22 institutions reported holding $12.7M of SOFI (SFY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Nova Wealth Management, Inc. ($3.4M), Teamwork Financial Advisors, LLC ($2.7M), WEDBUSH SECURITIES INC ($1.9M), ZEGA Investments, LLC ($970,037), Pathway Financial Advisers, LLC ($954,593). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Nova Wealth Management, Inc. | $3.4M | 22,631 | Added |
| 2 | Teamwork Financial Advisors, LLC | $2.7M | 18,072 | Trimmed |
| 3 | WEDBUSH SECURITIES INC | $1.9M | 12,435 | Added |
| 4 | ZEGA Investments, LLC | $970,037 | 6,516 | Added |
| 5 | Pathway Financial Advisers, LLC | $954,593 | 6,412 | Added |
| 6 | Concurrent Investment Advisors, LLC | $713,380 | 4,792 | Trimmed |
| 7 | Joel Isaacson & Co., LLC | $620,044 | 4,165 | Hold |
| 8 | CAHABA WEALTH MANAGEMENT, INC. | $434,074 | 2,916 | Added |
| 9 | LJI Wealth Management, LLC | $341,657 | 2,295 | Hold |
| 10 | Facet Wealth, Inc. | $255,966 | 1,719 | New |
| 11 | Revolve Wealth Partners, LLC | $216,606 | 1,455 | New |
| 12 | ASSETMARK, INC | $96,319 | 647 | Added |
| 13 | Farther Finance Advisors, LLC | $83,034 | 558 | Added |
| 14 | AE Wealth Management LLC | $49,127 | 330 | Hold |
| 15 | Archer Investment Corp | $26,499 | 178 | Added |
| 16 | Concord Wealth Partners | $25,159 | 169 | New |
| 17 | Triumph Capital Management | $14,887 | 100 | Hold |
| 18 | IFP Advisors, Inc | $8,486 | 57 | Hold |
| 19 | Abound Wealth Management | $6,104 | 41 | Trimmed |
| 20 | GHP Investment Advisors, Inc. | $3,573 | 24 | Hold |
| 21 | American Capital Advisory, LLC | $906 | 6 | Hold |
| 22 | Root Financial Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30