Sofi TechnologiesSOFI
13F holders, Q1 2025 (March 31)716holders +11
122new positions
105sold out
9famous investors
$11.63avg. 13F price*
At the end of Q1 2025, 716 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings, up 11 from Q4 2024. 122 opened new positions and 105 sold out. The largest holders were Vanguard Group Inc. ($1.2B), BlackRock, Inc. ($552.4M) and D. E. Shaw & Co. ($408.0M). 9 famous investors held it, including David E. Shaw (0.5% of D. E. Shaw & Co.'s portfolio), Cathie Wood (0.2% of ARK Investment Management's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).
- Company
- Sofi Technologies Inc.
- CUSIP
- 83406F102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $132.0M |
| Exits | 105 | $166.8M |
All 13F filers, Q4 2024 → Q1 2025: 73,268,930 shares bought and 75,511,908 shares sold, net −2,242,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 716 holders
| Vanguard Group Inc. | 0.02% | Add +1.1% | 99,467,295 | $1.2B |
| BlackRock, Inc. | 0.01% | Add +0.4% | 47,499,894 | $552.4M |
| D. E. Shaw & Co. | 0.52% | Add +12.0% | 35,079,448 | $408.0M |
| Geode Capital Management, LLC | 0.02% | Add +6.2% | 19,051,115 | $221.6M |
| State Street Corp. | 0.01% | Reduce -0.2% | 18,728,173 | $217.8M |
| UBS Group AG | 0.04% | Add +15.1% | 14,429,797 | $167.8M |
| Morgan Stanley | 0.01% | Add +1.6% | 13,764,954 | $160.1M |
| Bank of America Corp. | 0.01% | Add +92.6% | 11,515,084 | $133.9M |
| Renaissance Technologies | 0.20% | Add +67.1% | 11,102,300 | $129.1M |
| Susquehanna International Group, LLP | 0.19% | Add +59.3% | 9,811,855 | $114.1M |
| Two Sigma Investments, LP | 0.25% | Reduce -40.1% | 9,501,392 | $110.5M |
| Two Sigma Advisers, LP | 0.25% | Reduce -51.6% | 9,435,100 | $109.7M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -36.7% | 9,056,263 | $105.3M |
| Voloridge Investment Management, LLC | 0.37% | Add +76.1% | 8,590,743 | $99.9M |
| Norges Bank | 0.01% | Add +24.3% | 8,371,082 | $97.4M |
| Citadel Advisors | 0.09% | Add +46.6% | 8,066,997 | $93.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.5% | 6,472,726 | $75.3M |
| Qube Research & Technologies Ltd | 0.11% | Add +3202.1% | 6,288,743 | $73.1M |
| Northern Trust Corp. | 0.01% | Reduce -1.1% | 5,987,994 | $69.6M |
| Wells Fargo & Company | 0.02% | Reduce -16.8% | 5,954,345 | $69.2M |
| Jane Street Group, LLC | 0.10% | Reduce -18.8% | 4,859,907 | $56.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +58.3% | 4,339,349 | $50.5M |
| JPMorgan Chase & Co. | 0.00% | Add +476.7% | 4,301,164 | $50.0M |
| Marshall Wace, LLP | 0.07% | Add +3909.9% | 4,248,329 | $49.4M |
| Accel Growth Fund V Associates L.L.C. | 68.51% | No change | 4,104,459 | $47.7M |
| Nuveen, LLC | 0.01% | — | 4,094,223 | $47.6M |
| Bank of Montreal | 0.02% | Add +2.8% | 3,651,264 | $42.5M |
| Patient Capital Management, LLC | 2.11% | Reduce -16.9% | 3,534,865 | $41.1M |
| Royal Bank of Canada | 0.01% | Reduce -3.8% | 3,426,725 | $39.9M |
| BNP Paribas Financial Markets | 0.03% | Reduce -53.8% | 3,373,361 | $39.2M |
| Balyasny Asset Management L.P. | 0.10% | New | 3,341,479 | $38.9M |
| Citigroup Inc. | 0.03% | Reduce -2.2% | 3,290,972 | $38.3M |
| First Trust Advisors LP | 0.03% | Add +21.9% | 3,275,474 | $38.1M |
| Bank of New York Mellon Corp | 0.01% | Add +1.2% | 3,261,225 | $37.9M |
| Mizuho Markets Americas LLC | 0.80% | Add +9.6% | 3,187,944 | $37.1M |
| Man Group plc | 0.11% | Add +557.1% | 2,946,688 | $34.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +8.2% | 2,725,268 | $31.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -66.0% | 2,626,652 | $30.5M |
| Amova Asset Management Americas, Inc. | 0.39% | Reduce -66.0% | 2,626,652 | $30.5M |
| Azora Capital LP | 1.78% | Reduce -49.0% | 2,252,335 | $26.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.4% | 2,220,613 | $25.8M |
| ARK Investment Management | 0.24% | Reduce -78.4% | 2,024,409 | $23.5M |
| Swiss National Bank | 0.02% | Add +0.3% | 1,997,300 | $23.2M |
| LPL Financial LLC | 0.01% | Add +13.1% | 1,812,630 | $21.1M |
| Aquatic Capital Management LLC | 0.52% | Add +1.8% | 1,769,134 | $20.6M |
| Group One Trading LLC | 0.84% | Add +61.3% | 1,743,575 | $20.3M |
| California Public Employees Retirement System | 0.01% | Add +5.5% | 1,714,319 | $19.9M |
| Alliancebernstein L.P. | 0.01% | Add +33.2% | 1,713,527 | $19.9M |
| HRT Financial LP | 0.12% | Add +137.3% | 1,651,030 | $19.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +186.6% | 1,646,417 | $19.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.08% | Reduce -41.0% | 1,611,700 | $18.7M |
| Millennium Management | 0.02% | Reduce -13.6% | 1,608,358 | $18.7M |
| State of Michigan Retirement System | 0.10% | No change | 1,500,000 | $17.4M |
| ExodusPoint Capital Management, LP | 0.21% | New | 1,347,679 | $15.7M |
| FMR LLC | 0.00% | Add +34.5% | 1,341,269 | $15.6M |
| Tudor Investment Corporation | 0.13% | Reduce -44.5% | 1,294,546 | $15.1M |
| Diversify Advisory Services, LLC | 0.87% | Add +66.2% | 1,047,039 | $13.9M |
| Legal & General Group Plc | 0.00% | Add +10.7% | 1,140,515 | $13.3M |
| Rhumbline Advisers | 0.01% | Add +4.1% | 1,075,817 | $12.5M |
| Simplex Trading, LLC | 0.44% | Add +92.3% | 1,074,410 | $12.5M |
| Twin Tree Management, LP | 0.26% | Reduce -17.6% | 1,030,582 | $12.0M |
| Trexquant Investment LP | 0.14% | Add +66.1% | 1,026,493 | $11.9M |
| California State Teachers Retirement System | 0.01% | Add +2.6% | 975,357 | $11.3M |
| FORA Capital, LLC | 1.11% | Add +40.6% | 937,942 | $10.9M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +5.4% | 919,749 | $10.7M |
| Nordea Investment Management AB | 0.01% | Add +4.2% | 936,596 | $10.6M |
| Invesco Ltd. | 0.00% | Reduce -35.3% | 911,464 | $10.6M |
| Townsquare Capital LLC | 0.11% | Add +13.9% | 871,680 | $10.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -42.7% | 869,763 | $10.1M |
| Barclays PLC | 0.00% | Reduce -22.3% | 840,637 | $9.8M |
| Sierra Summit Advisors LLC | 2.10% | New | 835,380 | $9.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -2.5% | 818,819 | $9.5M |
| Walleye Trading LLC | 0.25% | Reduce -8.2% | 755,098 | $8.8M |
