Sofi TechnologiesSOFI
13F holders, Q4 2024 (December 31)705holders +80
113new positions
79sold out
8famous investors
$15.39avg. 13F price*
At the end of Q4 2024, 705 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings, up 80 from Q3 2024. 113 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($728.3M) and D. E. Shaw & Co. ($482.3M). 8 famous investors held it, including Cathie Wood (1.2% of ARK Investment Management's portfolio), David E. Shaw (0.6% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio).
- Company
- Sofi Technologies Inc.
- CUSIP
- 83406F102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $619.1M |
| Exits | 79 | $356.6M |
All 13F filers, Q3 2024 → Q4 2024: 136,180,292 shares bought and 119,061,755 shares sold, net +17,118,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 705 holders
| Vanguard Group Inc. | 0.03% | Add +9.9% | 98,337,045 | $1.5B |
| BlackRock, Inc. | 0.01% | Add +4.1% | 47,295,426 | $728.3M |
| D. E. Shaw & Co. | 0.57% | Add +1890.5% | 31,318,337 | $482.3M |
| Two Sigma Advisers, LP | 0.69% | New | 19,479,200 | $300.0M |
| State Street Corp. | 0.01% | Add +3.9% | 18,761,329 | $288.9M |
| Geode Capital Management, LLC | 0.02% | Add +1.8% | 17,934,983 | $276.3M |
| Two Sigma Investments, LP | 0.59% | Add +442.8% | 15,866,755 | $244.3M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -42.1% | 14,310,766 | $220.4M |
| Morgan Stanley | 0.01% | Add +13.6% | 13,552,166 | $208.7M |
| UBS Group AG | 0.04% | Add +257.8% | 12,538,992 | $193.1M |
| ARK Investment Management | 1.20% | Reduce -25.5% | 9,391,202 | $144.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.08% | Reduce -23.0% | 7,732,843 | $119.1M |
| Amova Asset Management Americas, Inc. | 1.29% | Reduce -23.0% | 7,732,843 | $119.0M |
| BNP Paribas Financial Markets | 0.09% | New | 7,300,372 | $112.4M |
| Wells Fargo & Company | 0.03% | Add +34.2% | 7,158,613 | $110.2M |
| Norges Bank | 0.01% | Reduce -43.6% | 6,732,360 | $103.7M |
| Renaissance Technologies | 0.15% | Reduce -41.7% | 6,642,700 | $102.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.7% | 6,313,617 | $97.2M |
| Susquehanna International Group, LLP | 0.14% | Add +23.0% | 6,159,927 | $94.9M |
| Northern Trust Corp. | 0.01% | Add +22.8% | 6,052,301 | $93.2M |
| Jane Street Group, LLC | 0.15% | Add +10.6% | 5,984,801 | $92.2M |
| Bank of America Corp. | 0.01% | Add +4.7% | 5,977,470 | $92.1M |
| Citadel Advisors | 0.08% | Reduce -7.9% | 5,503,971 | $84.8M |
| Voloridge Investment Management, LLC | 0.27% | New | 4,879,142 | $75.1M |
| Azora Capital LP | 3.06% | Add +1.6% | 4,419,345 | $68.1M |
| Patient Capital Management, LLC | 3.02% | Reduce -26.6% | 4,251,680 | $65.5M |
| Accel Growth Fund V Associates L.L.C. | 60.57% | No change | 4,104,459 | $63.2M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -1.4% | 4,084,871 | $62.9M |
| Squarepoint Ops LLC | 0.14% | Add +177.2% | 3,598,555 | $55.4M |
| Royal Bank of Canada | 0.01% | Reduce -15.1% | 3,563,124 | $54.9M |
| Bank of Montreal | 0.03% | Add +12.6% | 3,550,996 | $54.7M |
| Citigroup Inc. | 0.05% | Reduce -11.2% | 3,366,060 | $51.8M |
| Capital Fund Management S.A. | 0.51% | Add +298.5% | 3,341,683 | $51.5M |
| Bank of New York Mellon Corp | 0.01% | Add +0.3% | 3,223,370 | $49.6M |
| Mizuho Markets Americas LLC | 0.86% | Reduce -1.2% | 2,908,089 | $44.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.19% | Reduce -30.7% | 2,729,750 | $42.0M |
| First Trust Advisors LP | 0.04% | Add +583.5% | 2,686,667 | $41.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +123.1% | 2,740,628 | $40.7M |
| Amundi | 0.01% | Add +58176.3% | 2,705,185 | $39.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +17.8% | 2,519,360 | $38.8M |
| Tudor Investment Corporation | 0.38% | Add +647.2% | 2,331,494 | $35.9M |
| Swiss National Bank | 0.02% | Add +1.6% | 1,991,700 | $30.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +59.0% | 1,957,581 | $30.1M |
| Millennium Management | 0.03% | Reduce -73.9% | 1,862,361 | $28.7M |
| Aquatic Capital Management LLC | 0.72% | New | 1,737,323 | $26.8M |
| California Public Employees Retirement System | 0.02% | Add +24.8% | 1,624,450 | $25.0M |
| LPL Financial LLC | 0.01% | Reduce -1.4% | 1,603,340 | $24.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.8% | 1,518,141 | $23.4M |
| State of Michigan Retirement System | 0.12% | No change | 1,500,000 | $23.1M |
| Invesco Ltd. | 0.00% | Add +84.7% | 1,408,801 | $21.7M |
| Alliancebernstein L.P. | 0.01% | Add +234.3% | 1,286,698 | $19.8M |
| Twin Tree Management, LP | 0.47% | Add +101792.6% | 1,250,222 | $19.3M |
| MML Investors Services, LLC | 0.06% | Reduce -18.9% | 1,208,060 | $18.6M |
| Barclays PLC | 0.01% | Add +134.1% | 1,082,489 | $16.7M |
| Group One Trading LLC | 0.57% | Reduce -52.5% | 1,080,895 | $16.6M |
| Rhumbline Advisers | 0.01% | Add +3.8% | 1,033,602 | $15.9M |
| Legal & General Group Plc | 0.00% | Reduce -0.0% | 1,030,270 | $15.9M |
| FMR LLC | 0.00% | Add +976.3% | 997,015 | $15.4M |
| California State Teachers Retirement System | 0.02% | Reduce -0.2% | 950,857 | $14.6M |
| Raymond James Financial Inc. | 0.01% | — | 940,168 | $14.5M |
| Bank of Nova Scotia | 0.03% | New | 936,332 | $14.4M |
| Nordea Investment Management AB | 0.01% | Add +1.2% | 898,467 | $14.1M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +43.8% | 872,409 | $13.4M |
| Jump Financial, LLC | 0.29% | Add +3655.8% | 857,715 | $13.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +3.0% | 840,102 | $12.9M |
| Walleye Trading LLC | 0.25% | Reduce -40.6% | 822,673 | $12.7M |
| Townsquare Capital LLC | 0.13% | Reduce -17.6% | 765,397 | $11.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.0% | 745,856 | $11.5M |
| Brighton Jones LLC | 0.32% | Add +2.0% | 719,288 | $11.1M |
| Deutsche Bank AG | 0.00% | Add +1222.7% | 717,143 | $11.0M |
| Ameriprise Financial Inc. | 0.00% | Add +4.1% | 696,799 | $10.7M |
| HRT Financial LP | 0.06% | Reduce -69.3% | 695,634 | $10.7M |
