Sofi TechnologiesSOFI
13F holders, Q2 2024 (June 30)592holders −9
72new positions
79sold out
7famous investors
$6.61avg. 13F price*
At the end of Q2 2024, 592 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings, down 9 from Q1 2024. 72 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($595.1M), BlackRock Inc. ($300.5M) and Silver Lake Group, L.L.C. ($205.9M). 7 famous investors held it, including Cathie Wood (0.9% of ARK Investment Management's portfolio), George Soros (0.1% of Soros Fund Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Sofi Technologies Inc.
- CUSIP
- 83406F102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $36.3M |
| Exits | 79 | $157.1M |
All 13F filers, Q1 2024 → Q2 2024: 61,275,875 shares bought and 51,992,971 shares sold, net +9,282,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 592 holders
| Vanguard Group Inc. | 0.01% | Add +8.7% | 90,030,057 | $595.1M |
| BlackRock Inc. | 0.01% | Add +8.8% | 45,457,402 | $300.5M |
| Silver Lake Group, L.L.C. | 2.52% | No change | 31,154,165 | $205.9M |
| State Street Corp. | 0.01% | Add +7.5% | 17,752,323 | $117.3M |
| Geode Capital Management, LLC | 0.01% | Add +9.4% | 17,260,278 | $114.1M |
| Morgan Stanley | 0.01% | Add +5.6% | 15,924,316 | $105.3M |
| ARK Investment Management | 0.85% | Reduce -10.4% | 14,535,772 | $96.1M |
| Norges Bank | 0.01% | Add +22.1% | 13,952,298 | $92.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +263.3% | 13,083,606 | $86.5M |
| Amova Asset Management Americas, Inc. | 0.87% | Add +6.4% | 11,457,940 | $75.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +6.4% | 11,457,940 | $75.7M |
| Jane Street Group, LLC | 0.07% | Reduce -3.2% | 9,091,058 | $60.1M |
| Susquehanna International Group, LLP | 0.10% | Reduce -17.3% | 8,891,144 | $58.8M |
| Marshall Wace, LLP | 0.06% | Add +130.0% | 6,357,887 | $42.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +9.5% | 6,058,740 | $40.0M |
| Northern Trust Corp. | 0.01% | Add +13.4% | 4,775,669 | $31.6M |
| Accel Growth Fund V Associates L.L.C. | 33.81% | No change | 4,104,459 | $27.1M |
| UBS Group AG | 0.01% | Reduce -5.2% | 4,094,292 | $27.1M |
| Azora Capital LP | 1.51% | Add +8.7% | 3,995,167 | $26.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -42.6% | 3,855,174 | $25.5M |
| Patient Capital Management, LLC | 1.35% | Add +2.3% | 3,845,038 | $25.4M |
| Gpi Capital, L.P. | 6.55% | No change | 3,749,760 | $24.8M |
| Royal Bank of Canada | 0.01% | Add +48.8% | 3,656,103 | $24.2M |
| Citigroup Inc. | 0.02% | Add +251.5% | 3,637,559 | $24.0M |
| Wells Fargo & Company | 0.01% | Add +5.5% | 3,365,660 | $22.2M |
| Bank of New York Mellon Corp | 0.00% | Add +16.6% | 3,117,081 | $20.6M |
| Bank of Montreal | 0.01% | Add +615.6% | 3,064,086 | $20.3M |
| Mizuho Markets Americas LLC | 0.56% | Add +403.4% | 3,045,737 | $20.1M |
| Nuveen Asset Management, LLC | 0.00% | Add +2.5% | 2,542,832 | $16.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +76.3% | 2,368,972 | $15.7M |
| Swiss National Bank | 0.01% | Add +9.8% | 1,973,900 | $13.0M |
| D. E. Shaw & Co. | 0.02% | Add +411.9% | 1,914,223 | $12.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +84.0% | 1,832,367 | $12.1M |
| Simplex Trading, LLC | 0.39% | Reduce -13.7% | 1,817,798 | $12.0M |
| Bank of America Corp. | 0.00% | Reduce -12.3% | 1,785,292 | $11.8M |
| Squarepoint Ops LLC | 0.04% | Add +40.5% | 1,709,622 | $11.3M |
| Group One Trading LLC | 0.35% | Add +35.0% | 1,662,104 | $11.0M |
| Millennium Management | 0.01% | Add +291.4% | 1,587,850 | $10.5M |
| LPL Financial LLC | 0.01% | Add +13.4% | 1,542,395 | $10.2M |
| State of Michigan Retirement System | 0.05% | Add +50.0% | 1,500,000 | $9.9M |
| Walleye Trading LLC | 0.19% | Add +1.0% | 1,495,597 | $9.9M |
| HRT Financial LP | 0.05% | Add +188.3% | 1,336,023 | $8.8M |
| Longitude (Cayman) Ltd. | 13.66% | Add +2.3% | 1,311,500 | $8.7M |
| California Public Employees Retirement System | 0.01% | Reduce -22.3% | 1,296,052 | $8.6M |
| MML Investors Services, LLC | 0.03% | Add +70.4% | 1,294,696 | $8.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +15.0% | 1,251,493 | $8.3M |
| Townsquare Capital LLC | 0.10% | Add +9.4% | 1,086,173 | $7.2M |
| Kodai Capital Management LP | 0.13% | New | 1,051,239 | $6.9M |
| GTS Securities LLC | 0.14% | Reduce -5.6% | 1,037,891 | $6.9M |
| Legal & General Group Plc | 0.00% | Add +9.4% | 988,509 | $6.5M |
| California State Teachers Retirement System | 0.01% | Add +7.2% | 981,822 | $6.5M |
| Rhumbline Advisers | 0.01% | Add +5.7% | 979,183 | $6.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | — | 955,290 | $6.3M |
| Nordea Investment Management AB | 0.01% | Add +12.1% | 941,232 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -46.7% | 927,169 | $6.1M |
| Cetera Investment Advisers | 0.01% | Add +17.0% | 912,722 | $6.0M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.5% | 881,830 | $5.8M |
| Parkside Investments, LLC | 0.83% | Reduce -0.3% | 791,435 | $5.2M |
| Invesco Ltd. | 0.00% | Add +3.9% | 768,273 | $5.1M |
| Moors & Cabot, Inc. | 0.27% | Reduce -2.0% | 767,665 | $5.1M |