| Ameriprise Financial Inc. | 0.00% | Add +6.7% | 743,699 | $8.6M |
| Engineers Gate Manager LP | 0.14% | Add +634.1% | 729,366 | $8.5M |
| Brighton Jones LLC | 0.27% | Reduce -0.1% | 718,476 | $8.4M |
| Moors & Cabot, Inc. | 0.42% | Add +5.4% | 708,679 | $8.2M |
| Squarepoint Ops LLC | 0.02% | Reduce -82.1% | 643,513 | $7.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -34.1% | 619,902 | $7.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.38% | Add +2.0% | 604,931 | $7.0M |
| Contrarius Group Holdings Ltd | 0.48% | New | 601,272 | $7.0M |
| Cerity Partners LLC | 0.01% | Add +17.9% | 598,501 | $7.0M |
| AQR Capital Management | 0.01% | Reduce -4.1% | 609,266 | $6.9M |
| Wealthspire Retirement, LLC | 0.53% | Reduce -0.6% | 572,437 | $6.7M |
| New York State Common Retirement Fund | 0.01% | Add +2.4% | 556,987 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.0% | 544,277 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +3.5% | 538,257 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +29.1% | 494,081 | $5.7M |
| Verition Fund Management LLC | 0.03% | Add +10.3% | 493,821 | $5.7M |
| Treasurer of the State of North Carolina | 0.02% | Add +5.1% | 488,797 | $5.7M |
| Brevan Howard Capital Management LP | 0.16% | Add +61.0% | 482,472 | $5.6M |
| Entropy Technologies, LP | 0.54% | Add +42.1% | 473,935 | $5.5M |
| IMC-Chicago, LLC | 0.21% | Add +83.9% | 470,248 | $5.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.8% | 457,795 | $5.4M |
| SBI Securities Co., Ltd. | 0.18% | Add +93.9% | 466,200 | $5.4M |
| Parallax Volatility Advisers, L.P. | 0.21% | Add +746.4% | 465,730 | $5.4M |
| Mariner, LLC | 0.01% | Add +3.9% | 463,426 | $5.4M |
| Zacks Investment Management | 0.05% | Reduce -3.8% | 459,221 | $5.3M |
| Cantor Fitzgerald, L. P. | 0.20% | New | 451,751 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.3% | 450,089 | $5.2M |
| DNB Asset Management AS | 0.02% | Add +49.2% | 432,238 | $5.0M |
| Marex Group Ltd | 0.10% | New | 431,952 | $5.0M |
| Cresset Asset Management, LLC | 0.03% | Reduce -2.1% | 429,289 | $5.0M |
| Parkside Investments, LLC | 0.73% | Reduce -36.5% | 426,120 | $5.0M |
| State of Wisconsin Investment Board | 0.01% | Add +28.8% | 419,542 | $4.9M |
| B & T Capital Management DBA Alpha Capital Management | 0.91% | Reduce -5.9% | 413,075 | $4.8M |
| Twinbeech Capital LP | 0.09% | New | 405,905 | $4.7M |
| Clarity Capital Partners LLC | 1.89% | Reduce -1.8% | 402,967 | $4.7M |
| Edgestream Partners, L.P. | 0.16% | Add +214.5% | 398,552 | $4.6M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +210.1% | 395,185 | $4.6M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +1.2% | 385,831 | $4.5M |
| Anderson Hoagland & Co. | 0.50% | No change | 445,977 | $4.2M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -7.2% | 356,808 | $4.1M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 352,798 | $4.1M |
| Victory Capital Management Inc. | 0.00% | Add +34.0% | 352,482 | $4.1M |
| PEAK6 LLC | 0.16% | Add +193.0% | 345,822 | $4.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 338,841 | $3.9M |
| Reynders McVeigh Capital Management, LLC | 0.22% | Add +62.4% | 335,606 | $3.9M |
| Wolverine Trading, LLC | 0.12% | Add +270.1% | 324,064 | $3.8M |
| CSS LLC | 0.77% | Reduce -2.4% | 330,019 | $3.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -9.4% | 328,929 | $3.8M |
| Algert Global LLC | 0.09% | Add +3.6% | 321,447 | $3.7M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +10.0% | 319,187 | $3.7M |
| Canada Pension Plan Investment Board | 0.00% | New | 316,100 | $3.7M |
| AlphaStar Capital Management, LLC | 0.37% | Add +5.4% | 315,733 | $3.7M |
| Focus Partners Wealth | 0.01% | Add +4.3% | 314,342 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +40.1% | 304,137 | $3.6M |
| Old Second National Bank of Aurora | 0.84% | Reduce -1.0% | 306,173 | $3.6M |
| Walleye Capital LLC | 0.04% | Reduce -16.8% | 297,654 | $3.5M |
| Well Done, LLC | 0.63% | Reduce -0.3% | 224,000 | $3.4M |
| American Century Companies Inc. | 0.00% | Add +2.5% | 296,556 | $3.4M |
| Arizona State Retirement System | 0.02% | Add +0.7% | 295,701 | $3.4M |
| Caprock Group, LLC | 0.10% | Reduce -12.2% | 290,362 | $3.4M |
| Estate Counselors, LLC | 0.34% | New | 286,025 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Add +0.5% | 278,786 | $3.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -0.1% | 276,612 | $3.2M |
| MML Investors Services, LLC | 0.01% | Reduce -77.7% | 269,019 | $3.1M |
| Jain Global LLC | 0.06% | Add +113.0% | 266,532 | $3.1M |
| Summit Trail Advisors, LLC | 0.10% | Reduce -4.2% | 265,947 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.8% | 258,649 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +7.7% | 248,552 | $2.9M |
| PDT Partners, LLC | 0.21% | Reduce -14.4% | 248,690 | $2.9M |
| Teacher Retirement System of Texas | 0.01% | Add +36.2% | 247,693 | $2.9M |
| Quantitative Investment Management, LLC | 0.26% | New | 246,139 | $2.9M |
| Handelsbanken Fonder AB | 0.01% | Reduce -2.8% | 245,100 | $2.9M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -33.7% | 242,154 | $2.8M |
| QRG Capital Management, Inc. | 0.03% | Reduce -15.7% | 236,615 | $2.8M |
| Simplicity Wealth,LLC | 0.21% | New | 229,303 | $2.7M |
| Firethorn Wealth Partners, LLC | 1.27% | Add +14.3% | 229,008 | $2.7M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.0% | 209,100 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +18.7% | 205,302 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -32.1% | 203,504 | $2.4M |
| Dark Forest Capital Management LP | 0.11% | New | 201,453 | $2.3M |
| Prentice Capital Management, LP | 4.06% | No change | 199,581 | $2.3M |
| Qsemble Capital Management, LP | 0.24% | Add +870.3% | 197,124 | $2.3M |
| Jump Financial, LLC | 0.04% | Reduce -77.2% | 195,727 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +19.1% | 195,360 | $2.3M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -32.7% | 192,811 | $2.2M |
| Catalyst Funds Management Pty Ltd | 0.58% | Add +945.4% | 191,300 | $2.2M |
| Voya Investment Management LLC | 0.00% | Add +1.2% | 184,665 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.8% | 184,483 | $2.1M |
