CUSIP 886364306SOFI NEXT 500SFYXQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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14 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fmr LLC | 2.1K | $34.8K | 0 | Held |
| 2 | Royal Bank Of Canada | 1.6K | $26.0K | −6.9K | Reduced |
| 3 | Sofi Wealth, LLC | 700 | $11.4K | −23 | Reduced |
| 4 | Cva Family Office, LLC | 675 | $11.0K |
| Held |
| 5 | Assetmark, Inc | 625 | $10.2K | +625 | New |
| 6 | Blackrock, Inc. | 529 | $8.6K | +529 | New |
| 7 | Morgan Stanley | 205 | $3.3K | −69 | Reduced |
| 8 | Archer Investment Corp | 117 | $1.9K | 0 | Held |
| 9 | Eversource Wealth Advisors, LLC | 76 | $1.2K | 0 | Held |
| 10 | Larson Financial Group LLC | 27 | $439 | 0 | Held |
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