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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

903 managers (923 13F filers) reported a position in SOFI shares at 2026-06-30, 652,557,700 shares in all. 116 filers opened a position and 117 filers sold out during the quarter.

Managers
903
13F filers
923
New
116
Added
394
Reduced
259
Sold out
117
Shares held by filers
652,557,700

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 7 filers holding120,627,946$2.16B+1,167,844Timeline
BlackRock, Inc.in group BlackRock, Inc.72,444,208$1.3B0.02%+2,887,04413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding40,093,086$719M-1,050,847Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,207,678$631M0.07%+22,675,10913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP28,763,660$516M0.02%+1,448,46313F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC23,356,377$418M0.02%-2,626,45913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY19,521,442$350M0.02%-1,737,32513F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,691,786$263M0.16%-28,029,12213F-HRTimelineGroup
NORGES BANK13,630,462$244M0.02%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP11,697,405$210M0.18%+5,177,72113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC10,493,471$188M0.13%+2,235,00313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding10,279,687$184M+5,466,002Timeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP10,003,025$179M0.03%+896,49313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,135,967$164M0.01%-1,706,38113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,620,475$137M0.02%+273,81013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co7,280,268$131M0.02%+809,88213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC6,283,079$113M0.05%-1,213,20413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,168,171$111M0.04%-598,52713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,885,387$106M0.02%+1,462,88013F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding5,752,843$103M+586,498Timeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …5,684,422$102M0.06%-5,00413F-HRTimelineGroup
Harvest Portfolios Group Inc.4,806,357$86.2M1.22%+2,262,24113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,754,654$85.3M0.01%-2,007,57713F-HRTimelineGroup
WORLDQUANT MILLENNIUM ADVISORS LLC4,252,871$76.3M0.26%-1,165,14213F-HRTimeline
Accel Growth Fund V Associates L.L.C.in group Accel Leaders 4 Associates L.…4,104,459$73.6M81.98%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,045,236$72.5M0.01%+16,82413F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…3,772,072$67.6M0.1%+2,068,07213F-HRTimeline
ARK Investment Management LLC3,742,479$67.1M0.44%-93,52413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,652,807$66.4M<0.01%+1,868,22113F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc3,608,784$64.7M0.01%+158,19813F-HRTimelineGroup
Swiss National Bank3,596,700$64.5M0.03%-111,80013F-HRTimeline
Coppell Advisory Solutions LLC620$59.7M6.39%new13F-HRTimeline
HRT FINANCIAL LP3,209,701$57.5M0.11%-5,125,87313F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…3,132,998$56.1M0.72%-3,48113F-HRTimelineGroup
Capula Management Ltdin group Capula Management Ltd3,000,000$53.8M0.24%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
LPL Financial LLC2,992,786$53.7M0.01%+17,74913F-HRTimeline
Nuveen, LLCin group TIAA2,939,704$52.7M0.01%-493,88513F-HRTimelineGroup
DAVENPORT & Co LLC2,774,855$50M0.26%+2,725,23813F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding2,647,954$47.5M+710,551Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,489,675$44.6M0.01%+863,27613F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC2,322,047$41.6M0.18%-10,332,48313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding2,296,404$38.8M+354,418Timeline
BARCLAYS PLCin group BARCLAYS PLC1,872,921$33.6M0.01%-916,45813F-HRTimelineGroup
