Public record / Tickers / SOFI

SOFI — SoFi Technologies, Inc.

Both disclosure regimes on one name: who in Congress filed about SOFI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
4
all PTR rows naming SOFI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
01-10
filed 2025-01-10
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

James Comer · $1.0K–$15.0K

Purchase · traded 2025-01-02 → filed 2025-01-10. Ranked over every SOFI row by the provable lower bound, never a point estimate.

No member disclosed SOFI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SOFI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SOFI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-01-10James Comer R–KY-1PurchaseTraded 01-02 +8d$1K–$15K
2025-01-10James Comer R–KY-1PurchaseTraded 01-02 +8d$1K–$15K
2024-03-29Thomas R. Carper D–DESale · SP (spouse-owned)Traded 03-21 +8d$1K–$15K
2023-09-05Thomas R. Carper D–DEPurchase · SP (spouse-owned)Traded 08-10 +26d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in SOFI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed SOFI in the trailing 12 months.

Congress ↔ notable managers · SOFI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
1 Caxton Associates $252K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SOFI TECHNOLOGIES INC

Merged timeline of congressional filings and notable-manager moves on SOFI
DateWhoChangeSize
2026-05-14Caxton Associates 13Ftrim−3,630 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SOFI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$907M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$809M1
4D. E. Shaw & Co., Inc.$678M1
5UBS Group AG$578M1
6STATE STREET CORP$434M1
7GEODE CAPITAL MANAGEMENT, LLC$413M1
8MORGAN STANLEY$338M1
9JANE STREET GROUP, LLC$286M1
10Qube Research & Technologies Ltd$267M1
11VOLORIDGE INVESTMENT MANAGEMENT, LLC$201M1
12CITADEL ADVISORS LLC$175M1
13BANK OF AMERICA CORP /DE/$172M1
14DIMENSIONAL FUND ADVISORS LP$145M1
15MILLENNIUM MANAGEMENT LLC$131M1
16VANGUARD FIDUCIARY TRUST CO$126M1
17CITIGROUP INC$119M1
18NORTHERN TRUST CORP$117M1
19BANK OF MONTREAL /CAN/$107M1
20ROYAL BANK OF CANADA$107M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$103M1
22Sumitomo Mitsui Trust Group, Inc.$90.3M1
23WORLDQUANT MILLENNIUM ADVISORS LLC$86.0M1
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$75.8M1
25Squarepoint Ops LLC$75.1M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$75.1M1
27Mitsubishi UFJ Asset Management Co., Ltd.$73.8M1
28WELLS FARGO & COMPANY/MN$70.2M1
29Bank of New York Mellon Corp$64.0M1
30Swiss National Bank$58.9M1
31Legal & General Group Plc$54.8M1
32Nuveen, LLC$54.5M1
33Amova Asset Management Americas, Inc.$49.8M1
34LPL Financial LLC$47.2M1
35Daiwa Securities Group Inc.$45.7M1
36BARCLAYS PLC$44.3M1
37Harvest Portfolios Group Inc.$40.4M1
38Trexquant Investment LP$37.2M1
39Optiver Holding B.V.$37.0M1
40RENAISSANCE TECHNOLOGIES LLC$36.8M1
