AMK - AssetMark Financial Holdings, Inc.

NYSE - Nasdaq Real Time Price. Currency in USD
Insider Roster
Insider Transactions

Major Holders

Currency in USD
Breakdown
69.96%% of Shares Held by All Insider
28.11%% of Shares Held by Institutions
93.60%% of Float Held by Institutions
172Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
JP Morgan Chase & Company2,772,937Mar 30, 20233.75%80,304,252
T. Rowe Price Investment Management, Inc.2,222,341Mar 30, 20233.01%64,358,993
Vanguard Group, Inc. (The)2,019,374Mar 30, 20232.73%58,481,069
Blackrock Inc.1,841,322Mar 30, 20232.49%53,324,683
Capital World Investors1,514,000Mar 30, 20232.05%43,845,438
Adage Capital Partners GP L.L.C.1,087,744Mar 30, 20231.47%31,501,065
Jennison Associates LLC954,810Mar 30, 20231.29%27,651,296
Capital International Investors871,695Mar 30, 20231.18%25,244,286
Janus Henderson Group PLC735,488Mar 30, 20230.99%21,299,731
Dimensional Fund Advisors LP585,865Mar 30, 20230.79%16,966,649

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Smallcap World Fund1,915,000Dec 30, 20222.59%55,458,398
JP Morgan Small Cap Equity Fund1,643,023Dec 30, 20222.22%47,581,944
Price (T.Rowe) Small-Cap Value Fund1,624,584Dec 30, 20222.20%47,047,951
Janus Henderson Venture Fund678,283Dec 30, 20220.92%19,643,075
Price (T.Rowe) U.S. Small-Cap Value Equity Trust678,960Dec 30, 20220.92%19,662,680
Vanguard Total Stock Market Index Fund640,865Dec 30, 20220.87%18,559,449
Vanguard Small-Cap Index Fund570,747Dec 30, 20220.77%16,528,832
PGIM Jennison Small Company Fd527,831Feb 27, 20230.71%15,285,985
iShares Russell 2000 ETF456,353Feb 27, 20230.62%13,215,982
Vanguard Extended Market Index Fund268,104Dec 30, 20220.36%7,764,291