Sofi TechnologiesSOFI
13F holders, Q3 2024 (September 30)625holders +33
100new positions
71sold out
8famous investors
$7.93avg. 13F price*
At the end of Q3 2024, 625 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings, up 33 from Q2 2024. 100 opened new positions and 71 sold out. The largest holders were Vanguard Group Inc. ($703.0M), BlackRock, Inc. ($357.1M) and Silver Lake Group, L.L.C. ($244.9M). 8 famous investors held it, including Cathie Wood (0.9% of ARK Investment Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Sofi Technologies Inc.
- CUSIP
- 83406F102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $197.0M |
| Exits | 71 | $21.3M |
All 13F filers, Q2 2024 → Q3 2024: 84,149,838 shares bought and 29,310,041 shares sold, net +54,839,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 625 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.7% | 89,438,166 | $703.0M |
| BlackRock, Inc. | 0.01% | — | 45,438,167 | $357.1M |
| Silver Lake Group, L.L.C. | 2.75% | No change | 31,154,165 | $244.9M |
| Dimensional Fund Advisors LP | 0.05% | Add +88.9% | 24,716,612 | $194.3M |
| State Street Corp. | 0.01% | Add +1.8% | 18,062,855 | $142.0M |
| Geode Capital Management, LLC | 0.01% | Add +2.1% | 17,619,084 | $138.5M |
| ARK Investment Management | 0.91% | Reduce -13.2% | 12,612,563 | $99.1M |
| Norges Bank | 0.01% | Reduce -14.4% | 11,944,372 | $93.9M |
| Morgan Stanley | 0.01% | Reduce -25.1% | 11,932,601 | $93.8M |
| Renaissance Technologies | 0.13% | New | 11,390,900 | $89.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -12.3% | 10,046,261 | $79.0M |
| Amova Asset Management Americas, Inc. | 0.89% | Reduce -12.4% | 10,037,046 | $78.9M |
| Marshall Wace, LLP | 0.09% | Add +32.0% | 8,393,313 | $66.0M |
| JPMorgan Chase & Co. | 0.00% | Add +93.8% | 7,472,375 | $58.7M |
| Millennium Management | 0.05% | Add +349.8% | 7,141,578 | $56.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.4% | 6,145,837 | $48.3M |
| Citadel Advisors | 0.05% | Add +2335.6% | 5,977,493 | $47.0M |
| Patient Capital Management, LLC | 2.24% | Add +50.7% | 5,795,687 | $45.6M |
| Bank of America Corp. | 0.00% | Add +219.8% | 5,709,362 | $44.9M |
| Jane Street Group, LLC | 0.07% | Reduce -40.5% | 5,411,517 | $42.5M |
| Wells Fargo & Company | 0.01% | Add +58.5% | 5,334,025 | $41.9M |
| Susquehanna International Group, LLP | 0.07% | Reduce -43.7% | 5,009,380 | $39.4M |
| Northern Trust Corp. | 0.01% | Add +3.3% | 4,930,751 | $38.8M |
| Focus Partners Wealth | 0.11% | Add +135.0% | 269,960 | $34.9M |
| Azora Capital LP | 1.85% | Add +8.8% | 4,348,068 | $34.2M |
| Royal Bank of Canada | 0.01% | Add +14.7% | 4,194,673 | $33.0M |
| Nuveen Asset Management, LLC | 0.01% | Add +62.9% | 4,141,674 | $32.6M |
| Accel Growth Fund V Associates L.L.C. | 50.01% | No change | 4,104,459 | $32.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.15% | Add +214.8% | 3,940,340 | $31.0M |
| Citigroup Inc. | 0.03% | Add +4.3% | 3,792,142 | $29.8M |
| Gpi Capital, L.P. | 8.70% | No change | 3,749,760 | $29.5M |
| UBS Group AG | 0.01% | Reduce -14.4% | 3,504,335 | $27.5M |
| Bank of New York Mellon Corp | 0.00% | Add +3.1% | 3,215,152 | $25.3M |
| Bank of Montreal | 0.01% | Add +3.0% | 3,155,020 | $25.1M |
| Mizuho Markets Americas LLC | 0.57% | Reduce -3.4% | 2,942,737 | $23.1M |
| Two Sigma Investments, LP | 0.05% | New | 2,923,327 | $23.0M |
| Balyasny Asset Management L.P. | 0.06% | Add +7433.6% | 2,750,733 | $21.6M |
| Cubist Systematic Strategies, LLC | 0.29% | New | 2,479,584 | $19.5M |
| Group One Trading LLC | 0.71% | Add +37.0% | 2,276,396 | $17.9M |
| HRT Financial LP | 0.09% | Add +69.5% | 2,263,889 | $17.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +20.6% | 2,209,266 | $17.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.7% | 2,139,142 | $16.8M |
| DAVENPORT & Co LLC | 0.10% | Add +3657.5% | 2,075,121 | $16.3M |
| Quadrature Capital Ltd | 0.36% | New | 2,036,104 | $16.0M |
| Swiss National Bank | 0.01% | Reduce -0.7% | 1,960,500 | $15.4M |
| LPL Financial LLC | 0.01% | Add +5.4% | 1,625,791 | $12.8M |
| D. E. Shaw & Co. | 0.02% | Reduce -17.8% | 1,573,418 | $12.4M |
| State of Michigan Retirement System | 0.06% | No change | 1,500,000 | $11.8M |
| MML Investors Services, LLC | 0.04% | Add +15.1% | 1,489,932 | $11.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +163.7% | 1,476,893 | $11.6M |
| Walleye Trading LLC | 0.26% | Reduce -7.3% | 1,385,877 | $10.9M |
| Kodai Capital Management LP | 0.22% | Add +26.6% | 1,330,749 | $10.5M |
| California Public Employees Retirement System | 0.01% | Add +0.4% | 1,301,483 | $10.2M |
| Squarepoint Ops LLC | 0.03% | Reduce -24.1% | 1,298,196 | $10.2M |
| Longitude (Cayman) Ltd. | 14.38% | Reduce -2.7% | 1,276,500 | $10.0M |
| Simplex Trading, LLC | 0.33% | Reduce -30.8% | 1,257,779 | $9.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +32.8% | 1,231,595 | $9.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +141.1% | 1,228,302 | $9.7M |
| Diversify Advisory Services, LLC | 0.46% | Add +7.4% | 813,589 | $8.6M |
| GTS Securities LLC | 0.17% | Add +1.9% | 1,057,698 | $8.3M |
| Legal & General Group Plc | 0.00% | Add +4.2% | 1,030,455 | $8.1M |
| Mark Asset Management LP | 0.99% | Add +198.8% | 1,017,847 | $8.0M |
| Rhumbline Advisers | 0.01% | Add +1.7% | 995,710 | $7.8M |
| California State Teachers Retirement System | 0.01% | Reduce -3.0% | 952,518 | $7.5M |
