Funds holding SoFi Technologies Inc
321 funds declare a position · 124 ETFs and 197 other funds · 3B $ · US83406F1021
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 40,518,643 | 643.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 29,404,426 | 466.9M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 16,454,679 | 261.3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 14,184,690 | 225.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 6,622,130 | 117.6M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 4,639,755 | 73.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 4,491,543 | 72.3M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 2,416,723 | 42.9M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 2,353,133 | 41.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 2,395,453 | 38M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 2,000,940 | 35.5M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| ARK Innovation ETF ARK ETF Trust | 2,176,477 | 35M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,861,547 | 33.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 1,747,683 | 28.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,731,132 | 27.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MID-CAP GROWTH FUND VANGUARD WHITEHALL FUNDS | 1,596,411 | 25.7M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 1,594,598 | 25.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 1,510,596 | 24M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,322,311 | 23.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 1,463,600 | 23.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 1,296,008 | 23M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| ARK Blockchain & Fintech Innovation ETF ARK ETF Trust | 1,291,857 | 20.8M $ | 2.51 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 1,148,243 | 18.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 1,114,518 | 17.7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,061,098 | 17.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 1,017,067 | 16.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 1,008,432 | 16.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 882,781 | 15.7M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 985,773 | 15.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 934,893 | 14.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Patient Opportunity Trust Advisor Managed Portfolios | 880,000 | 14M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 864,308 | 13.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 732,118 | 13M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 707,700 | 12.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 750,340 | 12.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 750,113 | 12.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 723,985 | 11.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 718,187 | 11.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Global X FinTech ETF GLOBAL X FUNDS | 629,643 | 11.2M $ | 5.26 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 670,549 | 10.8M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 670,377 | 10.8M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 661,587 | 10.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 669,859 | 10.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 618,845 | 10M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 612,320 | 9.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 598,376 | 9.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 583,170 | 9.4M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 498,383 | 8.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 534,287 | 8.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Future Exponential Technologies ETF iShares Trust | 449,664 | 7.2M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 451,992 | 7.2M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 437,257 | 6.9M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 433,374 | 6.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 425,604 | 6.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 405,774 | 6.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 404,110 | 6.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 360,098 | 6.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 393,831 | 6.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 389,699 | 6.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 388,075 | 6.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 379,273 | 6.1M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 378,505 | 6.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 376,477 | 6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fundstrat Granny Shots US Small- & Mid-Cap ETF Tidal Trust III | 370,394 | 6M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 365,153 | 5.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 352,697 | 5.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 337,039 | 5.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 331,481 | 5.3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 328,453 | 5.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 283,229 | 5M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 273,975 | 4.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 305,496 | 4.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 270,284 | 4.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 295,212 | 4.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 281,759 | 4.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 214,919 | 3.8M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 236,367 | 3.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 232,697 | 3.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 232,108 | 3.7M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 204,076 | 3.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 202,529 | 3.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Large Cap Growth Insights Fund Goldman Sachs Trust | 220,235 | 3.5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 221,131 | 3.5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 217,889 | 3.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 193,444 | 3.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 209,988 | 3.4M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 186,653 | 3.3M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust | 202,414 | 3.3M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 203,030 | 3.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 192,560 | 3.1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 191,914 | 3.1M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Trenchless Fund ETF Advisor Managed Portfolios | 192,248 | 3.1M $ | 2.71 % | as of Mar 31, 2026 · Original filing |
| Fidelity Momentum Factor ETF Fidelity Covington Trust | 180,315 | 2.9M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 177,878 | 2.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 158,022 | 2.8M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust | 173,757 | 2.8M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 172,084 | 2.7M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 169,402 | 2.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 169,228 | 2.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 156,696 | 2.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |