SoFi Technologies, Inc. (SOFI) — Institutional Holders, Q2 2026 (page 6)
936 institutional investment managers reported a SOFI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $11.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SOFI 13F holders ranked 501–600 of 936
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | TCW GROUP#501 · 21,243 sh | 21,243 | $380.9K | <0.01% | +3.6% |
| 502 | SYON CAPITAL#502 · 21,196 sh | 21,196 | $380.0K | 0.02% | New |
| 503 | Brookwood Investment Group#503 · 21,160 sh | 21,160 | $379.4K | 0.04% | New |
| 504 | Alpha Wealth Funds#504 · 21,100 sh | 21,100 | $378.4K | 0.21% | +111.0% |
| 505 | Legend Capital Advisors#505 · 21,090 sh | 21,090 | $378.1K | 0.21% | -17.1% |
| 506 | COZAD ASSET MANAGEMENT#506 · 21,057 sh | 21,057 | $377.6K | 0.02% | 0.0% |
| 507 | OMERS ADMINISTRATION#507 · 21,033 sh | 21,033 | $377.1K | <0.01% | +58.3% |
| 508 | Triad Wealth Partners#508 · 20,736 sh | 20,736 | $373.9K | — | New |
| 509 | N.E.W. Advisory Services#509 · 20,837 sh | 20,837 | $373.6K | 0.03% | +0.4% |
| 510 | Carnegie Lake Advisors#510 · 20,550 sh | 20,550 | $368.5K | 0.14% | 0.0% |
| 511 | BAKER TILLY WEALTH MANAGEMENT#511 · 20,327 sh | 20,327 | $364.5K | — | New |
| 512 | PRINCIPAL SECURITIES#512 · 20,298 sh | 20,298 | $363.9K | <0.01% | +8.5% |
| 513 | Southern Financial Group#513 · 20,215 sh | 20,215 | $362.5K | 0.09% | +4.5% |
| 514 | USAdvisors Wealth Management#514 · 20,140 sh | 20,140 | $361.0K | — | +7.6% |
| 515 | Shay Capital#515 · 20,100 sh | 20,100 | $360.4K | 0.02% | New |
| 516 | INTEGRITY ALLIANCE#516 · 19,955 sh | 19,955 | $357.8K | 0.01% | -1.0% |
| 517 | PRUDENTIAL PLC#517 · 19,838 sh | 19,838 | $355.7K | <0.01% | 0.0% |
| 518 | Mayfair Advisory Group#518 · 21,588 sh | 21,588 | $355.3K | — | +3.5% |
| 519 | CreativeOne Wealth#519 · 19,812 sh | 19,812 | $355.2K | <0.01% | -29.8% |
| 520 | Marshall Financial Group#520 · 19,812 sh | 19,812 | $355.2K | 0.05% | +1.9% |
| 521 | Motley Fool Asset Management#521 · 19,686 sh | 19,686 | $353.0K | — | -18.5% |
| 522 | CITIZENS FINANCIAL GROUP#522 · 19,567 sh | 19,567 | $350.8K | — | New |
| 523 | Thrive Wealth Management#523 · 19,347 sh | 19,347 | $346.9K | — | -9.2% |
| 524 | COLDSTREAM CAPITAL MANAGEMENT#524 · 19,318 sh | 19,318 | $346.4K | <0.01% | -21.8% |
| 525 | CALTON & ASSOCIATES#525 · 19,280 sh | 19,280 | $345.7K | 0.05% | +4.0% |
| 526 | Jacobi Capital Management#526 · 19,065 sh | 19,065 | $341.8K | 0.02% | -9.5% |
| 527 | Siemens Fonds Invest GmbH#527 · 18,867 sh | 18,867 | $338.3K | 0.02% | +3.0% |
| 528 | Capital Investment Advisors#528 · 18,800 sh | 18,800 | $337.1K | — | +28.6% |
| 529 | AXQ CAPITAL#529 · 18,628 sh | 18,628 | $334.0K | 0.04% | -79.8% |
| 530 | UNITED CAPITAL FINANCIAL ADVISORS#530 · 18,582 sh | 18,582 | $333.2K | <0.01% | +9.2% |
| 531 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#531 · 17,810 sh | 17,810 | $328.4K | 0.02% | +29.4% |