41IMC-Chicago, LLC$36.6M1
42VANGUARD ASSET MANAGEMENT, Ltd$33.4M1
43National Pension Service$28.9M1
44CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$27.9M1
45Amundi$27.2M1
46HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$27.1M1
47Walleye Trading LLC$26.7M1
48DEUTSCHE BANK AG\$25.8M1
49NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25.8M1
50TREMBLANT CAPITAL GROUP$25.5M1
51Invesco Ltd.$25.1M1
52MIZUHO MARKETS AMERICAS LLC$23.8M1
53TWO SIGMA INVESTMENTS, LP$23.6M1
54FORA Capital, LLC$23.2M1
55Patient Capital Management, LLC$21.1M1
56RHUMBLINE ADVISERS$20.4M1
57GROUP ONE TRADING LLC$20.0M1
58FMR LLC$19.9M1
59Hudson Bay Capital Management LP$19.4M1
60AMERIPRISE FINANCIAL INC$18.7M1
61PFA Pension, Forsikringsaktieselskab$18.4M1
62FIRST TRUST ADVISORS LP$18.3M1
63Rockefeller Capital Management L.P.$18.0M1
64Jefferies Financial Group Inc.$18.0M1
65Clear Street Group Inc.$17.6M1
66Man Group plc$17.2M1
67DIVERSIFY WEALTH MANAGEMENT, LLC$16.2M1
68STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$16.0M1
69STATE OF MICHIGAN RETIREMENT SYSTEM$15.9M1
70Zurcher Kantonalbank (Zurich Cantonalbank)$15.4M1
71SIMPLEX TRADING, LLC$15.4M1
72Marex Group Ltd$15.2M1
73Diversify Advisory Services, LLC$14.0M1
74Baltimore-Washington Financial Advisors, Inc.$13.9M1
75AVIVA PLC$13.7M1
76Korea Investment CORP$13.4M1
77HSBC HOLDINGS PLC$13.1M1
78STATE OF WISCONSIN INVESTMENT BOARD$12.4M1
79RAYMOND JAMES FINANCIAL INC$12.1M1
80Jain Global LLC$12.1M1
81Provident Living Financial Services, Inc.$12.0M1
82ALLIANCEBERNSTEIN L.P.$11.7M1
83Cetera Investment Advisers$11.3M1
84OSAIC HOLDINGS, INC.$11.0M1
85Moors & Cabot, Inc.$10.9M1
86Longitude (Cayman) Ltd.$10.2M1
87Vanguard Global Advisers, LLC$9.9M1
88Vanguard Investments Australia, Ltd.$9.9M1
89PEAK6 LLC$9.8M1
90NATIONAL BANK OF CANADA /FI/$9.6M1
91AQR CAPITAL MANAGEMENT LLC$9.3M1
92Aquatic Capital Management LLC$9.2M1
93Alyeska Investment Group, L.P.$9.1M1
94NEW YORK STATE COMMON RETIREMENT FUND$9.1M1
95Summit Financial, LLC$9.1M1
96INTECH INVESTMENT MANAGEMENT LLC$8.9M1
97MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$8.7M1
98DANSKE BANK A/S$8.7M1
99Sumitomo Mitsui DS Asset Management Company, Ltd$8.3M1
100COMMONWEALTH EQUITY SERVICES, LLC$8.1M1
101ExodusPoint Capital Management, LP$7.9M1
102NORDEA INVESTMENT MANAGEMENT AB$7.9M1
103Asset Management One Co., Ltd.$7.6M1
104KLP KAPITALFORVALTNING AS$7.5M1
105Pictet Asset Management Holding SA$7.4M1
106Quantinno Capital Management LP$7.3M1
107Tredje AP-fonden$7.1M1
108Universal- Beteiligungs- und Servicegesellschaft mbH$6.9M1
109State of New Jersey Common Pension Fund D$6.9M1
110STOREBRAND ASSET MANAGEMENT AS$6.9M1
111FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.8M1
112Summit Trail Advisors, LLC$6.7M1
113NOMURA ASSET MANAGEMENT CO LTD$6.6M1
114BLAIR WILLIAM & CO/IL$6.4M1
115Cresset Asset Management, LLC$6.4M1
116VICTORY CAPITAL MANAGEMENT INC$6.3M1