| Townsquare Capital LLC | 0.09% | Reduce -14.5% | 928,446 | $7.3M |
| Nordea Investment Management AB | 0.01% | Reduce -5.7% | 887,961 | $7.0M |
| Cresset Asset Management, LLC | 0.03% | Add +0.7% | 888,148 | $7.0M |
| Moors & Cabot, Inc. | 0.33% | Add +11.2% | 853,690 | $6.7M |
| Capital Fund Management S.A. | 0.07% | Add +39.0% | 838,487 | $6.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -14.6% | 815,855 | $6.4M |
| Cetera Investment Advisers | 0.01% | Reduce -12.1% | 802,296 | $6.3M |
| Ardmore Road Asset Management LP | 0.81% | New | 800,000 | $6.3M |
| Verition Fund Management LLC | 0.05% | Add +87.0% | 776,040 | $6.1M |
| Invesco Ltd. | 0.00% | Reduce -0.7% | 762,807 | $6.0M |
| AlphaStar Capital Management, LLC | 0.47% | New | 753,098 | $5.9M |
| Parkside Investments, LLC | 0.89% | Reduce -5.0% | 752,010 | $5.9M |
| PDT Partners, LLC | 0.52% | Reduce -0.0% | 740,590 | $5.8M |
| Caprock Group, LLC | 0.21% | Reduce -1.5% | 727,113 | $5.7M |
| Cerity Partners LLC | 0.01% | Add +24.4% | 705,371 | $5.5M |
| Brighton Jones LLC | 0.21% | Reduce -2.6% | 705,007 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.6% | 669,432 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.5% | 634,461 | $5.0M |
| Brevan Howard Capital Management LP | 0.24% | Add +587.8% | 623,925 | $4.9M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 606,539 | $4.8M |
| Wealthspire Retirement, LLC | 0.37% | No change | 575,988 | $4.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -18.0% | 568,987 | $4.5M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +17.4% | 548,435 | $4.3M |
| Walleye Capital LLC | 0.05% | Reduce -29.2% | 542,394 | $4.3M |
| Raymond James & Associates | 0.00% | Add +2.1% | 531,363 | $4.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.22% | Add +4.0% | 525,151 | $4.1M |
| B & T Capital Management DBA Alpha Capital Management | 0.74% | Reduce -2.5% | 503,752 | $4.0M |
| AQR Capital Management | 0.01% | Add +329.3% | 494,441 | $3.9M |
| Mariner, LLC | 0.01% | Add +23.1% | 489,399 | $3.8M |
| Janus Henderson Group PLC | 0.00% | Add +5.9% | 479,495 | $3.8M |
| Zacks Investment Management | 0.03% | New | 479,180 | $3.8M |
| Anderson Hoagland & Co. | 0.38% | No change | 445,977 | $3.7M |
| Barclays PLC | 0.00% | Add +5.4% | 462,485 | $3.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.4% | 450,217 | $3.5M |
| Segall Bryant & Hamill, LLC | 0.05% | Reduce -3.9% | 449,135 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.3% | 445,108 | $3.5M |
| Clarity Capital Partners LLC | 2.05% | Add +1.6% | 442,044 | $3.5M |
| Quinn Opportunity Partners LLC | 0.34% | Add +1000.0% | 429,000 | $3.4M |
| Seven Eight Capital, LP | 0.29% | New | 411,393 | $3.2M |
| Point72 (DIFC) Ltd | 0.25% | New | 409,506 | $3.2M |
| Edgestream Partners, L.P. | 0.14% | Add +55.4% | 404,277 | $3.2M |
| First Trust Advisors LP | 0.00% | Add +36.5% | 393,045 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.2% | 387,575 | $3.0M |
| Triumph Capital Management | 1.08% | Add +0.5% | 385,190 | $3.0M |
| Alliancebernstein L.P. | 0.00% | Add +1.7% | 384,833 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -2.1% | 384,628 | $3.0M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.9% | 375,765 | $3.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.7% | 374,211 | $2.9M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -53.5% | 352,798 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.2% | 351,306 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -5.2% | 346,836 | $2.7M |
| Engineers Gate Manager LP | 0.05% | Add +498.9% | 346,773 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.5% | 328,370 | $2.6M |
| Centiva Capital, LP | 0.12% | New | 327,351 | $2.6M |
| Old Second National Bank of Aurora | 0.62% | Reduce -0.2% | 325,455 | $2.6M |
| Wolverine Trading, LLC | 0.07% | Reduce -7.9% | 320,840 | $2.6M |
| DNB Asset Management AS | 0.01% | Add +233.6% | 320,111 | $2.5M |
| Tudor Investment Corporation | 0.03% | New | 312,022 | $2.5M |
| LifePro Asset Management | 1.50% | New | 311,749 | $2.5M |
| Norris Financial Group, LLC | 1.20% | Add +9.9% | 310,393 | $2.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -32.6% | 306,727 | $2.4M |
| Boothbay Fund Management, LLC | 0.08% | Add +607.5% | 294,975 | $2.3M |
| Arizona State Retirement System | 0.01% | Add +2.9% | 289,198 | $2.3M |
| Parallax Volatility Advisers, L.P. | 0.07% | Add +66.1% | 282,788 | $2.2M |
| Summit Trail Advisors, LLC | 0.05% | Add +0.3% | 280,464 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.2% | 273,905 | $2.2M |
| American Century Companies Inc. | 0.00% | Add +4.3% | 273,526 | $2.1M |
| Algert Global LLC | 0.06% | Reduce -5.3% | 271,486 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.6% | 267,956 | $2.1M |
| AXA S.A. | 0.01% | Add +13.2% | 266,631 | $2.1M |
| Firethorn Wealth Partners, LLC | 1.03% | Add +1.2% | 257,808 | $2.0M |
| QRG Capital Management, Inc. | 0.02% | Add +348.5% | 256,078 | $2.0M |
| Independent Financial Group, LLC | 0.07% | Add +677.8% | 256,059 | $2.0M |
| Van Eck Associates Corp. | 0.00% | Reduce -23.7% | 192,616 | $2.0M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -1.5% | 254,639 | $2.0M |
| SpiderRock Advisors, LLC | 0.04% | Add +98.2% | 251,246 | $2.0M |