| Walleye Capital LLC | 0.06% | Reduce -31.5% | 766,118 | $5.1M |
| Ensign Peak Advisors, Inc | 0.01% | Add +8.7% | 759,158 | $5.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.5% | 749,018 | $5.0M |
| PDT Partners, LLC | 0.46% | New | 740,850 | $4.9M |
| Caprock Group, LLC | 0.20% | Reduce -1.3% | 738,309 | $4.9M |
| Diversify Advisory Services, LLC | 0.26% | Reduce -20.9% | 757,344 | $4.8M |
| Brighton Jones LLC | 0.16% | Add +1.4% | 723,985 | $4.8M |
| HSBC Holdings PLC | 0.00% | Add +337.6% | 719,243 | $4.7M |
| Trexquant Investment LP | 0.07% | New | 697,049 | $4.6M |
| New York State Common Retirement Fund | 0.01% | Add +11.1% | 693,887 | $4.6M |
| IMC-Chicago, LLC | 0.15% | Add +39.0% | 687,727 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.7% | 618,955 | $4.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +22.2% | 606,539 | $4.0M |
| Capital Fund Management S.A. | 0.05% | New | 603,253 | $4.0M |
| Wealthspire Retirement, LLC | 0.32% | Reduce -0.0% | 575,988 | $3.8M |
| Cerity Partners LLC | 0.01% | Add +1.7% | 566,773 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 560,116 | $3.7M |
| Raymond James & Associates | 0.00% | Add +28.6% | 520,301 | $3.4M |
| B & T Capital Management DBA Alpha Capital Management | 0.66% | Reduce -0.3% | 516,551 | $3.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +31.2% | 509,504 | $3.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.20% | Add +10.0% | 504,963 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +0.6% | 470,060 | $3.1M |
| Segall Bryant & Hamill, LLC | 0.05% | Add +2.8% | 467,516 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +8.3% | 467,009 | $3.1M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +2.1% | 454,913 | $3.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.0% | 452,727 | $3.0M |
| Treasurer of the State of North Carolina | 0.01% | Add +5.6% | 448,377 | $3.0M |
| Barclays PLC | 0.00% | Reduce -76.6% | 438,719 | $2.9M |
| Clarity Capital Partners LLC | 1.76% | Add +12.7% | 435,180 | $2.9M |
| Anderson Hoagland & Co. | 0.30% | No change | 445,977 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Add +32.3% | 422,199 | $2.8M |
| Verition Fund Management LLC | 0.02% | Add +438.3% | 415,090 | $2.7M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Reduce -27.3% | 401,370 | $2.7M |
| Mariner, LLC | 0.01% | Reduce -5.9% | 397,722 | $2.6M |
| Public Employees Retirement System of Ohio | 0.01% | Add +8.0% | 392,851 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -26.1% | 392,811 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.2% | 386,898 | $2.6M |
| Triumph Capital Management | 0.99% | Add +5.8% | 383,454 | $2.5M |
| EP Wealth Advisors, LLC | 0.03% | Add +1.6% | 382,844 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.0% | 378,470 | $2.5M |
| Private Advisor Group, LLC | 0.02% | Add +82.1% | 365,793 | $2.4M |
| SG Americas Securities, LLC | 0.01% | Add +2263.0% | 351,332 | $2.3M |
| Wolverine Trading, LLC | 0.04% | Reduce -13.1% | 348,246 | $2.3M |
| Mark Asset Management LP | 0.30% | Add +79.9% | 340,654 | $2.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.0% | 340,363 | $2.2M |
| Old Second National Bank of Aurora | 0.55% | Reduce -2.9% | 326,198 | $2.2M |
| PEAK6 Investments LLC | 0.09% | Reduce -74.0% | 300,669 | $2.0M |
| Soros Fund Management | 0.06% | New | 300,000 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +64.3% | 294,711 | $1.9M |
| First Trust Advisors LP | 0.00% | Reduce -57.1% | 287,972 | $1.9M |
| Algert Global LLC | 0.06% | Add +28.2% | 286,786 | $1.9M |
| Norris Financial Group, LLC | 0.97% | Add +18.0% | 282,301 | $1.9M |
| Arizona State Retirement System | 0.01% | Add +12.3% | 280,982 | $1.9M |
| Summit Trail Advisors, LLC | 0.05% | Add +7.6% | 279,609 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +12.9% | 263,826 | $1.7M |
| American Century Companies Inc. | 0.00% | Reduce -34.2% | 262,271 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.2% | 260,498 | $1.7M |
| Edgestream Partners, L.P. | 0.08% | New | 260,138 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | New | 260,100 | $1.7M |
| Aptus Capital Advisors, LLC | 0.03% | Add +3.1% | 258,565 | $1.7M |
| Firethorn Wealth Partners, LLC | 0.95% | Add +48.1% | 254,680 | $1.7M |
| Van Eck Associates Corp. | 0.00% | Reduce -12.4% | 252,538 | $1.7M |
| Once Capital Management, LLC | 0.82% | No change | 250,000 | $1.7M |
| Oppenheimer & Co. Inc. | 0.03% | Add +7.4% | 246,803 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -97.9% | 245,419 | $1.6M |
| Second Line Capital, LLC | 0.49% | Add +1.3% | 244,446 | $1.6M |
| Belmont Capital, LLC | 0.30% | No change | 242,350 | $1.6M |
| AXA S.A. | 0.00% | No change | 235,627 | $1.6M |
| Well Done, LLC | 0.31% | Add +22.5% | 225,301 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.3% | 222,899 | $1.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +20.4% | 220,003 | $1.5M |
| Reynders McVeigh Capital Management, LLC | 0.08% | Add +13.4% | 208,433 | $1.4M |
| Voya Investment Management LLC | 0.00% | Add +77.9% | 203,069 | $1.3M |