| Longitude (Cayman) Ltd. | 12.18% | Reduce -46.0% | 690,000 | $10.6M |
| Moors & Cabot, Inc. | 0.49% | Reduce -21.2% | 672,595 | $10.4M |
| Parkside Investments, LLC | 1.55% | Reduce -10.8% | 670,960 | $10.3M |
| FORA Capital, LLC | 1.18% | Add +327.9% | 667,278 | $10.3M |
| AQR Capital Management | 0.01% | Add +28.6% | 635,594 | $9.8M |
| Berkshire Capital Holdings Inc. | 3.45% | Add +6208000.0% | 620,810 | $9.6M |
| Trexquant Investment LP | 0.11% | Add +282.0% | 617,831 | $9.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.47% | Add +12.9% | 592,930 | $9.1M |
| Quadrature Capital Ltd | 0.18% | Reduce -71.1% | 587,790 | $9.0M |
| Diversify Advisory Services, LLC | 0.49% | Reduce -22.5% | 630,170 | $8.9M |
| Wealthspire Retirement, LLC | 0.70% | Reduce 0.0% | 575,987 | $8.9M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -74.0% | 574,502 | $8.8M |
| Simplex Trading, LLC | 0.24% | Reduce -55.6% | 558,783 | $8.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.4% | 543,987 | $8.4M |
| L & S Advisors Inc | 0.99% | New | 522,312 | $8.0M |
| Mark Asset Management LP | 1.24% | Reduce -48.9% | 520,513 | $8.0M |
| Cetera Investment Advisers | 0.02% | Reduce -35.2% | 520,044 | $8.0M |
| Soros Capital Management LLC | 1.24% | New | 515,500 | $7.9M |
| Cerity Partners LLC | 0.02% | Reduce -28.0% | 507,619 | $7.8M |
| Ardmore Road Asset Management LP | 1.12% | Reduce -37.5% | 500,000 | $7.7M |
| Anderson Hoagland & Co. | 0.76% | No change | 445,977 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -24.8% | 477,385 | $7.4M |
| Zacks Investment Management | 0.07% | Reduce -0.4% | 477,206 | $7.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -2.8% | 465,995 | $7.2M |
| Treasurer of the State of North Carolina | 0.03% | Add +3.3% | 464,917 | $7.2M |
| Man Group plc | 0.02% | New | 448,460 | $6.9M |
| Verition Fund Management LLC | 0.04% | Reduce -42.3% | 447,916 | $6.9M |
| Mariner, LLC | 0.01% | Reduce -8.9% | 445,936 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +13.6% | 440,157 | $6.8M |
| B & T Capital Management DBA Alpha Capital Management | 1.24% | Reduce -12.9% | 438,867 | $6.8M |
| Cresset Asset Management, LLC | 0.03% | Reduce -50.6% | 438,581 | $6.8M |
| Clarity Capital Partners LLC | 3.28% | Reduce -7.2% | 410,280 | $6.3M |
| Kodai Capital Management LP | 0.24% | Reduce -71.0% | 386,064 | $5.9M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 384,628 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.0% | 382,832 | $5.9M |
| Police & Firemen's Retirement System of New Jersey | 0.06% | — | 381,154 | $5.9M |
| Oppenheimer & Co. Inc. | 0.08% | Add +47.9% | 365,439 | $5.6M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -2.9% | 363,209 | $5.6M |
| Walleye Capital LLC | 0.06% | Reduce -34.0% | 357,890 | $5.5M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 352,798 | $5.4M |
| CSS LLC | 0.97% | Add +8355.3% | 338,213 | $5.2M |
| Entropy Technologies, LP | 0.53% | Add +201.5% | 333,426 | $5.1M |
| Caprock Group, LLC | 0.17% | Reduce -54.5% | 330,674 | $5.1M |
| Global IMC LLC | 0.91% | New | 330,577 | $5.1M |
| State of Wisconsin Investment Board | 0.01% | Add +71.4% | 325,733 | $5.0M |
| Algert Global LLC | 0.11% | Add +14.3% | 310,367 | $4.8M |
| Old Second National Bank of Aurora | 1.08% | Reduce -5.0% | 309,143 | $4.8M |
| Focus Partners Wealth | 0.01% | Add +11.7% | 301,511 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -45.3% | 299,894 | $4.6M |
| Brevan Howard Capital Management LP | 0.12% | Reduce -52.0% | 299,605 | $4.6M |
| AlphaStar Capital Management, LLC | 0.48% | Reduce -60.2% | 299,446 | $4.6M |
| Nations Financial Group Inc, /Ia/ | 0.33% | New | 296,172 | $4.6M |
| Arizona State Retirement System | 0.03% | Add +1.6% | 293,794 | $4.5M |
| PDT Partners, LLC | 0.40% | Reduce -60.8% | 290,557 | $4.5M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -5.4% | 290,157 | $4.5M |
| DNB Asset Management AS | 0.02% | Reduce -9.5% | 289,755 | $4.5M |
| American Century Companies Inc. | 0.00% | Add +5.7% | 289,198 | $4.5M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -23.8% | 286,461 | $4.4M |
| QRG Capital Management, Inc. | 0.04% | Add +9.7% | 280,791 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -20.0% | 277,544 | $4.3M |
| Summit Trail Advisors, LLC | 0.16% | Reduce -1.0% | 277,535 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.3% | 277,393 | $4.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +20.0% | 276,890 | $4.3M |
| Victory Capital Management Inc. | 0.00% | Add +104.4% | 262,979 | $4.0M |
| Norris Financial Group, LLC | 1.88% | Reduce -16.4% | 259,352 | $4.0M |
| IMC-Chicago, LLC | 0.11% | Add +9.2% | 255,706 | $3.9M |
| Handelsbanken Fonder AB | 0.01% | Add +11.3% | 252,100 | $3.9M |
| Cable Car Capital, LP | 0.29% | New | 250,000 | $3.9M |
| Belmont Capital, LLC | 0.61% | No change | 242,350 | $3.7M |
| SBI Securities Co., Ltd. | 0.11% | — | 240,445 | $3.7M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +24.7% | 290,992 | $3.6M |
| AXA S.A. | 0.01% | Reduce -13.0% | 231,954 | $3.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.4% | 230,693 | $3.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -18.0% | 219,718 | $3.4M |
| Hel Ved Capital Management Ltd | 1.03% | New | 217,400 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +20.4% | 217,061 | $3.3M |
| Capital Markets Trading UK LLP | 1.96% | Add +22.5% | 214,632 | $3.3M |
| 1832 Asset Management L.P. | 0.01% | New | 207,300 | $3.2M |
| Reynders McVeigh Capital Management, LLC | 0.17% | Add +1.8% | 206,639 | $3.2M |
| KLP Kapitalforvaltning As | 0.01% | — | 205,000 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +1.4% | 202,352 | $3.1M |
| Firethorn Wealth Partners, LLC | 1.53% | Reduce -22.3% | 200,316 | $3.1M |
| Prentice Capital Management, LP | 5.30% | Reduce -20.2% | 199,581 | $3.1M |
| Qube Research & Technologies Ltd | 0.00% | New | 190,449 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -45.9% | 190,239 | $2.9M |