| Intech Investment Management LLC | 0.02% | Add +12.5% | 180,798 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.4% | 183,190 | $2.1M |
| Utah Retirement Systems | 0.02% | No change | 175,300 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +86.8% | 173,739 | $2.0M |
| Norris Financial Group, LLC | 0.93% | Reduce -33.6% | 172,182 | $2.0M |
| RFG Advisory, LLC | 0.05% | Add +308.8% | 171,398 | $2.0M |
| Bridgeway Capital Management, LLC | 0.05% | New | 170,800 | $2.0M |
| Mark Asset Management LP | 0.30% | Reduce -67.3% | 170,000 | $2.0M |
| Sei Investments Co. | 0.00% | Add +164.6% | 167,210 | $1.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +10.7% | 163,170 | $1.9M |
| Independent Financial Group, LLC | 0.06% | Reduce -14.3% | 161,741 | $1.9M |
| Van Eck Associates Corp. | 0.00% | Add +8.5% | 161,323 | $1.9M |
| Warm Springs Advisors Inc. | 1.87% | No change | 160,000 | $1.9M |
| SG Americas Securities, LLC | 0.01% | Add +16.0% | 156,465 | $1.8M |
| MFG Wealth Management, Inc. | 1.74% | Add +27.7% | 156,277 | $1.8M |
| Wealthfront Advisers LLC | 0.00% | Add +22.1% | 151,800 | $1.8M |
| Consolidated Investment Group LLC | 0.27% | Add +9.5% | 151,085 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.8% | 150,543 | $1.8M |
| CMG Global Holdings, LLC | 1.13% | Add +77.8% | 140,389 | $1.7M |
| Rakuten Securities, Inc. | 0.87% | Add +66.9% | 148,461 | $1.7M |
| Vontobel Holding Ltd. | 0.01% | Add +44.5% | 147,955 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +17.6% | 147,931 | $1.7M |
| Burney Co./ | 0.06% | Add +44.2% | 146,579 | $1.7M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 141,700 | $1.6M |
| Belmont Capital, LLC | 0.29% | Reduce -42.2% | 140,000 | $1.6M |
| LM Advisors LLC | 0.29% | Add +9.3% | 139,627 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -27.7% | 137,510 | $1.6M |
| Acorn Financial Advisory Services Inc. | 0.28% | Reduce -4.5% | 135,089 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -24.2% | 131,729 | $1.5M |
| Axq Capital, LP | 0.61% | Add +340.0% | 130,434 | $1.5M |
| Quantinno Capital Management LP | 0.01% | Add +38.7% | 130,023 | $1.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 127,895 | $1.5M |
| Creative Planning | 0.00% | Add +52.9% | 125,863 | $1.5M |
| Intellus Advisors LLC | 0.25% | Reduce -0.6% | 125,433 | $1.5M |
| Pegasus Asset Management, Inc. | 0.58% | Add +8.3% | 123,887 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -58.3% | 123,502 | $1.4M |
| GatePass Capital, LLC | 1.08% | Add +21.3% | 122,500 | $1.4M |
| Alliance Wealth Advisors, LLC | 0.37% | Reduce -0.3% | 122,088 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +11.3% | 121,330 | $1.4M |
| Miller Financial Services LLC | 1.97% | Add +0.3% | 117,866 | $1.4M |
| Oak Thistle LLC | 0.27% | Add +354.4% | 116,901 | $1.4M |
| Capital Advisors Wealth Management, LLC | 0.23% | Reduce -1.1% | 110,702 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +17.8% | 103,222 | $1.2M |
| Bantamac Capital, LLC | 0.57% | Reduce -8.2% | 102,725 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 102,103 | $1.2M |
| Riggs Asset Managment Co. Inc. | 0.34% | Add +258933.3% | 101,023 | $1.2M |
| Perennial Investment Advisors, LLC | 0.13% | Reduce -1.3% | 100,717 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -0.2% | 98,778 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +13.5% | 98,177 | $1.1M |
| Fiduciary Alliance LLC | 0.11% | New | 96,944 | $1.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | New | 96,972 | $1.1M |
| Kemnay Advisory Services Inc. | 0.21% | New | 94,356 | $1.1M |
| Highview Capital Management LLC | 0.46% | Add +25.1% | 93,573 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Add +49.9% | 92,974 | $1.1M |
| Slow Capital, Inc. | 0.14% | New | 92,554 | $1.1M |
| Virtu Financial LLC | 0.06% | Add +3.2% | 92,312 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +75.7% | 92,343 | $1.1M |
| IFP Advisors, Inc | 0.03% | Reduce -11.5% | 91,642 | $1.1M |
| Quantessence Capital LLC | 0.26% | Add +70.3% | 88,605 | $1.0M |
| Highland Capital Management, LLC | 0.06% | New | 88,155 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.2% | 86,952 | $1.0M |
| HighPoint Advisor Group LLC | 0.06% | Reduce -1.1% | 74,166 | $984K |
| STRS Ohio | 0.00% | Add +13.1% | 84,598 | $984K |
| Composition Wealth, LLC | 0.02% | Reduce -10.5% | 84,518 | $983K |
| Grange Capital, LLC | 1.14% | Reduce -35.3% | 84,062 | $978K |
| Spire Wealth Management | 0.03% | Add +5.0% | 83,361 | $969K |
| Occudo Quantitative Strategies LP | 0.13% | New | 81,416 | $965K |
| Cwm, LLC | 0.00% | Add +2.0% | 82,399 | $958K |
| Matisse Capital | 0.50% | Reduce -0.9% | 81,045 | $943K |
| Avantax Advisory Services, Inc. | 0.01% | Add +7.6% | 80,444 | $936K |
| Deutsche Bank AG | 0.00% | Reduce -88.8% | 80,296 | $934K |
| Teamwork Financial Advisors, LLC | 0.13% | New | 80,250 | $933K |
| Danske Bank A/S | 0.00% | Add +30.7% | 80,108 | $932K |
| Numerai GP LLC | 0.17% | New | 78,774 | $916K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +0.5% | 78,727 | $916K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.7% | 78,685 | $915K |
| Virtue Capital Management, LLC | 0.11% | Add +22.4% | 78,033 | $908K |
| Prospera Financial Services Inc | 0.02% | Add +9.0% | 77,366 | $900K |
| Kovack Advisors, Inc. | 0.09% | Add +17.4% | 77,060 | $896K |
| Centiva Capital, LP | 0.05% | Reduce -42.9% | 76,435 | $889K |
| Tidal Investments LLC | 0.01% | Reduce -59.4% | 75,407 | $877K |
| Cookson Peirce & Co. Inc. | 0.04% | Add +89.9% | 74,829 | $870K |
| Triumph Capital Management | 0.29% | Add +7.1% | 74,407 | $865K |
| Nomura Holdings Inc. | 0.00% | Add +376.4% | 74,303 | $864K |
| Xcel Wealth Management, LLC | 0.27% | Add +2.3% | 73,400 | $854K |
| Tradition Wealth Management, LLC | 0.07% | Add +15.8% | 73,011 | $849K |
| Portman Square Capital LLP | 0.74% | New | 72,526 | $843K |
| Strategic Advocates LLC | 0.29% | Add +0.3% | 72,482 | $843K |
| Caption Management, LLC | 0.04% | New | 71,500 | $832K |