| 532 | Interchange Capital Partners#532 · 17,912 sh | 17,912 | $321.1K | 0.06% | New |
| 533 | Intrua Financial#533 · 17,765 sh | 17,765 | $318.5K | 0.03% | +18.5% |
| 534 | LAKE STREET PRIVATE WEALTH#534 · 17,728 sh | 17,728 | $317.9K | — | +51.7% |
| 535 | Probity Advisors#535 · 17,712 sh | 17,712 | $317.6K | — | -0.8% |
| 536 | SNS Financial Group#536 · 17,701 sh | 17,701 | $317.4K | <0.01% | New |
| 537 | Apollon Wealth Management#537 · 17,643 sh | 17,643 | $316.3K | — | -56.7% |
| 538 | FIDUCIARY FINANCIAL GROUP#538 · 17,589 sh | 17,589 | $315.4K | — | New |
| 539 | Westmount Partners#539 · 17,574 sh | 17,574 | $315.1K | 0.07% | -5.4% |
| 540 | Asset One Wealth Management#540 · 17,462 sh | 17,462 | $312.0K | 0.03% | New |
| 541 | Prime Capital Investment Advisors#541 · 17,303 sh | 17,303 | $310.2K | — | +8.7% |
| 542 | Global Financial Private Client#542 · 17,226 sh | 17,226 | $308.9K | — | +48.2% |
| 543 | Bensler#543 · 17,200 sh | 17,200 | $308.4K | 0.03% | -1.4% |
| 544 | KINGSWOOD WEALTH ADVISORS#544 · 16,990 sh | 16,990 | $304.6K | — | -25.6% |
| 545 | YOUSIF CAPITAL MANAGEMENT#545 · 16,786 sh | 16,786 | $301.0K | — | +4.3% |
| 546 | Aldebaran Financial#546 · 16,629 sh | 16,629 | $298.2K | 0.24% | -4.2% |
| 547 | EP Wealth Advisors#547 · 16,614 sh | 16,614 | $297.9K | <0.01% | New |
| 548 | Karras Company#548 · 16,600 sh | 16,600 | $297.6K | — | -2.6% |
| 549 | Garden State Investment Advisory Services#549 · 16,556 sh | 16,556 | $296.9K | 0.05% | +0.3% |
| 550 | W.G. Shaheen & Associates DBA Whitney#550 · 16,470 sh | 16,470 | $295.3K | 0.02% | +5.7% |
| 551 | ALBION FINANCIAL GROUP#551 · 16,415 sh | 16,415 | $294.3K | — | 0.0% |
| 552 | Gotham Asset Management#552 · 16,320 sh | 16,320 | $292.6K | <0.01% | 0.0% |
| 553 | BankChampaign, National Association#553 · 16,159 sh | 16,159 | $289.7K | — | +1.1% |
| 554 | TRUEFG#554 · 16,125 sh | 16,125 | $289.1K | — | 0.0% |
| 555 | Riggs Asset Managment#555 · 16,118 sh | 16,118 | $289.0K | 0.05% | -13.2% |
| 556 | Entropy Technologies#556 · 16,111 sh | 16,111 | $288.9K | 0.01% | -98.2% |
| 557 | OXFORD FINANCIAL GROUP, LTD.#557 · 16,020 sh | 16,020 | $287.2K | 0.01% | +0.1% |
| 558 | CAPSTONE INVESTMENT ADVISORS#558 · 15,930 sh | 15,930 | $285.6K | <0.01% | -2.6% |
| 559 | Visionary Wealth Advisors#559 · 15,869 sh | 15,869 | $284.5K | 0.01% | +11.5% |
| 560 | Avion Wealth#560 · 15,884 sh | 15,884 | $284.0K | 0.05% | +43.7% |
| 561 | CARY STREET PARTNERS FINANCIAL#561 · 15,798 sh | 15,798 | $283.3K | <0.01% | +2.6% |
| 562 | Avestar Capital#562 · 15,724 sh | 15,724 | $281.9K | 0.02% | -0.7% |
| 563 | NORTHWEST WEALTH MANAGEMENT#563 · 15,723 sh | 15,723 | $281.9K | 0.04% | -0.5% |
| 564 | Frec Markets#564 · 15,554 sh | 15,554 | $278.9K | 0.03% | New |
| 565 | HB Wealth Management#565 · 15,550 sh | 15,550 | $278.8K | — | +5.4% |
| 566 | Fermata Advisors#566 · 15,429 sh | 15,429 | $276.6K | — | +4.9% |