| Quantbot Technologies LP | 0.06% | Reduce -63.6% | 202,914 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -15.3% | 202,920 | $1.3M |
| Knights of Columbus Asset Advisors LLC | 0.09% | No change | 201,394 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Reduce -10.4% | 192,207 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Add +7.4% | 189,237 | $1.3M |
| Handelsbanken Fonder AB | 0.01% | Add +8.3% | 188,500 | $1.2M |
| Burney Co./ | 0.05% | Reduce -0.0% | 181,359 | $1.2M |
| Estate Counselors, LLC | 0.13% | No change | 180,580 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.3% | 176,660 | $1.2M |
| Utah Retirement Systems | 0.01% | Add +6.4% | 170,500 | $1.1M |
| Parallax Volatility Advisers, L.P. | 0.03% | Reduce -1.2% | 170,233 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | New | 170,132 | $1.1M |
| Pathstone Holdings, LLC | 0.01% | Add +0.5% | 169,631 | $1.1M |
| Tidal Investments LLC | 0.01% | Add +380.9% | 162,240 | $1.1M |
| Pearl River Capital, LLC | 0.17% | New | 159,125 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -85.9% | 159,075 | $1.1M |
| Acorn Financial Advisory Services Inc. | 0.19% | Reduce -0.6% | 157,940 | $1.0M |
| Creative Planning | 0.00% | Reduce -2.0% | 152,348 | $1.0M |
| Prentice Capital Management, LP | 2.33% | Add +0.1% | 150,117 | $992K |
| Capital Markets Trading UK LLP | 0.70% | Reduce -68.7% | 144,971 | $958K |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -34.1% | 144,700 | $956K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.4% | 142,642 | $943K |
| Truist Financial Corp. | 0.00% | Reduce -8.1% | 137,556 | $909K |
| Kovack Advisors, Inc. | 0.10% | Add +7.7% | 135,019 | $892K |
| Equitable Holdings, Inc. | 0.01% | Add +41.4% | 134,947 | $892K |
| LM Advisors LLC | 0.17% | Reduce -7.8% | 132,605 | $877K |
| Sanctuary Advisors, LLC | 0.01% | — | 110,602 | $870K |
| Victory Capital Management Inc. | 0.00% | Add +6.9% | 127,342 | $842K |
| SpiderRock Advisors, LLC | 0.02% | New | 126,746 | $838K |
| Two Sigma Securities, LLC | 0.04% | Reduce -44.3% | 125,009 | $826K |
| Alliance Wealth Advisors, LLC | 0.24% | No change | 121,880 | $806K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.1% | 118,273 | $782K |
| Soltis Investment Advisors LLC | 0.08% | Add +189.0% | 116,828 | $772K |
| Gsa Capital Partners LLP | 0.05% | Add +72.1% | 116,284 | $769K |
| Kennedy Investment Group, Inc. | 0.39% | Add +4.7% | 116,100 | $767K |
| Focus Partners Wealth | 0.00% | Reduce -4.6% | 114,895 | $759K |
| AQR Capital Management | 0.00% | Add +58.8% | 115,186 | $756K |
| Pegasus Asset Management, Inc. | 0.23% | Add +9.2% | 111,344 | $736K |
| Hourglass Capital, LLC | 0.22% | New | 111,000 | $734K |
| NFSG Corp | 0.27% | Reduce -62.4% | 109,000 | $720K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -14.3% | 108,943 | $720K |
| Stifel Financial Corp. | 0.00% | Reduce -34.8% | 108,481 | $717K |
| Janney Montgomery Scott LLC | 0.00% | Add +111.1% | 107,105 | $708K |
| Capital Advisors Wealth Management, LLC | 0.13% | Add +0.5% | 102,999 | $681K |
| Mgo One Seven LLC | 0.03% | Reduce -42.4% | 102,878 | $680K |
| Public Employees Retirement Association of Colorado | 0.00% | Add +33.4% | 102,103 | $675K |
| Kestra Advisory Services, LLC | 0.00% | Add +13.8% | 101,901 | $674K |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | Add +233.3% | 100,000 | $661K |
| Marex Group Ltd | 0.02% | Add +49.5% | 99,593 | $658K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.8% | 98,929 | $654K |
| HighPoint Advisor Group LLC | 0.04% | Reduce -25.1% | 87,971 | $653K |
| Prospera Financial Services Inc | 0.02% | Reduce -8.7% | 97,483 | $644K |
| Russell Investments Group, Ltd. | 0.00% | Add +122.3% | 96,986 | $641K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -11.2% | 96,320 | $637K |
| DNB Asset Management AS | 0.00% | Add +15.3% | 95,954 | $634K |
| Mercer Global Advisors Inc. | 0.00% | Add +7.1% | 70,401 | $621K |
| Hudock, Inc. | 0.11% | New | 92,630 | $612K |
| IFP Advisors, Inc | 0.02% | Add +1.0% | 90,868 | $601K |
| Brevan Howard Capital Management LP | 0.04% | Reduce -50.1% | 90,711 | $600K |
| Perennial Investment Advisors, LLC | 0.09% | Add +9.6% | 89,926 | $594K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +33.0% | 89,416 | $591K |
| Jones Financial Companies LLLP | 0.00% | Add +330.6% | 89,034 | $589K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +4252.8% | 88,580 | $585K |
| Lakeshore Financial Planning, Inc. | 0.28% | Add +5.4% | 87,813 | $580K |
| Matisse Capital | 0.28% | Reduce -2.9% | 87,038 | $575K |
| Wealthfront Advisers LLC | 0.00% | Add +90.7% | 86,624 | $573K |
| Composition Wealth, LLC | 0.01% | Add +3.7% | 84,350 | $558K |
| D.A. Davidson & Co. | 0.00% | Add +1.4% | 84,342 | $558K |
| PFG Investments, LLC | 0.04% | Add +32.4% | 82,397 | $545K |
| Principal Financial Group Inc. | 0.00% | Reduce -2.4% | 78,729 | $520K |
| M. Kulyk & Associates, LLC | 0.12% | No change | 74,901 | $495K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 73,383 | $485K |
| Corient Private Wealth LP | 0.00% | Add +9.2% | 73,347 | $485K |
