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AssetMark Financial Holdings, Inc. (AMK)

NYSE - Nasdaq Real Time Price. Currency in USD
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33.96-0.03 (-0.10%)
As of 03:26PM EDT. Market open.

Major Holders

Currency in USD
Breakdown
69.61%% of Shares Held by All Insider
29.08%% of Shares Held by Institutions
95.69%% of Float Held by Institutions
202Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
JP Morgan Chase & Company2,980,823Dec 30, 20234.01%101,213,850
Vanguard Group Inc2,116,522Dec 30, 20232.84%71,866,508
Blackrock Inc.1,937,171Dec 30, 20232.60%65,776,644
Jennison Associates LLC1,874,673Mar 30, 20242.52%63,654,525
Capital World Investors1,611,713Dec 30, 20232.17%54,725,717
T. Rowe Price Investment Management, Inc.1,512,437Dec 30, 20232.03%51,354,801
Dimensional Fund Advisors LP943,396Dec 30, 20231.27%32,033,012
Adage Capital Partners GP L.L.C.789,298Dec 30, 20231.06%26,800,615
Janus Henderson Group PLC735,021Dec 30, 20230.99%24,957,639
Cerity Partners LLC605,481Dec 30, 20230.81%20,559,108

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
JP Morgan Small Cap Equity Fund1,685,971Dec 30, 20232.27%57,247,148
Smallcap World Fund1,611,713Dec 30, 20232.17%54,725,717
PGIM Jennison Small Company Fd1,039,549Feb 28, 20241.40%35,297,888
Price (T.Rowe) Small-Cap Value Fund973,184Dec 30, 20231.31%33,044,464
Janus Henderson Venture Fund678,283Dec 30, 20230.91%23,031,100
Vanguard Total Stock Market Index Fund640,865Dec 30, 20230.86%21,760,572
Vanguard Small-Cap Index Fund567,277Dec 30, 20230.76%19,261,891
iShares Russell 2000 ETF549,799Mar 30, 20240.74%18,668,426
Price (T.Rowe) U.S. Small-Cap Value Equity Trust502,517Dec 30, 20230.68%17,062,965
Vanguard Extended Market Index Fund324,681Dec 30, 20230.44%11,024,543