California Public Employees Retirement …1,863,200$33.4M0.02%+103,74513F-HRTimeline
Amundiin group Amundi1,836,761$32.9M0.01%+123,57013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…1,740,160$31.2M0.03%-91,74513F-HR/ATimeline
STATE OF MICHIGAN RETIREMENT SYSTEM1,648,658$29.6M0.13%+648,65813F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,580,559$28.3M0.21%+621,79313F-HRTimelineGroup
TREMBLANT CAPITAL GROUPin group TREMBLANT CAPITAL GROUP1,578,915$28.3M0.81%-27,44013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,563,533$28M0.01%-3,246,83413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,544,542$27.7M<0.01%-35,04613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,543,861$27.7M0.02%+937,14613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,542,568$27.7M0.01%+361,03913F-HRTimelineGroup
Bienville Capital Management, LLC1,527,406$27.4M3.95%new13F-HRTimeline
Patient Capital Management, LLC1,505,629$27M0.9%+179,38313F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.1,488,054$26.7M0.52%new13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,476,165$26.5M0.02%-16,542,01313F-HRTimelineGroup
Clear Street Group Inc.in group Clear Street Group Inc.1,448,780$26M0.08%+337,98813F-HRTimelineGroup
RHUMBLINE ADVISERS1,333,823$23.9M0.02%+51,40413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/1,304,243$23.4M<0.01%+124,33113F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding1,251,209$22.4M-247,589Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,218,499$22M0.01%+394,38413F-HRTimelineGroup
SIMPLEX TRADING, LLC1,181,860$21.2M0.55%+213,45213F-HRTimeline
PFA Pension, Forsikringsaktieselskab1,158,258$20.8M0.05%-1,76313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,145,775$20.5M0.01%-9,901,40613F-HRTimelineGroup
IMC-Chicago, LLC1,017,194$18.2M0.17%-1,290,32413F-HRTimeline
Trexquant Investment LP1,011,994$18.1M0.11%-1,332,72413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP994,992$17.8M0.01%+190,77513F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…990,550$17.8M0.03%-16,44013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding975,304$17.5M+210,796Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.964,203$17.3M0.16%-170,60213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…961,350$17.3M0.02%+416,90613F-HRTimelineGroup
Cetera Investment Advisers957,655$17.2M0.02%+247,15913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.931,407$16.7M0.02%+241,17813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…929,800$16.7M0.03%-206,70613F-HRTimelineGroup
SBI Securities Co., Ltd.923,128$16.6M0.38%-206,16913F-HRTimeline
Baltimore-Washington Financial Advisors…897,459$16.1M0.6%+21,46613F-HRTimeline
SIERRA SUMMIT ADVISORS LLC895,254$16.1M1.79%new13F-HRTimeline
AVIVA PLCin group AVIVA PLC883,880$15.8M0.02%+20,14513F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…877,899$15.7M0.03%-92,08913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC876,593$15.7M<0.01%+111,49313F-HRTimelineGroup
DNB Asset Management ASin group DNB Asset Management AS868,028$15.6M0.04%+558,22213F-HRTimelineGroup
Korea Investment CORP823,937$14.8M0.03%-21,56213F-HRTimeline
Tredje AP-fonden822,202$14.7M0.07%+377,34813F-HRTimeline
Longitude (Cayman) Ltd.807,500$14.5M9.56%+162,50013F-HRTimeline
Provident Living Financial Services, In…888,439$14.4M14.23%+65,14313F-HRTimeline
AlphaStar Capital Management, LLC796,761$14.3M0.91%+518,16713F-HRTimeline
FMR LLCin group FMR LLC695,835$12.5M<0.01%-555,76413F-HRTimelineGroup
Arax Advisory Partners693,356$12.4M0.08%+672,90613F-HRTimeline
Moors & Cabot, Inc.676,553$12.1M0.47%-8,11613F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD661,733$11.9M0.02%-116,46113F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND623,987$11.2M0.01%+49,10013F-HRTimeline
BRIGHTON JONES LLC623,977$11.2M0.21%-12,65413F-HRTimeline
SG Americas Securities, LLC615,380$11M0.01%-323,76713F-HRTimeline