| Harbour Investments, Inc. | 0.02% | Add +3.6% | 70,580 | $821K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -46.1% | 69,718 | $811K |
| Clarus Wealth Advisors | 0.43% | New | 70,935 | $808K |
| Sanctuary Advisors, LLC | 0.01% | Add +83.8% | 69,187 | $805K |
| Xponance LLC | 0.01% | Add +6.1% | 68,466 | $796K |
| Aigen Investment Management, LP | 0.13% | Add +275.5% | 67,873 | $789K |
| Prudential Financial Inc. | 0.00% | Add +28.8% | 67,610 | $786K |
| Alta Wealth Advisors LLC | 0.36% | Reduce -5.0% | 67,219 | $782K |
| River Street Advisors LLC | 0.39% | Add +6.6% | 67,202 | $782K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +4.0% | 66,249 | $770K |
| Solidarity Wealth, LLC | 0.19% | No change | 65,661 | $764K |
| Kennedy Investment Group, Inc. | 0.35% | Reduce -7.5% | 64,900 | $755K |
| Laird Norton Wetherby Trust Company, LLC | 0.12% | No change | 64,495 | $750K |
| Arkadios Wealth Advisors | 0.03% | Add +1.8% | 63,404 | $737K |
| Gsa Capital Partners LLP | 0.07% | New | 63,349 | $737K |
| Lazard Asset Management LLC | 0.00% | Add +223.1% | 63,480 | $737K |
| Hudock, Inc. | 0.13% | Reduce -5.8% | 63,033 | $733K |
| Brookstone Capital Management | 0.01% | Reduce -1.8% | 62,012 | $721K |
| Midwest Professional Planners, LTD. | 0.22% | Add +13.8% | 61,777 | $718K |
| Blair William & Co. | 0.00% | Add +144.7% | 61,726 | $718K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +247.8% | 59,756 | $695K |
| Amalgamated Bank | 0.01% | Add +3.6% | 59,068 | $687K |
| San Luis Wealth Advisors LLC | 0.15% | Reduce -1.0% | 59,716 | $685K |
| Nwam LLC | 0.06% | Add +31.4% | 58,658 | $682K |
| Nicholas Wealth, LLC. | 0.71% | New | 58,420 | $679K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -73.5% | 58,324 | $678K |
| M&T Bank Corp | 0.00% | Add +10.0% | 58,186 | $677K |
| Principal Financial Group Inc. | 0.00% | Reduce -8.9% | 55,371 | $644K |
| Pinnacle Associates Ltd. | 0.01% | Add +31.2% | 55,313 | $643K |
| Lakeshore Financial Planning, Inc. | 0.26% | Reduce -22.9% | 53,715 | $625K |
| Advisory Services Network, LLC | 0.01% | Add +4.8% | 53,285 | $620K |
| Sterling Capital Management LLC | 0.01% | Reduce -9.0% | 50,553 | $588K |
| Integrated Advisors Network LLC | 0.03% | Add +1.5% | 50,524 | $588K |
| Carolinas Wealth Consulting LLC | 0.13% | Add +100.0% | 50,000 | $582K |
| Keystone Financial Services, LLC | 0.49% | Add +179.5% | 49,902 | $580K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -16.1% | 49,415 | $575K |
| Means Investment Co., Inc. | 0.06% | Reduce -5.3% | 48,338 | $562K |
| DAVENPORT & Co LLC | 0.00% | Reduce -7.5% | 48,187 | $560K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.4% | 57,852 | $550K |
| Bayesian Capital Management, LP | 0.09% | New | 47,202 | $549K |
| Pathway Financial Advisers, LLC | 0.19% | Reduce -3.5% | 46,782 | $544K |
| NorthCoast Asset Management LLC | 0.00% | Add +71.7% | 46,049 | $536K |
| Illinois Municipal Retirement Fund | 0.01% | New | 45,512 | $529K |
| Neuberger Berman Group LLC | 0.00% | Add +0.5% | 45,143 | $525K |
| Sigma Planning Corp | 0.02% | Add +3.8% | 45,036 | $524K |
| KBC Group NV | 0.00% | Add +9.9% | 44,734 | $520K |
| Susquehanna Advisors Group, Inc. | 0.05% | No change | 43,492 | $506K |
| US Bancorp \de | 0.00% | Add +35.2% | 42,386 | $493K |
| Bayforest Capital Ltd | 0.21% | New | 42,130 | $490K |
| GF Fund Management Co. LTD. | 0.01% | New | 41,704 | $485K |
| Forum Financial Management, LP | 0.01% | Reduce -0.1% | 41,397 | $481K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.3% | 41,277 | $480K |
| Fox Run Management, L.L.C. | 0.07% | New | 40,707 | $473K |
| Drive Wealth Management, LLC | 0.11% | Add +1.1% | 39,983 | $465K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.4% | 39,347 | $458K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +9.8% | 38,984 | $453K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +9.8% | 38,984 | $453K |
| Equitable Holdings, Inc. | 0.00% | Reduce -11.6% | 38,525 | $448K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.8% | 38,037 | $442K |
| CMT Capital Markets Trading GmbH | 0.18% | New | 36,625 | $426K |
| Captrust Financial Advisors | 0.00% | Reduce -5.5% | 36,353 | $423K |
| PFG Investments, LLC | 0.03% | Reduce -23.9% | 36,225 | $421K |
| McGuire Investment Group, LLC | 0.06% | No change | 35,950 | $418K |
| Two Sigma Securities, LLC | 0.06% | Add +110.6% | 35,867 | $417K |
| Allianz Asset Management GmbH | 0.00% | Reduce -9.5% | 35,846 | $417K |
| Allworth Financial LP | 0.00% | Reduce -63.7% | 32,780 | $404K |
| Earned Wealth Advisors, LLC | 0.09% | New | 34,047 | $396K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -13.7% | 33,855 | $394K |
| Archford Capital Strategies, LLC | 0.06% | Reduce -0.0% | 33,765 | $393K |
| Valeo Financial Advisors, LLC | 0.01% | Add +10.5% | 33,749 | $393K |
| Sherbrooke Park Advisers LLC | 0.18% | New | 33,165 | $386K |
| UMB Bank, n.a. | 0.01% | Reduce -18.4% | 33,155 | $386K |
| Empowered Funds, LLC | 0.01% | Add +5.2% | 33,126 | $385K |
| Praxis Investment Management Inc. | 0.03% | No change | 32,360 | $376K |
| Aldebaran Financial Inc. | 0.45% | Reduce -0.7% | 31,625 | $368K |
| Moseley Investment Management Inc. | 0.14% | Add +1.4% | 31,486 | $366K |
| Fortis Advisors, LLC | 0.24% | Reduce -29.7% | 31,300 | $364K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -58.9% | 31,040 | $361K |
| HUB Investment Partners, LLC | 0.01% | Add +3.8% | 30,913 | $360K |
| Creekmur Asset Management LLC | 0.08% | Add +7.4% | 30,840 | $359K |
| CIBC Asset Management Inc | 0.00% | Add +1.9% | 30,558 | $355K |
| Cannon Global Investment Management, LLC | 0.96% | Reduce -14.3% | 30,000 | $349K |
| OneDigital Investment Advisors LLC | 0.00% | Add +21.4% | 29,971 | $349K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.5% | 29,970 | $349K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -35.9% | 29,961 | $348K |
| Boothbay Fund Management, LLC | 0.01% | New | 29,955 | $348K |
| Lauer Wealth, LLC | 0.26% | Reduce -51.0% | 25,057 | $333K |
| Hexagon Capital Partners LLC | 0.06% | Reduce -8.3% | 28,421 | $331K |
| PNC Financial Services Group, Inc. | 0.00% | Add +16.6% | 27,993 | $326K |