| Entropy Technologies, LP | 0.05% | Reduce -26.8% | 72,767 | $481K |
| Maryland State Retirement & Pension System | 0.01% | No change | 72,493 | $479K |
| BIT Capital GmbH | 0.04% | Reduce -95.1% | 72,486 | $479K |
| Strategic Advocates LLC | 0.19% | Reduce -0.2% | 72,298 | $478K |
| Brookstone Capital Management | 0.01% | New | 60,703 | $476K |
| Spire Wealth Management | 0.02% | Reduce -60.0% | 68,787 | $455K |
| VitalStone Financial, LLC | 0.33% | Add +12.4% | 68,247 | $451K |
| Xcel Wealth Management, LLC | 0.14% | Add +13.8% | 68,020 | $450K |
| Y.D. More Investments Ltd | 0.05% | No change | 67,039 | $443K |
| Prudential Financial Inc. | 0.00% | Add +4.5% | 66,347 | $439K |
| Solidarity Wealth, LLC | 0.13% | No change | 65,661 | $434K |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | Add +218.3% | 64,495 | $426K |
| Pursue Wealth Partners LLC | 0.23% | Reduce -50.0% | 64,358 | $425K |
| IPG Investment Advisors LLC | 0.09% | Add +366.7% | 63,000 | $416K |
| Lauer Wealth, LLC | 0.33% | Add +60.0% | 70,803 | $416K |
| Consolidated Investment Group LLC | 0.06% | No change | 63,000 | $416K |
| Hobbs Group Advisors, LLC | 0.15% | — | 61,000 | $403K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.4% | 60,635 | $401K |
| Advisory Services Network, LLC | 0.01% | Add +25.9% | 60,276 | $398K |
| San Luis Wealth Advisors LLC | 0.09% | Add +2.4% | 60,245 | $392K |
| Harbour Investments, Inc. | 0.01% | Reduce -11.2% | 59,114 | $391K |
| Amalgamated Bank | 0.00% | Add +10.7% | 58,529 | $387K |
| Engineers Gate Manager LP | 0.01% | Add +42.1% | 57,900 | $383K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.2% | 59,957 | $381K |
| ARS Investment Partners, LLC | 0.04% | New | 57,301 | $379K |
| QRG Capital Management, Inc. | 0.00% | Add +6.0% | 57,098 | $377K |
| Sigma Planning Corp | 0.01% | Add +21.8% | 56,013 | $370K |
| Tradition Wealth Management, LLC | 0.04% | Add +6.2% | 55,653 | $368K |
| DAVENPORT & Co LLC | 0.00% | Add +29.5% | 55,226 | $365K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | Add +55.5% | 54,768 | $362K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.7% | 54,676 | $361K |
| Means Investment Co., Inc. | 0.04% | Reduce -5.3% | 54,650 | $361K |
| Deutsche Bank AG | 0.00% | Add +5.1% | 54,330 | $359K |
| Arkadios Wealth Advisors | 0.02% | Add +9.2% | 54,226 | $358K |
| MMBG Investment Advisors Co. | 0.04% | New | 54,015 | $357K |
| Alta Wealth Advisors LLC | 0.17% | Reduce -0.9% | 52,949 | $350K |
| Xponance LLC | 0.00% | Add +53.0% | 52,795 | $349K |
| Wellington Management Group LLP | 0.00% | Reduce -9.3% | 52,586 | $348K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.5% | 52,310 | $346K |
| Cwm, LLC | 0.00% | Add +21.7% | 51,284 | $339K |
| Corton Capital Inc. | 0.18% | New | 51,030 | $337K |
| Compound Planning, Inc. | 0.02% | Add +12.1% | 50,693 | $335K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -21.4% | 50,594 | $334K |
| Bayesian Capital Management, LP | 0.04% | Reduce -80.3% | 48,602 | $321K |
| Western Wealth Management, LLC | 0.02% | Add +1.6% | 47,473 | $314K |
| River Street Advisors LLC | 0.19% | Add +8.9% | 47,146 | $312K |
| Vident Advisory, LLC | 0.01% | New | 44,720 | $296K |
| Fortis Advisors, LLC | 0.21% | Add +4.7% | 44,550 | $294K |
| Natixis | 0.00% | New | 44,440 | $294K |
| Pathway Financial Advisers, LLC | 0.11% | Add +2.5% | 44,352 | $293K |
| Pinnacle Associates Ltd. | 0.00% | Add +49.7% | 43,476 | $287K |
| M&T Bank Corp | 0.00% | Reduce -39.9% | 43,250 | $286K |
| Neuberger Berman Group LLC | 0.00% | Add +4.5% | 42,397 | $280K |
| Oak Thistle LLC | 0.21% | New | 41,894 | $277K |
| Boothbay Fund Management, LLC | 0.01% | New | 41,693 | $276K |
| Blueshift Asset Management, LLC | 0.09% | Reduce -55.5% | 41,407 | $274K |
| National Bank of Canada | 0.00% | Add +1.4% | 41,693 | $267K |
| McGuire Investment Group, LLC | 0.04% | No change | 39,950 | $264K |
| Aldebaran Financial Inc. | 0.34% | Reduce -7.4% | 39,600 | $262K |
| M Holdings Securities, Inc. | 0.03% | Add +17.8% | 39,320 | $260K |
| Empowered Funds, LLC | 0.00% | Reduce -17.8% | 39,326 | $260K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -7.3% | 39,122 | $259K |
| Quinn Opportunity Partners LLC | 0.03% | No change | 39,000 | $258K |
| Sei Investments Co. | 0.00% | Add +8.8% | 38,976 | $258K |
| Global Retirement Partners, LLC | 0.01% | Add +3.9% | 38,279 | $253K |
| Diversify Wealth Management, LLC | 0.03% | — | 38,344 | $251K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +51.9% | 36,857 | $245K |
| Hexagon Capital Partners LLC | 0.05% | Add +14.7% | 36,837 | $243K |
| Axim Planning & Wealth | 0.29% | Add +31.3% | 36,758 | $243K |
| Balyasny Asset Management L.P. | 0.00% | New | 36,513 | $241K |
| FMR LLC | 0.00% | Reduce -36.3% | 36,353 | $240K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -11.0% | 36,258 | $240K |
| Evercore Wealth Management, LLC | 0.00% | Add +230.4% | 35,849 | $237K |
| Forum Financial Management, LP | 0.00% | Add +45.4% | 35,717 | $236K |
| Drive Wealth Management, LLC | 0.06% | Add +0.0% | 35,287 | $233K |