| Independent Financial Group, LLC | 0.10% | Reduce -26.3% | 188,620 | $2.9M |
| Tidal Investments LLC | 0.02% | Add +302.2% | 185,677 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.3% | 183,879 | $2.9M |
| Voya Investment Management LLC | 0.00% | Reduce -3.3% | 182,479 | $2.8M |
| Teacher Retirement System of Texas | 0.01% | New | 181,839 | $2.8M |
| Exchange Traded Concepts, LLC | 0.06% | New | 175,685 | $2.7M |
| Utah Retirement Systems | 0.03% | Add +2.8% | 175,300 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +18.2% | 173,874 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +17.3% | 172,984 | $2.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -31.4% | 164,000 | $2.5M |
| Intech Investment Management LLC | 0.02% | New | 160,742 | $2.5M |
| Warm Springs Advisors Inc. | 2.29% | — | 160,000 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +35.8% | 156,528 | $2.4M |
| Van Eck Associates Corp. | 0.00% | Reduce -22.8% | 148,710 | $2.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +9.7% | 147,458 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 141,700 | $2.2M |
| Acorn Financial Advisory Services Inc. | 0.36% | Add +0.2% | 141,385 | $2.2M |
| Consolidated Investment Group LLC | 0.30% | No change | 138,000 | $2.1M |
| SG Americas Securities, LLC | 0.01% | Add +28.2% | 134,875 | $2.1M |
| Centiva Capital, LP | 0.08% | Reduce -59.1% | 133,922 | $2.1M |
| Voleon Capital Management LP | 0.15% | — | 131,853 | $2.0M |
| Grange Capital, LLC | 2.10% | — | 129,835 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -35.0% | 129,394 | $2.0M |
| LM Advisors LLC | 0.35% | Reduce -3.5% | 127,805 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 127,444 | $2.0M |
| Edgestream Partners, L.P. | 0.08% | Reduce -68.7% | 126,721 | $2.0M |
| Intellus Advisors LLC | 0.34% | — | 126,222 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.9% | 125,744 | $1.9M |
| Jain Global LLC | 0.06% | — | 125,146 | $1.9M |
| Wealthfront Advisers LLC | 0.01% | Add +19.4% | 124,344 | $1.9M |
| MFG Wealth Management, Inc. | 1.73% | — | 122,390 | $1.9M |
| Alliance Wealth Advisors, LLC | 0.49% | Add +0.4% | 122,388 | $1.9M |
| PEAK6 LLC | 0.07% | — | 118,032 | $1.8M |
| Miller Financial Services LLC | 1.53% | — | 117,504 | $1.8M |
| Well Done, LLC | 0.32% | No change | 224,580 | $1.8M |
| Pegasus Asset Management, Inc. | 0.66% | Add +1.3% | 114,388 | $1.8M |
| Bantamac Capital, LLC | 0.77% | New | 111,918 | $1.7M |
| Capital Advisors Wealth Management, LLC | 0.31% | Add +3.4% | 111,887 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Add +24.4% | 109,008 | $1.7M |
| Marshall Wace, LLP | 0.00% | Reduce -98.7% | 105,947 | $1.6M |
| IFP Advisors, Inc | 0.05% | Reduce -6.7% | 103,561 | $1.6M |
| Kercheville Advisors, LLC | 0.62% | New | 103,500 | $1.6M |
| Allworth Financial LP | 0.01% | Add +494.3% | 90,256 | $1.6M |
| Vontobel Holding Ltd. | 0.01% | Reduce -48.7% | 102,361 | $1.6M |
| Mgo One Seven LLC | 0.06% | Reduce -2.6% | 102,195 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 102,103 | $1.6M |
| Perennial Investment Advisors, LLC | 0.19% | Add +9.8% | 102,007 | $1.6M |
| Burney Co./ | 0.06% | Reduce -43.9% | 101,679 | $1.6M |
| GatePass Capital, LLC | 1.72% | — | 101,000 | $1.6M |
| SPX Gestao de Recursos Ltda | 0.23% | New | 100,000 | $1.5M |
| HBK Investments L P | 0.04% | New | 100,000 | $1.5M |
| Engineers Gate Manager LP | 0.03% | Reduce -71.3% | 99,359 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -28.9% | 98,970 | $1.5M |
| Composition Wealth, LLC | 0.03% | Add +11.9% | 94,431 | $1.5M |
| Penserra Capital Management LLC | 0.03% | New | 94,116 | $1.4M |
| Quantinno Capital Management LP | 0.01% | Reduce -56.8% | 93,749 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -10.8% | 92,981 | $1.4M |
| Quantbot Technologies LP | 0.05% | Add +980.9% | 92,081 | $1.4M |
| CMG Global Holdings, LLC | 0.77% | New | 78,946 | $1.4M |
| Virtu Financial LLC | 0.07% | Reduce -57.4% | 89,430 | $1.4M |
| Rakuten Securities, Inc. | 0.54% | New | 88,967 | $1.4M |
| Wolverine Trading, LLC | 0.03% | Reduce -72.7% | 87,572 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -11.3% | 87,618 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.9% | 86,748 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +150.9% | 86,488 | $1.3M |
| Creative Planning | 0.00% | Reduce -45.9% | 82,293 | $1.3M |
| Matisse Capital | 0.64% | Reduce -6.0% | 81,820 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +10.9% | 80,837 | $1.2M |
| Cwm, LLC | 0.01% | Reduce -18.4% | 80,786 | $1.2M |
| Spire Wealth Management | 0.04% | Add +7.6% | 79,376 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +37.4% | 78,320 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | New | 75,569 | $1.2M |
| Highview Capital Management LLC | 0.44% | New | 74,782 | $1.2M |
| STRS Ohio | 0.00% | New | 74,773 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -20.2% | 74,756 | $1.2M |
| Hanseatic Management Services Inc. | 1.42% | New | 72,453 | $1.1M |
| Strategic Advocates LLC | 0.38% | Reduce -0.0% | 72,272 | $1.1M |
| HighPoint Advisor Group LLC | 0.06% | Add +6.0% | 74,961 | $1.1M |
| Xcel Wealth Management, LLC | 0.31% | Reduce -0.4% | 71,720 | $1.1M |
| Harvest Fund Management Co., Ltd | 0.05% | New | 71,099 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -26.0% | 70,975 | $1.1M |
| Alta Wealth Advisors LLC | 0.48% | No change | 70,719 | $1.1M |
| Kennedy Investment Group, Inc. | 0.49% | Reduce -40.5% | 70,200 | $1.1M |
| Lakeshore Financial Planning, Inc. | 0.46% | Reduce -24.9% | 69,715 | $1.1M |
| Triumph Capital Management | 0.37% | Reduce -82.0% | 69,446 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +9.7% | 68,117 | $1.0M |
| Y.D. More Investments Ltd | 0.09% | No change | 67,039 | $1.0M |
| Hudock, Inc. | 0.18% | Reduce -2.1% | 66,914 | $1.0M |
| Persistent Asset Partners Ltd | 0.87% | — | 64,600 | $1.0M |
| Solidarity Wealth, LLC | 0.26% | No change | 65,661 | $1.0M |
| Kovack Advisors, Inc. | 0.10% | Reduce -18.5% | 65,637 | $1.0M |