| Prentice Capital Management, LP | 4.36% | Add +66.6% | 250,117 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Add +0.1% | 247,151 | $1.9M |
| Second Line Capital, LLC | 0.52% | No change | 244,446 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | New | 243,598 | $1.9M |
| Belmont Capital, LLC | 0.32% | No change | 242,350 | $1.9M |
| Citizens Financial Group Inc. | 0.04% | Add +41.5% | 240,735 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -43.4% | 239,094 | $1.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +6.3% | 233,922 | $1.8M |
| IMC-Chicago, LLC | 0.05% | Reduce -66.0% | 234,082 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Reduce -41.8% | 233,421 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +3.6% | 230,827 | $1.8M |
| Handelsbanken Fonder AB | 0.01% | Add +20.2% | 226,600 | $1.8M |
| Well Done, LLC | 0.32% | Reduce -0.3% | 224,580 | $1.8M |
| Bayesian Capital Management, LP | 0.20% | Add +355.1% | 221,202 | $1.7M |
| Quantinno Capital Management LP | 0.02% | Add +590.9% | 217,072 | $1.7M |
| Virtu Financial LLC | 0.09% | New | 209,778 | $1.6M |
| Dark Forest Capital Management LP | 0.21% | New | 206,665 | $1.6M |
| Reynders McVeigh Capital Management, LLC | 0.08% | Reduce -2.6% | 203,049 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.7% | 199,474 | $1.6M |
| Vontobel Holding Ltd. | 0.01% | Add +5.5% | 199,575 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +39.4% | 198,901 | $1.6M |
| Scientech Research LLC | 0.30% | New | 192,921 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +13.2% | 192,057 | $1.5M |
| State of Wisconsin Investment Board | 0.00% | Reduce -1.1% | 190,086 | $1.5M |
| Voya Investment Management LLC | 0.00% | Reduce -7.0% | 188,758 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +102.4% | 180,219 | $1.4M |
| Burney Co./ | 0.05% | No change | 181,359 | $1.4M |
| Capital Markets Trading UK LLP | 1.27% | Add +20.9% | 175,210 | $1.4M |
| Utah Retirement Systems | 0.02% | No change | 170,500 | $1.3M |
| Trexquant Investment LP | 0.02% | Reduce -76.8% | 161,735 | $1.3M |
| FORA Capital, LLC | 0.14% | New | 155,959 | $1.2M |
| Creative Planning | 0.00% | Reduce -0.2% | 152,030 | $1.2M |
| Baader Bank Aktiengesellschaft | 0.10% | New | 150,000 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -16.7% | 147,140 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +109.5% | 147,504 | $1.1M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -2.1% | 141,700 | $1.1M |
| Acorn Financial Advisory Services Inc. | 0.20% | Reduce -10.7% | 141,087 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +1.1% | 139,143 | $1.1M |
| Consolidated Investment Group LLC | 0.16% | Add +119.0% | 138,000 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +26.1% | 135,063 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +13.6% | 134,370 | $1.1M |
| LM Advisors LLC | 0.21% | Reduce -0.1% | 132,505 | $1.0M |
| Marex Group Ltd | 0.02% | Add +30.0% | 129,474 | $1.0M |
| Victory Capital Management Inc. | 0.00% | Add +1.0% | 128,661 | $1.0M |
| PMC FIG Opportunities LLC | 1.51% | New | 124,197 | $976K |
| Alliance Wealth Advisors, LLC | 0.25% | No change | 121,880 | $958K |
| Qsemble Capital Management, LP | 0.17% | New | 118,279 | $930K |
| Kennedy Investment Group, Inc. | 0.43% | Add +1.6% | 118,000 | $927K |
| Mount Lucas Management LP | 0.31% | New | 117,000 | $920K |
| Soltis Investment Advisors LLC | 0.09% | Reduce -0.5% | 116,252 | $914K |
| Kestra Advisory Services, LLC | 0.01% | Add +13.1% | 115,262 | $906K |
| Pegasus Asset Management, Inc. | 0.27% | Add +1.4% | 112,951 | $888K |
| IFP Advisors, Inc | 0.03% | Add +22.1% | 110,947 | $872K |
| Entropy Technologies, LP | 0.09% | Add +52.0% | 110,600 | $869K |
| Capital Advisors Wealth Management, LLC | 0.16% | Add +5.0% | 108,179 | $850K |
| SG Americas Securities, LLC | 0.00% | Reduce -70.0% | 105,236 | $827K |
| Mgo One Seven LLC | 0.04% | Add +1.9% | 104,881 | $824K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +16.5% | 104,203 | $819K |
| Wealthfront Advisers LLC | 0.00% | Add +20.2% | 104,129 | $818K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 102,103 | $803K |
| HighPoint Advisor Group LLC | 0.05% | Reduce -19.6% | 70,693 | $780K |
| Cwm, LLC | 0.00% | Add +93.0% | 98,956 | $778K |
| Corient Private Wealth LP | 0.00% | Add +34.6% | 98,722 | $776K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.6% | 95,963 | $754K |
| Lauer Wealth, LLC | 0.58% | Add +11.1% | 78,677 | $745K |
| Stifel Financial Corp. | 0.00% | Reduce -13.2% | 94,193 | $740K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -5.3% | 93,699 | $736K |
| Perennial Investment Advisors, LLC | 0.09% | Add +3.3% | 92,904 | $730K |
| Lakeshore Financial Planning, Inc. | 0.32% | Add +5.7% | 92,813 | $730K |
| FMR LLC | 0.00% | Add +154.8% | 92,632 | $728K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -8.2% | 88,461 | $695K |
| D.A. Davidson & Co. | 0.01% | Add +3.9% | 87,664 | $689K |
| Matisse Capital | 0.33% | No change | 87,038 | $684K |
| Gsa Capital Partners LLP | 0.05% | Reduce -27.2% | 84,623 | $665K |
| Allianz Asset Management GmbH | 0.00% | New | 84,500 | $664K |
| Composition Wealth, LLC | 0.02% | No change | 84,350 | $663K |
| Two Sigma Securities, LLC | 0.05% | Reduce -33.1% | 83,572 | $657K |
