Skip to content
Disclosery

SOFI SOFI TECHNOLOGIES INC

Follow

Stock (common), issuer CIK 1818874

732 managers (746 13F filers) reported a position in SOFI shares at 2025-06-30, 575,459,086 shares in all. 110 filers opened a position and 82 filers sold out during the quarter.

Managers
732
13F filers
746
New
110
Added
312
Reduced
204
Sold out
82
Shares held by filers
575,459,086

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 2 filers holding100,373,791$1.83B+840,247Timeline
BlackRock, Inc.in group BlackRock, Inc.48,826,187$889M0.02%+1,326,29313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.29,252,137$533M0.53%-5,827,31113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding23,966,809$436M+6,811,744Timeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding22,862,185$416M+3,925,693Timeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC19,069,647$347M0.02%+18,53213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,029,005$347M0.03%+7,513,92113F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP18,592,445$339M0.01%-135,72813F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC16,486,077$300M1.11%+7,895,33413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY13,696,769$249M0.02%-68,18513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,351,683$207M0.33%+6,491,77613F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP9,725,303$177M0.04%+669,04013F-HRTimelineGroup
NORGES BANK9,009,753$164M0.02%+638,67113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP7,997,146$146M0.17%+3,748,81713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,657,219$139M0.12%-409,77813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co6,628,309$121M0.02%+155,58313F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd6,328,992$115M1.98%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,306,949$115M0.03%+352,60413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,006,861$109M0.02%+18,86713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC5,526,700$101M0.13%-5,575,60013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC5,257,273$95.7M0.09%+3,648,91513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,150,696$93.8M0.02%+2,930,08313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,054,039$92M0.02%+1,627,31413F-HR/ATimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…4,879,959$88.9M0.07%+540,61013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,769,174$86.9M0.01%+468,01013F-HRTimelineGroup
ARK Investment Management LLCin group ARK Investment Management LLC4,424,155$80.6M0.59%+2,399,74613F-HRTimelineGroup
Cubist Systematic Strategies, LLC4,252,236$77.4M0.84%new13F-HRTimeline
Accel Growth Fund V Associates L.L.C.in group Accel Leaders 4 Associates L.…4,104,459$74.7M69.17%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,971,339$72.3M0.04%+320,07513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,948,998$71.9M0.06%+673,52413F-HRTimelineGroup
Nuveen, LLCin group TIAA3,844,501$70M0.02%-249,72213F-HRTimelineGroup
BIT Capital GmbH3,672,321$66.9M4.36%+3,658,77013F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding3,476,644$63.3M+288,700Timeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …3,399,960$61.9M0.04%+773,30813F-HRTimelineGroup
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…3,399,960$61.9M0.62%+773,30813F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL3,294,445$60M0.45%+1,999,89913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,195,440$58.2M0.04%-95,53213F-HRTimelineGroup
Patient Capital Management, LLC3,157,431$57.5M2.59%-377,43413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,959,986$53.9M0.01%-301,23913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding2,881,712$52.5M-6,973,635Timeline
Aquatic Capital Management LLC2,851,023$51.9M1.05%+1,081,88913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,716,961$49.5M0.02%+2,636,66513F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC2,549,937$46.4M0.1%+1,906,42413F-HR/ATimelineGroup
