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Funds Holding SoFi Technologies Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in SoFi Technologies Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of SOFI →Funds holding
114
as of 2026-07-31
Reported value
$532M
summed across funds
Fund families
54
named trusts
Largest conviction
13.57%
1 above 5% of a fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Direxion Daily SOFI Bull 2X ETFDirexion Shares ETF Trust67.1K sh$1.1M | 13.57% |
| ARK Blockchain & Fintech Innovation ETFARK ETF Trust1.1M sh$18.5M | 2.65% |
| Nuveen ESG Mid-Cap Growth ETFNuShares ETF Trust470.9K sh$7.7M | 2.20% |
| Fundstrat Granny Shots US Small- & Mid-Cap ETFTidal Trust III568.6K sh$9.3M | 1.83% |
| Polen 5Perspectives Small-Mid Growth ETFFundVantage Trust1.8K sh$29.6K | 1.14% |
| REYNDERS, MCVEIGH CORE EQUITY FUNDCapitol Series Trust70K sh$1.1M | 1.07% |
| VANGUARD MID-CAP GROWTH FUNDVANGUARD WHITEHALL FUNDS1.6M sh$25.6M | 0.95% |
| Invesco Alerian Galaxy Crypto Economy ETFInvesco Exchange-Traded Fund Trust II3.2K sh$52.1K | 0.75% |
| ARK Innovation ETFARK ETF Trust2.2M sh$36.4M | 0.65% |
| Goldman Sachs Large Cap Growth Insights FundGoldman Sachs Trust488.6K sh$8M | 0.50% |
| Goldman Sachs U.S. Equity Insights FundGoldman Sachs Trust332.4K sh$5.4M | 0.48% |
| Eventide Small Cap ETFStrategy Shares9.9K sh$160.8K | 0.45% |
| Goldman Sachs Large Cap Value Insights FundGoldman Sachs Trust206.4K sh$3.4M | 0.44% |
| Eventide Large Cap Growth ETFStrategy Shares6.1K sh$100.1K | 0.43% |
| Eventide US Market ETFStrategy Shares46.2K sh$752.9K | 0.41% |
| Hedgeye Index Adds ETFETF Opportunities Trust1.1K sh$18.3K | 0.40% |
| iShares U.S. Financials ETFiShares Trust854.3K sh$13.9M | 0.31% |
| SA Goldman Sachs Multi-Asset Insights PortfolioSUNAMERICA SERIES TRUST9.6K sh$156.5K | 0.29% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust732.4K sh$11.9M | 0.29% |
| iShares U.S. Financial Services ETFiShares Trust385.4K sh$6.3M | 0.29% |
| iShares Morningstar Mid-Cap Growth ETFiShares Trust677.2K sh$11M | 0.28% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds226.3K sh$3.7M | 0.28% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST335K sh$5.5M | 0.23% |
| iShares Future Exponential Technologies ETFiShares Trust508.2K sh$8.3M | 0.22% |
| iShares MSCI USA Size Factor ETFiShares Trust53K sh$863.8K | 0.20% |
| PACE Small/Medium Co Growth Equity InvestmentsPACE SELECT ADVISORS TRUST30.3K sh$494.8K | 0.19% |
| First Trust Large Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund139.6K sh$2.3M | 0.17% |
| JPMorgan U.S. Momentum Factor ETFJ.P. Morgan Exchange-Traded Fund Trust230.6K sh$3.8M | 0.15% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust4.8M sh$78M | 0.15% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST255.2K sh$4.2M | 0.15% |
| iShares Russell Mid-Cap Index FundBlackRock Funds234.5K sh$3.8M | 0.15% |
| iShares U.S. Tech Breakthrough Multisector ETFiShares Trust41.3K sh$674.3K | 0.15% |
| iShares Morningstar Mid-Cap ETFiShares Trust145K sh$2.4M | 0.14% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC571.4K sh$9.3M | 0.11% |
| Nuveen Quant Mid Cap Growth FundTIAA-CREF Funds39.4K sh$642.8K | 0.10% |
| First Trust Multi Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund30.3K sh$494.8K | 0.09% |
| First Trust Large Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund78.6K sh$1.3M | 0.08% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust109.7K sh$1.8M | 0.08% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust153.8K sh$2.5M | 0.08% |
| Harbor Human Capital Factor US Large Cap ETFHarbor ETF Trust22.3K sh$363.8K | 0.07% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1.7M sh$28.2M | 0.07% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust122.7K sh$2M | 0.07% |
| iShares Morningstar Growth ETFiShares Trust125.9K sh$2.1M | 0.07% |
| Dimensional US Vector Equity ETFDimensional ETF Trust21.7K sh$353.2K | 0.06% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC217.9K sh$3.6M | 0.06% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust1.9M sh$30.2M | 0.06% |
| Innovator Equity Managed 10 Buffer ETFInnovator ETFs Trust1.7K sh$27.7K | 0.06% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust538.5K sh$8.8M | 0.06% |
| iShares U.S. Equity Factor Rotation Active ETFBlackRock ETF Trust1.2M sh$20.2M | 0.05% |
| Pacer MSCI World Industry Advantage ETFPacer Funds Trust34 sh$554.5 | 0.05% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust375.7K sh$6.1M | 0.05% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust439.7K sh$7.2M | 0.05% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds405.8K sh$6.6M | 0.05% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST34.2K sh$557.1K | 0.05% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC70.4K sh$1.1M | 0.05% |
| Column Mid Cap FundTrust for Professional Managers27.7K sh$494.6K | 0.04% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1.1M sh$17.5M | 0.04% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust294.3K sh$4.8M | 0.04% |
