Titelia

Fund shareholders of SoFi Technologies Inc

ISIN US83406F1021 · United States · LEI 549300SW81JCMVZDDY09

Fund shareholders
358
Of which ETFs
124 234 other funds
Value held
3B $ 470.2M SEK · 429.3K €
Share of capital
14.6 % of 1.3B shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 40,518,643643.4M $0.03 %3.14 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 29,404,426466.9M $0.28 %2.28 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 16,454,679261.3M $0.68 %1.27 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 14,184,690225.3M $0.28 %1.10 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 6,622,130117.6M $0.29 %0.51 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 4,639,75573.7M $0.15 %0.36 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 4,491,54372.3M $0.14 %0.35 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST 2,416,72342.9M $0.09 %0.19 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 2,395,45338M $0.05 %0.19 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 2,353,13341.8M $0.03 %0.18 %as of Feb 28, 2026 ↗
ARK Innovation ETF ARK ETF Trust 2,176,47735M $0.54 %0.17 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 2,000,94035.5M $0.26 %0.15 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 1,861,54733.1M $0.03 %0.14 %as of Feb 28, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 1,805,144273.1M SEK0.02 %0.14 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 1,747,68328.1M $0.06 %0.14 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,731,13227.9M $0.07 %0.13 %as of Apr 30, 2026 ↗
VANGUARD MID-CAP GROWTH FUND VANGUARD WHITEHALL FUNDS 1,596,41125.7M $0.91 %0.12 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 1,594,59825.3M $0.03 %0.12 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 1,510,59624M $0.17 %0.12 %as of Mar 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 1,463,60023.2M $0.14 %0.11 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,322,31123.5M $0.03 %0.10 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 1,296,00823M $0.04 %0.10 %as of Feb 28, 2026 ↗
ARK Blockchain & Fintech Innovation ETF ARK ETF Trust 1,291,85720.8M $2.51 %0.10 %as of Apr 30, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 1,148,24318.5M $0.05 %0.09 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 1,114,51817.7M $0.09 %0.09 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,061,09817.1M $0.04 %0.08 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 1,017,06716.4M $0.03 %0.08 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 1,008,43216.2M $0.02 %0.08 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 985,77315.7M $0.01 %0.08 %as of Mar 31, 2026 ↗
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 934,89314.8M $0.25 %0.07 %as of Mar 31, 2026 ↗
Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust 882,78115.7M $0.38 %0.07 %as of Feb 28, 2026 ↗
Patient Opportunity Trust Advisor Managed Portfolios 880,00014M $0.81 %0.07 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 864,30813.7M $0.03 %0.07 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 750,34012.1M $0.03 %0.06 %as of Apr 30, 2026 ↗
iShares MSCI USA Momentum Factor ETF iShares Trust 750,11312.1M $0.05 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 732,11813M $0.03 %0.06 %as of Feb 28, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 723,98511.5M $0.03 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 718,18711.4M $0.02 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 707,70012.6M $0.06 %0.05 %as of Feb 28, 2026 ↗
iShares U.S. Financials ETF iShares Trust 670,54910.8M $0.32 %0.05 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 670,37710.8M $0.30 %0.05 %as of Apr 30, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 669,85910.6M $0.01 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 661,58710.7M $0.03 %0.05 %as of Apr 30, 2026 ↗
Global X FinTech ETF GLOBAL X FUNDS 629,64311.2M $5.26 %0.05 %as of Feb 28, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 618,84510M $0.29 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 612,3209.7M $0.03 %0.05 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 598,3769.6M $0.12 %0.05 %as of Apr 30, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 583,1709.4M $0.37 %0.05 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 534,2878.6M $0.06 %0.04 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 498,3838.9M $0.05 %0.04 %as of Feb 28, 2026 ↗
iShares Russell 2500 ETF iShares Trust 451,9927.2M $0.28 %0.03 %as of Mar 31, 2026 ↗
iShares Future Exponential Technologies ETF iShares Trust 449,6647.2M $0.19 %0.03 %as of Apr 30, 2026 ↗
