Empfehlung
15,1
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
67.1
21 neu, 5 erhöht, 51,5M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | ASSETMARK, INC |
|---|---|
| Ticker | |
| CIK | 0001344551 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-22 18:46:18.525845 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | 1,168,808 | 3,574 | 1,165,234 | 30,084,869 | Aufgestockt | +32603,1% | |
| Neuberger Berman Group LLC | 408,938 | 384,791 | 24,147 | 14,498,869 | Aufgestockt | +6,3% | |
| HERITAGE OAK WEALTH ADVISORS LLC | 466,877 | 0 | 466,877 | 11,683,597 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 135,367 | 42,930 | 92,437 | 3,455,265 | Aufgestockt | +215,3% | |
| J.W. COLE ADVISORS, INC. | 46,421 | 57,800 | -11,379 | 1,645,866 | Reduziert | -19,7% | |
| Atria Investments, Inc | 58,720 | 0 | 58,720 | 1,469,468 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,834 | 0 | 47,834 | 1,266,257 | Neu | +100,0% | |
| TFB Advisors LLC | 36,684 | 23,335 | 13,349 | 1,172,163 | Aufgestockt | +57,2% | |
| Arkadios Wealth Advisors | 43,720 | 0 | 43,720 | 1,094,093 | Neu | +100,0% | |
| IFP Advisors, Inc | 42,073 | 0 | 42,073 | 1,052,877 | Neu | +100,0% | |
| Strategic Blueprint, LLC | 31,780 | 0 | 31,780 | 795,295 | Neu | +100,0% | |
| Balefire, LLC | 19,768 | 0 | 19,768 | 494,694 | Neu | +100,0% | |
| RFG Advisory, LLC | 17,165 | 0 | 17,165 | 429,554 | Neu | +100,0% | |
| Fiscal Wisdom Wealth Management, LLC | 11,499 | 0 | 11,499 | 287,762 | Neu | +100,0% | |
| Fortis Group Advisors, LLC | 7,067 | 6,724 | 343 | 239,899 | Aufgestockt | +5,1% | |
| LPL Financial LLC | 6,188 | 6,669 | -481 | 219,395 | Reduziert | -7,2% | |
| Sowell Financial Services LLC | 8,209 | 0 | 8,209 | 205,430 | Neu | +100,0% | |
| UBS Group AG | 2,053 | 29 | 2,024 | 56,898 | Aufgestockt | +6979,3% | |
| OSAIC HOLDINGS, INC. | 184 | 100 | 84 | 5,769 | Aufgestockt | +84,0% | |
| Rossby Financial, LCC | 154 | 0 | 154 | 3,854 | Neu | +100,0% | |
| Cape Investment Advisory, Inc. | 136 | 0 | 136 | 3,600 | Neu | +100,0% | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 128 | 0 | 128 | 3,388 | Neu | +100,0% | |
| Steward Partners Investment Advisory, LLC | 36 | 0 | 36 | 1,304 | Neu | +100,0% | |
| CWM, LLC | 3,462 | 0 | 3,462 | 87 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| ASSETMARK, INC | 1,168,808 | 30,084,869 | 42.87 |
| Neuberger Berman Group LLC | 408,938 | 14,498,869 | 20.66 |
| HERITAGE OAK WEALTH ADVISORS LLC | 466,877 | 11,683,597 | 16.65 |
| JANE STREET GROUP, LLC | 135,367 | 3,455,265 | 4.92 |
| J.W. COLE ADVISORS, INC. | 46,421 | 1,645,866 | 2.35 |
| Atria Investments, Inc | 58,720 | 1,469,468 | 2.09 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,834 | 1,266,257 | 1.80 |
| TFB Advisors LLC | 36,684 | 1,172,163 | 1.67 |
| Arkadios Wealth Advisors | 43,720 | 1,094,093 | 1.56 |
| IFP Advisors, Inc | 42,073 | 1,052,877 | 1.50 |
| Strategic Blueprint, LLC | 31,780 | 795,295 | 1.13 |
| Balefire, LLC | 19,768 | 494,694 | 0.71 |
| RFG Advisory, LLC | 17,165 | 429,554 | 0.61 |
| Fiscal Wisdom Wealth Management, LLC | 11,499 | 287,762 | 0.41 |
| Fortis Group Advisors, LLC | 7,067 | 239,899 | 0.34 |
| LPL Financial LLC | 6,188 | 219,395 | 0.31 |
| Sowell Financial Services LLC | 8,209 | 205,430 | 0.29 |
| UBS Group AG | 2,053 | 56,898 | 0.08 |
| OSAIC HOLDINGS, INC. | 184 | 5,769 | 0.01 |
| Rossby Financial, LCC | 154 | 3,854 | 0.01 |