| Avanza Fonder AB | 0.03% | — | 65,427 | $1.0M |
| Xponance LLC | 0.01% | Add +19.3% | 64,541 | $994K |
| Laird Norton Wetherby Trust Company, LLC | 0.14% | No change | 64,495 | $993K |
| Virtue Capital Management, LLC | 0.20% | New | 63,741 | $982K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +1.7% | 63,732 | $981K |
| Sei Investments Co. | 0.00% | Add +14.3% | 63,206 | $973K |
| Brookstone Capital Management | 0.01% | Add +3.7% | 63,137 | $972K |
| Tradition Wealth Management, LLC | 0.09% | Add +9.6% | 63,065 | $971K |
| River Street Advisors LLC | 0.50% | Add +9.9% | 63,023 | $971K |
| Stifel Financial Corp. | 0.00% | Reduce -33.6% | 62,546 | $963K |
| Arkadios Wealth Advisors | 0.05% | Add +2.9% | 62,312 | $960K |
| Apollon Wealth Management, LLC | 0.02% | New | 62,014 | $955K |
| Danske Bank A/S | 0.00% | Add +334.7% | 61,296 | $944K |
| Principal Financial Group Inc. | 0.00% | Reduce -13.3% | 60,781 | $936K |
| San Luis Wealth Advisors LLC | 0.17% | Add +0.1% | 60,334 | $919K |
| Maryland State Retirement & Pension System | 0.02% | No change | 58,902 | $907K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.1% | 60,534 | $881K |
| Amalgamated Bank | 0.01% | No change | 57,017 | $878K |
| Benjamin Edwards Inc. | 0.01% | Reduce -23.9% | 56,710 | $873K |
| Sterling Capital Management LLC | 0.01% | Add +54.1% | 55,526 | $855K |
| Parallax Volatility Advisers, L.P. | 0.02% | Reduce -80.5% | 55,028 | $847K |
| Midwest Professional Planners, LTD. | 0.25% | New | 54,278 | $836K |
| Mangrove Partners Im, LLC | 0.10% | New | 54,106 | $833K |
| Total Wealth Planning & Management, Inc. | 0.81% | — | 53,319 | $821K |
| M&T Bank Corp | 0.00% | Add +16.1% | 52,912 | $815K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.6% | 52,564 | $809K |
| Maridea Wealth Management LLC | 0.26% | — | 52,096 | $802K |
| DAVENPORT & Co LLC | 0.00% | Reduce -97.5% | 52,085 | $802K |
| Quantessence Capital LLC | 0.33% | — | 52,026 | $801K |
| Means Investment Co., Inc. | 0.08% | Add +0.3% | 51,052 | $786K |
| Advisory Services Network, LLC | 0.01% | Reduce -15.7% | 50,825 | $783K |
| Integrated Advisors Network LLC | 0.04% | Reduce -5.0% | 49,774 | $767K |
| Global Retirement Partners, LLC | 0.02% | Add +6.4% | 49,586 | $764K |
| Scientech Research LLC | 0.22% | Reduce -74.3% | 49,521 | $763K |
| Hobbs Group Advisors, LLC | 0.28% | No change | 49,000 | $755K |
| Pathway Financial Advisers, LLC | 0.25% | Reduce -3.3% | 48,497 | $747K |
| PFG Investments, LLC | 0.05% | Reduce -10.2% | 47,625 | $733K |
| Prudential Financial Inc. | 0.00% | Reduce -25.7% | 52,474 | $725K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -7.7% | 46,719 | $719K |
| Lauer Wealth, LLC | 0.47% | Reduce -35.0% | 51,157 | $710K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.3% | 44,902 | $691K |
| Nwam LLC | 0.04% | Add +11.3% | 44,635 | $687K |
| Fortis Advisors, LLC | 0.45% | No change | 44,550 | $686K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -62.3% | 43,880 | $676K |
| Equitable Holdings, Inc. | 0.01% | Reduce -35.2% | 43,589 | $671K |
| Susquehanna Advisors Group, Inc. | 0.05% | — | 43,492 | $670K |
| Sigma Planning Corp | 0.02% | Add +1.1% | 43,402 | $668K |
| Perigon Wealth Management, LLC | 0.02% | Add +5.3% | 40,307 | $657K |
| Savant Capital, LLC | 0.01% | Add +4.0% | 42,392 | $653K |
| Pinnacle Associates Ltd. | 0.01% | New | 42,173 | $649K |
| RFG Advisory, LLC | 0.02% | New | 41,931 | $646K |
| Forum Financial Management, LP | 0.01% | Add +15.2% | 41,446 | $638K |
| KBC Group NV | 0.00% | Add +50.6% | 40,715 | $627K |
| UMB Bank, n.a. | 0.01% | Add +30.1% | 40,644 | $626K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.9% | 37,634 | $619K |
| Hourglass Capital, LLC | 0.17% | Reduce -38.5% | 40,000 | $616K |
| Allianz Asset Management GmbH | 0.00% | Reduce -53.1% | 39,600 | $610K |
| Drive Wealth Management, LLC | 0.15% | Add +0.5% | 39,555 | $609K |
| Cookson Peirce & Co. Inc. | 0.03% | New | 39,397 | $607K |
| Level Four Advisory Services, LLC | 0.02% | Add +28.2% | 39,230 | $604K |
| Mandatum Life Insurance Co Ltd | 0.18% | Add +180.9% | 38,972 | $600K |
| Captrust Financial Advisors | 0.00% | Add +29.7% | 38,453 | $592K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -36.2% | 38,327 | $590K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +121.3% | 37,780 | $582K |
| EntryPoint Capital, LLC | 0.24% | Reduce -12.3% | 37,535 | $578K |
| Walkner Condon Financial Advisors LLC | 0.11% | Add +8.1% | 36,355 | $560K |
| McGuire Investment Group, LLC | 0.08% | No change | 35,950 | $554K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +64.4% | 35,493 | $547K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +64.4% | 35,493 | $547K |
| Cannon Global Investment Management, LLC | 1.33% | New | 35,000 | $539K |
| WINTON GROUP Ltd | 0.04% | New | 34,753 | $535K |
| Archford Capital Strategies, LLC | 0.08% | Add +0.2% | 33,769 | $520K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -86.8% | 33,496 | $516K |
| SteelPeak Wealth, LLC | 0.02% | Add +69.8% | 33,059 | $509K |
| Praxis Investment Management Inc. | 0.03% | New | 32,360 | $498K |
| Aldebaran Financial Inc. | 0.58% | Reduce -10.6% | 31,840 | $498K |
| Sciencast Management LP | 0.14% | New | 32,026 | $493K |
| Empowered Funds, LLC | 0.01% | Reduce -23.7% | 31,495 | $485K |
| US Bancorp \de | 0.00% | Reduce -0.1% | 31,355 | $483K |
| Merit Financial Group, LLC | 0.01% | Add +65.9% | 31,172 | $480K |
| Moseley Investment Management Inc. | 0.19% | Reduce -7.5% | 31,036 | $478K |
| Hexagon Capital Partners LLC | 0.09% | Reduce -16.4% | 30,986 | $477K |
| Valeo Financial Advisors, LLC | 0.01% | Add +8.3% | 30,530 | $470K |
| Pallas Capital Advisors LLC | 0.02% | Add +113.9% | 30,201 | $465K |
| Connective Portfolio Management, LLC | 0.69% | New | 30,120 | $464K |
| CIBC Asset Management Inc | 0.00% | Add +5.6% | 29,997 | $462K |
| HUB Investment Partners, LLC | 0.02% | Reduce -4.3% | 29,775 | $459K |
