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SOFI · SoFi Technologies, Inc. · Held by Funds

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$15.71 -0.01 (-0.06%)
Russell 1000 member Rebalance outlook locked
Market Cap
$21.41B
Shares
1.29B
Volume · Sep 30 41.35M Avg daily vol (3M) 59.94M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding SOFI

389 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 40,740,277 $730,473,167 0.03%
VANGUARD SMALL-CAP INDEX FUND 29,415,426 $527,418,588 0.28%
VANGUARD SMALL-CAP GROWTH INDEX FUND 16,973,510 $304,335,034 0.65%
VANGUARD EXTENDED MARKET INDEX FUND 14,710,320 $263,756,038 0.27%
Fidelity Extended Market Index Fund 6,542,850 $119,210,727 0.28%
iShares Russell Mid-Cap ETF 5,185,464 $92,975,370 0.16%
Fidelity Mid Cap Index Fund 4,782,913 $78,009,311 0.15%
Schwab U.S. Large-Cap Growth ETF 2,703,291 $49,253,962 0.08%
iShares Russell 1000 Value ETF 2,490,529 $44,655,185 0.06%
Fidelity Total Market Index Fund 2,401,942 $43,763,383 0.03%
VANGUARD FINANCIALS INDEX FUND 2,044,171 $37,244,796 0.28%
ARK Innovation ETF 2,230,982 $36,387,316 0.65%
Fidelity Series Total Market Index Fund 1,938,477 $35,319,051 0.03%
iShares Russell Mid-Cap Value ETF 1,711,578 $30,688,594 0.20%
Dimensional U.S. Core Equity 2 ETF 1,850,546 $30,182,405 0.06%
iShares Core S&P Total U.S. Stock Market ETF 1,665,338 $29,859,510 0.03%
U.S. CORE EQUITY 2 PORTFOLIO 1,731,132 $28,234,763 0.07%
VANGUARD MID-CAP GROWTH FUND 1,571,178 $25,625,913 0.95%
Schwab U.S. Large-Cap ETF 1,351,831 $24,630,361 0.03%
iShares U.S. Equity Factor Rotation Active ETF 1,237,235 $20,179,303 0.05%
Strategic Advisers U.S. Total Stock Fund 1,054,779 $19,218,073 0.02%
ARK Blockchain & Fintech Innovation ETF 1,137,249 $18,548,531 2.65%
Patient Opportunity Trust 1,000,000 $17,930,000 0.89%
VANGUARD TOTAL WORLD STOCK INDEX FUND 1,082,974 $17,663,306 0.02%
U.S. CORE EQUITY 1 PORTFOLIO 1,072,330 $17,489,702 0.04%
Nuveen Equity Index Fund 1,017,067 $16,588,363 0.03%
DAVENPORT EQUITY OPPORTUNITIES FUND 917,893 $16,457,821 2.08%
iShares Russell Mid-Cap Growth ETF 882,670 $15,826,273 0.07%
iShares Russell 1000 ETF 877,979 $15,742,163 0.03%
Fidelity Nasdaq Composite Index Fund 769,192 $14,014,678 0.05%
iShares U.S. Financials ETF 854,324 $13,934,024 0.31%
Schwab U.S. Broad Market ETF 759,093 $13,830,674 0.03%
Large Cap Index Master Portfolio 735,733 $13,191,693 0.03%
VANGUARD GROWTH AND INCOME FUND 721,100 $12,929,323 0.07%
Schwab Total Stock Market Index Fund 783,617 $12,780,793 0.03%
VANGUARD BALANCED INDEX FUND 691,831 $12,404,530 0.02%
iShares U.S. Small-Cap Equity Factor ETF 732,437 $11,946,047 0.29%
Goldman Sachs U.S. Tax-Managed Equity Fund 647,324 $11,606,519 0.24%
VANGUARD FTSE SOCIAL INDEX FUND 628,743 $11,455,697 0.04%
Fidelity ZERO Total Market Index Fund 697,126 $11,370,125 0.03%
iShares Morningstar Mid-Cap Growth ETF 677,221 $11,045,475 0.28%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 612,884 $10,989,010 0.03%
iShares Russell 2500 ETF 607,306 $10,888,997 0.30%
iShares Russell 1000 Growth ETF 573,051 $10,274,804 0.01%
VANGUARD RUSSELL 1000 VALUE INDEX FUND 556,825 $10,145,352 0.05%
College Retirement Equities Fund - Total Global Stock Account 524,453 $9,403,442 0.01%
U.S. Sustainability Core 1 Portfolio 571,404 $9,319,599 0.11%
Fundstrat Granny Shots US Small- & Mid-Cap ETF 568,587 $9,273,654 1.83%
Dimensional U.S. Marketwide Value ETF 538,514 $8,783,163 0.06%
iShares Future Exponential Technologies ETF 508,202 $8,288,775 0.22%
Showing 1–50 of 389 positions
Key facts CIK 1818874 CUSIP 83406F102 13F (30d) 21 filings 17 filers Visit website Investor relations