CUSIP 886364173SOFI SELECT 500SFYQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Sofi Wealth, LLC | 1.64M | $217.26M |
| 2 | Advisors Capital Management, LLC | 136.5K | $18.04M |
| 3 | Mustico Financial Group, Inc. | 13.1K | $9.10M |
| 4 | Lpl Financial LLC | 36.8K | $4.86M |
| 5 | Gts Securities LLC | 33.8K | $4.47M |
| 6 | Citadel Advisors LLC | 21.5K | $2.84M |
| 7 | Teamwork Financial Advisors, LLC | 20.1K | $2.65M |
| 8 | Nova Wealth Management, Inc. | 17.7K | $2.33M |
| 9 |
| Susquehanna International Group, LLP |
| 15.0K |
| $1.98M |
| 10 | Northwestern Mutual Wealth Management Co | 12.8K | $1.70M |