| Kovack Advisors, Inc. | 0.07% | Reduce -40.4% | 80,540 | $633K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -63.9% | 39,981 | $624K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +24.1% | 75,272 | $592K |
| M. Kulyk & Associates, LLC | 0.12% | No change | 74,901 | $589K |
| Benjamin Edwards Inc. | 0.01% | Add +10512.5% | 74,500 | $585K |
| Spire Wealth Management | 0.02% | Add +7.3% | 73,782 | $580K |
| National Bank of Canada | 0.00% | Add +75.0% | 72,962 | $573K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.7% | 72,861 | $573K |
| Strategic Advocates LLC | 0.20% | No change | 72,298 | $568K |
| Xcel Wealth Management, LLC | 0.17% | Add +5.9% | 72,020 | $566K |
| Alta Wealth Advisors LLC | 0.25% | Add +33.6% | 70,719 | $556K |
| Prudential Financial Inc. | 0.00% | Add +6.4% | 70,613 | $555K |
| ExodusPoint Capital Management, LP | 0.01% | New | 70,374 | $553K |
| Principal Financial Group Inc. | 0.00% | Reduce -11.0% | 70,095 | $551K |
| Hudock, Inc. | 0.09% | Reduce -26.2% | 68,372 | $537K |
| Equitable Holdings, Inc. | 0.01% | Reduce -50.2% | 67,224 | $528K |
| Y.D. More Investments Ltd | 0.06% | No change | 67,039 | $527K |
| Solidarity Wealth, LLC | 0.14% | No change | 65,661 | $516K |
| Hourglass Capital, LLC | 0.14% | Reduce -41.4% | 65,000 | $511K |
| Laird Norton Wetherby Trust Company, LLC | 0.07% | No change | 64,495 | $507K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +14.6% | 62,682 | $493K |
| Harbour Investments, Inc. | 0.01% | Add +5.0% | 62,099 | $488K |
| VitalStone Financial, LLC | 0.33% | Reduce -9.8% | 61,536 | $484K |
| Brookstone Capital Management | 0.01% | Add +0.3% | 60,869 | $478K |
| Arkadios Wealth Advisors | 0.03% | Add +11.6% | 60,531 | $476K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +161.2% | 60,110 | $472K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.2% | 59,849 | $470K |
| San Luis Wealth Advisors LLC | 0.10% | No change | 60,245 | $466K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.8% | 58,902 | $463K |
| Tradition Wealth Management, LLC | 0.04% | Add +3.4% | 57,533 | $452K |
| River Street Advisors LLC | 0.25% | Add +21.7% | 57,369 | $451K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +57.3% | 57,023 | $448K |
| Amalgamated Bank | 0.00% | Reduce -2.6% | 57,017 | $448K |
| Householder Group Estate & Retirement Specialist, LLC | 0.13% | Add +2.9% | 56,355 | $442K |
| Sei Investments Co. | 0.00% | Add +41.9% | 55,322 | $435K |
| Compound Planning, Inc. | 0.03% | Add +7.0% | 54,266 | $427K |
| Deutsche Bank AG | 0.00% | Reduce -0.2% | 54,220 | $426K |
| Xponance LLC | 0.00% | Add +2.5% | 54,097 | $425K |
| MMBG Investment Advisors Co. | 0.04% | No change | 54,015 | $425K |
| PFG Investments, LLC | 0.03% | Reduce -35.6% | 53,045 | $417K |
| Integrated Advisors Network LLC | 0.02% | Add +0.1% | 52,373 | $412K |
| Symmetry Partners, LLC | 0.10% | New | 52,312 | $411K |
| Means Investment Co., Inc. | 0.04% | Reduce -6.9% | 50,884 | $400K |
| Diversify Wealth Management, LLC | 0.04% | No change | 38,344 | $400K |
| Advisory Services Network, LLC | 0.01% | No change | 60,276 | $398K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 50,594 | $398K |
| Pathway Financial Advisers, LLC | 0.18% | Add +13.0% | 50,129 | $394K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Reduce -50.0% | 50,000 | $393K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -48.7% | 49,790 | $391K |
| IPG Investment Advisors LLC | 0.08% | Reduce -21.7% | 49,340 | $388K |
| Hobbs Group Advisors, LLC | 0.14% | Reduce -19.7% | 49,000 | $385K |
| ARS Investment Partners, LLC | 0.03% | Reduce -16.2% | 48,000 | $377K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +28.1% | 47,215 | $375K |
| NFSG Corp | 0.13% | Reduce -56.9% | 46,970 | $369K |
| Global Retirement Partners, LLC | 0.01% | Add +21.7% | 46,602 | $366K |
| Tidal Investments LLC | 0.00% | Reduce -71.5% | 46,167 | $363K |
| M&T Bank Corp | 0.00% | Add +5.4% | 45,582 | $359K |
| Neuberger Berman Group LLC | 0.00% | Add +7.3% | 45,475 | $357K |
| Fortis Advisors, LLC | 0.23% | No change | 44,550 | $350K |
| International Assets Investment Management, LLC | 0.03% | Add +60.2% | 44,106 | $347K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -2.7% | 30,600 | $342K |
| Archford Capital Strategies, LLC | 0.05% | Add +0.2% | 33,699 | $338K |
| Sigma Planning Corp | 0.01% | Reduce -23.4% | 42,929 | $337K |
| EntryPoint Capital, LLC | 0.19% | Add +231.0% | 42,804 | $336K |
| Empowered Funds, LLC | 0.01% | Add +5.0% | 41,277 | $324K |
| Savant Capital, LLC | 0.00% | New | 40,778 | $321K |
| Calton & Associates, Inc. | 0.12% | Add +33.3% | 40,440 | $318K |
| Nwam LLC | 0.02% | Add +22.1% | 40,104 | $315K |
| Carolinas Wealth Consulting LLC | 0.06% | New | 40,000 | $314K |
| Drive Wealth Management, LLC | 0.08% | Add +11.5% | 39,350 | $309K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.2% | 38,260 | $301K |
| Hexagon Capital Partners LLC | 0.06% | Add +0.7% | 37,088 | $292K |
| Sterling Capital Management LLC | 0.00% | — | 36,033 | $283K |
| Bramshill Investments, LLC | 0.03% | New | 36,000 | $283K |
| Forum Financial Management, LP | 0.00% | Add +0.7% | 35,971 | $283K |
| McGuire Investment Group, LLC | 0.04% | Reduce -10.0% | 35,950 | $283K |
| Wellington Wealth Strategies, LLC. | 0.21% | New | 25,208 | $282K |
| Oak Thistle LLC | 0.09% | Reduce -14.8% | 35,687 | $281K |
| Aldebaran Financial Inc. | 0.33% | Reduce -10.1% | 35,600 | $280K |
