CUSIP 886364306SOFI NEXT 500SFYXQ4 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 | Fmr LLC | 2.1K | $34.8K |
| 2 | Royal Bank Of Canada | 1.6K | $26.0K |
| 3 | Sofi Wealth, LLC | 700 | $11.4K |
| 4 | Cva Family Office, LLC | 675 | $11.0K |
| 5 | Assetmark, Inc | 625 | $10.2K |
| 6 | Blackrock, Inc. | 529 | $8.6K |
| 7 | Morgan Stanley | 205 | $3.3K |
| 8 | Archer Investment Corp | 117 | $1.9K |
| 9 | Eversource Wealth Advisors, LLC |
| 76 |
| $1.2K |
| 10 | Larson Financial Group LLC | 27 | $439 |