| National Bank of Canada | 0.00% | Reduce -59.3% | 29,678 | $457K |
| Axq Capital, LP | 0.21% | New | 29,643 | $457K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -4.4% | 29,242 | $450K |
| Guerra Advisors Inc | 0.25% | — | 28,915 | $445K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +9.1% | 28,892 | $445K |
| Trueblood Wealth Management, LLC | 0.22% | No change | 28,824 | $444K |
| Creekmur Asset Management LLC | 0.10% | Add +7151.3% | 28,715 | $442K |
| 111 Capital | 0.09% | — | 28,438 | $438K |
| Founders Financial Securities LLC | 0.04% | Reduce -2.8% | 27,772 | $428K |
| Ieq Capital, LLC | 0.00% | Reduce -16.3% | 27,289 | $420K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -44.9% | 26,813 | $413K |
| NFSG Corp | 0.11% | Reduce -43.1% | 26,727 | $412K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.05% | Add +60.7% | 26,481 | $408K |
| MetLife Investment Management, LLC | 0.00% | Add +1.9% | 25,937 | $399K |
| Oak Thistle LLC | 0.12% | Reduce -27.9% | 25,725 | $396K |
| Blair William & Co. | 0.00% | Add +44.2% | 25,230 | $389K |
| Coordinated Financial Services, Inc. | 0.31% | — | 25,100 | $387K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -20.3% | 25,071 | $386K |
| Carolinas Wealth Consulting LLC | 0.08% | Reduce -37.5% | 25,000 | $385K |
| Evercore Wealth Management, LLC | 0.01% | No change | 25,000 | $385K |
| Bessemer Group Inc. | 0.00% | New | 25,000 | $385K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.7% | 24,679 | $380K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -25.8% | 24,184 | $372K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.8% | 24,013 | $370K |
| Good Life Advisors, LLC | 0.03% | Reduce -10.7% | 23,913 | $368K |
| M Holdings Securities, Inc. | 0.06% | New | 23,795 | $366K |
| XTX Topco Ltd | 0.03% | New | 23,651 | $364K |
| Capstone Investment Advisors, LLC | 0.00% | New | 23,504 | $362K |
| Manchester Financial Inc. | 0.08% | No change | 23,406 | $360K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -68.9% | 23,380 | $360K |
| Concorde Asset Management, LLC | 0.19% | Add +37.1% | 23,090 | $356K |
| Probity Advisors, Inc. | 0.07% | Reduce -6.7% | 22,925 | $353K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.6% | 22,742 | $350K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -90.7% | 22,711 | $350K |
| World Investment Advisors | 0.01% | Add +2.7% | 22,330 | $344K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 22,300 | $343K |
| one8zero8, LLC | 0.07% | — | 22,050 | $340K |
| Cary Street Partners Financial LLC | 0.01% | — | 21,977 | $338K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -33.6% | 21,935 | $338K |
| Comerica Bank | 0.00% | Reduce -17.7% | 21,841 | $336K |
| Independent Wealth Network Inc. | 0.14% | Reduce -2.6% | 21,764 | $335K |
| Yeomans Consulting Group, Inc. | 0.13% | New | 21,684 | $334K |
| Compound Planning, Inc. | 0.02% | Reduce -60.9% | 21,220 | $327K |
| Meeder Asset Management Inc. | 0.02% | New | 21,115 | $325K |
| Carnegie Lake Advisors LLC | 0.13% | Reduce -17.4% | 21,100 | $325K |
| Prosperity Wealth Management, Inc. | 0.13% | Reduce -11.7% | 21,050 | $324K |
| Federated Hermes, Inc. | 0.00% | New | 21,000 | $323K |
| Leonteq Securities AG | 0.03% | Add +109.0% | 20,900 | $322K |
| HAP Trading, LLC | 0.11% | New | 20,642 | $318K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +16.5% | 20,558 | $317K |
| Qsemble Capital Management, LP | 0.04% | Reduce -82.8% | 20,315 | $313K |
| Signaturefd, LLC | 0.01% | Reduce -32.1% | 20,230 | $312K |
| Choreo, LLC | 0.00% | Add +15.7% | 19,853 | $310K |
| Marshall Financial Group, LLC | 0.07% | Reduce -2.4% | 20,060 | $309K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +99.0% | 19,900 | $306K |
| Wealthspan Partners, LLC | 0.15% | Add +15.4% | 19,761 | $304K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +133.0% | 19,643 | $303K |
| Lazard Asset Management LLC | 0.00% | Add +94.3% | 19,649 | $301K |
| Verus Capital Partners, LLC | 0.03% | Add +1.9% | 19,380 | $298K |
| Axim Planning & Wealth | 0.32% | Reduce -41.3% | 19,312 | $297K |
| DRW Securities, LLC | 0.02% | New | 19,080 | $294K |
| Mainstay Capital Management LLC | 0.04% | Reduce -0.8% | 18,753 | $289K |
| Mirador Capital Partners LP | 0.05% | New | 18,601 | $286K |
| Pointe Capital Management LLC | 0.16% | No change | 18,490 | $285K |
| West Michigan Advisors, LLC | 0.09% | New | 18,438 | $284K |
| Catalyst Funds Management Pty Ltd | 0.07% | New | 18,300 | $282K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.5% | 35,013 | $280K |
| Aigen Investment Management, LP | 0.05% | New | 18,076 | $278K |
| &partners | 0.00% | Add +3.0% | 18,713 | $278K |
| Balboa Wealth Partners | 0.06% | Add +72.2% | 17,997 | $277K |
| Keystone Financial Services, LLC | 0.25% | — | 17,856 | $275K |
| Calton & Associates, Inc. | 0.12% | Reduce -55.9% | 17,850 | $275K |
| Pinkerton Wealth, LLC | 0.04% | New | 17,786 | $274K |
| Moore Capital Management, LP | 0.01% | New | 17,530 | $270K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.3% | 17,475 | $269K |
| CTC Alternative Strategies, Ltd. | 0.34% | New | 17,212 | $265K |
| Cibc World Market Inc. | 0.00% | New | 17,220 | $265K |
| Independent Advisor Alliance | 0.00% | Reduce -3.0% | 17,186 | $265K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -27.4% | 17,181 | $265K |
| Bensler, LLC | 0.03% | Reduce -0.3% | 17,140 | $264K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -51.4% | 18,645 | $264K |
| Two Sigma Securities, LLC | 0.05% | Reduce -79.6% | 17,031 | $262K |
| CoreCap Advisors, LLC | 0.01% | Add +105.7% | 16,889 | $260K |
| Wedmont Private Capital | 0.01% | Add +23.5% | 18,315 | $259K |
| Newman Dignan & Sheerar, Inc. | 0.07% | Reduce -8.7% | 16,773 | $258K |
| Meeder Advisory Services, Inc. | 0.02% | Add +52.5% | 16,549 | $255K |
| Regal Investment Advisors LLC | 0.02% | New | 16,548 | $255K |
| Maven Securities LTD | 0.04% | New | 16,500 | $254K |
| Albion Financial Group | 0.02% | No change | 16,415 | $253K |