117Rakuten Securities, Inc.$6.3M1
118Tidal Investments LLC$6.1M1
119Lansforsakringar Fondforvaltning AB (publ)$6.1M1
120U.S. Capital Wealth Advisors, LLC$6.0M1
121SEI INVESTMENTS CO$6.0M1
122XTX Topco Ltd$6.0M1
123Carroll Investors, Inc$5.9M1
124Resona Asset Management Co.,Ltd.$5.7M1
125MML INVESTORS SERVICES, LLC$5.7M1
126PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.6M1
127NewEdge Advisors, LLC$5.6M1
128NOMURA HOLDINGS INC$5.5M1
129Arizona State Retirement System$5.5M1
130ROYAL LONDON ASSET MANAGEMENT LTD$5.4M1
131Private Advisor Group, LLC$5.4M1
132ANDERSON HOAGLAND & CO$5.3M1
133ZACKS INVESTMENT MANAGEMENT$5.3M1
134AMERICAN CENTURY COMPANIES INC$5.1M1
135DnB Asset Management AS$4.9M1
136LGT Group Foundation$4.9M1
137Cerity Partners LLC$4.8M1
138Creative Planning$4.7M1
139Voleon Capital Management LP$4.4M1
140Westbourne Investment Advisors, Inc.$4.4M1
141AlphaStar Capital Management, LLC$4.4M1
142Federation des caisses Desjardins du Quebec$4.4M1
143CYPRESS POINT INVESTMENT MANAGEMENT LP$4.3M1
144B & T Capital Management DBA Alpha Capital Management$4.3M1
145Vontobel Holding Ltd.$4.3M1
146WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.3M1
147D.A. DAVIDSON & CO.$4.3M1
148CANADA PENSION PLAN INVESTMENT BOARD$4.2M1
149Walleye Capital LLC$4.1M1
150Focus Partners Wealth$4.1M1
151FEDERATED HERMES, INC.$4.0M1
152Well Done, LLC$4.0M1
153MIRAE ASSET SECURITIES (USA) INC.$4.0M1
154Consolidated Investment Group LLC$3.9M1
155Andra AP-fonden$3.9M1
156TD ASSET MANAGEMENT INC$3.9M1
157SEB Asset Management AB$3.9M1
158IFM Investors Pty Ltd$3.9M1
159Sanctuary Advisors, LLC$3.8M1
160Ensign Peak Advisors, Inc$3.7M1
161OP Asset Management Ltd$3.6M1
162Mariner, LLC$3.6M1
163Bank Julius Baer & Co. Ltd, Zurich$3.5M1
164Stratos Wealth Partners, LTD.$3.4M1
165Kestra Advisory Services, LLC$3.4M1
166Teamwork Financial Advisors, LLC$3.4M1
167Pegasus Asset Management, Inc.$3.4M1
168Sullivan Wood Capital Management LLC$3.4M1
169SPIREPOINT PRIVATE CLIENT, LLC$3.2M1
170Utah Retirement Systems$3.1M1
171RFG Advisory, LLC$3.1M1
172Caprock Group, LLC$3.1M1
173Illinois Municipal Retirement Fund$3.0M1
174BNP Paribas Asset Management Holding S.A.$3.0M1
175Wealthfront Advisers LLC$2.9M1
176XPONANCE LLC$2.9M1
177MFG WEALTH MANAGEMENT, INC.$2.8M1
178BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.8M1
179OLD SECOND NATIONAL BANK OF AURORA$2.8M1
180LGT Fund Management Co Ltd.$2.8M1
181Baird Financial Group, Inc.$2.7M1
182ENVESTNET ASSET MANAGEMENT INC$2.7M1
183HOURGLASS CAPITAL, LLC$2.7M1
184GATEWAY INVESTMENT ADVISERS LLC$2.7M1
185Caption Management, LLC$2.6M1
186TORONTO DOMINION BANK$2.6M1
187NISSAY ASSET MANAGEMENT CORP /JAPAN$2.6M1
188CMG Global Holdings, LLC$2.6M1
189Warm Springs Advisors Inc.$2.5M1
190OPPENHEIMER & CO INC$2.5M1
191Xcel Wealth Management, LLC$2.5M1
192Swedbank AB$2.4M1
193Havemeyer Place LP$2.4M1
194Corient Private Wealth LLC$2.4M1