GROUP ONE TRADING LLC2,504,295$45.6M1.49%+760,72013F-HRTimeline
Azora Capital LP2,363,547$43M1.95%+111,21213F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,268,103$41.3M0.51%+2,072,37613F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,145,094$39.1M0.03%-1,228,26713F-HRTimelineGroup
LPL Financial LLC2,130,776$38.8M0.01%+318,14613F-HRTimeline
Rokos Capital Management LLPin group Rokos Capital Management LLP2,120,333$38.6M0.65%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,070,434$37.7M0.01%+1,326,73513F-HRTimelineGroup
Swiss National Bank1,990,300$36.2M0.02%-7,00013F-HRTimeline
California Public Employees Retirement …1,875,222$34.1M0.02%+160,90313F-HRTimeline
HRT FINANCIAL LP1,722,298$31.4M0.14%+71,26813F-HRTimeline
LORD, ABBETT & CO. LLC1,600,000$29.1M0.09%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,510,159$27.5M<0.01%+598,69513F-HRTimelineGroup
Twin Tree Management, LP1,500,633$27.3M0.69%+470,05113F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM1,500,000$27.3M0.14%013F-HRTimeline
Quantbot Technologies LP1,411,233$25.7M0.66%new13F-HRTimeline
SIMPLEX TRADING, LLC1,380,363$25.1M0.68%+305,95313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,256,664$22.9M0.01%+416,02713F-HR/ATimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding960,020$22.7M-105,665Timeline
Legal & General Group Plcin group Legal & General Group Plc1,179,998$21.5M0.01%+39,48313F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd1,160,036$21.1M0.52%new13F-HRTimeline
Jain Global LLC1,123,149$20.5M0.32%+856,61713F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.1,070,732$19.5M0.48%+618,98113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.1,054,537$19.2M0.01%-658,99013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson1,050,075$19.1M0.01%+592,28013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,040,103$18.9M0.04%-606,31413F-HR/ATimelineGroup
RHUMBLINE ADVISERS1,022,202$18.6M0.02%-53,61513F-HRTimeline
Schonfeld Strategic Advisors LLC1,016,947$18.5M0.14%+621,76213F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…975,628$17.8M0.02%+27113F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …945,897$17.6M0.02%+9,30113F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…927,299$16.9M0.03%+7,55013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/919,541$16.7M<0.01%+49,77813F-HRTimeline
SBI Securities Co., Ltd.888,989$16.2M0.47%+422,78913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC812,328$14.8M0.01%+192,42613F-HRTimelineGroup
Baltimore-Washington Financial Advisors…763,386$13.9M0.65%+158,45513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO745,101$13.6M0.02%+577,89113F-HRTimelineGroup
BRIGHTON JONES LLC716,699$13.1M0.35%-1,77713F-HRTimeline
Moors & Cabot, Inc.690,014$12.6M0.58%-18,66513F-HRTimeline
Hood River Capital Management LLC682,130$12.4M0.17%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC671,504$12.2M0.01%+62,23813F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd613,903$11.2M0.21%+181,95113F-HRTimelineGroup
Man Group plcin group Man Group plc605,825$11M0.02%-2,340,86313F-HRTimelineGroup
Contrarius Group Holdings Ltdin group Contrarius Group Holdings Ltd589,580$10.7M0.61%-11,69213F-HRTimelineGroup
IMC-Chicago, LLC587,376$10.7M0.27%+117,12813F-HRTimeline
Cetera Investment Advisers581,225$10.6M0.02%+42,96813F-HRTimeline
Wealthspire Retirement, LLC572,437$10.4M0.69%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND556,987$10.1M0.01%013F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC542,158$9.87M0.01%-2,11913F-HRTimeline
FMR LLCin group FMR LLC538,296$9.8M<0.01%-802,97313F-HRTimelineGroup
Entropy Technologies, LP523,501$9.53M0.76%+49,56613F-HRTimeline
HARTLINE INVESTMENT CORP/520,757$9.48M1.08%+507,86413F-HRTimeline
Treasurer of the State of North Carolina496,686$9.04M0.03%+7,88913F-HRTimeline
ELEVATUS WELATH MANAGEMENT492,598$8.97M2.99%new13F-HRTimeline
Parallax Volatility Advisers, L.P.488,133$8.89M0.36%+22,40313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.487,462$8.88M0.02%-6,61913F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC455,285$8.29M0.01%-143,21613F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…447,551$8.15M0.08%+441,44113F-HRTimelineGroup
ANDERSON HOAGLAND & CO446,841$8.14M0.78%+86413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT446,357$8.13M0.07%-12,86413F-HRTimeline
ExodusPoint Capital Management, LP443,425$8.07M0.1%-904,25413F-HRTimeline
Parkside Investments, LLC432,045$7.87M1.07%+5,92513F-HRTimeline
Mariner, LLCin group Mariner, LLC429,606$7.82M0.01%-33,82013F-HRTimelineGroup
Cresset Asset Management, LLC426,925$7.77M0.04%-2,36413F-HR/ATimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG424,000$7.72M0.07%new13F-HRTimelineGroup
DNB Asset Management ASin group DNB Asset Management AS421,685$7.68M0.03%-10,55313F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD421,000$7.67M0.01%+104,90013F-HRTimeline
ALGERT GLOBAL LLC420,327$7.65M0.16%+98,88013F-HR/ATimeline
Federation des caisses Desjardins du Qu…406,442$7.4M0.03%+87,25513F-HRTimeline
Police & Firemen's Retirement System of…404,661$7.37M0.07%+18,83013F-HRTimeline
Reynders McVeigh Capital Management, LLC403,405$7.35M0.37%+67,79913F-HRTimeline
Kemnay Advisory Services Inc.396,149$7.21M1.15%+301,79313F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC392,160$7.14M<0.01%+39,67813F-HRTimeline
Verition Fund Management LLC391,353$7.13M0.04%-102,46813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP398,027$6.84M0.01%+93,89013F-HRTimelineGroup
Clarity Capital Partners LLC374,093$6.81M2.44%-28,87413F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co366,347$6.68M0.01%+117,79513F-HRTimelineGroup
Rakuten Securities, Inc.in group Rakuten Group, Inc.365,247$6.65M2.61%+216,78613F-HR/ATimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…356,808$6.5M0.03%013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC352,255$6.41M0.08%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …351,268$6.4M0.01%+12,42713F-HRTimelineGroup
WORLDQUANT MILLENNIUM ADVISORS LLC348,641$6.35M0.03%new13F-HRTimeline
Ensign Peak Advisors, Inc340,348$6.2M0.01%-12,45013F-HRTimeline
B & T Capital Management DBA Alpha Capi…339,891$6.19M1.07%-73,18413F-HRTimeline
BLAIR WILLIAM & CO/IL335,698$6.11M0.02%+273,97213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding335,036$6.1M-3,531Timeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…330,122$6.01M0.02%+1,19313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.328,197$5.98M0.05%+91,58213F-HRTimeline
Private Advisor Group, LLC319,649$5.82M0.03%+40,86313F-HRTimeline
CSS LLC/IL318,513$5.8M0.37%-11,50613F-HRTimeline
MML INVESTORS SERVICES, LLC310,612$5.66M0.02%+41,59313F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…309,777$5.64M0.01%+33,16513F-HRTimeline
Norris Financial Group, LLC308,319$5.61M2.3%+136,13713F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA303,921$5.53M1.21%-2,25213F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM303,793$5.53M0.03%+8,09213F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD298,254$5.43M0.01%-121,28813F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC294,138$5.36M<0.01%-2,41813F-HRTimelineGroup
NewEdge Advisors, LLC286,287$5.21M0.03%+90,92713F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding284,914$5.19M+207,711Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding276,358$5.03M+212,400Timeline
CAPITAL FUND MANAGEMENT S.A.269,277$4.9M0.05%new13F-HRTimeline
Cambridge Investment Research Advisors,…265,957$4.84M0.01%+7,30813F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS260,873$4.75M0.02%+13,18013F-HRTimeline
Summit Trail Advisors, LLC257,524$4.69M0.08%-8,42313F-HRTimeline
Engineers Gate Manager LP257,112$4.68M0.06%-472,25413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC254,507$4.63M2.01%+25,49913F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …254,425$4.63M<0.01%new13F-HRTimelineGroup
Well Done, LLC253,700$4.62M0.87%+29,70013F-HRTimeline
Handelsbanken Fonder AB252,900$4.61M0.02%+7,80013F-HRTimeline
CMG Global Holdings, LLC213,026$4.48M2.36%+72,63713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding235,338$4.29M+25,039Timeline
KLP KAPITALFORVALTNING AS216,400$3.94M0.02%+7,30013F-HRTimeline
COOKSON PEIRCE & CO INC209,909$3.82M0.17%+135,08013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…200,276$3.72M0.01%-249,81313F-HRTimeline
Consolidated Investment Group LLC201,085$3.66M0.49%+50,00013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC200,449$3.65M0.1%+38,70813F-HRTimeline
Prentice Capital Management, LP198,752$3.62M6.03%-82913F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…193,766$3.53M0.04%-288,70613F-HRTimelineGroup
RFG Advisory, LLC192,001$3.5M0.08%+20,60313F-HRTimeline
Fiduciary Alliance LLC191,913$3.49M0.26%+94,96913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD179,424$3.27M<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …178,605$3.25M0.04%-63,54913F-HRTimelineGroup
Quantinno Capital Management LP178,569$3.25M0.01%+48,54613F-HRTimeline
HighTower Advisors, LLC175,327$3.19M<0.01%-9,15613F-HRTimeline
Utah Retirement Systems174,505$3.18M0.03%-79513F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC170,896$3.11M0.01%new13F-HRTimeline
Creative Planningin group Creative Planning169,059$3.08M<0.01%+43,19613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…167,516$3.05M<0.01%+30,00613F-HRTimelineGroup
Janney Montgomery Scott LLC167,370$3.05M0.01%+19,43913F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC165,836$3.02M<0.01%-18,82913F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…163,178$2.96M<0.01%+813F-HRTimelineGroup
Kercheville Advisors, LLC162,400$2.96M1.02%new13F-HRTimeline
MFG WEALTH MANAGEMENT, INC.161,825$2.95M2.48%+5,54813F-HRTimeline
Warm Springs Advisors Inc.160,000$2.91M2.5%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP159,459$2.9M<0.01%-1,86413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…156,682$2.85M0.06%-17,05713F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC155,389$2.83M0.14%+63,07713F-HRTimelineGroup
Sullivan Wood Capital Management LLC153,695$2.8M5.83%13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP148,435$2.7M0.11%-53,01813F-HRTimeline
BURNEY CO/147,136$2.68M0.09%+55713F-HRTimeline
GSA CAPITAL PARTNERS LLP145,149$2.64M0.19%+81,80013F-HRTimeline
Qsemble Capital Management, LP143,810$2.62M0.25%-53,31413F-HRTimeline
Gillson Capital LP142,000$2.59M0.2%new13F-HRTimeline
Science & Technology Partners, L.P.142,000$2.59M0.68%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC141,700$2.58M0.01%013F-HRTimeline
Intellus Advisors LLC140,923$2.57M0.38%+15,49013F-HRTimeline
Wealthfront Advisers LLC140,331$2.56M0.01%-11,46913F-HRTimeline
Belmont Capital, LLC140,000$2.55M0.39%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC139,348$2.54M0.02%-41,45013F-HRTimeline
Brendel Financial Advisors LLC139,110$2.53M1.42%new13F-HRTimeline
Connor, Clark & Lunn Investment Managem…136,520$2.49M0.01%-1,475,18013F-HRTimeline
PDT Partners, LLC136,102$2.48M0.14%-112,58813F-HRTimeline
LM Advisors LLC134,600$2.45M0.32%-5,02713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…134,466$2.45M0.4%-62313F-HRTimeline
Illinois Municipal Retirement Fund133,749$2.44M0.03%+88,23713F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP132,926$2.42M0.27%+51,51013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC131,905$2.4M0.01%-51,28513F-HRTimelineGroup
Pegasus Asset Management, Inc.129,451$2.36M0.81%+5,56413F-HRTimeline
Sanctuary Advisors, LLC129,057$2.35M0.01%+59,87013F-HRTimeline