| XTX Topco Ltd | 0.02% | Add +18.2% | 27,956 | $325K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -36.3% | 27,935 | $325K |
| Greenwood Capital Associates LLC | 0.04% | New | 27,929 | $325K |
| Mayflower Financial Advisors, LLC | 0.05% | Add +101.4% | 27,315 | $318K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -9.8% | 27,241 | $317K |
| Mach-1 Financial Group, LLC | 0.09% | New | 27,168 | $316K |
| Hourglass Capital, LLC | 0.08% | Reduce -32.5% | 27,000 | $314K |
| Independent Advisor Alliance | 0.01% | Add +55.9% | 26,800 | $312K |
| MetLife Investment Management, LLC | 0.00% | Add +2.4% | 26,553 | $309K |
| Gainplan LLC | 0.20% | New | 26,193 | $305K |
| Coordinated Financial Services, Inc. | 0.23% | — | 25,700 | $299K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -22.3% | 25,677 | $299K |
| Compound Planning, Inc. | 0.01% | Add +20.9% | 25,664 | $298K |
| Armstrong, Fleming & Moore, Inc | 0.36% | New | 25,575 | $297K |
| &partners | 0.00% | Add +33.1% | 24,913 | $295K |
| Founders Financial Securities LLC | 0.02% | Reduce -19.8% | 22,272 | $294K |
| Vident Advisory, LLC | 0.00% | Add +95.9% | 25,191 | $293K |
| Emergent Wealth Advisors, LLC | 0.21% | Add +117.2% | 25,147 | $292K |
| Freestone Grove Partners LP | 0.00% | New | 25,109 | $292K |
| Brown Advisory Inc. | 0.00% | New | 24,773 | $288K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +1.6% | 24,580 | $286K |
| Manchester Financial Inc. | 0.06% | Add +4.3% | 24,406 | $284K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.3% | 24,248 | $282K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +17.8% | 24,225 | $282K |
| Accuvest Global Advisors | 0.24% | New | 24,132 | $281K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 23,940 | $278K |
| World Investment Advisors | 0.01% | Add +6.7% | 23,818 | $277K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +95.1% | 23,496 | $273K |
| Stifel Financial Corp. | 0.00% | Reduce -63.5% | 22,797 | $265K |
| Calton & Associates, Inc. | 0.06% | Add +26.6% | 22,601 | $263K |
| Sowell Financial Services LLC | 0.01% | New | 22,293 | $259K |
| Greenland Capital Management LP | 0.05% | New | 22,120 | $257K |
| Probity Advisors, Inc. | 0.05% | Reduce -3.6% | 22,091 | $257K |
| NFSG Corp | 0.06% | Reduce -17.5% | 22,059 | $257K |
| one8zero8, LLC | 0.06% | No change | 22,050 | $256K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.1% | 21,960 | $255K |
| Versor Investments LP | 0.04% | New | 21,900 | $255K |
| National Bank of Canada | 0.00% | Reduce -26.4% | 21,853 | $254K |
| Foundations Investment Advisors, LLC | 0.00% | Add +24.2% | 21,700 | $252K |
| Carnegie Lake Advisors LLC | 0.10% | Add +2.8% | 21,700 | $252K |
| Meeder Asset Management Inc. | 0.02% | Add +2.4% | 21,631 | $252K |
| Wealthspan Partners, LLC | 0.12% | Add +9.4% | 21,611 | $251K |
| Signaturefd, LLC | 0.00% | Add +6.2% | 21,476 | $250K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.0% | 18,646 | $247K |
| Concorde Asset Management, LLC | 0.13% | Reduce -8.1% | 21,230 | $242K |
| Marshall Financial Group, LLC | 0.05% | Add +3.6% | 20,776 | $242K |
| Meeder Advisory Services, Inc. | 0.01% | Add +21.3% | 20,074 | $233K |
| Belpointe Asset Management LLC | 0.01% | Reduce -44.9% | 19,287 | $224K |
| Mainstay Capital Management LLC | 0.03% | Add +2.7% | 19,259 | $224K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -34.1% | 19,255 | $224K |
| Wedmont Private Capital | 0.01% | Add +12.6% | 20,614 | $221K |
| Evolution Wealth Advisors, LLC | 0.04% | Add +24.2% | 18,915 | $220K |
| Newman Dignan & Sheerar, Inc. | 0.06% | Add +12.5% | 18,868 | $219K |
| Pointe Capital Management LLC | 0.13% | No change | 18,490 | $215K |
| Merit Financial Group, LLC | 0.00% | Reduce -41.3% | 18,285 | $213K |
| Motley Fool Asset Management LLC | 0.01% | New | 18,235 | $212K |
| AE Wealth Management LLC | 0.00% | Add +20.7% | 18,106 | $211K |
| NWF Advisory Services Inc. | 0.03% | New | 18,100 | $211K |
| Global Assets Advisory, LLC | 0.04% | New | 19,355 | $210K |
| Leonteq Securities AG | 0.02% | Reduce -13.9% | 18,000 | $209K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -21.9% | 17,758 | $207K |
| SLT Holdings LLC | 0.20% | Add +25.1% | 17,713 | $206K |
| Adams Wealth Management | 0.04% | New | 17,333 | $201K |
| CacheTech Inc. | 0.04% | New | 17,333 | $201K |
| Verus Capital Partners, LLC | 0.02% | Reduce -11.3% | 17,190 | $200K |
| Cibc World Market Inc. | 0.00% | Reduce -0.8% | 17,074 | $199K |
| HSBC Holdings PLC | 0.00% | Add +31.5% | 17,105 | $197K |
| Bensler, LLC | 0.02% | Reduce -1.7% | 16,850 | $196K |
| Sig Brokerage, LP | 0.06% | New | 16,798 | $195K |
| Cooper Financial Group | 0.03% | Add +2.3% | 16,775 | $195K |
| Clay Northam Wealth Management, LLC | 0.14% | Add +8.7% | 16,665 | $194K |
| SCS Capital Management LLC | 0.00% | New | 16,601 | $193K |
| Albion Financial Group | 0.01% | No change | 16,415 | $191K |
| Mgo One Seven LLC | 0.01% | Reduce -84.0% | 16,358 | $190K |
| Truefg, LLC | 0.06% | No change | 16,300 | $190K |
| Redhawk Wealth Advisors, Inc. | 0.03% | No change | 16,202 | $188K |
| Credit Agricole S A | 0.00% | New | 16,188 | $188K |
| Independent Wealth Network Inc. | 0.07% | Reduce -25.9% | 16,116 | $187K |
| Integrity Alliance, Llc. | 0.01% | New | 16,109 | $187K |
| Choreo, LLC | 0.00% | Reduce -19.1% | 16,064 | $187K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Reduce -27.1% | 15,999 | $186K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +27.5% | 15,933 | $185K |
| Swiss Life Asset Management Ltd | 0.00% | Add +8.4% | 15,920 | $185K |
| Northwest Wealth Management, LLC | 0.04% | Add +1.9% | 15,900 | $185K |
| Mayfair Advisory Group, LLC | 0.11% | Add +24.1% | 15,685 | $182K |
| Burr Financial Services, LLC | 0.14% | Add +10.6% | 15,580 | $181K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 15,544 | $181K |
| USAdvisors Wealth Management, LLC | 0.06% | New | 15,500 | $180K |
| Hilltop Holdings Inc. | 0.01% | Add +9.3% | 15,461 | $180K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -34.3% | 15,354 | $179K |
| Hobbs Group Advisors, LLC | 0.07% | Reduce -68.7% | 15,339 | $178K |