LGT Group Foundationin group LGT Group Foundation606,650$10.9M0.12%+298,55013F-HRTimelineGroup
Convergence Financial, LLC600,266$10.8M0.86%new13F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding592,393$10.6M+134,439Timeline
STRS OHIO583,340$10.5M0.04%+554,33713F-HRTimeline
FORA Capital, LLC573,250$10.3M0.71%-886,50413F-HRTimeline
Police & Firemen's Retirement System of…568,721$10.2M0.08%+47,51213F-HRTimeline
DANSKE BANK A/S557,745$10M0.02%+9,10013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC557,011$9.99M<0.01%-39,59813F-HRTimelineGroup
NewEdge Advisors, LLC555,799$9.97M0.03%+153,16413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC548,645$9.84M0.02%-4,178,40013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd542,321$9.72M0.13%+166,02213F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding538,376$9.65M-17,808Timeline
Tidal Investments LLCin group Tidal Investments LLC538,067$9.65M0.02%+150,92313F-HRTimelineGroup
Treasurer of the State of North Carolina537,667$9.64M0.02%+18,55013F-HRTimeline
Jain Global LLC536,950$9.63M0.11%-227,98613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC531,211$9.52M0.01%+19,64013F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al526,775$9.45M0.06%new13F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …516,653$9.18M0.01%+6,70513F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …511,948$9.18M0.01%+75,55113F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…500,994$8.98M0.06%-24,07013F-HRTimelineGroup
Summit Financial, LLC500,342$8.97M0.1%-71,33013F-HRTimeline
BLAIR WILLIAM & CO/IL493,064$8.84M0.02%+87,30513F-HRTimeline
CYPRESS POINT INVESTMENT MANAGEMENT LP483,640$8.67M1.57%+210,34613F-HRTimeline
KLP KAPITALFORVALTNING AS479,100$8.59M0.03%+3,90013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…478,515$8.58M0.01%+10,42613F-HRTimelineGroup
Asset Management One Co., Ltd.475,538$8.53M0.02%-2,14013F-HRTimeline
Quantinno Capital Management LP465,581$8.35M0.01%+5,79013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP443,247$7.95M0.01%-1,045,04313F-HRTimelineGroup
Covenant Asset Management, LLC433,052$7.76M1.38%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.429,171$7.7M0.03%+157,89813F-HRTimelineGroup
TTRF Capital Ltd428,091$7.68M5.06%13F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…427,750$7.67M0.04%+1,70013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…423,823$7.6M0.03%-10,58613F-HRTimelineGroup
Cresset Asset Management, LLC420,977$7.55M0.03%+18,92613F-HRTimeline
MML INVESTORS SERVICES, LLC416,819$7.47M0.02%+58,90313F-HRTimeline
ALLIANCEBERNSTEIN L.P.461,223$7.32M<0.01%+13,05413F-HRTimeline
ROYAL LONDON ASSET MANAGEMENT LTD404,912$7.26M0.01%+62,89213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC403,892$7.24M<0.01%+5,66113F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.403,388$7.23M0.05%+45,46713F-HRTimeline
Handelsbanken Fonder AB401,900$7.21M0.02%+24,70013F-HRTimeline
Summit Trail Advisors, LLC399,276$7.16M0.09%-21,36713F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co399,195$7.14M0.01%-31,41613F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…382,310$6.85M0.01%new13F-HRTimelineGroup
Lansforsakringar Fondforvaltning AB (pu…381,510$6.84M0.03%-5,44313F-HRTimeline
Carroll Investors, Inc381,363$6.84M2.92%+12,91213F-HRTimeline
Nykredit A/Sin group Nykredit A/S376,064$6.74M0.02%13F-HRTimelineGroup
ExodusPoint Capital Management, LP372,216$6.67M0.06%-124,86513F-HRTimeline
Mn Services Vermogensbeheer B.V.371,600$6.66M0.05%new13F-HRTimeline
ANDERSON HOAGLAND & CO370,133$6.64M0.52%+34,74113F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM365,633$6.56M0.03%+22,27013F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS364,745$6.54M0.02%-68,08213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…360,578$6.47M0.02%+7,32813F-HRTimeline
