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Sofi Select 500 Etf shares owned by Assetmark

Quarter-by-quarter ownership of Sofi Select 500 Etf (SFY) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Sofi Select 500 Etf

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All positions including Sofi Select 500 Etf held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Select 500 Etf by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 172 129.19
2025-06-30 $297k 2.5k 118.13
2025-03-31 $84k 824 101.92
2024-12-31 $28k 254 108.84

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Top funds holding Sofi Select 500 Etf

Sofi Wealth
Advisors Capital Management
Concurrent Investment Advisors
Citadel Advisors
LPL Financial
Susquehanna International
Royal Bank of Canada
Teamwork Financial Advisors
Toroso Investments
Nova Wealth Management
Mustico Financial Group
Northwestern Mutual Wealth Management Company
Wedbush Morgan Securities
Centric Wealth Management
FMR

View all funds holding Sofi Select 500 Etf