| U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC63K sh$1M | 0.04% |
| E*TRADE No Fee Large Cap Index FundE Trade Trust2.8K sh$45K | 0.03% |
| Innovator Equity Managed Floor ETFInnovator ETFs Trust43.2K sh$705.4K | 0.03% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III7.2K sh$116.9K | 0.03% |
| Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust366.5K sh$6M | 0.03% |
| JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust174.1K sh$2.8M | 0.03% |
| TCW Transform 500 ETFTCW ETF Trust21.4K sh$348.3K | 0.03% |
| BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust105.8K sh$1.7M | 0.03% |
| Victory 500 Index FundVictory Portfolios III295.3K sh$4.8M | 0.03% |
| iShares Morningstar U.S. Equity ETFiShares Trust24.1K sh$393.4K | 0.03% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust393.8K sh$6.4M | 0.03% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS410.1K sh$6.7M | 0.03% |
| JLens 500 Jewish Advocacy U.S. ETFEA Series Trust5.1K sh$82.9K | 0.03% |
| iShares Dow Jones U.S. ETFiShares Trust53.7K sh$876.3K | 0.03% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST783.6K sh$12.8M | 0.03% |
| Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust27.5K sh$448.3K | 0.03% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST42.4K sh$691.6K | 0.03% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust697.1K sh$11.4M | 0.03% |
| Wilmington Large-Cap Strategy FundWilmington Funds10.6K sh$172.9K | 0.03% |
| Nuveen Equity Index FundTIAA-CREF Funds1M sh$16.6M | 0.03% |
| E*TRADE No Fee Total Market Index FundE Trade Trust1.9K sh$30.2K | 0.03% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds79.7K sh$1.3M | 0.03% |
| Dimensional US Large Cap Value ETFDimensional ETF Trust108.2K sh$1.8M | 0.03% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust32.9K sh$536K | 0.02% |
| iShares MSCI Kokusai ETFiShares Trust3.7K sh$61.1K | 0.02% |
| AMT Diversified Equity FundADVISER MANAGED TRUST5.9K sh$95.9K | 0.02% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO28.5K sh$464.7K | 0.02% |
| iShares MSCI ACWI ETFiShares Trust392.9K sh$6.4M | 0.02% |
| BNY Mellon US Large Cap Equity Growth ETFBNY Mellon ETF Trust136 sh$2.2K | 0.02% |
| Fidelity Hedged Equity FundFidelity Greenwood Street Trust8.5K sh$138.8K | 0.02% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS1.1M sh$17.7M | 0.02% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO3.1K sh$51K | 0.02% |
| MidCap Value Fund IPrincipal Funds, Inc25.1K sh$409K | 0.02% |
| Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust169 sh$2.8K | 0.02% |
| Victory Growth & Income FundVictory Portfolios III21.2K sh$345K | 0.02% |
| 1290 Avantis U.S. Large Cap Growth Fund1290 Funds1.6K sh$26.2K | 0.01% |
| iShares Low Carbon Optimized MSCI ACWI ETFiShares Trust7.4K sh$121.1K | 0.01% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST4.5K sh$73.7K | 0.01% |
| Fidelity Large Cap Growth Index FundFidelity Salem Street Trust196.7K sh$3.2M | 0.01% |
| Fidelity Series Large Cap Growth Index FundFidelity Salem Street Trust11.8K sh$192.1K | 0.01% |
| Schwab U.S. Large-Cap Growth Index FundSCHWAB CAPITAL TRUST21.4K sh$348.7K | 0.01% |
| Nuveen Large Cap Growth Index FundTIAA-CREF Funds77K sh$1.3M | 0.01% |
| Hartford Schroders Diversified Opportunities FundHARTFORD MUTUAL FUNDS II, INC675 sh$11K | 0.01% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust36.7K sh$598K | 0.01% |
| THE U.S. LARGE CAP VALUE SERIESDFA INVESTMENT TRUST CO46.1K sh$752.4K | 0.00% |
| SA Schroders VCP Global Allocation PortfolioSUNAMERICA SERIES TRUST256 sh$4.2K | 0.00% |
| Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I-19K sh-$310.6K | -0.09% |
| Calamos Long/Short Equity & Dynamic Income TrustCalamos Long/Short Equity & Dynamic Income Trust-18.3K sh-$298.8K | -0.10% |
| Calamos Phineus Long/Short FundCALAMOS INVESTMENT TRUST/IL-73.4K sh-$1.2M | -0.11% |
| Clough Global Equity FundCLOUGH GLOBAL EQUITY FUND-38.4K sh-$627K | -0.37% |
| Clough Global Dividend and Income FundCLOUGH GLOBAL DIVIDEND AND INCOME FUND-19.8K sh-$323.6K | -0.37% |
| JPMorgan U.S. Large Cap Value Plus ETFJ.P. Morgan Exchange-Traded Fund Trust-5.8K sh-$93.9K | -0.37% |
| Clough Global Opportunities FundCLOUGH GLOBAL OPPORTUNITIES FUND-64.3K sh-$1M | -0.37% |
| PACE Alternative Strategies InvestmentsPACE SELECT ADVISORS TRUST-67.8K sh-$1.1M | -0.42% |
| Clough Hedged Equity ETFElevation Series Trust-32.8K sh-$534.2K | -0.96% |
| Knights of Columbus Long/Short Equity FundADVISORS' INNER CIRCLE III-215.3K sh-$3.5M | -1.16% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on SOFI
Company overviewEverything on SOFI in one place, with the price.SEC filingsWhat SOFI's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat SOFI's own officers and directors buy and sell.Planned salesSales SOFI insiders have filed notice of.Executive payWhat SOFI awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in SOFI.LobbyingWhat SOFI spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on SOFI's account, and who they worked for.