| Rathbones Group PLC | 0.00% | New | 15,167 | $176K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +9.6% | 15,155 | $176K |
| Fullcircle Wealth LLC | 0.07% | Reduce -4.3% | 13,300 | $176K |
| Tucker Asset Management LLC | 0.06% | Add +5.4% | 15,079 | $175K |
| Gotham Asset Management | 0.00% | No change | 14,991 | $174K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 14,959 | $174K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -6.3% | 14,820 | $172K |
| NorthRock Partners, LLC | 0.01% | New | 14,773 | $172K |
| Axim Planning & Wealth | 0.15% | Reduce -24.1% | 14,650 | $170K |
| Ballentine Partners, LLC | 0.00% | Add +11.4% | 14,648 | $170K |
| Quarry LP | 0.04% | Add +372.4% | 14,626 | $170K |
| Avestar Capital, LLC | 0.02% | No change | 14,582 | $170K |
| Good Life Advisors, LLC | 0.01% | Reduce -39.3% | 14,511 | $169K |
| Smith Anglin Financial, LLC | 0.02% | Reduce -0.3% | 14,450 | $168K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -27.6% | 14,400 | $167K |
| Procyon Advisors, LLC | 0.01% | Add +6.2% | 14,339 | $167K |
| Park Avenue Securities LLC | 0.00% | Add +0.9% | 14,122 | $164K |
| Key Client Fiduciary Advisors, LLC | 0.08% | Add +11.4% | 14,092 | $164K |
| CoreCap Advisors, LLC | 0.01% | Reduce -17.5% | 13,932 | $162K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +2.7% | 13,914 | $162K |
| Old National Bancorp | 0.00% | Add +2.3% | 13,903 | $162K |
| Global Financial Private Client, LLC | 0.06% | Reduce -0.7% | 13,806 | $161K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 13,632 | $159K |
| Worth Financial Advisory Group, LLC | 0.10% | No change | 13,610 | $158K |
| BIT Capital GmbH | 0.02% | New | 13,551 | $158K |
| Future Financial Wealth Managment LLC | 0.12% | No change | 13,500 | $157K |
| Capital Advisors Inc. | 0.00% | Add +0.8% | 13,361 | $155K |
| Avion Wealth | 0.04% | No change | 10,124 | $155K |
| State of Wyoming | 0.02% | New | 13,303 | $155K |
| Comerica Bank | 0.00% | Reduce -39.6% | 13,200 | $154K |
| Yousif Capital Management, LLC | 0.00% | Add +5.6% | 13,129 | $153K |
| Keystone Financial Services | 0.06% | Reduce -0.6% | 13,086 | $152K |
| Focused Wealth Management, Inc | 0.02% | New | 12,949 | $151K |
| Hartline Investment Corp./ | 0.02% | Add +25.1% | 12,893 | $150K |
| Allianz SE | 0.00% | New | 12,670 | $147K |
| Fermata Advisors, LLC | 0.03% | No change | 12,485 | $145K |
| Ring Mountain Capital, LLC | 0.11% | Add +20.0% | 12,395 | $144K |
| Guggenheim Capital LLC | 0.00% | New | 12,359 | $144K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -37.5% | 12,285 | $143K |
| Prostatis Group LLC | 0.04% | No change | 12,261 | $143K |
| Mutual Advisors, LLC | 0.00% | New | 11,025 | $142K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 12,026 | $140K |
| Platform Technology Partners | 0.04% | Add +19.6% | 12,000 | $140K |
| Sava Infond d.o.o. | 0.03% | Reduce -14.3% | 12,000 | $140K |
| Prasad Wealth Partners, LLC | 0.04% | No change | 11,812 | $137K |
| Verdence Capital Advisors LLC | 0.01% | New | 11,665 | $136K |
| Trivium Point Advisory, LLC | 0.02% | Add +12.1% | 11,653 | $136K |
| Gilliland Jeter Wealth Management LLC | 0.05% | No change | 11,500 | $134K |
| SageView Advisory Group, LLC | 0.01% | Reduce -10.9% | 11,486 | $134K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.2% | 11,419 | $133K |
| M1 Capital Management LLC | 0.08% | New | 11,400 | $133K |
| Principal Securities, Inc. | 0.00% | No change | 8,587 | $132K |
| Compass Capital Corp. /Ma/ | 0.07% | Add +12.6% | 11,260 | $131K |
| Prosperity Wealth Management, Inc. | 0.06% | Reduce -46.7% | 11,225 | $131K |
| Franklin Resources Inc. | 0.00% | New | 11,200 | $130K |
| Advisors Management Group Inc. | 0.03% | Reduce -0.9% | 11,163 | $130K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.4% | 11,157 | $130K |
| Caxton Associates LLP | 0.00% | — | 11,132 | $129K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -9.6% | 11,011 | $128K |
| KLCM Advisors, Inc. | 0.01% | No change | 11,000 | $128K |
| Palisade Capital Management, LP | 0.00% | New | 11,000 | $128K |
| Horizon Wealth Management, LLC | 0.02% | New | 10,980 | $128K |
| Diversified Trust Co. | 0.00% | New | 10,938 | $127K |
| Visionary Wealth Advisors | 0.01% | Reduce -0.4% | 10,853 | $126K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -26.8% | 10,757 | $125K |
| Parr McKnight Wealth Management Group, LLC | 0.02% | Add +1.9% | 10,700 | $124K |
| Panoramic Investment Advisors, LLC | 0.08% | No change | 10,650 | $124K |
| Westwood Holdings Group Inc. | 0.00% | No change | 10,646 | $124K |
| Global Wealth Management Investment Advisory, Inc. | 0.02% | New | 10,612 | $123K |
| Cigna Investments Inc. | 0.02% | No change | 10,578 | $123K |
| Jacobi Capital Management LLC | 0.01% | No change | 10,565 | $123K |
| Fisher Asset Management | 0.00% | New | 10,540 | $123K |
| Quadcap Wealth Management, LLC | 0.02% | Reduce -0.1% | 10,321 | $120K |
| Transcend Capital Advisors, LLC | 0.01% | Add +0.4% | 10,202 | $119K |
| United Capital Financial Advisors, LLC | 0.00% | New | 10,039 | $117K |
| Kellett Wealth Advisors, LLC | 0.08% | New | 10,000 | $116K |
| Cordgrass Capital Advisors, LLC | 0.03% | Reduce -9.1% | 10,000 | $116K |
| Corebridge Financial, Inc. | 0.00% | Reduce -2.4% | 9,050 | $105K |
| Parallel Advisors, LLC | 0.00% | Add +19.4% | 8,754 | $102K |
| SouthState Bank Corp | 0.00% | Add +2.8% | 8,561 | $100K |
| GAMMA Investing LLC | 0.01% | Add +39.8% | 8,283 | $96K |
| Asset Management One Co., Ltd. | 0.00% | Add +55.0% | 8,114 | $94K |
| Nemes Rush Group LLC | 0.01% | Add +6.0% | 7,888 | $92K |
| Lanark Financial, Inc. | 0.01% | — | 7,677 | $89K |
| Arax Advisory Partners | 0.01% | Add +49.0% | 7,539 | $88K |
| Private Trust Co. NA | 0.01% | No change | 7,500 | $87K |
| Game Plan Financial Advisors, LLC | 0.05% | Reduce -9.2% | 7,450 | $87K |
| Brooklyn Investment Group | 0.02% | Add +100.6% | 7,237 | $84K |
| Huntington National Bank | 0.00% | Add +45.9% | 7,193 | $84K |
| N.E.W. Advisory Services LLC | 0.01% | New | 7,174 | $83K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | Add +16.7% | 7,000 | $81K |
