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
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 169,4023M $0.05 %0.01 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 159,7352.9M $0.07 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 158,9522.9M $0.17 %0.01 %as of May 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 154,2272.8M $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 153,8022.5M $0.08 %0.01 %as of Jul 31, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 144,9622.4M $0.14 %0.01 %as of Jul 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 139,8002.5M $0.03 %0.01 %as of Jun 30, 2026 ↗
First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 139,5772.3M $0.17 %0.01 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 139,1562.5M $0.26 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Goldman Sachs Variable Insurance Trust 128,5652.3M $0.61 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 125,9452.1M $0.07 %0.01 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 122,7322M $0.07 %0.01 %as of Jul 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 112,1252M $0.03 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 111,8982M $0.40 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 109,6921.8M $0.08 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 108,2241.8M $0.03 %0.01 %as of Jul 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 105,8391.7M $0.03 %0.01 %as of Jul 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 102,6041.9M $0.03 %0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 102,2671.9M $0.03 %0.01 %as of May 31, 2026 ↗
Storebrand USA Storebrand Asset Management AS 102,03315.4M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 101,25415.3M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 100,0611.8M $0.16 %0.01 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 96,7691.7M $0.01 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 96,2791.7M $0.06 %0.01 %as of Jun 30, 2026 ↗
Gateway Fund Gateway Trust 92,3651.7M $0.02 %0.01 %as of Jun 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 90,9511.6M $0.10 %0.01 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 88,5501.6M $0.21 %0.01 %as of May 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 85,2971.5M $0.03 %0.01 %as of Jun 30, 2026 ↗
Firsthand Technology Opportunities Fund Firsthand Funds 80,0001.4M $2.79 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 79,6561.3M $0.03 %0.01 %as of Jul 31, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 78,5881.3M $0.08 %0.01 %as of Jul 31, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 77,0211.3M $0.01 %0.01 %as of Jul 31, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 76,8981.4M $0.04 %0.01 %as of May 29, 2026 ↗
Global X Millennial Consumer ETF GLOBAL X FUNDS 73,6441.3M $1.38 %0.01 %as of May 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 72,2021.3M $0.51 %0.01 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 71,6591.3M $0.07 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 70,3841.1M $0.05 %0.01 %as of Jul 31, 2026 ↗
REYNDERS, MCVEIGH CORE EQUITY FUND Capitol Series Trust 70,0001.1M $1.07 %0.01 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 69,0411.3M $0.01 %0.01 %as of May 31, 2026 ↗
SEB USA Exposure SEB Funds AB 68,41610.3M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily SOFI Bull 2X ETF Direxion Shares ETF Trust 67,0871.1M $13.57 %0.01 %as of Jul 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 65,2331.2M $0.16 %0.01 %as of Jun 30, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 63,0231M $0.04 %0.00 %as of Jul 31, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 62,4269.4M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 60,8321.1M $0.03 %0.00 %as of Jun 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 58,2661.1M $0.13 %0.00 %as of May 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 58,1611M $0.00 %0.00 %as of Jun 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 57,3701M $0.20 %0.00 %as of Jun 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 53,728876.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 52,960863.8K $0.20 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 50,672923.2K $0.23 %0.00 %as of May 31, 2026 ↗
American Beacon ARK Transformational Innovation Fund AMERICAN BEACON FUNDS 49,262883.3K $0.55 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 47,476865K $0.02 %0.00 %as of May 31, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 46,9007.1M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Eventide US Market ETF Strategy Shares 46,159752.9K $0.41 %0.00 %as of Jul 31, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 46,134752.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 43,731784.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 43,248705.4K $0.03 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 42,406772.6K $0.03 %0.00 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 42,401691.6K $0.03 %0.00 %as of Jul 31, 2026 ↗
iShares U.S. Tech Breakthrough Multisector ETF iShares Trust 41,342674.3K $0.15 %0.00 %as of Jul 31, 2026 ↗
Baird Small/Mid Cap Growth Fund Baird Funds Inc 39,863714.7K $0.92 %0.00 %as of Jun 30, 2026 ↗
Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds 39,410642.8K $0.10 %0.00 %as of Jul 31, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 38,784695.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 36,664598K $0.01 %0.00 %as of Jul 31, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 36,046646.3K $0.21 %0.00 %as of Jun 30, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 35,9165.4M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 35,507636.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
Gateway Equity Call Premium Fund Gateway Trust 34,518618.9K $0.18 %0.00 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 34,154557.1K $0.05 %0.00 %as of Jul 31, 2026 ↗
Taylor Frigon Core Growth Fund PFS FUNDS 33,885617.4K $1.70 %0.00 %as of May 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 33,881607.5K $0.06 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 33,771605.5K $0.06 %0.00 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 32,864536K $0.02 %0.00 %as of Jul 31, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 32,077575.1K $0.06 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 32,008573.9K $0.16 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 31,651567.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 31,464564.1K $0.24 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 31,234560K $0.03 %0.00 %as of Jun 30, 2026 ↗
Jacob Internet Fund Jacob Funds Inc. 31,000564.8K $1.27 %0.00 %as of May 31, 2026 ↗
Nordea Stratega 70 Nordea Funds Ab 30,9224.6M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 30,600557.5K $0.03 %0.00 %as of May 31, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 30,338494.8K $0.19 %0.00 %as of Jul 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 30,338494.8K $0.09 %0.00 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 30,158540.7K $0.30 %0.00 %as of Jun 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 30,144540.5K $0.05 %0.00 %as of Jun 30, 2026 ↗
Onchain Economy ETF VanEck Funds 29,135522.4K $0.72 %0.00 %as of Jun 30, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 29,008520.1K $0.10 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 28,651513.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Avanza Global Avanza Fonder AB 28,5864.3M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 28,491464.7K $0.02 %0.00 %as of Jul 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 28,263506.8K $0.16 %0.00 %as of Jun 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 27,664504K $0.05 %0.00 %as of May 31, 2026 ↗
Dimensional US Large Cap Core Equity Market ETF Dimensional ETF Trust 27,484448.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 27,183495.3K $0.06 %0.00 %as of May 31, 2026 ↗
Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust 27,052492.9K $0.23 %0.00 %as of May 31, 2026 ↗
Nordea Stratega 35 Nordea Funds Ab 26,3553.9M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 26,011473.9K $0.04 %0.00 %as of May 31, 2026 ↗
Systematic Core Fund VALIC Co I 25,575466K $0.07 %0.00 %as of May 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 25,077409K $0.02 %0.00 %as of Jul 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 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