| Wedbush Securities Inc. | 0.00% | New | 10,700 | $78K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 10,800 | $78K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -5.7% | 10,652 | $78K |
| Strategic Blueprint, LLC | 0.01% | Add +2.8% | 10,646 | $78K |
| Modus Advisors, LLC | 0.03% | New | 10,620 | $78K |
| Gainplan LLC | 0.04% | New | 10,502 | $77K |
| Qsemble Capital Management, LP | 0.02% | New | 10,460 | $76K |
| Smith Anglin Financial, LLC | 0.01% | No change | 10,300 | $75K |
| Bison Wealth, LLC | 0.01% | New | 10,249 | $75K |
| Kensington Investment Counsel, LLC | 0.03% | New | 10,176 | $74K |
| Intrua Financial, LLC | 0.01% | Reduce -46.3% | 10,167 | $74K |
| Yousif Capital Management, LLC | 0.00% | New | 10,030 | $73K |
| Wagner Wealth Management, LLC | 0.02% | New | 10,000 | $73K |
| Keebeck Wealth Management | 0.01% | New | 10,000 | $73K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 10,000 | $73K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -6.1% | 9,735 | $71K |
| TFC Financial Management, Inc. | 0.01% | No change | 9,457 | $69K |
| Nemes Rush Group LLC | 0.01% | No change | 8,894 | $65K |
| Allworth Financial LP | 0.00% | Add +110.5% | 8,820 | $64K |
| Lanark Financial, Inc. | 0.01% | Reduce -2.6% | 8,500 | $62K |
| Atlas Capital Advisors Inc. | 0.01% | Add +2.8% | 8,432 | $62K |
| Sandy Spring Bank | 0.00% | Add +12.5% | 8,106 | $59K |
| American International Group, Inc. | 0.00% | Add +2.0% | 7,829 | $57K |
| Game Plan Financial Advisors, LLC | 0.03% | Reduce -1.9% | 7,800 | $57K |
| Asset Management One Co., Ltd. | 0.00% | Add +21.4% | 7,797 | $57K |
| Private Trust Co. NA | 0.01% | No change | 7,640 | $56K |
| Fortitude Family Office, LLC | 0.03% | Add +12.8% | 6,751 | $49K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Add +50.0% | 6,000 | $44K |
| Parallel Advisors, LLC | 0.00% | Add +38.4% | 5,695 | $42K |
| Ancora Advisors LLC | 0.00% | Reduce -4.7% | 5,400 | $39K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -67.5% | 5,166 | $38K |
| Future Financial Wealth Managment LLC | 0.03% | New | 5,110 | $37K |
| Lazard Asset Management LLC | 0.00% | Add +0.4% | 5,208 | $37K |
| Orion Capital Management LLC | 0.02% | No change | 5,000 | $37K |
| CNB Bank | 0.02% | No change | 5,000 | $37K |
| NewSquare Capital LLC | 0.00% | No change | 5,000 | $37K |
| PSI Advisors, LLC | 0.01% | Reduce -11.8% | 4,835 | $35K |
| Clearstead Advisors, LLC | 0.00% | Add +14.2% | 4,840 | $34K |
| Caitlin John, LLC | 0.03% | Reduce -8.0% | 4,600 | $34K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +61.2% | 4,513 | $33K |
| Arax Advisory Partners | 0.00% | Add +1.3% | 4,302 | $31K |
| Principal Securities, Inc. | 0.00% | Add +116.6% | 4,150 | $30K |
| WealthCollab, LLC | 0.02% | New | 4,000 | $29K |
| Tortoise Investment Management, LLC | 0.00% | New | 3,939 | $29K |
| First Horizon Advisors, Inc. | 0.00% | New | 3,848 | $28K |
| ORG Partners LLC | 0.05% | New | 3,699 | $27K |
| Westside Investment Management, Inc. | 0.01% | Add +12.9% | 3,500 | $25K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 3,300 | $24K |
| Valley National Advisers Inc. | 0.00% | Add +728.7% | 3,381 | $24K |
| Brown Brothers Harriman & Co. | 0.00% | Add +2.5% | 3,215 | $23K |
| Lindbrook Capital, LLC | 0.00% | Reduce -18.5% | 3,156 | $23K |
| RFP Financial Group LLC | 0.01% | No change | 3,037 | $22K |
| GAMMA Investing LLC | 0.00% | Add +11.3% | 3,036 | $22K |
| Piscataqua Savings Bank | 0.02% | New | 3,000 | $22K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 2,790 | $20K |
| CI Investments Inc. | 0.00% | Add +37.4% | 2,761 | $20K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 2,706 | $20K |
| Manchester Capital Management LLC | 0.00% | No change | 2,676 | $20K |
| Archer Investment Corp | 0.01% | New | 2,500 | $18K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,500 | $18K |
| HHM Wealth Advisors, LLC | 0.00% | Add +48.5% | 2,450 | $18K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +53.4% | 2,386 | $17K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -82.0% | 2,200 | $16K |
| Optiver Holding B.V. | 0.00% | New | 2,109 | $15K |
| Liberty One Investment Management, LLC | 0.00% | Add +4.8% | 2,066 | $15K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +13.4% | 2,035 | $15K |
| Barrett & Company, Inc. | 0.01% | No change | 2,000 | $15K |
| Bank of New Hampshire | 0.00% | Add +100.0% | 2,000 | $15K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 2,000 | $15K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 1,970 | $14K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 1,341 | $13K |
| Stone House Investment Management, LLC | 0.00% | No change | 1,673 | $12K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 1,500 | $11K |
| BBJS Financial Advisors, LLC | 0.00% | New | 1,150 | $8K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -21.7% | 1,100 | $8K |
| Rothschild Investment LLC | 0.00% | Add +10.0% | 1,100 | $8K |
| Covestor Ltd | 0.01% | Reduce -4.1% | 1,105 | $8K |
| Benjamin Edwards Inc. | 0.00% | New | 1,138 | $8K |