| 567 | IFS Group#567 · 15,325 sh | 15,325 | $274.8K | 0.38% | +2.4% |
| 568 | RITHOLTZ WEALTH MANAGEMENT#568 · 15,111 sh | 15,111 | $270.9K | <0.01% | -55.2% |
| 569 | Newbridge Financial Services Group#569 · 15,045 sh | 15,045 | $269.8K | — | -0.2% |
| 570 | Fortis Advisors#570 · 15,000 sh | 15,000 | $268.9K | 0.13% | 0.0% |
| 571 | Concorde Asset Management#571 · 14,899 sh | 14,899 | $267.1K | 0.15% | -10.8% |
| 572 | Pallas Capital Advisors#572 · 14,846 sh | 14,846 | $266.2K | <0.01% | -40.9% |
| 573 | NWF Advisory Services#573 · 14,825 sh | 14,825 | $265.8K | — | New |
| 574 | Redhawk Wealth Advisors#574 · 14,811 sh | 14,811 | $265.6K | — | +2.1% |
| 575 | Procyon Advisors#575 · 14,702 sh | 14,702 | $263.6K | — | +9.8% |
| 576 | Tempus Wealth Planning#576 · 14,694 sh | 14,694 | $263.5K | — | New |
| 577 | Ballentine Partners#577 · 14,608 sh | 14,608 | $261.9K | <0.01% | +4.3% |
| 578 | Betterment#578 · 14,556 sh | 14,556 | $261.0K | <0.01% | +44.4% |
| 579 | FAS Wealth Partners#579 · 14,550 sh | 14,550 | $260.9K | 0.01% | +1.3% |
| 580 | Capital Investment Advisory Services#580 · 14,524 sh | 14,524 | $260.4K | 0.02% | New |
| 581 | PKS Advisory Services#581 · 14,475 sh | 14,475 | $259.5K | — | +7.2% |
| 582 | Trivium Point Advisory#582 · 14,450 sh | 14,450 | $259.1K | 0.02% | +29.6% |
| 583 | OSTRUM ASSET MANAGEMENT#583 · 14,393 sh | 14,393 | $258.1K | 0.01% | 0.0% |
| 584 | ACORN FINANCIAL ADVISORY SERVICES#584 · 14,342 sh | 14,342 | $257.2K | 0.03% | -0.8% |
| 585 | Robeco Institutional Asset Management B.V.#585 · 14,288 sh | 14,288 | $256.2K | — | -10.5% |
| 586 | MONETA GROUP INVESTMENT ADVISORS#586 · 14,256 sh | 14,256 | $255.6K | <0.01% | +35.2% |
| 587 | Key Client Fiduciary Advisors#587 · 14,224 sh | 14,224 | $255.0K | — | +3.7% |
| 588 | GAMMA Investing#588 · 14,202 sh | 14,202 | $254.6K | — | +30.0% |
| 589 | Parallel Advisors#589 · 14,045 sh | 14,045 | $251.8K | <0.01% | +10.1% |
| 590 | ARMISTICE CAPITAL#590 · 13,954 sh | 13,954 | $250.2K | <0.01% | New |
| 591 | Clearstead Advisors#591 · 13,860 sh | 13,860 | $248.5K | <0.01% | +327.0% |
| 592 | Ring Mountain Capital#592 · 13,850 sh | 13,850 | $248.3K | — | -10.0% |
| 593 | Mutual Advisors#593 · 13,829 sh | 13,829 | $248.0K | <0.01% | -77.6% |
| 594 | PENSION & WEALTH MANAGEMENT ADVISORS#594 · 13,606 sh | 13,606 | $244.0K | — | +0.9% |
| 595 | Plum Street Advisors#595 · 13,577 sh | 13,577 | $243.4K | 0.08% | 0.0% |
| 596 | White Wing Wealth Management#596 · 13,466 sh | 13,466 | $241.4K | 0.13% | +3.7% |
| 597 | Pure Financial Advisors#597 · 13,419 sh | 13,419 | $240.6K | <0.01% | +18.2% |
| 598 | Fieldview Capital Management#598 · 13,198 sh | 13,198 | $236.6K | 0.07% | -53.5% |
| 599 | Palacios Wealth Management#599 · 13,164 sh | 13,164 | $236.0K | 0.14% | -6.9% |
| 600 | Ausdal Financial Partners#600 · 13,104 sh | 13,104 | $235.0K | <0.01% | +0.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.