| Belpointe Asset Management LLC | 0.02% | Add +4.7% | 35,186 | $277K |
| Integrated Wealth Concepts LLC | 0.00% | Add +79.8% | 34,467 | $271K |
| Cantor Fitzgerald, L. P. | 0.02% | New | 34,370 | $270K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +0.3% | 33,620 | $264K |
| Moseley Investment Management Inc. | 0.11% | Add +8.4% | 33,536 | $264K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -1.2% | 33,035 | $260K |
| Axim Planning & Wealth | 0.29% | Reduce -10.4% | 32,918 | $259K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.6% | 32,875 | $258K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +3.3% | 32,610 | $256K |
| Ieq Capital, LLC | 0.00% | Add +70.8% | 32,592 | $256K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.8% | 31,471 | $247K |
| US Bancorp \de | 0.00% | Reduce -3.7% | 31,375 | $247K |
| UMB Bank, n.a. | 0.00% | No change | 31,237 | $246K |
| HUB Investment Partners, LLC | 0.01% | Add +11.9% | 31,109 | $245K |
| Traynor Capital Management, Inc. | 0.02% | Add +17.2% | 30,588 | $240K |
| Signaturefd, LLC | 0.00% | Reduce -1.9% | 29,814 | $234K |
| Captrust Financial Advisors | 0.00% | Add +2.8% | 29,639 | $233K |
| Trueblood Wealth Management, LLC | 0.11% | Add +30.4% | 28,824 | $227K |
| Founders Financial Securities LLC | 0.02% | Add +5.5% | 28,560 | $224K |
| CIBC Asset Management Inc | 0.00% | Add +3.5% | 28,409 | $223K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -5.2% | 28,176 | $221K |
| KBC Group NV | 0.00% | No change | 27,032 | $212K |
| Good Life Advisors, LLC | 0.01% | Reduce -7.6% | 26,791 | $211K |
| Kensington Investment Counsel, LLC | 0.09% | Add +12.9% | 26,740 | $210K |
| Comerica Bank | 0.00% | Add +6.4% | 26,528 | $209K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 26,492 | $208K |
| Newman Dignan & Sheerar, Inc. | 0.05% | New | 18,373 | $206K |
| Carnegie Lake Advisors LLC | 0.08% | — | 25,550 | $201K |
| Claro Advisors Inc. | 0.03% | Add +40.0% | 25,550 | $201K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.1% | 25,460 | $200K |
| HB Wealth Management, LLC | 0.00% | Add +1060.0% | 25,427 | $200K |
| Wellington Management Group LLP | 0.00% | Reduce -51.9% | 25,305 | $199K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -30.3% | 25,000 | $197K |
| Probity Advisors, Inc. | 0.04% | Add +1.3% | 24,570 | $193K |
| OneDigital Investment Advisors LLC | 0.00% | Add +30.0% | 24,498 | $193K |
| Prosperity Wealth Management, Inc. | 0.07% | New | 23,850 | $187K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -9.0% | 23,681 | $186K |
| Manchester Financial Inc. | 0.04% | Reduce -0.2% | 23,406 | $184K |
| Jump Financial, LLC | 0.00% | New | 22,837 | $179K |
| Independent Wealth Network Inc. | 0.08% | Add +7.5% | 22,336 | $176K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 22,300 | $175K |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.5% | 22,273 | $175K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +82.4% | 22,161 | $174K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 17,075 | $171K |
| World Investment Advisors | 0.01% | Add +6.5% | 21,745 | $171K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -11.4% | 21,585 | $170K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -11.4% | 21,585 | $170K |
| Marshall Financial Group, LLC | 0.04% | Add +3.7% | 20,543 | $161K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +0.3% | 20,083 | $158K |
| Fullcircle Wealth LLC | 0.07% | No change | 14,034 | $157K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -49.6% | 14,117 | $154K |
| SteelPeak Wealth, LLC | 0.01% | New | 19,465 | $153K |
| NWF Advisory Services Inc. | 0.02% | No change | 19,412 | $153K |
| Verus Capital Partners, LLC | 0.01% | New | 19,018 | $149K |
| Mainstay Capital Management LLC | 0.02% | No change | 18,894 | $149K |
| Merit Financial Group, LLC | 0.00% | Add +4.3% | 18,789 | $148K |
| Credit Agricole S A | 0.00% | Reduce -46.7% | 18,572 | $146K |
| Pointe Capital Management LLC | 0.08% | No change | 18,490 | $145K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -38.3% | 18,447 | $145K |
| &partners | 0.00% | New | 18,177 | $143K |
| Independent Advisor Alliance | 0.01% | Add +1.3% | 17,719 | $139K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +5.8% | 17,646 | $139K |
| Geneos Wealth Management Inc. | 0.01% | Add +75.6% | 17,605 | $138K |
| Blair William & Co. | 0.00% | Add +0.4% | 17,500 | $138K |
| AE Wealth Management LLC | 0.00% | Reduce -11.0% | 17,440 | $137K |
| Sherbrooke Park Advisers LLC | 0.03% | New | 17,432 | $137K |
| Foundations Investment Advisors, LLC | 0.00% | New | 17,424 | $137K |
| Bensler, LLC | 0.02% | Reduce -8.3% | 17,183 | $135K |
| Wealthspan Partners, LLC | 0.07% | Add +54.0% | 17,116 | $135K |
| American Alpha Advisors, LLC | 0.13% | — | 17,000 | $134K |
| Concorde Asset Management, LLC | 0.07% | Reduce -10.8% | 16,845 | $132K |
| Choreo, LLC | 0.00% | Add +8.9% | 17,157 | $131K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -34.6% | 16,479 | $130K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.01% | Add +58.7% | 16,478 | $130K |
| Albion Financial Group | 0.01% | No change | 16,415 | $129K |
| Vident Advisory, LLC | 0.00% | Reduce -63.5% | 16,324 | $128K |
| Watts Gwilliam & Co., LLC | 0.03% | — | 15,247 | $128K |
| Truefg, LLC | 0.04% | Add +6.5% | 16,300 | $128K |