| Cooper Financial Group | 0.03% | Add +9.6% | 16,406 | $253K |
| Truefg, LLC | 0.08% | No change | 16,300 | $251K |
| Redhawk Wealth Advisors, Inc. | 0.03% | No change | 16,202 | $250K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -1.9% | 15,820 | $244K |
| Northwest Wealth Management, LLC | 0.05% | Add +1.9% | 15,599 | $240K |
| Nomura Holdings Inc. | 0.00% | New | 15,598 | $240K |
| True Freedom Investing, LLC | 0.10% | — | 15,440 | $238K |
| Clay Northam Wealth Management, LLC | 0.15% | No change | 15,336 | $236K |
| Evolution Wealth Advisors, LLC | 0.04% | New | 15,230 | $235K |
| AE Wealth Management LLC | 0.00% | Reduce -14.0% | 15,001 | $231K |
| Gotham Asset Management | 0.00% | No change | 14,991 | $231K |
| Bravias Capital Group, LLC | 0.19% | — | 14,550 | $230K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 14,820 | $228K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.09% | Add +15.1% | 14,500 | $227K |
| Coldstream Capital Management Inc. | 0.00% | Add +24.2% | 14,691 | $226K |
| Swiss Life Asset Management Ltd | 0.00% | New | 14,692 | $226K |
| Avestar Capital, LLC | 0.02% | No change | 14,582 | $225K |
| Smith Anglin Financial, LLC | 0.02% | Reduce -3.3% | 14,500 | $223K |
| HB Wealth Management, LLC | 0.00% | Reduce -43.7% | 14,325 | $221K |
| Tucker Asset Management LLC | 0.05% | Add +965.5% | 14,310 | $220K |
| Cutter & CO Brokerage, Inc. | 0.05% | Add +1.4% | 14,200 | $219K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -23.0% | 14,199 | $219K |
| SLT Holdings LLC | 0.21% | — | 14,163 | $218K |
| Hilltop Holdings Inc. | 0.01% | Add +36.0% | 14,149 | $218K |
| Burr Financial Services, LLC | 0.15% | New | 14,090 | $217K |
| Park Avenue Securities LLC | 0.00% | Reduce -5.3% | 13,996 | $216K |
| Sava Infond d.o.o. | 0.04% | — | 14,000 | $216K |
| Global Financial Private Client, LLC | 0.08% | Reduce -0.3% | 13,896 | $214K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -10.8% | 13,825 | $213K |
| Fullcircle Wealth LLC | 0.09% | Reduce -0.9% | 13,900 | $211K |
| Worth Financial Advisory Group, LLC | 0.13% | Reduce -1.1% | 13,610 | $210K |
| Old National Bancorp | 0.01% | New | 13,593 | $209K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 13,565 | $209K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -15.4% | 13,544 | $209K |
| Future Financial Wealth Managment LLC | 0.15% | Reduce -10.7% | 13,500 | $208K |
| Procyon Advisors, LLC | 0.01% | Add +8.0% | 13,497 | $208K |
| Capital Advisors Inc. | 0.00% | Add +29.3% | 13,251 | $204K |
| HSBC Holdings PLC | 0.00% | New | 13,005 | $204K |
| Keystone Financial Services | 0.08% | Add +4.3% | 13,165 | $203K |
| Ballentine Partners, LLC | 0.00% | Reduce -0.2% | 13,151 | $203K |
| Venturi Wealth Management, LLC | 0.01% | Add +826.0% | 13,011 | $200K |
| SageView Advisory Group, LLC | 0.01% | New | 12,887 | $198K |
| Vident Advisory, LLC | 0.00% | Reduce -21.2% | 12,859 | $198K |
| Key Client Fiduciary Advisors, LLC | 0.09% | New | 12,647 | $195K |
| Mayfair Advisory Group, LLC | 0.11% | Add +3.7% | 12,635 | $195K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 12,496 | $192K |
| Fermata Advisors, LLC | 0.04% | No change | 12,485 | $192K |
| Yousif Capital Management, LLC | 0.00% | Add +13.7% | 12,436 | $192K |
| Prostatis Group LLC | 0.06% | Add +0.5% | 12,261 | $189K |
| Interchange Capital Partners, LLC | 0.07% | Reduce -11.8% | 12,246 | $189K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.5% | 12,181 | $188K |
| O'Dell Group, LLC | 0.04% | No change | 12,108 | $186K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +3.2% | 12,042 | $185K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 12,026 | $185K |
| Prasad Wealth Partners, LLC | 0.06% | — | 11,812 | $182K |
| Prospect Financial Services LLC | 0.10% | New | 11,700 | $180K |
| Compass Capital Corp. /Ma/ | 0.07% | — | 10,000 | $180K |
| Emergent Wealth Advisors, LLC | 0.13% | New | 11,580 | $178K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -34.4% | 11,555 | $178K |
| Gilliland Jeter Wealth Management LLC | 0.06% | Add +91.7% | 11,500 | $177K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -31.7% | 11,254 | $173K |
| Waterloo Capital, L.P. | 0.02% | New | 11,246 | $173K |
| Advisors Management Group Inc. | 0.04% | Add +5.8% | 11,263 | $173K |
| PKS Advisory Services, LLC | 0.04% | — | 11,195 | $172K |
| Centaurus Financial, Inc. | 0.01% | New | 11,201 | $172K |
| KMG Fiduciary Partners, LLC | 0.01% | New | 11,094 | $171K |
| Cordgrass Capital Advisors, LLC | 0.05% | No change | 11,000 | $169K |
| KLCM Advisors, Inc. | 0.02% | No change | 11,000 | $169K |
| Visionary Wealth Advisors | 0.01% | Reduce -23.7% | 10,896 | $168K |
| Millennium Capital Advisors, LLC | 0.11% | New | 10,650 | $164K |
| Panoramic Investment Advisors, LLC | 0.11% | No change | 10,650 | $164K |
| Westwood Holdings Group Inc. | 0.00% | No change | 10,646 | $164K |
| Cigna Investments Inc. | 0.03% | No change | 10,578 | $163K |
| Jacobi Capital Management LLC | 0.01% | Reduce -3.0% | 10,565 | $163K |
| Dash Acquisitions Inc. | 0.03% | New | 10,000 | $162K |
| Parr McKnight Wealth Management Group, LLC | 0.02% | — | 10,500 | $162K |
| Trivium Point Advisory, LLC | 0.02% | New | 10,398 | $160K |
| Quadcap Wealth Management, LLC | 0.02% | Reduce -10.9% | 10,337 | $159K |
| Ring Mountain Capital, LLC | 0.11% | — | 10,329 | $159K |
| Hartline Investment Corp./ | 0.02% | Add +2.0% | 10,307 | $159K |
| Wolff Wiese Magana LLC | 0.10% | Reduce -3.9% | 10,240 | $158K |
| Waller Financial Planning Group, Inc. | 0.04% | Reduce -1.0% | 10,227 | $157K |
| Transcend Capital Advisors, LLC | 0.01% | Reduce -15.6% | 10,165 | $157K |
| Avion Wealth | 0.04% | Add +0.5% | 10,124 | $155K |
| Platform Technology Partners | 0.05% | Reduce -10.1% | 10,033 | $155K |
| Sunbelt Securities, Inc. | 0.01% | Add +849.4% | 9,750 | $152K |
| TFC Financial Management, Inc. | 0.02% | Reduce -0.5% | 9,718 | $150K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.3% | 9,268 | $143K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -11.7% | 8,991 | $138K |