195Candriam S.C.A.$2.3M1
196QRG CAPITAL MANAGEMENT, INC.$2.3M1
197MERCER GLOBAL ADVISORS INC /ADV$2.3M1
198Triumph Capital Management$2.2M1
199NISA INVESTMENT ADVISORS, LLC$2.2M1
200Intellus Advisors LLC$2.1M1
201CAISSE DES DEPOTS ET CONSIGNATIONS$2.1M1
202Lido Advisors, LLC$2.1M1
203Allworth Financial LP$2.1M1
204Concurrent Investment Advisors, LLC$2.0M1
205CREDIT AGRICOLE S A$2.0M1
206JACOBS LEVY EQUITY MANAGEMENT, INC$2.0M1
207Torrey Growth & Income Advisors$2.0M1
208Alliance Wealth Advisors, LLC /UT$1.9M1
209Elo Mutual Pension Insurance Co$1.9M1
210Equitable Holdings, Inc.$1.9M1
211Brevan Howard Capital Management LP$1.9M1
212CWM, LLC$1.9M1
213HighTower Advisors, LLC$1.9M1
214Taylor Frigon Capital Management LLC$1.9M1
215Baker Avenue Asset Management, LP$1.8M1
216Swiss Life Asset Management Ltd$1.8M1
217CIBC Bancorp USA Inc.$1.8M1
218Miller Financial Services LLC$1.8M1
219US BANCORP \DE\$1.8M1
220Schonfeld Strategic Advisors LLC$1.8M1
221Capital Advisors Wealth Management, LLC$1.8M1
222Mediolanum International Funds Ltd$1.7M1
223Vanguard Personalized Indexing Management, LLC$1.7M1
224FIRETHORN WEALTH PARTNERS, LLC$1.7M1
225Perennial Investment Advisors, LLC$1.7M1
226Tradition Wealth Management, LLC$1.7M1
227POLEN CAPITAL MANAGEMENT LLC$1.6M1
228GatePass Capital, LLC$1.6M1
229Ameliora Wealth Management Ltd.$1.6M1
230MACKENZIE FINANCIAL CORP$1.6M1
231Sava Infond d.o.o.$1.6M1
232Osmosis Investment Management UK Ltd$1.6M1
233AIGEN INVESTMENT MANAGEMENT, LP$1.5M1
234Composition Wealth, LLC$1.5M1
235O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.5M1
236INDEPENDENT FINANCIAL GROUP, LLC$1.5M1
237Slow Capital, Inc.$1.5M1
238VOYA INVESTMENT MANAGEMENT LLC$1.5M1
239Lakeshore Financial Planning, Inc.$1.5M1
240IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.5M1
241AXQ CAPITAL, LP$1.5M1
242Laird Norton Wetherby Trust Company, LLC$1.5M1
243Investment Management Corp of Ontario$1.4M1
244Verition Fund Management LLC$1.4M1
245Janus Henderson Group Ltd.$1.4M1
246Pathstone Holdings, LLC$1.4M1
247Prospera Financial Services Inc$1.4M1
248Headlands Technologies LLC$1.4M1
249Kovack Advisors, Inc.$1.4M1
250Orion Porfolio Solutions, LLC$1.3M1
251HUB Investment Partners, LLC$1.3M1
252FRANKLIN RESOURCES INC$1.3M1
253DRW Securities, LLC$1.3M1
254STEINBERGANNA WEALTH MANAGEMENT$1.3M1
255BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.3M1
256MLP3, LLC$1.2M1
257Simplicity Wealth,LLC$1.2M1
258Spire Wealth Management$1.2M1
259TRUIST FINANCIAL CORP$1.2M1
260Fortis Group Advisors, LLC$1.2M1
261PINKERTON WEALTH, LLC$1.2M1
262Eurizon Capital SGR S.p.A.$1.2M1
263Leonteq Securities AG$1.2M1
264MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.1M1
265Soltis Investment Advisors LLC$1.1M1
266Hudock, Inc.$1.1M1
267Oasis Advisors, LLC$1.1M1
268KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M1
269Patriot Financial Group Insurance Agency, LLC$1.1M1
270Alta Wealth Advisors LLC$1.1M1