| Credit Agricole S A | 0.00% | New | 34,872 | $231K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +8.0% | 33,771 | $223K |
| Archford Capital Strategies, LLC | 0.04% | No change | 33,642 | $222K |
| Belpointe Asset Management LLC | 0.02% | Reduce -10.1% | 33,621 | $222K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -0.0% | 33,531 | $222K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -0.3% | 33,435 | $221K |
| Independent Financial Group, LLC | 0.01% | Reduce -19.1% | 32,922 | $218K |
| Nwam LLC | 0.06% | Reduce -42.8% | 32,849 | $217K |
| US Bancorp \de | 0.00% | Reduce -46.4% | 32,569 | $215K |
| Pallas Capital Advisors LLC | 0.01% | New | 28,020 | $211K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -35.8% | 31,556 | $209K |
| Level Four Advisory Services, LLC | 0.01% | Add +12.1% | 31,462 | $208K |
| Quantinno Capital Management LP | 0.00% | Reduce -85.7% | 31,417 | $208K |
| Hartline Investment Corp./ | 0.03% | New | 31,246 | $207K |
| UMB Bank, n.a. | 0.00% | No change | 31,237 | $206K |
| Moseley Investment Management Inc. | 0.09% | Add +0.8% | 30,938 | $205K |
| Signaturefd, LLC | 0.00% | Reduce -15.3% | 30,403 | $201K |
| Calton & Associates, Inc. | 0.10% | Add +11.0% | 30,350 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.0% | 30,021 | $198K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +12.1% | 29,880 | $198K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -25.2% | 29,716 | $196K |
| Good Life Advisors, LLC | 0.02% | Add +0.0% | 28,983 | $192K |
| Captrust Financial Advisors | 0.00% | Add +19.4% | 28,830 | $191K |
| Fox Run Management, L.L.C. | 0.04% | Add +43.4% | 28,573 | $189K |
| Brown Advisory Inc. | 0.00% | Add +24.2% | 28,203 | $186K |
| HUB Investment Partners, LLC | 0.01% | Reduce -9.7% | 27,792 | $184K |
| International Assets Investment Management, LLC | 0.02% | Add +14.1% | 27,525 | $182K |
| CIBC Asset Management Inc | 0.00% | Add +29.6% | 27,447 | $181K |
| KBC Group NV | 0.00% | Add +37.3% | 27,032 | $179K |
| Founders Financial Securities LLC | 0.02% | Add +8.0% | 27,060 | $179K |
| Creegan & Nassoura Financial Group, LLC | 0.12% | Reduce -1.1% | 26,625 | $176K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -4.7% | 26,492 | $175K |
| Traynor Capital Management, Inc. | 0.01% | Add +41.0% | 26,101 | $173K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -37.4% | 26,031 | $172K |
| MetLife Investment Management, LLC | 0.00% | Add +40.3% | 26,003 | $172K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -23.2% | 25,550 | $169K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -0.9% | 25,182 | $166K |
| Comerica Bank | 0.00% | Add +4.9% | 24,940 | $165K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +14.4% | 24,372 | $161K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +14.4% | 24,372 | $161K |
| Probity Advisors, Inc. | 0.03% | Add +22.9% | 24,264 | $160K |
| Coordinated Financial Services, Inc. | 0.14% | No change | 23,900 | $158K |
| Kensington Investment Counsel, LLC | 0.07% | Add +132.8% | 23,686 | $157K |
| Manchester Financial Inc. | 0.04% | Reduce -1.0% | 23,456 | $155K |
| Refined Wealth Management | 0.12% | New | 23,031 | $152K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -36.3% | 23,010 | $152K |
| Interchange Capital Partners, LLC | 0.05% | Add +5.9% | 22,396 | $148K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 22,300 | $147K |
| Trueblood Wealth Management, LLC | 0.08% | No change | 22,103 | $146K |
| Marathon Trading Investment Management LLC | 0.04% | No change | 21,300 | $141K |
| Independent Wealth Network Inc. | 0.06% | Add +1.8% | 20,784 | $137K |
| Vinva Investment Management Ltd | 0.01% | New | 13,975 | $137K |
| StoneX Group Inc. | 0.01% | Add +89.6% | 20,638 | $136K |
| World Investment Advisors | 0.01% | No change | 20,409 | $135K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +0.2% | 20,033 | $132K |
| Marshall Financial Group, LLC | 0.04% | Add +62.0% | 19,806 | $131K |
| Regal Investment Advisors LLC | 0.01% | Add +7.3% | 19,774 | $131K |
| AE Wealth Management LLC | 0.00% | Add +12.5% | 19,600 | $130K |
| Teacher Retirement System of Texas | 0.00% | Reduce -15.7% | 19,522 | $129K |
| NWF Advisory Services Inc. | 0.02% | No change | 19,412 | $128K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -36.1% | 19,166 | $127K |
| Ieq Capital, LLC | 0.00% | Reduce -0.5% | 19,088 | $126K |
| Zions Bancorporation, N.A. | 0.01% | No change | 19,081 | $126K |
| Mainstay Capital Management LLC | 0.02% | Add +0.9% | 18,894 | $125K |
| Concorde Asset Management, LLC | 0.08% | Reduce -14.5% | 18,874 | $125K |
| OneDigital Investment Advisors LLC | 0.00% | Add +8.3% | 18,848 | $125K |
| Bensler, LLC | 0.02% | No change | 18,730 | $124K |
| PNC Financial Services Group, Inc. | 0.00% | Add +28.5% | 18,639 | $123K |
| Pointe Capital Management LLC | 0.08% | No change | 18,490 | $122K |
| Claro Advisors Inc. | 0.02% | Reduce -2.7% | 18,246 | $121K |
| Merit Financial Group, LLC | 0.00% | Reduce -16.2% | 18,017 | $119K |
| Independent Advisor Alliance | 0.00% | Add +28.5% | 17,493 | $116K |