Empower Mid Cap Value Fund EMPOWER FUNDS, INC. 437,2576.9M $0.70 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 433,3746.9M $0.26 %0.03 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 425,6046.9M $0.05 %0.03 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 405,7746.5M $0.05 %0.03 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 404,1106.5M $0.03 %0.03 %as of Apr 30, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 393,8316.3M $0.02 %0.03 %as of Apr 30, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 389,6996.2M $0.02 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust 388,0756.2M $0.15 %0.03 %as of Mar 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 379,2736.1M $0.30 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 378,5056.1M $0.03 %0.03 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 377,20057.1M SEK0.20 %0.03 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 376,4776M $0.12 %0.03 %as of Mar 31, 2026 ↗
Fundstrat Granny Shots US Small- & Mid-Cap ETF Tidal Trust III 370,3946M $1.31 %0.03 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 365,1535.9M $0.05 %0.03 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 360,0986.4M $0.04 %0.03 %as of Feb 28, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 352,6975.7M $0.03 %0.03 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 337,0395.4M $0.02 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 331,4815.3M $0.24 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 328,4535.2M $0.03 %0.03 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 305,4964.9M $0.05 %0.02 %as of Mar 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 295,2124.8M $0.03 %0.02 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 283,2295M $0.06 %0.02 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 281,7594.5M $0.04 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 273,9754.9M $0.01 %0.02 %as of Feb 28, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 270,2844.8M $0.04 %0.02 %as of Feb 28, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 246,33337.3M SEK0.03 %0.02 %as of Mar 31, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 236,3673.8M $0.01 %0.02 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 232,6973.7M $0.13 %0.02 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 232,1083.7M $0.14 %0.02 %as of Apr 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 221,1313.5M $0.26 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Large Cap Growth Insights Fund Goldman Sachs Trust 220,2353.5M $0.21 %0.02 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 217,8893.5M $0.07 %0.02 %as of Apr 30, 2026 ↗
Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust 214,9193.8M $0.38 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 209,9883.4M $0.14 %0.02 %as of Apr 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 204,0763.6M $0.04 %0.02 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 203,0303.2M $0.09 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 202,5293.6M $0.03 %0.02 %as of Feb 28, 2026 ↗
Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust 202,4143.3M $0.29 %0.02 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 193,4443.4M $0.03 %0.01 %as of Feb 28, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 192,5603.1M $0.14 %0.01 %as of Apr 30, 2026 ↗
Trenchless Fund ETF Advisor Managed Portfolios 192,2483.1M $2.71 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 191,9143.1M $0.25 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 186,6533.3M $0.27 %0.01 %as of Feb 28, 2026 ↗
Fidelity Momentum Factor ETF Fidelity Covington Trust 180,3152.9M $0.34 %0.01 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 177,8782.8M $0.17 %0.01 %as of Mar 31, 2026 ↗
NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust 173,7572.8M $0.31 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 172,0842.7M $0.27 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 169,4022.7M $0.05 %0.01 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Direxion Daily SOFI Bull 2X ETF Direxion Shares ETF Trust 17.08 %as of Apr 30, 2026 ↗
Global X FinTech ETF GLOBAL X FUNDS 5.26 %as of Feb 28, 2026 ↗
Amplify Stablecoin Technology ETF Amplify ETF Trust 4.61 %as of Mar 31, 2026 ↗
ULTRA VALOREM SICAV SA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 3.30 %as of Dec 31, 2025 ↗
Firsthand Technology Opportunities Fund Firsthand Funds 3.08 %as of Mar 31, 2026 ↗
VanEck Social Sentiment ETF VanEck ETF Trust 2.87 %as of Mar 31, 2026 ↗
Trenchless Fund ETF Advisor Managed Portfolios 2.71 %as of Mar 31, 2026 ↗
WarCap Unconstrained Equity ETF SPINNAKER ETF SERIES 2.52 %as of Apr 30, 2026 ↗
ARK Blockchain & Fintech Innovation ETF ARK ETF Trust 2.51 %as of Apr 30, 2026 ↗
LG QRAFT AI-Powered U.S. Large Cap Core ETF Exchange Listed Funds Trust 2.04 %as of Apr 30, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2321-37184,984,620-18.8 %
2026Q13580227,742,154+9.6 %
2025Q4358+72207,868,670+22.1 %
2025Q3286+40170,224,133+4.1 %
2025Q2246+16163,446,782-3.1 %
2025Q1230+17168,678,160-5.1 %
2024Q4213+19177,834,522+8.1 %
2024Q3194+14164,472,856+11.7 %
2024Q2180+5147,268,256+13.5 %
2024Q1175-1129,779,781+3.5 %
2023Q4176125,394,604