| Redhawk Wealth Advisors, Inc. | 0.02% | No change | 16,202 | $127K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -4.2% | 16,120 | $127K |
| Riverwood Capital Management Ltd. | 0.29% | No change | 16,077 | $126K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -85.3% | 16,017 | $126K |
| Debussy Capital Management LP | 0.04% | No change | 15,788 | $124K |
| Wedmont Private Capital | 0.01% | New | 14,829 | $123K |
| Garden State Investment Advisory Services LLC | 0.04% | Reduce -3.1% | 15,500 | $122K |
| Coldstream Capital Management Inc. | 0.00% | New | 11,826 | $121K |
| Clay Northam Wealth Management, LLC | 0.08% | No change | 15,336 | $121K |
| Northwest Wealth Management, LLC | 0.03% | Add +2.0% | 15,306 | $120K |
| Allworth Financial LP | 0.00% | Add +29.3% | 15,187 | $119K |
| Future Financial Wealth Managment LLC | 0.08% | New | 15,110 | $119K |
| Smith Anglin Financial, LLC | 0.01% | Add +42.9% | 15,000 | $118K |
| Gotham Asset Management | 0.00% | No change | 14,991 | $118K |
| Cooper Financial Group | 0.02% | New | 14,963 | $118K |
| Elkhorn Partners Limited Partnership | 0.07% | No change | 14,800 | $116K |
| Park Avenue Securities LLC | 0.00% | Add +45.1% | 14,782 | $116K |
| Avestar Capital, LLC | 0.01% | No change | 14,582 | $115K |
| Accurate Wealth Management, LLC | 0.02% | New | 11,090 | $113K |
| Visionary Wealth Advisors | 0.01% | Add +0.2% | 14,276 | $112K |
| Paloma Partners Management Co | 0.01% | New | 14,176 | $111K |
| Danske Bank A/S | 0.00% | New | 14,100 | $111K |
| Crewe Advisors LLC | 0.01% | Add +0.2% | 14,061 | $111K |
| Cutter & CO Brokerage, Inc. | 0.02% | No change | 14,000 | $110K |
| Global Financial Private Client, LLC | 0.04% | No change | 13,931 | $109K |
| Interchange Capital Partners, LLC | 0.04% | Reduce -38.0% | 13,882 | $109K |
| Mandatum Life Insurance Co Ltd | 0.03% | New | 13,872 | $109K |
| Worth Financial Advisory Group, LLC | 0.06% | Add +2.6% | 13,760 | $108K |
| Raymond James Trust N.A. | 0.00% | Reduce -8.0% | 13,250 | $104K |
| Ballentine Partners, LLC | 0.00% | Reduce -6.7% | 13,182 | $104K |
| Mayfair Advisory Group, LLC | 0.06% | New | 12,185 | $102K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -7.0% | 13,212 | $101K |
| Keystone Financial Services | 0.04% | New | 12,622 | $99K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 12,612 | $99K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.04% | New | 12,600 | $99K |
| Procyon Advisors, LLC | 0.01% | Add +5.9% | 12,497 | $98K |
| Fermata Advisors, LLC | 0.02% | Add +8.7% | 12,485 | $98K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 12,348 | $97K |
| Prostatis Group LLC | 0.03% | No change | 12,200 | $96K |
| O'Dell Group, LLC | 0.02% | No change | 12,108 | $95K |
| Transcend Capital Advisors, LLC | 0.01% | No change | 12,048 | $95K |
| Rosenberg Matthew Hamilton | 0.02% | Add +11.3% | 12,026 | $95K |
| Main Street Financial Solutions, LLC | 0.01% | Reduce -7.3% | 12,026 | $95K |
| Silverlake Wealth Management LLC | 0.04% | Add +1.2% | 12,006 | $94K |
| CreativeOne Wealth, LLC | 0.00% | New | 12,001 | $94K |
| Cooper/Haims Advisors, LLC | 0.05% | Reduce -3.0% | 11,900 | $94K |
| Global Wealth Management Investment Advisory, Inc. | 0.02% | New | 11,870 | $93K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -16.4% | 11,664 | $92K |
| Quadcap Wealth Management, LLC | 0.01% | No change | 11,598 | $91K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | Add +7.9% | 11,584 | $91K |
| Chapin Davis, Inc. | 0.03% | Reduce -20.6% | 11,525 | $91K |
| Blue Trust, Inc. | 0.00% | Add +67.9% | 13,606 | $90K |
| Fox Run Management, L.L.C. | 0.02% | Reduce -60.2% | 11,368 | $89K |
| Platform Technology Partners | 0.03% | New | 11,155 | $88K |
| Cordgrass Capital Advisors, LLC | 0.03% | Add +10.0% | 11,000 | $86K |
| Kesler, Norman & Wride, LLC | 0.02% | No change | 11,000 | $86K |
| KLCM Advisors, Inc. | 0.01% | No change | 11,000 | $86K |
| Yousif Capital Management, LLC | 0.00% | Add +1.8% | 10,940 | $86K |
| Jacobi Capital Management LLC | 0.01% | No change | 10,890 | $86K |
| Meeder Advisory Services, Inc. | 0.01% | New | 10,852 | $85K |
| Guggenheim Capital LLC | 0.00% | New | 10,843 | $85K |
| Modus Advisors, LLC | 0.03% | Reduce -5.5% | 10,745 | $84K |
| Advisors Management Group Inc. | 0.02% | No change | 10,651 | $84K |
| Wolff Wiese Magana LLC | 0.06% | No change | 10,655 | $84K |
| Panoramic Investment Advisors, LLC | 0.06% | — | 10,650 | $84K |
| Westwood Holdings Group Inc. | 0.00% | No change | 10,646 | $84K |
| Cigna Investments Inc. | 0.01% | New | 10,578 | $83K |
| Balboa Wealth Partners | 0.02% | New | 10,450 | $82K |
| Hilltop Holdings Inc. | 0.01% | Reduce -21.4% | 10,400 | $82K |
| Waller Financial Planning Group, Inc. | 0.02% | Add +0.5% | 10,327 | $81K |
| Brown Advisory Inc. | 0.00% | Reduce -63.6% | 10,255 | $81K |
| Capital Advisors Inc. | 0.00% | Reduce -15.3% | 10,250 | $81K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -27.8% | 10,188 | $80K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -14.7% | 10,184 | $80K |
| Hartline Investment Corp./ | 0.01% | Reduce -67.7% | 10,107 | $79K |
| Strategic Blueprint, LLC | 0.00% | Reduce -0.6% | 10,068 | $79K |
| Avion Wealth | 0.02% | Add +13698.6% | 10,073 | $79K |
| Keebeck Wealth Management | 0.01% | No change | 10,000 | $79K |