| Blair William & Co. | 0.00% | Reduce -22.9% | 17,429 | $115K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 16,820 | $111K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -5.5% | 16,680 | $110K |
| Albion Financial Group | 0.01% | No change | 16,415 | $109K |
| Redhawk Wealth Advisors, Inc. | 0.02% | Add +0.1% | 16,202 | $107K |
| Riverwood Capital Management Ltd. | 0.24% | No change | 16,077 | $106K |
| Garden State Investment Advisory Services LLC | 0.04% | Add +0.3% | 16,000 | $106K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | New | 15,836 | $105K |
| Debussy Capital Management LP | 0.03% | No change | 15,788 | $104K |
| Tempus Wealth Planning, LLC | 0.04% | New | 15,786 | $104K |
| Insigneo Advisory Services, LLC | 0.01% | Add +27.3% | 15,602 | $102K |
| Clay Northam Wealth Management, LLC | 0.08% | Add +33.6% | 15,336 | $101K |
| Truefg, LLC | 0.04% | Add +10.9% | 15,300 | $101K |
| Choreo, LLC | 0.00% | New | 15,750 | $101K |
| MIdWestOne Financial Group, Inc. | 0.02% | Add +0.8% | 15,100 | $100K |
| Fullcircle Wealth LLC | 0.05% | — | 14,034 | $100K |
| Northwest Wealth Management, LLC | 0.03% | No change | 15,000 | $99K |
| Kavar Capital Partners Group, LLC | 0.02% | New | 15,000 | $99K |
| Gotham Asset Management | 0.00% | Reduce -0.0% | 14,991 | $99K |
| Elkhorn Partners Limited Partnership | 0.07% | No change | 14,800 | $98K |
| Avestar Capital, LLC | 0.01% | No change | 14,582 | $96K |
| Chapin Davis, Inc. | 0.03% | Add +7.4% | 14,525 | $96K |
| Palisade Capital Management, LP | 0.00% | New | 14,500 | $96K |
| Raymond James Trust N.A. | 0.00% | New | 14,405 | $95K |
| Visionary Wealth Advisors | 0.01% | Add +1.9% | 14,246 | $94K |
| Ballentine Partners, LLC | 0.00% | Add +7.3% | 14,122 | $93K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 14,119 | $93K |
| Crewe Advisors LLC | 0.01% | Add +1.4% | 14,034 | $93K |
| Cutter & CO Brokerage, Inc. | 0.02% | New | 14,000 | $93K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.8% | 13,943 | $92K |
| Global Financial Private Client, LLC | 0.04% | Add +7.8% | 13,931 | $92K |
| TD Waterhouse Canada Inc. | 0.00% | Add +13.6% | 14,212 | $91K |
| Diversified Trust Co. | 0.00% | Reduce -45.5% | 13,803 | $91K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -10.5% | 11,938 | $90K |
| Worth Financial Advisory Group, LLC | 0.06% | No change | 13,410 | $89K |
| O'Dell Group, LLC | 0.02% | No change | 12,108 | $88K |
| Allworth Financial LP | 0.00% | Add +33.2% | 11,747 | $88K |
| Hilltop Holdings Inc. | 0.01% | Reduce -79.5% | 13,225 | $87K |
| Redwood Wealth Management Group, LLC | 0.07% | New | 13,066 | $86K |
| Main Street Financial Solutions, LLC | 0.01% | Add +1.0% | 12,972 | $86K |
| EntryPoint Capital, LLC | 0.04% | Reduce -55.1% | 12,930 | $85K |
| Quarry LP | 0.04% | New | 12,694 | $84K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -25.8% | 12,435 | $82K |
| Teza Capital Management LLC | 0.01% | Reduce -7.4% | 12,409 | $82K |
| Cooper/Haims Advisors, LLC | 0.05% | Reduce -11.5% | 12,275 | $81K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 12,255 | $81K |
| Prostatis Group LLC | 0.03% | No change | 12,200 | $81K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.6% | 12,149 | $80K |
| Capital Advisors Inc. | 0.00% | Reduce -62.1% | 12,096 | $80K |
| Transcend Capital Advisors, LLC | 0.01% | No change | 12,048 | $80K |
| Twin Peaks Wealth Advisors, LLC | 0.04% | Add +9.1% | 11,997 | $79K |
| SageView Advisory Group, LLC | 0.00% | Add +467.1% | 11,892 | $79K |
| Silverlake Wealth Management LLC | 0.03% | New | 11,866 | $78K |
| Procyon Advisors, LLC | 0.01% | Reduce -0.8% | 11,805 | $78K |
| Quadcap Wealth Management, LLC | 0.01% | Add +8.5% | 11,598 | $77K |
| Steele Capital Management, Inc. | 0.00% | Add +7.0% | 11,500 | $76K |
| Fermata Advisors, LLC | 0.02% | New | 11,485 | $76K |
| Modus Advisors, LLC | 0.03% | Add +7.1% | 11,370 | $75K |
| Bison Wealth, LLC | 0.01% | No change | 10,249 | $75K |
| NorthRock Partners, LLC | 0.00% | Reduce -8.1% | 11,258 | $74K |
| Wealthspan Partners, LLC | 0.04% | New | 11,116 | $73K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -24.1% | 11,000 | $73K |
| Kesler, Norman & Wride, LLC | 0.02% | No change | 11,000 | $73K |
| KLCM Advisors, Inc. | 0.01% | No change | 11,000 | $73K |
| Jacobi Capital Management LLC | 0.01% | Reduce -4.4% | 10,890 | $72K |
| Yousif Capital Management, LLC | 0.00% | Add +7.2% | 10,750 | $71K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 10,735 | $71K |
| Wolff Wiese Magana LLC | 0.06% | Reduce -84.4% | 10,655 | $70K |
| Westwood Holdings Group Inc. | 0.00% | New | 10,646 | $70K |
| Advisors Management Group Inc. | 0.02% | New | 10,651 | $70K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 10,800 | $69K |
| Smith Anglin Financial, LLC | 0.01% | Add +1.9% | 10,500 | $69K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +4.5% | 10,450 | $69K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.00% | New | 10,687 | $69K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.01% | New | 10,382 | $69K |
| Gainplan LLC | 0.03% | Reduce -1.9% | 10,302 | $68K |