271Empowered Funds, LLC$1.0M1
272Solidarity Wealth, LLC$1.0M1
273AG2R LA MONDIALE GESTION D'ACTIFS$1.0M1
274Sigma Planning Corp$1.0M1
275SCHRODER INVESTMENT MANAGEMENT GROUP$1.0M1
276Philadelphia Investment Partners, LLC$982K1
277Mutual Advisors, LLC$981K1
278ABN AMRO INVESTMENT SOLUTIONS$979K1
279NWAM LLC$976K1
280BANK OF NOVA SCOTIA$970K1
281Maryland State Retirement & Pension System$968K1
282Vise Technologies, Inc.$956K1
283Rakuten Investment Management, Inc.$956K1
284Merit Financial Group, LLC$927K1
285CIBC Asset Management Inc$914K1
286TWO SIGMA SECURITIES, LLC$898K1
287M&T BANK CORP$898K1
288STANSBERRY ASSET MANAGEMENT, LLC$888K1
289FirstWave Capital Management LLC$887K1
290River Street Advisors LLC$886K1
291PFG Investments, LLC$885K1
292San Luis Wealth Advisors LLC$880K1
293Laurion Capital Management LP$875K1
294Quantum Portfolio Management LLC$873K1
295Brookstone Capital Management$864K1
296ASR Vermogensbeheer N.V.$861K1
297Inspire Investing, LLC$849K1
298HOWLAND CAPITAL MANAGEMENT LLC$847K1
299Bayesian Capital Management, LP$839K1
300Keystone Financial Services, LLC$829K1
301Norris Financial Group, LLC$828K1
302Viewpoint Capital Management LLC$823K1
303MEANS INVESTMENT CO., INC.$816K1
304Beacon Pointe Advisors, LLC$808K1
305PRUDENTIAL FINANCIAL INC$791K1
306Nicholas Wealth, LLC.$790K1
307DAVENPORT & Co LLC$788K1
308Pathway Financial Advisers, LLC$786K1
309Woodline Partners LP$785K1
310Sepio Capital, LP$774K1
311MAI Capital Management$761K1
312Krilogy Financial LLC$757K1
313FLOYD FINANCIAL GROUP LLC$754K1
314Saudi Central Bank$741K1
315Matisse Capital$734K1
316PINNACLE ASSOCIATES LTD$717K1
317LEVEL FOUR ADVISORY SERVICES, LLC$703K1
318Sun Financial Inc$694K1
319Dai-ichi Life Insurance Company, Ltd$693K1
320SUSQUEHANNA ADVISORS GROUP, INC.$691K1
321MANGROVE PARTNERS IM, LLC$688K1
322Weiss Asset Management LP$683K1
323World Investment Advisors$673K1
324PDT Partners, LLC$672K1
325Vident Advisory, LLC$655K1
326Engineers Gate Manager LP$653K1
327KLCM Advisors, Inc.$651K1
328Migdal Insurance & Financial Holdings Ltd.$650K1
329RPG Investment Advisory, LLC$648K1
330Apollon Wealth Management, LLC$647K1
331Blueshift Asset Management, LLC$634K1
332FIRST NATIONAL TRUST CO$617K1
333MOSELEY INVESTMENT MANAGEMENT INC$614K1
334Compound Planning, Inc.$613K1
335Sowell Financial Services LLC$600K1
336Portman Square Capital LLP$600K1
337Allianz Asset Management GmbH$599K1
338EntryPoint Capital, LLC$584K1
339Edgestream Partners, L.P.$582K1
340Sterling Capital Management LLC$582K1
341AlphaCore Capital LLC$577K1
342McGuire Investment Group, LLC$574K1
343Independent Advisor Alliance$572K1
344Clare Market Investments LLC$570K1
345Capital Advantage, Inc.$564K1
346FLORIDA FINANCIAL ADVISORS, LLC$563K1
347PRINCIPAL FINANCIAL GROUP INC$562K1
348COFG Advisors, LLC$560K1
349RHODES INVESTMENT ADVISORS INC /ADV$558K1
350North Dakota State Investment Board$557K1