| Leonteq Securities AG | 0.01% | No change | 10,000 | $79K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -4.3% | 10,000 | $79K |
| Lazard Asset Management LLC | 0.00% | Reduce -1.5% | 10,110 | $78K |
| TFC Financial Management, Inc. | 0.01% | Add +3.3% | 9,768 | $77K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.2% | 9,585 | $75K |
| Lanark Financial, Inc. | 0.01% | Add +12.7% | 9,581 | $75K |
| Huntington National Bank | 0.00% | Add +442.0% | 8,856 | $70K |
| Gainplan LLC | 0.03% | Add +0.5% | 10,351 | $68K |
| Quantbot Technologies LP | 0.00% | Reduce -95.8% | 8,519 | $67K |
| SouthState Bank Corp | 0.00% | New | 8,505 | $67K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -67.0% | 8,431 | $66K |
| Nemes Rush Group LLC | 0.01% | No change | 8,894 | $65K |
| CoreCap Advisors, LLC | 0.00% | Add +30.4% | 8,212 | $65K |
| Principal Securities, Inc. | 0.00% | Add +134.7% | 8,187 | $64K |
| Aster Capital Management (DIFC) Ltd | 0.01% | — | 7,690 | $60K |
| Parallel Advisors, LLC | 0.00% | Add +70.2% | 7,571 | $60K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -7.3% | 7,345 | $58K |
| Game Plan Financial Advisors, LLC | 0.03% | No change | 7,200 | $57K |
| Private Trust Co. NA | 0.01% | Reduce -8.4% | 7,000 | $55K |
| Caitlin John, LLC | 0.03% | Reduce -4.9% | 3,900 | $53K |
| Quarry LP | 0.02% | Reduce -47.8% | 6,625 | $52K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 6,000 | $47K |
| Gilliland Jeter Wealth Management LLC | 0.02% | New | 6,000 | $47K |
| CI Investments Inc. | 0.00% | Add +3.4% | 5,899 | $46K |
| Caption Management, LLC | 0.00% | No change | 5,797 | $46K |
| Arax Advisory Partners | 0.00% | No change | 5,751 | $45K |
| Fortitude Family Office, LLC | 0.02% | No change | 5,540 | $44K |
| Lindbrook Capital, LLC | 0.00% | Add +58.0% | 5,379 | $42K |
| Ancora Advisors LLC | 0.00% | No change | 5,340 | $42K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,166 | $41K |
| Clearstead Advisors, LLC | 0.00% | No change | 5,090 | $40K |
| CNB Bank | 0.02% | No change | 5,000 | $39K |
| NewSquare Capital LLC | 0.00% | No change | 5,000 | $39K |
| Amundi | 0.00% | New | 4,642 | $39K |
| Waldron Private Wealth LLC | 0.00% | New | 4,947 | $39K |
| PSI Advisors, LLC | 0.01% | No change | 4,885 | $38K |
| Tortoise Investment Management, LLC | 0.00% | No change | 4,439 | $35K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -4.5% | 4,234 | $33K |
| GAMMA Investing LLC | 0.00% | Reduce -15.8% | 4,222 | $33K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +20.2% | 4,082 | $32K |
| Cornerstone Planning Group LLC | 0.01% | Add +1192.4% | 3,050 | $32K |
| WealthCollab, LLC | 0.02% | No change | 4,000 | $31K |
| CSS LLC | 0.01% | New | 4,000 | $31K |
| GeoWealth Management, LLC | 0.00% | New | 3,638 | $29K |
| Brooklyn Investment Group | 0.01% | New | 3,551 | $28K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 3,450 | $27K |
| Earned Wealth Advisors, LLC | 0.01% | New | 3,412 | $27K |
| Sandy Spring Bank | 0.00% | Reduce -17.4% | 3,391 | $27K |
| AdvisorNet Financial, Inc | 0.00% | Add +219.6% | 3,356 | $26K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 3,300 | $26K |
| Westside Investment Management, Inc. | 0.01% | No change | 3,500 | $26K |
| Prosperity Financial Group, Inc. | 0.01% | New | 3,200 | $25K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -23.1% | 3,018 | $24K |
| Bank of New Hampshire | 0.01% | No change | 3,000 | $24K |
| Cyrus J. Lawrence, LLC | 0.00% | No change | 2,800 | $22K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 2,706 | $21K |
| Legacy Investment Solutions, LLC | 0.01% | — | 1,500 | $20K |
| Legacy Wealth Managment, LLC | 0.01% | — | 1,500 | $20K |
| NorthCoast Asset Management LLC | 0.00% | New | 48,681 | $20K |
| Avior Wealth Management, LLC | 0.00% | Add +956.9% | 2,526 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Add +17.3% | 2,506 | $20K |
| Archer Investment Corp | 0.01% | No change | 2,500 | $20K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,500 | $20K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -51.0% | 2,122 | $17K |
| Elequin Capital, LP | 0.04% | New | 2,095 | $16K |
| Barrett & Company, Inc. | 0.01% | No change | 2,000 | $16K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 2,000 | $16K |
| Quadrant Capital Group LLC | 0.00% | Reduce -3.5% | 1,924 | $15K |
| TD Private Client Wealth LLC | 0.00% | New | 1,808 | $14K |
| Whittier Trust Co. | 0.00% | New | 1,750 | $14K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 1,720 | $14K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +0.1% | 1,614 | $13K |
| WR Wealth Planners, LLC | 0.00% | New | 1,554 | $12K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 1,500 | $12K |
| Stone House Investment Management, LLC | 0.00% | No change | 1,500 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1,445 | $11K |
| Venturi Wealth Management, LLC | 0.00% | Add +45.6% | 1,405 | $11K |
| MCF Advisors LLC | 0.00% | Add +249.4% | 1,401 | $11K |
| Tucker Asset Management LLC | 0.00% | Add +873.2% | 1,343 | $11K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 1,341 | $11K |
| Twin Tree Management, LP | 0.00% | New | 1,227 | $10K |
| Northwest Investment Counselors, LLC | 0.00% | New | 1,200 | $9K |
| Larson Financial Group LLC | 0.00% | Add +2.5% | 1,198 | $9K |
| Focused Wealth Management, Inc | 0.00% | New | 1,194 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,157 | $9K |