| Los Angeles Capital Management LLC | 0.00% | New | 10,293 | $68K |
| Stevens Capital Management LP | 0.02% | New | 10,314 | $68K |
| Waller Financial Planning Group, Inc. | 0.02% | New | 10,275 | $68K |
| Park Avenue Securities LLC | 0.00% | New | 10,190 | $67K |
| Lazard Asset Management LLC | 0.00% | Add +97.0% | 10,261 | $67K |
| Strategic Blueprint, LLC | 0.00% | Reduce -4.8% | 10,130 | $67K |
| Richmond Brothers, Inc. | 0.13% | New | 10,083 | $67K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.7% | 10,025 | $66K |
| Tamar Securities, LLC | 0.01% | New | 10,024 | $66K |
| Cordgrass Capital Advisors, LLC | 0.02% | Reduce -50.0% | 10,000 | $66K |
| Keebeck Wealth Management | 0.01% | No change | 10,000 | $66K |
| Leonteq Securities AG | 0.01% | New | 10,000 | $66K |
| Corebridge Financial, Inc. | 0.00% | — | 9,902 | $65K |
| TFC Financial Management, Inc. | 0.01% | No change | 9,457 | $63K |
| Blue Trust, Inc. | 0.00% | Add +783.5% | 8,102 | $59K |
| Nemes Rush Group LLC | 0.01% | No change | 8,894 | $59K |
| Lanark Financial, Inc. | 0.01% | No change | 8,500 | $56K |
| Asset Management One Co., Ltd. | 0.00% | Add +1.6% | 7,920 | $52K |
| Private Trust Co. NA | 0.01% | No change | 7,640 | $51K |
| Game Plan Financial Advisors, LLC | 0.03% | Reduce -7.7% | 7,200 | $48K |
| CoreCap Advisors, LLC | 0.00% | Reduce -73.6% | 6,295 | $42K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 6,000 | $40K |
| Strategic Financial Concepts, LLC | 0.02% | New | 10,047 | $40K |
| Caption Management, LLC | 0.00% | Reduce -60.8% | 5,797 | $38K |
| Arax Advisory Partners | 0.00% | Add +33.7% | 5,751 | $38K |
| CI Investments Inc. | 0.00% | Add +106.7% | 5,706 | $38K |
| Fortitude Family Office, LLC | 0.02% | Reduce -17.9% | 5,540 | $37K |
| Ancora Advisors LLC | 0.00% | Reduce -1.1% | 5,340 | $35K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,166 | $34K |
| Clearstead Advisors, LLC | 0.00% | Add +5.2% | 5,090 | $34K |
| GAMMA Investing LLC | 0.00% | Add +65.3% | 5,017 | $33K |
| CNB Bank | 0.02% | No change | 5,000 | $33K |
| NewSquare Capital LLC | 0.00% | No change | 5,000 | $33K |
| PSI Advisors, LLC | 0.01% | Add +1.0% | 4,885 | $32K |
| Parallel Advisors, LLC | 0.00% | Reduce -21.9% | 4,448 | $29K |
| Tortoise Investment Management, LLC | 0.00% | Add +12.7% | 4,439 | $29K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -1.8% | 4,434 | $29K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +55.3% | 4,333 | $29K |
| Sandy Spring Bank | 0.00% | Reduce -49.4% | 4,106 | $27K |
| Caitlin John, LLC | 0.02% | Reduce -10.9% | 4,100 | $27K |
| WealthCollab, LLC | 0.02% | No change | 4,000 | $26K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.0% | 3,924 | $26K |
| Westside Investment Management, Inc. | 0.01% | No change | 3,500 | $23K |
| Principal Securities, Inc. | 0.00% | Reduce -15.9% | 3,489 | $23K |
| HHM Wealth Advisors, LLC | 0.00% | Add +40.8% | 3,450 | $23K |
| Lindbrook Capital, LLC | 0.00% | Add +7.9% | 3,404 | $23K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -99.7% | 3,395 | $22K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 3,300 | $22K |
| RFP Financial Group LLC | 0.01% | No change | 3,037 | $20K |
| Creekmur Asset Management LLC | 0.01% | Reduce -88.6% | 3,008 | $20K |
| Bank of New Hampshire | 0.01% | Add +50.0% | 3,000 | $20K |
| Davis Capital Management | 0.02% | New | 2,900 | $19K |
| Cyrus J. Lawrence, LLC | 0.00% | New | 2,800 | $18K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 2,706 | $18K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 2,548 | $17K |
| Archer Investment Corp | 0.00% | No change | 2,500 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,500 | $17K |
| HB Wealth Management, LLC | 0.00% | Reduce -90.9% | 2,192 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Add +106.0% | 2,136 | $14K |
| Barrett & Company, Inc. | 0.01% | No change | 2,000 | $13K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 2,000 | $13K |
| Quadrant Capital Group LLC | 0.00% | Add +195.0% | 1,994 | $13K |
| Valley National Advisers Inc. | 0.00% | Reduce -40.1% | 2,026 | $13K |
| Liberty One Investment Management, LLC | 0.00% | Reduce -4.5% | 1,973 | $13K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -12.7% | 1,720 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -32.4% | 1,612 | $11K |
| Unique Wealth Strategies, LLC | 0.01% | New | 1,500 | $11K |
| Huntington National Bank | 0.00% | Add +213.0% | 1,634 | $11K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 1,500 | $10K |
| Stone House Investment Management, LLC | 0.00% | Reduce -10.3% | 1,500 | $10K |
| Asset Dedication, LLC | 0.00% | Add +262.5% | 1,450 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | New | 1,445 | $10K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 1,341 | $9K |
| Larson Financial Group LLC | 0.00% | Add +9.3% | 1,169 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 1,157 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 1,100 | $7K |
| Northwest Capital Management Inc | 0.00% | Add +3.8% | 1,090 | $7K |
