Titelia

Fund shareholders of SoFi Technologies Inc

ISIN US83406F1021 · United States · LEI 549300SW81JCMVZDDY09

Fund shareholders
354
Of which ETFs
125 229 other funds
Value held
≈ 3.4B $ 3.3B $ · 470.2M SEK · 429.3K €
Share of capital
14.7 % of 1.3B shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 40,740,277730.5M $0.03 %3.15 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 29,415,426527.4M $0.28 %2.28 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 16,973,510304.3M $0.65 %1.31 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 14,710,320263.8M $0.27 %1.14 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 6,542,850119.2M $0.28 %0.51 %as of May 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 5,185,46493M $0.16 %0.40 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 4,782,91378M $0.15 %0.37 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST 2,703,29149.3M $0.08 %0.21 %as of May 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 2,490,52944.7M $0.06 %0.19 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 2,401,94243.8M $0.03 %0.19 %as of May 31, 2026 ↗
ARK Innovation ETF ARK ETF Trust 2,230,98236.4M $0.65 %0.17 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 2,044,17137.2M $0.28 %0.16 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 1,938,47735.3M $0.03 %0.15 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 1,850,54630.2M $0.06 %0.14 %as of Jul 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 1,805,144273.1M SEK0.02 %0.14 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,731,13228.2M $0.07 %0.13 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 1,711,57830.7M $0.20 %0.13 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 1,665,33829.9M $0.03 %0.13 %as of Jun 30, 2026 ↗
VANGUARD MID-CAP GROWTH FUND VANGUARD WHITEHALL FUNDS 1,571,17825.6M $0.95 %0.12 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 1,351,83124.6M $0.03 %0.10 %as of May 31, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 1,237,23520.2M $0.05 %0.10 %as of Jul 31, 2026 ↗
ARK Blockchain & Fintech Innovation ETF ARK ETF Trust 1,137,24918.5M $2.65 %0.09 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 1,082,97417.7M $0.02 %0.08 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,072,33017.5M $0.04 %0.08 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,054,77919.2M $0.02 %0.08 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 1,017,06716.6M $0.03 %0.08 %as of Jul 31, 2026 ↗
Patient Opportunity Trust Advisor Managed Portfolios 1,000,00017.9M $0.89 %0.08 %as of Jun 30, 2026 ↗
DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust 917,89316.5M $2.08 %0.07 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 882,67015.8M $0.07 %0.07 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 877,97915.7M $0.03 %0.07 %as of Jun 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 854,32413.9M $0.31 %0.07 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 783,61712.8M $0.03 %0.06 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 769,19214M $0.05 %0.06 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 759,09313.8M $0.03 %0.06 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 735,73313.2M $0.03 %0.06 %as of Jun 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 732,43711.9M $0.29 %0.06 %as of Jul 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 721,10012.9M $0.07 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 697,12611.4M $0.03 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 691,83112.4M $0.02 %0.05 %as of Jun 30, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 677,22111M $0.28 %0.05 %as of Jul 31, 2026 ↗
Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust 647,32411.6M $0.24 %0.05 %as of Jun 30, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 628,74311.5M $0.04 %0.05 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 612,88411M $0.03 %0.05 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 607,30610.9M $0.30 %0.05 %as of Jun 30, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 573,05110.3M $0.01 %0.04 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 571,4049.3M $0.11 %0.04 %as of Jul 31, 2026 ↗
Fundstrat Granny Shots US Small- & Mid-Cap ETF Tidal Trust III 568,5879.3M $1.83 %0.04 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 556,82510.1M $0.05 %0.04 %as of May 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 538,5148.8M $0.06 %0.04 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 524,4539.4M $0.01 %0.04 %as of Jun 30, 2026 ↗
iShares Future Exponential Technologies ETF iShares Trust 508,2028.3M $0.22 %0.04 %as of Jul 31, 2026 ↗
Goldman Sachs Large Cap Growth Insights Fund Goldman Sachs Trust 488,6328M $0.50 %0.04 %as of Jul 31, 2026 ↗
Nuveen ESG Mid-Cap Growth ETF NuShares ETF Trust 470,8507.7M $2.20 %0.04 %as of Jul 31, 2026 ↗
Global X FinTech ETF GLOBAL X FUNDS 442,3328.1M $4.12 %0.03 %as of May 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 442,2747.9M $0.26 %0.03 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 439,6837.2M $0.05 %0.03 %as of Jul 31, 2026 ↗
Empower Mid Cap Value Fund EMPOWER FUNDS, INC. 413,4047.4M $0.68 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 410,1166.7M $0.03 %0.03 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 405,7746.6M $0.05 %0.03 %as of Jul 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 400,2817.2M $0.12 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 393,8456.4M $0.03 %0.03 %as of Jul 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 392,9296.4M $0.02 %0.03 %as of Jul 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 385,3576.3M $0.29 %0.03 %as of Jul 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 383,4996.9M $0.02 %0.03 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 377,20057.1M SEK0.20 %0.03 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 375,6826.1M $0.05 %0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 366,5246M $0.03 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 338,6296.1M $0.03 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 334,9785.5M $0.23 %0.03 %as of Jul 31, 2026 ↗
Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust 332,4165.4M $0.48 %0.03 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 305,6465.6M $0.05 %0.02 %as of May 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 295,2594.8M $0.03 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 294,2604.8M $0.04 %0.02 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 274,4825M $0.01 %0.02 %as of May 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 274,1705M $0.04 %0.02 %as of May 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 255,2004.2M $0.15 %0.02 %as of Jul 31, 2026 ↗
iShares MSCI USA Quality GARP ETF iShares Trust 249,8374.5M $0.18 %0.02 %as of Jun 30, 2026 ↗
Trenchless Fund ETF Advisor Managed Portfolios 248,1404.4M $3.19 %0.02 %as of Jun 30, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 246,33337.3M SEK0.03 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 234,4763.8M $0.15 %0.02 %as of Jul 31, 2026 ↗
NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust 233,8714.2M $0.64 %0.02 %as of Jun 30, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 230,5853.8M $0.15 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 226,2773.7M $0.28 %0.02 %as of Jul 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 219,0874M $0.03 %0.02 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 217,8893.6M $0.06 %0.02 %as of Jul 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 216,3633.9M $0.22 %0.02 %as of May 31, 2026 ↗
LVIP Blended Large Cap Growth Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 211,3903.8M $0.24 %0.02 %as of Jun 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 209,2843.8M $0.27 %0.02 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 208,0333.7M $0.20 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust 206,3563.4M $0.44 %0.02 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 199,8523.6M $0.03 %0.02 %as of May 31, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 196,7183.2M $0.01 %0.02 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 192,0533.5M $0.27 %0.01 %as of May 31, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 188,3853.4M $0.01 %0.01 %as of Jun 30, 2026 ↗
VanEck Social Sentiment ETF VanEck ETF Trust 188,2173.4M $3.23 %0.01 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 186,5043.3M $0.01 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 179,7633.3M $0.02 %0.01 %as of May 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 176,6333.2M $0.04 %0.01 %as of May 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 174,1332.8M $0.03 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 172,0843.1M $0.26 %0.01 %as of Jun 30, 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Direxion Daily SOFI Bull 2X ETF Direxion Shares ETF Trust 13.57 %as of Jul 31, 2026 ↗
Amplify Stablecoin Technology Leaders ETF Amplify ETF Trust 5.40 %as of Jun 30, 2026 ↗
Global X FinTech ETF GLOBAL X FUNDS 4.12 %as of May 31, 2026 ↗
ULTRA VALOREM SICAV SA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 3.30 %as of Dec 31, 2025 ↗
VanEck Social Sentiment ETF VanEck ETF Trust 3.23 %as of Jun 30, 2026 ↗
Trenchless Fund ETF Advisor Managed Portfolios 3.19 %as of Jun 30, 2026 ↗
Firsthand Technology Opportunities Fund Firsthand Funds 2.79 %as of Jun 30, 2026 ↗
ARK Blockchain & Fintech Innovation ETF ARK ETF Trust 2.65 %as of Jul 31, 2026 ↗
Corgi Digital Banking & Fintech Infrastructure ETF Corgi ETF Trust I 2.22 %as of Jun 30, 2026 ↗
Nuveen ESG Mid-Cap Growth ETF NuShares ETF Trust 2.20 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3317-4186,841,075+1.0 %
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 table shows the 25 largest.