351Maridea Wealth Management LLC$551K1
352VICTORY FINANCIAL GROUP, LLC$551K1
353Perigon Wealth Management, LLC$544K1
354RITHOLTZ WEALTH MANAGEMENT$536K1
355Diversified Trust Co$535K1
356Index Technologies Group LLC$534K1
357Meeder Advisory Services, Inc.$523K1
358UMB Bank, n.a.$518K1
359Steward Partners Investment Advisory, LLC$516K1
360Aptus Capital Advisors, LLC$514K1
361Lombard Odier Asset Management (Switzerland) SA$510K1
362Financial Partners Group, Inc$509K1
363OXFORD ASSET MANAGEMENT LLP$508K1
364Eddie Patel Inc$494K1
365&PARTNERS$493K1
366Tower Research Capital LLC (TRC)$489K1
367B. Metzler seel. Sohn & Co. AG$488K1
368STIFEL FINANCIAL CORP$481K1
369Freestone Capital Holdings, LLC$478K1
370E. Ohman J:or Asset Management AB$471K1
371MACQUARIE GROUP LTD$468K1
372WEALTHSPAN PARTNERS, LLC$468K1
373Sequoia Financial Advisors, LLC$465K1
374Mayflower Financial Advisors, LLC$464K1
375Avanza Fonder AB$460K1
376Callan Family Office, LLC$454K1
377Fieldview Capital Management, LLC$451K1
378CAPITAL ADVISORS INC/OK$440K1
379MetLife Investment Management, LLC$435K1
380Archford Capital Strategies, LLC$419K1
381WCG Wealth Advisors LLC$412K1
382Legend Capital Advisors LLC$404K1
383AE Wealth Management LLC$402K1
384Quantbot Technologies LP$400K1
385Pallas Capital Advisors LLC$399K1
386OneDigital Investment Advisors LLC$393K1
387COLDSTREAM CAPITAL MANAGEMENT INC$392K1
388Perpetual Ltd$385K1
389KENNEDY INVESTMENT GROUP, INC.$384K1
390Stratos Wealth Advisors, LLC$383K1
391FOUNDATIONS INVESTMENT ADVISORS, LLC$382K1
392TD Waterhouse Canada Inc.$381K1
393MAINSTAY CAPITAL MANAGEMENT LLC /ADV$375K1
394Pine Valley Investments Ltd Liability Co$375K1
395Belpointe Asset Management LLC$371K1
396MANCHESTER FINANCIAL INC$371K1
397R Squared Ltd$370K1
398J.W. COLE ADVISORS, INC.$366K1
399Wealthcare Advisory Partners LLC$365K1
400NorthRock Partners, LLC$364K1
401Wedmont Private Capital$364K1
402KEYBANK NATIONAL ASSOCIATION/OH$356K1
403GREAT VALLEY ADVISOR GROUP, INC.$352K1
404FOUNDERS FINANCIAL SECURITIES LLC$349K1
405UniSuper Management Pty Ltd$349K1
406Brooklyn Investment Group$349K1
407Spartan Wealth Advisory Services LLC$348K1
408EVENTIDE ASSET MANAGEMENT, LLC$347K1
409Dynamic Advisor Solutions LLC$341K1
410Savant Capital, LLC$341K1
411one8zero8, LLC$339K1
412Calamos Advisors LLC$339K1
413Calamos Wealth Management LLC$339K1
414Thrive Wealth Management, LLC$338K1
415SLT Holdings LLC$336K1
416Jacobi Capital Management LLC$335K1
417MGO ONE SEVEN LLC$334K1
418GTS SECURITIES LLC$332K1
419Mayfair Advisory Group, LLC$331K1
420Gladstone Institutional Advisory LLC$331K1
421N.E.W. Advisory Services LLC$330K1
422Carnegie Lake Advisors LLC$326K1
423Arax Advisory Partners$325K1
424INTEGRITY ALLIANCE, LLC.$320K1
425Polymer Capital Management (US) LLC$320K1
426BENJAMIN EDWARDS INC$319K1
427DECISION INVESTMENTS, INC$319K1
428PRUDENTIAL PLC$315K1
429Rydar Equities, Inc.$311K1
430Marshall Financial Group, LLC$309K1