| Opal Wealth Advisors, LLC | 0.00% | New | 1,070 | $7K |
| Covestor Ltd | 0.00% | Add +0.4% | 1,109 | $7K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -4.5% | 1,050 | $7K |
| Bank & Trust Co | 0.01% | — | 1,000 | $7K |
| Balefire, LLC | 0.00% | No change | 1,000 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 1,000 | $7K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,000 | $7K |
| Venturi Wealth Management, LLC | 0.00% | New | 965 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 933 | $6K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 848 | $6K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -9.9% | 720 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 800 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 720 | $5K |
| Benjamin Edwards Inc. | 0.00% | Reduce -38.3% | 702 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 750 | $5K |
| Quent Capital, LLC | 0.00% | Add +98.6% | 725 | $5K |
| Optimum Investment Advisors | 0.00% | Reduce -13.3% | 650 | $4K |
| Nvwm, LLC | 0.00% | No change | 600 | $4K |
| Versant Capital Management, Inc | 0.00% | Reduce -30.1% | 589 | $4K |
| Gradient Investments LLC | 0.00% | Reduce -1.7% | 580 | $4K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 575 | $4K |
| Tidemark, LLC | 0.00% | No change | 571 | $4K |
| ICA Group Wealth Management, LLC | 0.00% | Add +128.9% | 515 | $3K |
| Towne Trust Company, N.A | 0.00% | No change | 500 | $3K |
| Kelly Financial Services LLC | 0.00% | No change | 500 | $3K |
| Stephens Consulting, LLC | 0.00% | No change | 500 | $3K |
| Ibex Wealth Advisors | 0.00% | New | 500 | $3K |
| Bfsg, LLC | 0.00% | Reduce -13.0% | 500 | $3K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +228.3% | 499 | $3K |
| Meeder Asset Management Inc. | 0.00% | Add +12.1% | 472 | $3K |
| MCF Advisors LLC | 0.00% | No change | 401 | $3K |
| BBJS Financial Advisors, LLC | 0.00% | Reduce -65.2% | 400 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 350 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +9.8% | 349 | $2K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 340 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -5.7% | 333 | $2K |
| Red Tortoise LLC | 0.00% | No change | 328 | $2K |
| AlphaMark Advisors, LLC | 0.00% | No change | 300 | $2K |
| Tsfg, LLC | 0.00% | No change | 373 | $2K |
| PrairieView Partners, LLC | 0.00% | No change | 380 | $2K |
| Hilltop National Bank | 0.00% | No change | 300 | $2K |
| Wiser Advisor Group LLC | 0.00% | Reduce -50.3% | 293 | $2K |
| Main Street Group, LTD | 0.00% | Reduce -62.5% | 300 | $2K |
| Sachetta, LLC | 0.00% | Add +99.2% | 245 | $2K |
| Triad Wealth Partners, LLC | 0.00% | New | 250 | $2K |
| Avior Wealth Management, LLC | 0.00% | New | 239 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 236 | $2K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 200 | $1K |
| City State Bank | 0.00% | No change | 200 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | — | 200 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 100 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 128 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 138 | $912 |
| Delos Wealth Advisors, LLC | 0.00% | No change | 125 | $827 |
| Financial Perspectives, Inc | 0.00% | No change | 125 | $826 |
| Fifth Third Bancorp | 0.00% | No change | 120 | $793 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 118 | $780 |
| DB Fitzpatrick & Co, Inc | 0.00% | Add +110.0% | 105 | $694 |
| Mather Group, Llc. | 0.00% | Add +630.8% | 95 | $694 |
| HM Payson & Co. | 0.00% | No change | 100 | $661 |
| Pacifica Partners Inc. | 0.00% | New | 100 | $651 |
| ORG Partners LLC | 0.00% | Reduce -97.3% | 100 | $643 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -82.4% | 79 | $523 |
| Delta Asset Management LLC | 0.00% | No change | 75 | $496 |
| MV Capital Management, Inc. | 0.00% | Add +87.9% | 62 | $410 |
| Creative Financial Designs Inc. | 0.00% | No change | 50 | $331 |
| West Financial Advisors, LLC | 0.00% | No change | 49 | $324 |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 46 | $305 |
| West Paces Advisors Inc. | 0.00% | No change | 45 | $297 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 40 | $265 |
| REAP Financial Group, LLC | 0.00% | Reduce -50.0% | 40 | $264 |
| Concord Wealth Partners | 0.00% | No change | 36 | $238 |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -99.1% | 30 | $198 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 27 | $179 |
| Family Firm, Inc. | 0.00% | New | 24 | $159 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 20 | $132 |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 12 | $79 |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 10 | $73 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $66 |
| Eukles Asset Management | 0.00% | No change | 10 | $66 |
| Bokf, NA | 0.00% | Reduce -83.3% | 7 | $46 |
| Anchor Investment Management, LLC | 0.00% | No change | 1 | $7 |
| Centerpoint Advisors, LLC | 0.00% | No change | 50 | $0 |
| Avion Wealth | 0.00% | New | 73 | $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.