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

Funds holding the debt of SoFi Technologies Inc

31 funds declare 40 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
iShares Convertible Bond ETF240.7M $as of Jul 31, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF232.6M $as of Jun 30, 2026
Fidelity Convertible Securities Fund213.8M $as of May 31, 2026
Lord Abbett Convertible Fund19.8M $as of May 31, 2026
Fidelity Advisor Multi-Asset Income Fund18.8M $as of Jun 30, 2026
Virtus Income & Growth Fund17.8M $as of Jun 30, 2026
Virtus Convertible Fund17.5M $as of Jun 30, 2026
Invesco Convertible Securities Fund15.3M $as of Jun 30, 2026
Fidelity Strategic Dividend and Income Fund25.2M $as of May 31, 2026
BlackRock Event Driven Equity Fund14.3M $as of May 29, 2026
JNL Multi-Manager Alternative Fund24.1M $as of Jun 30, 2026
JPMorgan Strategic Income Opportunities Fund13.1M $as of May 31, 2026
JPMorgan Global Bond Opportunities Fund12.8M $as of May 31, 2026
PACE Alternative Strategies Investments21.4M $as of Jul 31, 2026
Franklin Alternative Strategies Fund21.4M $as of May 29, 2026
JPMorgan Flexible Debt ETF1939.7K $as of May 31, 2026
Calamos Convertible Equity Alternative ETF1342.7K $as of Jul 31, 2026
1290 VT Convertible Securities Portfolio2335.3K $as of Jun 30, 2026
First Trust SSI Strategic Convertible Securities ETF1307.1K $as of Jul 31, 2026
Digital Asset Debt Strategy ETF1231.3K $as of May 31, 2026
Harbor Ares Systematic Convertible Securities Fund1186.1K $as of Jul 31, 2026
Lazard Enhanced Opportunities Portfolio2164.6K $as of Jun 30, 2026
Virtus Newfleet Multi-Sector Intermediate Bond Fund192.7K $as of Jun 30, 2026
Lazard US Convertibles Portfolio186.9K $as of Jun 30, 2026
Virtus Newfleet Multi-Sector Bond ETF180K $as of Jul 31, 2026
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Titelia. "Fund shareholders of SoFi Technologies Inc". https://titelia.com/en/stocks/sofi-technologies-inc-US83406F1021