Private Advisor Group, LLC355,655$6.38M0.03%+14,79313F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…344,006$6.18M0.03%-19,95713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC339,358$6.08M<0.01%+21,10113F-HRTimelineGroup
Janney Montgomery Scott LLC338,150$6.06M0.01%+67,23913F-HRTimeline
Federation des caisses Desjardins du Qu…337,402$6.05M0.02%+63,38113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.333,146$5.97M0.09%-1,996,32913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO332,537$5.96M0.01%-44,60313F-HRTimelineGroup
Westbourne Investment Advisors, Inc.332,102$5.95M1.64%+52,55913F-HRTimeline
LGT Fund Management Co Ltd.324,700$5.82M0.24%+151,50013F-HRTimeline
Sava Infond d.o.o.324,100$5.81M0.41%+225,05013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding321,868$5.77M+42,109Timeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…304,271$5.46M0.03%-920,00013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC298,310$5.35M0.01%-3,80713F-HRTimelineGroup
D.A. DAVIDSON & CO.297,659$5.34M0.03%+29,81113F-HRTimeline
Headlands Technologies LLC292,302$5.24M0.56%+205,84413F-HRTimeline
Creative Planningin group Creative Planning286,788$5.14M<0.01%-7,80713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…286,663$5.14M<0.01%-1,339,12113F-HRTimelineGroup
IFM Investors Pty Ltd285,967$5.13M0.03%+39,87413F-HRTimeline
Well Done, LLC285,900$5.13M0.69%+33,80013F-HRTimeline
Cambridge Investment Research Advisors,…276,218$4.95M0.01%+33,14413F-HR/ATimeline
CANADA PENSION PLAN INVESTMENT BOARD273,500$4.9M<0.01%+7,40013F-HRTimeline
Xcel Wealth Management, LLC269,738$4.84M1.16%+110,77313F-HRTimeline
Parkside Investments, LLC268,370$4.81M0.53%-10,47013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…254,077$4.77M0.01%-16,84513F-HRTimeline
GROUP ONE TRADING LLC260,866$4.68M0.13%-997,00813F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC259,770$4.66M0.05%+90,05013F-HRTimeline
Sanctuary Advisors, LLC255,347$4.58M0.02%+15,86013F-HRTimeline
SEB Asset Management AB254,382$4.56M0.02%+8,28713F-HRTimeline
Sullivan Wood Capital Management LLC250,395$4.49M6.15%+38,75013F-HRTimeline
Teamwork Financial Advisors, LLC249,482$4.47M0.42%+36,69313F-HRTimeline
TD Asset Management Inc249,385$4.47M<0.01%+2,76513F-HRTimeline
Consolidated Investment Group LLC248,480$4.46M0.39%013F-HRTimeline
Sound Capital Solutions LLC248,140$4.45M1.04%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …247,271$4.43M0.05%+87,40313F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA240,860$4.32M0.81%+67,42113F-HRTimeline
Wealthfront Advisers LLC236,417$4.24M0.01%+52,18913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC235,325$4.22M<0.01%+64,37813F-HRTimelineGroup
Pegasus Asset Management, Inc.229,283$4.11M1.17%+16,49713F-HRTimeline
B & T Capital Management DBA Alpha Capi…225,592$4.04M0.53%-46,93513F-HRTimeline
RFG Advisory, LLC224,941$4.03M0.06%+29,10313F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP224,032$4.02M<0.01%+28,27713F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding218,704$3.92M-20,914Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP218,677$3.92M<0.01%+141,33713F-HRTimelineGroup
Wealthspire Advisors, LLC218,172$3.91M0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…211,356$3.79M0.02%+178,83813F-HRTimeline
Ensign Peak Advisors, Inc203,098$3.64M0.01%-32,33413F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK201,755$3.62M0.01%-1,992,27713F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …201,170$3.61M<0.01%+13,52813F-HRTimelineGroup
Warm Springs Advisors Inc.200,000$3.59M2.48%+40,00013F-HRTimeline
Quantbot Technologies LP194,008$3.48M0.14%+168,82113F-HRTimeline
Utah Retirement Systems191,646$3.44M0.03%-5,41513F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …191,171$3.43M0.02%+17,01413F-HRTimeline
MFG WEALTH MANAGEMENT, INC.191,016$3.42M2.45%+11,91713F-HRTimeline
Fiduciary Alliance LLC190,990$3.42M0.23%-86,82713F-HRTimeline