| Principal Securities, Inc. | 0.00% | Add +4.9% | 8,587 | $132K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -35.2% | 8,559 | $132K |
| SouthState Bank Corp | 0.01% | Reduce -2.1% | 8,330 | $128K |
| Game Plan Financial Advisors, LLC | 0.07% | Add +13.9% | 8,200 | $128K |
| R Squared Ltd | 0.12% | — | 8,225 | $127K |
| Transce3nd, LLC | 0.04% | — | 7,500 | $116K |
| Private Trust Co. NA | 0.01% | Add +7.1% | 7,500 | $116K |
| Nemes Rush Group LLC | 0.01% | Reduce -16.4% | 7,438 | $115K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.1% | 7,334 | $113K |
| Modus Advisors, LLC | 0.03% | Reduce -43.8% | 6,039 | $93K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | No change | 6,000 | $92K |
| GAMMA Investing LLC | 0.01% | Add +40.3% | 5,925 | $91K |
| Chapin Davis, Inc. | 0.03% | No change | 11,525 | $91K |
| Lindbrook Capital, LLC | 0.01% | Add +6.8% | 5,746 | $88K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +33.1% | 5,634 | $87K |
| CI Investments Inc. | 0.00% | Reduce -5.0% | 5,607 | $86K |
| AdvisorNet Financial, Inc | 0.01% | Add +63.5% | 5,486 | $84K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -28.7% | 5,234 | $84K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,166 | $81K |
| Arax Advisory Partners | 0.00% | Reduce -12.0% | 5,059 | $78K |
| Huntington National Bank | 0.00% | Reduce -44.3% | 4,929 | $76K |
| PSI Advisors, LLC | 0.02% | No change | 4,885 | $75K |
| Tortoise Investment Management, LLC | 0.01% | No change | 4,439 | $68K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +33.3% | 4,400 | $68K |
| WealthCollab, LLC | 0.04% | No change | 4,000 | $62K |
| Caitlin John, LLC | 0.04% | No change | 3,900 | $60K |
| Brooklyn Investment Group | 0.02% | Add +1.6% | 3,608 | $56K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -15.0% | 3,469 | $53K |
| Sandy Spring Bank | 0.00% | Add +0.6% | 3,411 | $53K |
| Aventura Private Wealth, LLC | 0.03% | — | 3,329 | $51K |
| Westside Investment Management, Inc. | 0.01% | Reduce -5.7% | 3,300 | $51K |
| GeoWealth Management, LLC | 0.00% | Reduce -9.7% | 3,286 | $51K |
| Legacy Investment Solutions, LLC | 0.03% | Add +116.3% | 3,244 | $48K |
| Legacy Wealth Managment, LLC | 0.03% | Add +116.3% | 3,244 | $48K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Reduce -59.3% | 3,133 | $48K |
| Quarry LP | 0.01% | Reduce -53.3% | 3,096 | $48K |
| Bank of New Hampshire | 0.01% | No change | 3,000 | $46K |
| NewSquare Capital LLC | 0.00% | Reduce -40.0% | 3,000 | $46K |
| MAI Capital Management | 0.00% | New | 2,992 | $46K |
| Clearstead Advisors, LLC | 0.00% | Reduce -44.0% | 2,850 | $44K |
| Cyrus J. Lawrence, LLC | 0.01% | No change | 2,800 | $43K |
| Elequin Capital, LP | 0.01% | Add +30.1% | 2,726 | $42K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -12.9% | 2,629 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 2,509 | $39K |
| CNB Bank | 0.02% | Reduce -50.0% | 2,500 | $39K |
| Archer Investment Corp | 0.01% | No change | 2,500 | $39K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,500 | $39K |
| IAG Wealth Partners, LLC | 0.01% | New | 2,475 | $38K |
| Avior Wealth Management, LLC | 0.00% | Reduce -13.8% | 2,178 | $34K |
| FNY Investment Advisers, LLC | 0.02% | New | 2,167 | $33K |
| MPWM Advisory Solutions, LLC | 0.02% | — | 2,110 | $32K |
| Barrett & Company, Inc. | 0.01% | No change | 2,000 | $31K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 2,000 | $31K |
| Hollencrest Capital Management | 0.00% | New | 2,000 | $31K |
| Quadrant Capital Group LLC | 0.00% | Add +2.2% | 1,966 | $30K |
| TD Private Client Wealth LLC | 0.00% | Add +8.0% | 1,952 | $30K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | New | 1,743 | $27K |
| Whittier Trust Co. | 0.00% | No change | 1,750 | $27K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,720 | $26K |
| Smartleaf Asset Management LLC | 0.00% | Add +55.9% | 1,646 | $26K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1,614 | $25K |
| Raleigh Capital Management Inc. | 0.01% | Add +60.0% | 1,600 | $25K |
| WR Wealth Planners, LLC | 0.01% | No change | 1,554 | $24K |
| Capital A Wealth Management, LLC | 0.04% | — | 1,465 | $23K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1,445 | $22K |
| MCF Advisors LLC | 0.00% | No change | 1,401 | $22K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 1,341 | $21K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -13.3% | 1,300 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +27.9% | 1,279 | $20K |
| Covestor Ltd | 0.01% | Add +8.4% | 1,217 | $19K |
| CENTRAL TRUST Co | 0.00% | New | 1,220 | $19K |
| Larson Financial Group LLC | 0.00% | Reduce -0.3% | 1,195 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,157 | $18K |
| Rothschild Investment LLC | 0.00% | No change | 1,135 | $17K |
| Northwest Capital Management Inc | 0.01% | No change | 1,090 | $17K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 917 | $16K |
| Parkside Financial Bank & Trust | 0.00% | Add +10.8% | 1,028 | $16K |
| MRP Capital Investments, LLC | 0.01% | No change | 1,000 | $15K |
| Bank & Trust Co | 0.01% | No change | 1,000 | $15K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 1,000 | $15K |
| Financially Speaking Inc | 0.01% | — | 1,000 | $15K |
| Curio Wealth, LLC | 0.01% | — | 1,000 | $15K |
| Golden State Wealth Management, LLC | 0.00% | — | 1,000 | $15K |
| Bell Investment Advisors, Inc | 0.00% | Add +3.5% | 966 | $15K |
| HighMark Wealth Management LLC | 0.01% | Add +8.2% | 871 | $13K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +131.5% | 868 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 800 | $12K |
| Aviso Financial Inc. | 0.00% | New | 800 | $12K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +7.4% | 723 | $12K |
| Trust Co. of Vermont | 0.00% | Add +89.4% | 752 | $12K |
| Castleview Partners, LLC | 0.01% | New | 800 | $11K |