Institutional managers

906 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.69,557,1641.1B $as of Mar 31, 2026
D. E. Shaw & Co., Inc.42,720,908678.4M $as of Mar 31, 2026
UBS Group AG36,417,201578.3M $as of Mar 31, 2026
STATE STREET CORP27,315,197433.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC25,982,836412.7M $as of Mar 31, 2026
MORGAN STANLEY21,258,767337.6M $as of Mar 31, 2026
JANE STREET GROUP, LLC18,018,178286.1M $as of Mar 31, 2026
Qube Research & Technologies Ltd16,799,087266.8M $as of Mar 31, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC12,654,530201M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC12,532,569199M $as of Mar 31, 2026
CITADEL ADVISORS LLC11,047,181175.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/10,842,348172.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP9,106,532144.5M $as of Mar 31, 2026
HRT FINANCIAL LP8,335,574132.4K $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC8,258,468131.1M $as of Mar 31, 2026
CITIGROUP INC7,496,283119M $as of Mar 31, 2026
NORTHERN TRUST CORP7,346,665116.7M $as of Mar 31, 2026
BANK OF MONTREAL /CAN/6,766,698107.5M $as of Mar 31, 2026
ROYAL BANK OF CANADA6,762,231107.4M $as of Mar 31, 2026
MARSHALL WACE, LLP6,519,684103.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,470,386102.7M $as of Mar 31, 2026
Sumitomo Mitsui Trust Group, Inc.5,689,42690.3M $as of Mar 31, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC5,418,01386M $as of Mar 31, 2026
Defiance ETFs, LLC5,353,13285M $as of Mar 31, 2026
BNP PARIBAS FINANCIAL MARKETS4,810,36776.4M $as of Mar 31, 2026

Declared shareholders of SoFi Technologies Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.34 %68,207,763as of Mar 31, 2026 · SCHEDULE 13G
BlackRock, Inc. 5.10 %64,797,945as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of SoFi Technologies Inc

29 funds declare 37 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
iShares Convertible Bond ETF234.6M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF225.6M $as of Mar 31, 2026
Fidelity Convertible Securities Fund213.6M $as of Feb 28, 2026
Lord Abbett Convertible Fund110.1M $as of Feb 28, 2026
Columbia Convertible Securities Fund18M $as of Feb 28, 2026
Virtus Income & Growth Fund16.8M $as of Mar 31, 2026
Virtus Convertible Fund16.4M $as of Mar 31, 2026
Fidelity Strategic Dividend and Income Fund25.7M $as of Feb 28, 2026
BlackRock Event Driven Equity Fund14.4M $as of Feb 27, 2026
Invesco Convertible Securities Fund13.8M $as of Mar 31, 2026
JNL Multi-Manager Alternative Fund23.4M $as of Mar 31, 2026
JPMorgan Strategic Income Opportunities Fund13.2M $as of Feb 28, 2026
JPMorgan Global Bond Opportunities Fund12.8M $as of Feb 28, 2026
Franklin Alternative Strategies Fund21.3M $as of Feb 27, 2026
PACE Alternative Strategies Investments21.2M $as of Apr 30, 2026
JPMorgan Flexible Debt ETF1916.3K $as of Feb 28, 2026
Voya Global Income & Growth Fund1534.8K $as of Feb 28, 2026
1290 VT Convertible Securities Portfolio2358.4K $as of Mar 31, 2026
First Trust SSI Strategic Convertible Securities ETF1304.8K $as of Apr 30, 2026
Calamos Convertible Equity Alternative ETF1247.9K $as of Apr 30, 2026
Harbor Ares Systematic Convertible Securities Fund1184.7K $as of Apr 30, 2026
Defensive Market Strategies Fund1158.1K $as of Mar 31, 2026
Lazard Enhanced Opportunities Portfolio192.9K $as of Mar 31, 2026
Virtus Global Allocation Fund192.7K $as of Mar 31, 2026
Lazard US Convertibles Portfolio178.3K $as of Mar 31, 2026
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Titelia. "Fund shareholders of SoFi Technologies Inc". https://titelia.com/en/stocks/sofi-technologies-inc-US83406F1021