| Wolff Wiese Magana LLC | 0.05% | Reduce -35.5% | 6,600 | $77K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 6,110 | $71K |
| Lindbrook Capital, LLC | 0.01% | Add +1.8% | 5,851 | $68K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -0.6% | 5,456 | $63K |
| City State Bank | 0.02% | Add +2000.0% | 5,250 | $61K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -8.9% | 5,134 | $60K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,166 | $58K |
| PSI Advisors, LLC | 0.02% | No change | 4,885 | $57K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1636.4% | 4,862 | $57K |
| CI Investments Inc. | 0.00% | Reduce -14.5% | 4,796 | $56K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -46.5% | 4,579 | $54K |
| Farther Finance Advisors, LLC | 0.00% | Add +73.3% | 4,348 | $52K |
| Tortoise Investment Management, LLC | 0.01% | No change | 4,439 | $52K |
| Amundi | 0.00% | Reduce -99.8% | 4,812 | $51K |
| Tidemark, LLC | 0.02% | Add +552.5% | 4,378 | $51K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +754.6% | 4,273 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -52.7% | 4,252 | $49K |
| Bogart Wealth, LLC | 0.00% | New | 4,038 | $47K |
| WealthCollab, LLC | 0.03% | No change | 4,000 | $47K |
| Bank of New Hampshire | 0.01% | Add +33.3% | 4,000 | $47K |
| Byrne Asset Management LLC | 0.04% | New | 3,872 | $45K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 3,900 | $45K |
| Westside Investment Management, Inc. | 0.01% | Add +7.6% | 3,550 | $42K |
| Sandy Spring Bank | 0.00% | Add +0.9% | 3,441 | $40K |
| Copia Wealth Management | 0.04% | Add +3316.0% | 3,416 | $40K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 3,370 | $39K |
| GeoWealth Management, LLC | 0.00% | No change | 3,286 | $38K |
| Legacy Wealth Managment, LLC | 0.03% | No change | 3,244 | $38K |
| MAI Capital Management | 0.00% | Add +3.1% | 3,085 | $36K |
| MCF Advisors LLC | 0.00% | Add +119.3% | 3,072 | $36K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -34.1% | 2,900 | $34K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 2,852 | $33K |
| Larson Financial Group LLC | 0.00% | Add +127.1% | 2,714 | $32K |
| Garde Capital, Inc. | 0.00% | New | 2,653 | $31K |
| IAG Wealth Partners, LLC | 0.00% | Add +2.0% | 2,525 | $29K |
| CNB Bank | 0.01% | No change | 2,500 | $29K |
| Archer Investment Corp | 0.01% | No change | 2,500 | $29K |
| Quadrant Capital Group LLC | 0.00% | Add +26.5% | 2,487 | $29K |
| SVB Wealth LLC | 0.00% | New | 2,447 | $28K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -8.8% | 2,397 | $28K |
| Headlands Technologies LLC | 0.00% | New | 2,380 | $28K |
| Smartleaf Asset Management LLC | 0.00% | Add +38.9% | 2,286 | $27K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +2200.0% | 2,300 | $27K |
| Barrett & Company, Inc. | 0.01% | No change | 2,000 | $23K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 2,000 | $23K |
| NewSquare Capital LLC | 0.00% | Reduce -33.3% | 2,000 | $23K |
| Winthrop Capital Management, LLC | 0.01% | New | 1,842 | $21K |
| Whittier Trust Co. | 0.00% | No change | 1,750 | $20K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | No change | 1,743 | $20K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,300 | $20K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 1,720 | $20K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | New | 1,700 | $20K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -56.4% | 1,366 | $20K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1,614 | $19K |
| Kiker Wealth Management, LLC | 0.01% | New | 1,587 | $18K |
| Hurley Capital, LLC | 0.01% | New | 1,575 | $18K |
| Grove Bank & Trust | 0.00% | New | 1,470 | $17K |
| Capital A Wealth Management, LLC | 0.02% | No change | 1,465 | $17K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1,445 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +401.4% | 1,414 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +9.0% | 1,394 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 1,341 | $16K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -60.1% | 1,329 | $15K |
| Curio Wealth, LLC | 0.01% | Reduce -99.9% | 1 | $15K |
| Parkside Financial Bank & Trust | 0.00% | Add +26.4% | 1,299 | $15K |
| Covestor Ltd | 0.01% | Add +2.1% | 1,243 | $14K |
| Rothschild Investment LLC | 0.00% | Add +2.6% | 1,165 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,157 | $13K |
| Hemington Wealth Management | 0.00% | Add +127.0% | 1,203 | $13K |
| CX Institutional | 0.00% | New | 1,157 | $13K |
| HighMark Wealth Management LLC | 0.01% | Add +27.3% | 1,109 | $13K |
| TD Private Client Wealth LLC | 0.00% | Reduce -48.3% | 1,009 | $12K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 1,000 | $12K |
| MRP Capital Investments, LLC | 0.01% | No change | 1,000 | $12K |
| Bank & Trust Co | 0.01% | No change | 1,000 | $12K |
| Golden State Wealth Management, LLC | 0.00% | No change | 1,000 | $12K |
| Bell Investment Advisors, Inc | 0.00% | No change | 966 | $11K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 925 | $11K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 868 | $10K |
| WPG Advisers, LLC | 0.01% | New | 858 | $10K |
| Aviso Financial Inc. | 0.00% | No change | 800 | $9K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +10.5% | 799 | $9K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -92.3% | 750 | $9K |
| Quent Capital, LLC | 0.00% | No change | 725 | $8K |
| Ancora Advisors LLC | 0.00% | No change | 700 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +69.8% | 696 | $8K |
| Compass Wealth Management LLC | 0.00% | New | 660 | $8K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | Add +220.0% | 640 | $8K |
| Estabrook Capital Management | 0.00% | No change | 630 | $7K |
| Continuum Advisory, LLC | 0.00% | No change | 626 | $7K |
| True Wealth Design, LLC | 0.00% | Add +4.4% | 612 | $7K |
| AllSquare Wealth Management LLC | 0.00% | Add +100.0% | 600 | $7K |
| Gen-Wealth Partners Inc | 0.00% | New | 600 | $7K |
| Nvwm, LLC | 0.00% | No change | 600 | $7K |
| Stonebridge Financial Group, LLC | 0.00% | Add +114.3% | 600 | $7K |