431Southern Financial Group, LLC$307K1
432Ashton Thomas Private Wealth, LLC$304K1
433TEACHER RETIREMENT SYSTEM OF TEXAS$299K1
434PRINCIPAL SECURITIES, INC.$297K1
435Numerai GP LLC$295K1
436Westmount Partners, LLC$295K1
437Riggs Asset Managment Co. Inc.$295K1
438CALTON & ASSOCIATES, INC.$294K1
439Bleakley Financial Group, LLC$292K1
440Siemens Fonds Invest GmbH$291K1
441B. Riley Wealth Advisors, Inc.$290K1
442StoneX Group Inc.$289K1
443GWN SECURITIES INC.$286K1
444Probity Advisors, Inc.$284K1
445L2 Asset Management, LLC$281K1
446Bensler, LLC$277K1
447Aldebaran Financial Inc.$276K1
448111 Capital$274K1
449SeaCrest Wealth Management, LLC$272K1
450Karras Company, Inc.$271K1
451UNITED CAPITAL FINANCIAL ADVISORS, LLC$270K1
452M1 Capital Management LLC$267K1
453IHT Wealth Management, LLC$266K1
454Concorde Asset Management, LLC$265K1
455Hunting Hill Global Capital, LLC$265K1
456Garden State Investment Advisory Services LLC$262K1
457VARCOV Co.$262K1
458Ranch Capital Advisors Inc.$262K1
459ALBION FINANCIAL GROUP /UT$261K1
460CAPSTONE INVESTMENT ADVISORS, LLC$260K1
461Gotham Asset Management, LLC$259K1
462TRUEFG, LLC$256K1
463YOUSIF CAPITAL MANAGEMENT, LLC$256K1
464OXFORD FINANCIAL GROUP, LTD. LLC$254K1
465BankChampaign, National Association$254K1
466Avior Wealth Management, LLC$254K1
467Robeco Institutional Asset Management B.V.$253K1
468CAXTON ASSOCIATES LLP$252K1
469Avestar Capital, LLC$251K1
470NORTHWEST WEALTH MANAGEMENT, LLC$251K1
471W.G. Shaheen & Associates DBA Whitney & Co$247K1
472Dynasty Wealth Management, LLC$247K1
473NFSG Corp$239K1
474WESTCO ADVISORY SERVICES INC /ADV$239K1
475Fortis Advisors, LLC$238K1
476Intrua Financial, LLC$238K1
477IFS Group,LLC$238K1
478HB Wealth Management, LLC$234K1
479Fermata Advisors, LLC$234K1
480Capital Investment Advisors, LLC$232K1
481COMMERCE BANK$232K1
482CIBC WORLD MARKET INC.$231K1
483Redhawk Wealth Advisors, Inc.$230K1
484ACORN FINANCIAL ADVISORY SERVICES INC /ADV$229K1
485FAS Wealth Partners, Inc.$228K1
486Palacios Wealth Management, LLC$228K1
487Visionary Wealth Advisors$226K1
488Trueblood Wealth Management, LLC$224K1
489Ballentine Partners, LLC$222K1
490Key Client Fiduciary Advisors, LLC$218K1
491Future Financial Wealth Managment LLC$216K1
492Plum Street Advisors, LLC$216K1
493INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$215K1
494Focus Partners Advisor Solutions, LLC$215K1
495PKS Advisory Services, LLC$214K1
496Procyon Advisors, LLC$213K1
497OMERS ADMINISTRATION Corp$211K1
498CHOREO, LLC$207K1
499Ausdal Financial Partners, Inc.$207K1
500White Wing Wealth Management$206K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SOFI

RETAINED WINDOW · ACTIVE HITS

Zero hits on SOFI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SOFI · financials and macro

Financials — as filed PLANNED

SOFI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SOFI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing