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SOFI · SoFi Technologies, Inc.

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$18.29 -0.14 (-0.76%) At close · Aug 14
Market Cap
$23.17B
Shares
1.29B

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

Funds holding SOFI

383 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 40,518,643 $643,436,051 0.03%
VANGUARD SMALL-CAP INDEX FUND 29,404,426 $466,942,285 0.28%
VANGUARD SMALL-CAP GROWTH INDEX FUND 16,454,679 $261,300,303 0.68%
VANGUARD EXTENDED MARKET INDEX FUND 14,184,690 $225,252,877 0.28%
Fidelity Extended Market Index Fund 6,542,850 $119,210,727 0.28%
iShares Russell Mid-Cap ETF 4,639,755 $73,679,309 0.15%
Fidelity Mid Cap Index Fund 4,491,543 $72,313,842 0.14%
Schwab U.S. Large-Cap Growth ETF 2,703,291 $49,253,962 0.08%
Fidelity Total Market Index Fund 2,401,942 $43,763,383 0.03%
iShares Russell 1000 Value ETF 2,395,453 $38,039,794 0.05%
VANGUARD FINANCIALS INDEX FUND 2,044,171 $37,244,796 0.28%
Fidelity Series Total Market Index Fund 1,938,477 $35,319,051 0.03%
ARK Innovation ETF 2,176,477 $35,041,280 0.54%
Dimensional U.S. Core Equity 2 ETF 1,747,683 $28,137,696 0.06%
U.S. CORE EQUITY 2 PORTFOLIO 1,731,132 $27,871,225 0.07%
VANGUARD MID-CAP GROWTH FUND 1,596,411 $25,702,217 0.91%
iShares Core S&P Total U.S. Stock Market ETF 1,594,598 $25,322,216 0.03%
Schwab U.S. Large-Cap ETF 1,351,831 $24,630,361 0.03%
iShares Russell Mid-Cap Value ETF 1,510,596 $23,988,264 0.17%
VANGUARD GROWTH AND INCOME FUND 1,463,600 $23,241,968 0.14%
ARK Blockchain & Fintech Innovation ETF 1,291,857 $20,798,898 2.51%
Strategic Advisers U.S. Total Stock Fund 1,054,779 $19,218,073 0.02%
iShares U.S. Equity Factor Rotation Active ETF 1,148,243 $18,486,712 0.05%
iShares Russell Mid-Cap Growth ETF 1,114,518 $17,698,546 0.09%
U.S. CORE EQUITY 1 PORTFOLIO 1,061,098 $17,083,678 0.04%
Nuveen Equity Index Fund 1,017,067 $16,374,779 0.03%
VANGUARD TOTAL WORLD STOCK INDEX FUND 1,008,432 $16,235,755 0.02%
College Retirement Equities Fund - Total Global Stock Account 985,773 $15,654,075 0.01%
Fidelity Enhanced Mid Cap ETF 934,893 $14,846,101 0.25%
Fidelity Nasdaq Composite Index Fund 769,192 $14,014,678 0.05%
Patient Opportunity Trust 880,000 $13,974,400 0.81%
Schwab U.S. Broad Market ETF 759,093 $13,830,674 0.03%
iShares Russell 1000 ETF 864,308 $13,725,211 0.03%
Schwab Total Stock Market Index Fund 750,340 $12,080,474 0.03%
iShares MSCI USA Momentum Factor ETF 750,113 $12,076,819 0.05%
Large Cap Index Master Portfolio 723,985 $11,496,882 0.03%
VANGUARD FTSE SOCIAL INDEX FUND 628,743 $11,455,697 0.04%
VANGUARD BALANCED INDEX FUND 718,187 $11,404,810 0.02%
iShares U.S. Financials ETF 670,549 $10,795,839 0.32%
iShares U.S. Small-Cap Equity Factor ETF 670,377 $10,793,070 0.30%
Fidelity ZERO Total Market Index Fund 661,587 $10,651,551 0.03%
iShares Russell 1000 Growth ETF 669,859 $10,637,361 0.01%
VANGUARD RUSSELL 1000 VALUE INDEX FUND 556,825 $10,145,352 0.05%
iShares Morningstar Mid-Cap Growth ETF 618,845 $9,963,405 0.29%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 612,320 $9,723,642 0.03%
U.S. Sustainability Core 1 Portfolio 598,376 $9,633,854 0.12%
Nuveen Quant Small/Mid Cap Equity Fund 583,170 $9,389,037 0.37%
Dimensional U.S. Marketwide Value ETF 534,287 $8,602,021 0.06%
Global X FinTech ETF 442,332 $8,059,289 4.12%
iShares Future Exponential Technologies ETF 449,664 $7,239,590 0.19%
Showing 1–50 of 383 positions
Key facts CIK 1818874 CUSIP 83406F102 13F (30d) 834 filings 824 filers Visit website Investor relations

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