| Northwest Capital Management Inc | 0.00% | Reduce -45.9% | 590 | $7K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 586 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 550 | $6K |
| Optimum Investment Advisors | 0.00% | No change | 550 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +5.7% | 499 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | Add +150.0% | 500 | $6K |
| Bfsg, LLC | 0.00% | No change | 500 | $6K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 500 | $6K |
| Investment Research & Advisory Group, Inc. | 0.00% | Add +18.8% | 436 | $5K |
| Tsfg, LLC | 0.00% | Add +18.5% | 442 | $5K |
| Trust Co. of Vermont | 0.00% | Reduce -47.2% | 397 | $5K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -2.8% | 350 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 339 | $4K |
| PrairieView Partners, LLC | 0.00% | No change | 380 | $4K |
| Aspect Partners, LLC | 0.00% | New | 338 | $4K |
| Clearstead Trust, LLC | 0.00% | New | 338 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 250 | $4K |
| Red Tortoise LLC | 0.00% | No change | 328 | $4K |
| TFC Financial Management, Inc. | 0.00% | Reduce -96.7% | 318 | $4K |
| Versant Capital Management, Inc | 0.00% | Reduce -37.0% | 306 | $4K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +1085.5% | 41,124 | $4K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 300 | $3K |
| Main Street Group, LTD | 0.00% | No change | 300 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 261 | $3K |
| Capital Analysts, LLC | 0.00% | New | 240 | $3K |
| Sachetta, LLC | 0.00% | No change | 253 | $3K |
| MV Capital Management, Inc. | 0.00% | Reduce -0.4% | 240 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +47.0% | 222 | $3K |
| Fifth Third Bancorp | 0.00% | Add +83.3% | 220 | $3K |
| Crewe Advisors LLC | 0.00% | Reduce -8.8% | 218 | $3K |
| American Capital Advisory, LLC | 0.00% | No change | 210 | $2K |
| Salem Investment Counselors Inc. | 0.00% | New | 210 | $2K |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 200 | $2K |
| Flaharty Asset Management, LLC | 0.00% | New | 200 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -17.6% | 196 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 190 | $2K |
| Colonial Trust Co / SC | 0.00% | Reduce -49.7% | 190 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +36.0% | 189 | $2K |
| Ameriflex Group, Inc. | 0.00% | No change | 164 | $2K |
| Vision Financial Markets LLC | 0.00% | New | 150 | $2K |
| Sittner & Nelson, LLC | 0.00% | No change | 133 | $2K |
| West Oak Capital, LLC | 0.00% | No change | 127 | $2K |
| Cordant, Inc. | 0.00% | New | 125 | $1K |
| Abound Wealth Management | 0.00% | New | 125 | $1K |
| Financial Perspectives, Inc | 0.00% | No change | 125 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 118 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +21.7% | 112 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 107 | $1K |
| CENTRAL TRUST Co | 0.00% | Reduce -91.2% | 107 | $1K |
| Miller Wealth Advisors, LLC | 0.00% | No change | 100 | $1K |
| Bernard Wealth Management Corp. | 0.00% | New | 100 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 100 | $1K |
| Center for Financial Planning, Inc. | 0.00% | No change | 100 | $1K |
| HM Payson & Co. | 0.00% | No change | 100 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +3.2% | 96 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 100 | $1K |
| Roble, Belko & Company, Inc | 0.00% | Add +43.8% | 46 | $1K |
| Bessemer Group Inc. | 0.00% | Reduce -99.7% | 64 | $1K |
| WealthTrak Capital Management LLC | 0.00% | Add +14.3% | 80 | $931 |
| MPWM Advisory Solutions, LLC | 0.00% | Reduce -96.2% | 80 | $930 |
| Private Wealth Management Group, LLC | 0.00% | No change | 79 | $919 |
| ORG Partners LLC | 0.00% | New | 75 | $893 |
| Rise Advisors, LLC | 0.00% | New | 71 | $826 |
| Hughes Financial Services, LLC | 0.00% | New | 67 | $798 |
| Whipplewood Advisors, LLC | 0.00% | New | 25 | $779 |
| Chesapeake Asset Management LLC | 0.00% | New | 62 | $721 |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 58 | $675 |
| Eq Wealth Advisors, LLC | 0.00% | New | 53 | $616 |
| Truvestments Capital LLC | 0.00% | Add +2.0% | 51 | $593 |
| West Financial Advisors, LLC | 0.00% | No change | 49 | $570 |
| Cromwell Holdings LLC | 0.00% | New | 48 | $558 |
| TD Capital Management LLC | 0.00% | New | 41 | $477 |
| Sarver Vrooman Wealth Advisors | 0.00% | — | 40 | $465 |
| REAP Financial Group, LLC | 0.00% | No change | 40 | $465 |
| HFM Investment Advisors, LLC | 0.00% | — | 37 | $431 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -91.1% | 37 | $431 |
| Concord Wealth Partners | 0.00% | Reduce -73.5% | 36 | $419 |
| Blue Trust, Inc. | 0.00% | No change | 36 | $419 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +25.9% | 34 | $395 |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -52.6% | 27 | $315 |
| Beacon Capital Management, LLC | 0.00% | New | 25 | $294 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 25 | $290 |
| Eukles Asset Management | 0.00% | No change | 20 | $233 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 20 | $233 |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 19 | $221 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -53.9% | 18 | $209 |
| Tradewinds Capital Management, LLC | 0.00% | Add +100.0% | 16 | $187 |
| Anfield Capital Management, LLC | 0.00% | Add +166.7% | 16 | $186 |
| Activest Wealth Management | 0.00% | Add +500.0% | 12 | $140 |
| Berkshire Capital Holdings Inc. | 0.00% | Reduce -100.0% | 10 | $116 |
| Creative Financial Designs Inc. | 0.00% | Reduce -98.0% | 10 | $116 |
| High Note Wealth, LLC | 0.00% | No change | 9 | $105 |
| Bokf, NA | 0.00% | No change | 7 | $81 |
| Ascentis Wealth Management, LLC | 0.00% | No change | 5 | $59 |
| Pineridge Advisors LLC | 0.00% | Reduce -91.5% | 5 | $58 |
| FSA Wealth Management LLC | 0.00% | No change | 1 | $12 |
| Hantz Financial Services, Inc. | 0.00% | New | 20 | $0 |
| Centerpoint Advisors, LLC | 0.00% | Reduce -50.0% | 25 | $0 |
| Ulland Investment Advisors, LLC | 0.00% | New | 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.