Holdings of ASSETMARK, INC
2766 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 28.8 % of the equity sleeve
Sector breakdown
- Funds 12.7 %
- Technology 9.8 %
- Communication 5.4 %
- Financials 4.3 %
- Health care 2.9 %
- Consumer discretionary 2.3 %
- Consumer staples 1.9 %
- Industrials 1.7 %
- Utilities 1.2 %
- Materials 1.1 %
- Energy 0.6 %
- Real estate 0.3 %
- Unattributed 55.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 98.5 %
- TW 0.4 %
- GB 0.4 %
- BR 0.2 %
- NL 0.1 %
- LU 0.1 %
- IE 0.1 %
- FR 0.1 %
- JP 0.0 %
- KR 0.0 %
- ES 0.0 %
- KY 0.0 %
- Other countries 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 2,622 | 46.5B $ | 98.48 % |
| 2 | TW | 4 | 188.9M $ | 0.40 % |
| 3 | GB | 20 | 168.3M $ | 0.36 % |
| 4 | BR | 17 | 76.3M $ | 0.16 % |
| 5 | NL | 5 | 64.9M $ | 0.14 % |
| 6 | LU | 3 | 28.8M $ | 0.06 % |
| 7 | IE | 1 | 25.6M $ | 0.05 % |
| 8 | FR | 3 | 24.8M $ | 0.05 % |
| 9 | JP | 6 | 22.5M $ | 0.05 % |
| 10 | KR | 8 | 18.2M $ | 0.04 % |
| 11 | ES | 4 | 17.4M $ | 0.04 % |
| 12 | KY | 20 | 16.7M $ | 0.04 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 2,701 | Trupanion Inc | 6 | 154 $ | |
| 2,702 | Olin Corp | 5 | 149 $ | |
| 2,703 | Solid Power Inc | 49 | 147 $ | |
| 2,704 | Freedom Holding Corp/NV | 1 | 145 $ | |
| 2,705 | QuinStreet Inc | 12 | 144 $ | |
| 2,706 | Mativ Holdings Inc | 16 | 139 $ | |
| 2,707 | Deluxe Corp | 5 | 138 $ | |
| 2,708 | Leonardo DRS Inc | 3 | 134 $ | |
| 2,709 | Organon & Co | 22 | 134 $ | |
| 2,710 | PHIO PHARMACEUTICALS CORP | 110 | 134 $ | |
| 2,711 | ADT Inc | 20 | 131 $ | |
| 2,712 | Financial Institutions Inc | 4 | 127 $ | |
| 2,713 | Flexshares Trust | 3 | 120 $ | |
| 2,714 | Blue Bird Corp | 2 | 114 $ | |
| 2,715 | Lucid Group Inc | 12 | 114 $ | |
| 2,716 | Alta Equipment Group Inc | 20 | 107 $ | |
| 2,717 | Hayward Holdings Inc | 8 | 107 $ | |
| 2,718 | Rogers Corp | 1 | 107 $ | |
| 2,719 | Ready Capital Corp | 63 | 102 $ | |
| 2,720 | Insteel Industries Inc | 3 | 101 $ | |
| 2,721 | Herc Holdings Inc | 1 | 100 $ | |
| 2,722 | Neogen Corp | 10 | 93 $ | |
| 2,723 | REX American Resources Corp | 2 | 91 $ | |
| 2,724 | Embecta Corp | 10 | 88 $ | |
| 2,725 | Invesco DB Commodity Index Tracking Fund | 3 | 87 $ | |
| 2,726 | Intrepid Potash Inc | 2 | 86 $ | |
| 2,727 | New York Life Investments ETF Trust | 2 | 83 $ | |
| 2,728 | JPMorgan USD Emerging Markets | 2 | 79 $ | |
| 2,729 | MGE Energy Inc | 1 | 77 $ | |
| 2,730 | National Storage Affiliates Trust | 2 | 75 $ | |
| 2,731 | Victory Portfolios II | 1 | 75 $ | |
| 2,732 | Ocean Power Technologies Inc | 200 | 70 $ | |
| 2,733 | FMC Corp | 4 | 69 $ | |
| 2,734 | Hooker Furnishings Corp | 5 | 64 $ | |
| 2,735 | NCR Voyix Corp | 10 | 63 $ | |
| 2,736 | RMR Group Inc/The | 4 | 62 $ | |
| 2,737 | Prestige Consumer Healthcare Inc | 1 | 59 $ | |
| 2,738 | Allspring Income Opportunities Fund | 9 | 58 $ | |
| 2,739 | SEI DBi Multi Strategy Alternative ETF | 2 | 51 $ | |
| 2,740 | Bristow Group Inc | 1 | 47 $ | |
| 2,741 | Employers Holdings Inc | 1 | 41 $ | |
| 2,742 | Tonix Pharmaceuticals Holding Corp | 3 | 41 $ | |
| 2,743 | Ishares Inc | 1 | 40 $ | |
| 2,744 | Blackbaud Inc | 1 | 39 $ | |
| 2,745 | Taysha Gene Therapies Inc | 8 | 36 $ | |
| 2,746 | RH INC | | 34 $ | |
| 2,747 | Invesco Preferred ETF | 3 | 33 $ | |
| 2,748 | Invesco Exchange-Traded Fund Trust | 1 | 32 $ | |
| 2,749 | RIVERNORTH CAPITAL MANAGEMENT LLC | 4 | 31 $ | |
| 2,750 | B&G Foods Inc | 6 | 29 $ | |
| 2,751 | ERNEXA THERAPEUTICS INC | 133 | 26 $ | |
| 2,752 | Apple Hospitality REIT Inc | 2 | 23 $ | |
| 2,753 | GLADSTONE CAPITAL CORP | 1 | 17 $ | |
| 2,754 | JADE BIOSCIENCES INC | 1 | 14 $ | |
| 2,755 | OraSure Technologies Inc | 4 | 12 $ | |
| 2,756 | Conduent Inc | 6 | 8 $ | |
| 2,757 | ICAHN ENTERPRISES LP | 1 | 8 $ | |
| 2,758 | ImmunityBio Inc | 1 | 8 $ | |
| 2,759 | TherapeuticsMD Inc | 4 | 8 $ | |
| 2,760 | ARCADIA BIOSCIENCES INC | 5 | 7 $ | |
| 2,761 | iShares Trust | | 7 $ | |
| 2,762 | Invesco Municipal Trust | 1 | 6 $ | |
| 2,763 | AMC Entertainment Holdings Inc | 4 | 4 $ | |
| 2,764 | Peloton Interactive Inc | 1 | 4 $ | |
| 2,765 | Xerox Holdings Corp | 2 | 3 $ | |
| 2,766 | Newell Brands Inc | 1 | 2 $ | |