| Covestor Ltd | 0.01% | Add +1.3% | 1,123 | $9K |
| Rothschild Investment LLC | 0.00% | Add +3.2% | 1,135 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,120 | $9K |
| Northwest Capital Management Inc | 0.00% | No change | 1,090 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Add +111.6% | 1,056 | $8K |
| Continuum Advisory, LLC | 0.00% | New | 626 | $8K |
| Sunbelt Securities, Inc. | 0.00% | Add +36.9% | 1,027 | $8K |
| MRP Capital Investments, LLC | 0.01% | New | 1,000 | $8K |
| Bank & Trust Co | 0.01% | No change | 1,000 | $8K |
| Raelipskie Partnership | 0.00% | New | 1,000 | $8K |
| Raleigh Capital Management Inc. | 0.00% | New | 1,000 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 1,000 | $8K |
| Planning Capital Management Corp | 0.00% | New | 950 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 933 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Add +178.7% | 928 | $7K |
| HighMark Wealth Management LLC | 0.00% | New | 805 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 800 | $6K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -6.5% | 673 | $6K |
| Quent Capital, LLC | 0.00% | No change | 725 | $6K |
| Oarsman Capital, Inc. | 0.00% | New | 675 | $5K |
| Optimum Investment Advisors | 0.00% | No change | 650 | $5K |
| Estabrook Capital Management | 0.00% | New | 630 | $5K |
| Nvwm, LLC | 0.00% | No change | 600 | $5K |
| True Wealth Design, LLC | 0.00% | New | 586 | $5K |
| Tidemark, LLC | 0.00% | No change | 571 | $4K |
| Jamison Private Wealth Management, Inc. | 0.00% | Reduce -1.7% | 565 | $4K |
| City State Bank | 0.00% | Add +150.0% | 500 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 500 | $4K |
| Stephens Consulting, LLC | 0.00% | No change | 500 | $4K |
| Bfsg, LLC | 0.00% | No change | 500 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $4K |
| Versant Capital Management, Inc | 0.00% | Reduce -17.5% | 486 | $4K |
| Asset Dedication, LLC | 0.00% | Reduce -72.4% | 400 | $3K |
| Trust Co. of Vermont | 0.00% | New | 397 | $3K |
| Creekmur Asset Management LLC | 0.00% | Reduce -86.8% | 396 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | New | 384 | $3K |
| Hemington Wealth Management | 0.00% | New | 283 | $3K |
| Tsfg, LLC | 0.00% | No change | 373 | $3K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | New | 375 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 350 | $3K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 340 | $3K |
| Red Tortoise LLC | 0.00% | No change | 328 | $3K |
| Liberty One Investment Management, LLC | 0.00% | Reduce -84.1% | 313 | $2K |
| Main Street Group, LTD | 0.00% | No change | 300 | $2K |
| Hilltop National Bank | 0.00% | No change | 300 | $2K |
| AlphaMark Advisors, LLC | 0.00% | No change | 300 | $2K |
| PrairieView Partners, LLC | 0.00% | No change | 380 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +309.7% | 254 | $2K |
| Sachetta, LLC | 0.00% | Add +3.3% | 253 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -35.8% | 224 | $2K |
| American Capital Advisory, LLC | 0.00% | New | 210 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 200 | $2K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 200 | $2K |
| Flaharty Asset Management, LLC | 0.00% | New | 200 | $2K |
| SJS Investment Consulting Inc. | 0.00% | New | 136 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 100 | $1K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 125 | $983 |
| Financial Perspectives, Inc | 0.00% | No change | 125 | $983 |
| Fifth Third Bancorp | 0.00% | No change | 120 | $943 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 118 | $927 |
| Ascentis Independent Advisors | 0.00% | New | 109 | $856 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +126.1% | 104 | $818 |
| Center for Financial Planning, Inc. | 0.00% | New | 100 | $786 |
| HM Payson & Co. | 0.00% | No change | 100 | $786 |
| Private Wealth Management Group, LLC | 0.00% | No change | 79 | $621 |
| Delta Asset Management LLC | 0.00% | No change | 75 | $590 |
| Sanctuary Wealth Management, L.L.C. | 0.00% | New | 59 | $464 |
| Creative Financial Designs Inc. | 0.00% | No change | 50 | $393 |
| West Financial Advisors, LLC | 0.00% | No change | 49 | $386 |
| West Paces Advisors Inc. | 0.00% | No change | 45 | $354 |
| REAP Financial Group, LLC | 0.00% | No change | 40 | $314 |
| Riggs Asset Managment Co. Inc. | 0.00% | Reduce -2.5% | 39 | $307 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 36 | $283 |
| Concord Wealth Partners | 0.00% | No change | 36 | $283 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 27 | $213 |
| Eukles Asset Management | 0.00% | Add +100.0% | 20 | $157 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 20 | $157 |
| St. Johns Investment Management Company, LLC | 0.00% | Add +58.3% | 19 | $149 |
| First Personal Financial Services | 0.00% | New | 13 | $103 |
| Anchor Investment Management, LLC | 0.00% | Add +1100.0% | 12 | $94 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $79 |
| Mendota Financial Group, LLC | 0.00% | New | 7 | $56 |
| Bokf, NA | 0.00% | No change | 7 | $55 |
| Pineridge Advisors LLC | 0.00% | New | 5 | $39 |
| FSA Wealth Management LLC | 0.00% | — | 1 | $8 |
| Pin Oak Investment Advisors Inc. | 0.00% | Reduce -86.1% | 100 | $0 |
| 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.