| Quent Capital, LLC | 0.00% | No change | 725 | $11K |
| Ancora Advisors LLC | 0.00% | Reduce -86.9% | 700 | $11K |
| Tidemark, LLC | 0.00% | Add +17.5% | 671 | $10K |
| Estabrook Capital Management | 0.00% | No change | 630 | $10K |
| Continuum Advisory, LLC | 0.00% | No change | 626 | $10K |
| Nvwm, LLC | 0.00% | No change | 600 | $9K |
| True Wealth Design, LLC | 0.00% | No change | 586 | $9K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -98.9% | 600 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 550 | $8K |
| Optimum Investment Advisors | 0.00% | Reduce -15.4% | 550 | $8K |
| Hemington Wealth Management | 0.00% | Add +87.3% | 530 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 500 | $8K |
| Bfsg, LLC | 0.00% | No change | 500 | $8K |
| Creative Financial Designs Inc. | 0.00% | Add +900.0% | 500 | $8K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 500 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -84.5% | 472 | $8K |
| Versant Capital Management, Inc | 0.00% | No change | 486 | $7K |
| GoalVest Advisory LLC | 0.00% | New | 481 | $7K |
| Rialto Wealth Management, LLC | 0.00% | — | 414 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.8% | 410 | $6K |
| Atticus Wealth Management, LLC | 0.00% | New | 400 | $6K |
| Tsfg, LLC | 0.00% | No change | 373 | $6K |
| Colonial Trust Co / SC | 0.00% | New | 378 | $6K |
| Investment Research & Advisory Group, Inc. | 0.00% | Add +7.9% | 367 | $6K |
| Toth Financial Advisory Corp. | 0.00% | Add +2.9% | 360 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 339 | $5K |
| Oarsman Capital, Inc. | 0.00% | Reduce -50.7% | 333 | $5K |
| Red Tortoise LLC | 0.00% | No change | 328 | $5K |
| AlphaMark Advisors, LLC | 0.00% | No change | 300 | $5K |
| PrairieView Partners, LLC | 0.00% | No change | 380 | $5K |
| Measured Risk Portfolios, Inc. | 0.01% | — | 300 | $5K |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 300 | $5K |
| AllSquare Wealth Management LLC | 0.00% | New | 300 | $5K |
| Main Street Group, LTD | 0.00% | No change | 300 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +25.9% | 282 | $4K |
| Stonebridge Financial Group, LLC | 0.00% | — | 280 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -75.0% | 280 | $4K |
| Sachetta, LLC | 0.00% | No change | 253 | $4K |
| Anchor Investment Management, LLC | 0.00% | Add +2000.0% | 252 | $4K |
| City State Bank | 0.00% | Reduce -50.0% | 250 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 250 | $4K |
| MV Capital Management, Inc. | 0.00% | Reduce -5.1% | 241 | $4K |
| Crewe Advisors LLC | 0.00% | Reduce -98.3% | 239 | $4K |
| Assetmark, Inc. | 0.00% | New | 238 | $4K |
| American Capital Advisory, LLC | 0.00% | No change | 210 | $3K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | New | 200 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 200 | $3K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 200 | $3K |
| Kathleen S. Wright Associates Inc. | 0.00% | New | 200 | $3K |
| Ameriflex Group, Inc. | 0.00% | — | 164 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +11.0% | 151 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +33.6% | 139 | $2K |
| Concord Wealth Partners | 0.00% | Add +277.8% | 136 | $2K |
| Sittner & Nelson, LLC | 0.00% | New | 133 | $2K |
| West Oak Capital, LLC | 0.00% | New | 127 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 100 | $2K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 125 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 125 | $2K |
| Fifth Third Bancorp | 0.00% | No change | 120 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 118 | $2K |
| Synergy Asset Management, LLC | 0.00% | New | 224 | $2K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | Add +72.9% | 102 | $2K |
| Copia Wealth Management | 0.00% | — | 100 | $2K |
| Miller Wealth Advisors, LLC | 0.00% | New | 100 | $2K |
| Center for Financial Planning, Inc. | 0.00% | No change | 100 | $2K |
| Asset Dedication, LLC | 0.00% | Reduce -75.0% | 100 | $2K |
| HM Payson & Co. | 0.00% | No change | 100 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | — | 93 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -98.3% | 92 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 79 | $1K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 74 | $1K |
| WealthTrak Capital Management LLC | 0.00% | — | 70 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 100 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 50 | $1K |
| Pineridge Advisors LLC | 0.00% | Add +1080.0% | 59 | $907 |
| Richards, Merrill & Peterson, Inc. | 0.00% | — | 58 | $893 |
| Frazier Financial Advisors, LLC | 0.00% | Add +111.1% | 57 | $891 |
| Peterson Wealth Services | 0.00% | New | 54 | $832 |
| Truvestments Capital LLC | 0.00% | New | 50 | $770 |
| West Financial Advisors, LLC | 0.00% | No change | 49 | $755 |
| Optiver Holding B.V. | 0.00% | New | 46 | $708 |
| REAP Financial Group, LLC | 0.00% | No change | 40 | $616 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 39 | $610 |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 39 | $601 |
| Global Wealth Strategies & Associates | 0.00% | New | 36 | $554 |
| Blue Trust, Inc. | 0.00% | Reduce -99.7% | 36 | $554 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 27 | $416 |
| Eukles Asset Management | 0.00% | No change | 20 | $308 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 20 | $308 |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 19 | $293 |
| High Note Wealth, LLC | 0.00% | New | 9 | $139 |
| Tradewinds Capital Management, LLC | 0.00% | New | 8 | $124 |
| Lanark Financial, Inc. | 0.01% | — | 7 | $108 |
| Bokf, NA | 0.00% | No change | 7 | $99 |
| Anfield Capital Management, LLC | 0.00% | New | 6 | $92 |
| Ascentis Wealth Management, LLC | 0.00% | New | 5 | $77 |
| Activest Wealth Management | 0.00% | New | 2 | $31 |
| FSA Wealth Management LLC | 0.00% | No change | 1 | $15 |
| Roble, Belko & Company, Inc | 0.00% | New | 32 | $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.