| Retirement Group, LLC | 0.00% | Add +10.1% | 1,095 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 1,069 | $8K |
| Northwest Capital Management Inc | 0.00% | No change | 1,050 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Add +60.0% | 1,037 | $7K |
| Balefire, LLC | 0.00% | No change | 1,000 | $7K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 1,000 | $7K |
| Assetmark, Inc. | 0.00% | New | 1,000 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -6.9% | 933 | $7K |
| Blue Trust, Inc. | 0.00% | Add +1508.8% | 917 | $7K |
| SYSTM Wealth Solutions LLC | 0.00% | New | 848 | $6K |
| Versant Capital Management, Inc | 0.00% | Reduce -13.6% | 842 | $6K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -0.1% | 799 | $6K |
| Main Street Group, LTD | 0.00% | No change | 800 | $6K |
| Optimum Investment Advisors | 0.00% | No change | 750 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 750 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 720 | $5K |
| Quadrant Capital Group LLC | 0.00% | Add +33.3% | 676 | $5K |
| Nvwm, LLC | 0.00% | No change | 600 | $4K |
| Wiser Advisor Group LLC | 0.01% | No change | 590 | $4K |
| Gradient Investments LLC | 0.00% | Reduce -60.7% | 590 | $4K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 575 | $4K |
| Bfsg, LLC | 0.00% | Add +15.0% | 575 | $4K |
| Tidemark, LLC | 0.00% | Reduce -39.6% | 571 | $4K |
| Huntington National Bank | 0.00% | Add +2272.7% | 522 | $4K |
| Kelly Financial Services LLC | 0.00% | New | 500 | $4K |
| Towne Trust Company, N.A | 0.00% | New | 500 | $4K |
| Stephens Consulting, LLC | 0.00% | No change | 500 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Add +5.7% | 448 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 427 | $3K |
| Meeder Asset Management Inc. | 0.00% | New | 421 | $3K |
| Tsfg, LLC | 0.00% | No change | 373 | $3K |
| PrairieView Partners, LLC | 0.00% | No change | 380 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 400 | $3K |
| MCF Advisors LLC | 0.00% | New | 401 | $3K |
| Quent Capital, LLC | 0.00% | No change | 365 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 353 | $3K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -28.6% | 350 | $3K |
| Investment Research & Advisory Group, Inc. | 0.00% | Reduce -54.0% | 340 | $2K |
| Red Tortoise LLC | 0.00% | No change | 328 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +42.0% | 318 | $2K |
| Chesapeake Asset Management LLC | 0.00% | No change | 316 | $2K |
| Hilltop National Bank | 0.00% | — | 300 | $2K |
| Vima LLC | 0.00% | No change | 333 | $2K |
| AlphaMark Advisors, LLC | 0.00% | No change | 300 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 236 | $2K |
| ICA Group Wealth Management, LLC | 0.00% | New | 225 | $2K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 200 | $1K |
| Sachetta, LLC | 0.00% | No change | 123 | $1K |
| Smartleaf Asset Management LLC | 0.00% | New | 152 | $1K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 150 | $1K |
| Tucker Asset Management LLC | 0.00% | Add +590.0% | 138 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 100 | $1K |
| City State Bank | 0.00% | No change | 200 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 128 | $1K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 125 | $913 |
| Financial Perspectives, Inc | 0.00% | No change | 125 | $913 |
| Fifth Third Bancorp | 0.00% | Reduce -71.4% | 120 | $876 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 118 | $861 |
| HM Payson & Co. | 0.00% | No change | 100 | $730 |
| REAP Financial Group, LLC | 0.00% | No change | 80 | $584 |
| Delta Asset Management LLC | 0.00% | No change | 75 | $548 |
| Pittenger & Anderson Inc. | 0.00% | New | 75 | $548 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -91.7% | 54 | $395 |
| DB Fitzpatrick & Co, Inc | 0.00% | New | 50 | $365 |
| Creative Financial Designs Inc. | 0.00% | Reduce -95.2% | 50 | $365 |
| West Financial Advisors, LLC | 0.00% | No change | 49 | $358 |
| West Paces Advisors Inc. | 0.00% | No change | 45 | $329 |
| Bokf, NA | 0.00% | New | 42 | $303 |
| Concord Wealth Partners | 0.00% | New | 36 | $263 |
| MV Capital Management, Inc. | 0.00% | New | 33 | $241 |
| Frazier Financial Advisors, LLC | 0.00% | New | 27 | $198 |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -92.1% | 20 | $146 |
| Mather Group, Llc. | 0.00% | New | 13 | $129 |
| St. Johns Investment Management Company, LLC | 0.00% | Add +200.0% | 12 | $88 |
| Berkshire Capital Holdings Inc. | 0.00% | New | 10 | $73 |
| Eukles Asset Management | 0.00% | New | 10 | $73 |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 10 | $71 |
| West Branch Capital LLC | 0.00% | No change | 6 | $44 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 4 | $29 |
| Anchor Investment Management, LLC | 0.00% | New | 1 | $7 |
| FSA Wealth Management LLC | 0.00% | No change | 1 | $7 |
| Centerpoint Advisors, LLC | 0.00% | No change | 50 | $0 |
| Coston, McIsaac & Partners | 0.00% | No change | 5 | $0 |
"% of holder's portfolio" is SOFI's weight in each manager's 13F, not the share of Sofi Technologies Inc. the manager owns.