ASSETMARK, INC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
3495
Quarter
2025 Q4
Top Holding
MGK (7.2%)
Top 10 Concentration
28.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 3495
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MGK
VANGUARD WORLD ...
Warrant 7.23% 7.34% #1
Prev: #1
4.9 87,636 1.0%
P
S
8,590,832 $3,546,037,854 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MGV
VANGUARD WORLD ...
ETF 4.44% 4.46% #2
Prev: #2
3.8 312,445 2.1%
P
S
15,430,686 $2,178,195,651 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 4.43% 4.41% #3
Prev: #3
3.8 103,317 3.1%
P
S
3,462,284 $2,171,301,982 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.20% 2.30% #4
Prev: #4
2.9 38,031 0.7%
P
S
5,782,913 $1,078,513,291 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VBR
VANGUARD INDEX ...
ETF 1.89% 1.91% #5 1
Prev: #6
2.8 113,412 2.7%
P
S
4,379,433 $927,520,054 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.88% 2.06% #6 1
Prev: #5
2.8 50,249 2.7%
P
S
1,906,714 $922,124,984 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MINT
PIMCO ETF TR
ETF 1.83% 1.80% #7
Prev: #7
2.8 587,084 7.0%
P
S
8,947,720 $897,814,199 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.65% 1.38% #8 4
Prev: #12
0.7 -64,827 -2.4%
P
S
2,587,376 $809,848,750 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOE
VANGUARD INDEX ...
ETF 1.64% 1.65% #9 1
Prev: #8
2.7 109,932 2.5%
P
S
4,524,777 $802,559,709 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.61% 1.51% #10
Prev: #10
2.7 142,608 5.2%
P
S
2,908,985 $790,836,541 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 1.53% 1.50% #11
Prev: #11
2.6 324,352 4.0%
P
S
8,364,991 $748,332,084 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 1.38% 0.23% #12 60
Prev: #72
2.9 826,373 511.1%
P
S
988,047 $676,753,136 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOT
VANGUARD INDEX ...
ETF 1.26% 1.36% #13 1
Prev: #14
2.5 61,388 2.8%
P
S
2,218,378 $619,238,154 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES INC
ETF 1.22% 1.25% #14 2
Prev: #16
2.5 73,233 0.8%
P
S
8,930,119 $600,282,596 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.22% 1.36% #15 2
Prev: #13
2.5 41,579 4.8%
P
S
906,609 $598,443,789 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOVT
ISHARES TR
ETF 1.17% 1.20% #16 1
Prev: #17
2.5 739,492 3.0%
P
S
24,990,246 $575,400,418 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HYG
ISHARES TR
ETF 1.15% 1.27% #17 2
Prev: #15
0.5 -307,276 -4.2%
P
S
7,005,455 $564,849,855 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JNK
SPDR SERIES TRU...
ETF 1.13% 1.15% #18
Prev: #18
2.5 203,301 3.7%
P
S
5,683,486 $552,491,686 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.12% 1.14% #19
Prev: #19
0.5 -14,904 -0.9%
P
S
1,591,707 $550,889,763 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SHYG
ISHARES TR
ETF 1.03% 1.03% #20 1
Prev: #21
2.4 671,760 6.1%
P
S
11,725,197 $502,659,201 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
USIG
ISHARES TR
ETF 1.02% 1.06% #21 1
Prev: #20
2.4 193,297 2.0%
P
S
9,664,321 $500,321,920 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VBK
VANGUARD INDEX ...
ETF 0.96% 0.99% #22
Prev: #22
2.4 14,258 0.9%
P
S
1,564,878 $472,765,338 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.86% 0.79% #23 3
Prev: #26
2.4 143,398 8.6%
P
S
1,819,026 $419,867,653 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VMBS
VANGUARD SCOTTS...
ETF 0.84% 0.89% #24 1
Prev: #23
0.3 -46,160 -0.5%
P
S
8,792,867 $413,968,169 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IGIB
ISHARES TR
ETF 0.81% 0.81% #25 1
Prev: #24
2.3 426,674 6.1%
P
S
7,394,169 $398,397,829 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.03%
Sold All 😨
(Was: #382)
0.3 -227,995 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #708)
0.3 -525,090 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #777)
0.3 -11,033 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBMN
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1228)
0.3 -8,993 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1232)
0.3 -2,877 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1341)
0.3 -6,146 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
STUB
STUBHUB HLDGS I...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1451)
0.3 -5,708 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1475)
0.3 -3,106 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AKRO
AKERO THERAPEUT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1570)
0.3 -1,276 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSTP
INNOVATOR ETFS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1653)
0.3 -1,299 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FVRR
FIVERR INTL LTD
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1718)
0.3 -1,597 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PTIN
PACER FDS TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1811)
0.3 -978 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PWV
INVESCO EXCHANG...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1838)
0.3 -413 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CBRL
CRACKER BARREL ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1842)
0.3 -599 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PKST
PEAKSTONE REALT...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1858)
0.3 -1,876 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DBB
INVESCO DB MULT...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1904)
0.3 -1,005 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VSHY
VIRTUS ETF TR I...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1929)
0.3 -883 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IQM
FRANKLIN TEMPLE...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1943)
0.3 -212 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PALL
ABRDN PALLADIUM...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1953)
0.3 -158 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PTBD
PACER FDS TR
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1955)
0.3 -904 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BALT
INNOVATOR ETFS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2004)
0.3 -459 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RFEM
FIRST TR EXCH T...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2009)
0.3 -197 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FYX
FIRST TR SML CP...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2020)
0.3 -131 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
YMAR
FIRST TR EXCHNG...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2034)
0.3 -507 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CABO
CABLE ONE INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2056)
0.3 -71 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TBUX
T ROWE PRICE ET...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2078)
0.3 -233 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IFV
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2080)
0.3 -471 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DISV
DIMENSIONAL ETF...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2081)
0.3 -323 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALE
ALLETE INC
Utilities 0.00% 0.00%
Sold All 😨
(Was: #2086)
0.3 -170 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ISMD
NORTHERN LTS FD...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2088)
0.3 -288 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SEIE
SEI EXCHANGE TR...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2089)
0.3 -366 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNA
VERONA PHARMA P...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2116)
0.3 -93 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HOG
HARLEY DAVIDSON...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2143)
0.3 -330 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BKIE
BNY MELLON ETF ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2192)
0.3 -89 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MDYG
SPDR SER TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2197)
0.3 -86 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QMAR
FIRST TR EXCHNG...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2204)
0.3 -241 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPMB
J P MORGAN EXCH...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2225)
0.3 -179 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LCII
LCI INDS
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2235)
0.3 -75 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WNS
WNS HLDGS LTD
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2239)
0.3 -91 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MFDX
PIMCO EQUITY SE...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2242)
0.3 -184 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MLTX
MOONLAKE IMMUNO...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2262)
0.3 -888 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ENR
ENERGIZER HLDGS...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2297)
0.3 -233 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SEIS
SEI EXCHANGE TR...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2324)
0.3 -188 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SEEM
SEI EXCHANGE TR...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2350)
0.3 -162 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GRPM
INVESCO EXCHANG...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2373)
0.3 -38 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BXSL
BLACKSTONE SECD...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2384)
0.3 -172 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BTAL
AGF INVTS TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2430)
0.3 -240 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HAIN
HAIN CELESTIAL ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2453)
0.3 -2,200 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UTI
UNIVERSAL TECHN...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2477)
0.3 -102 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CAKE
CHEESECAKE FACT...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2484)
0.3 -59 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACI
ALBERTSONS COS ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2555)
0.3 -152 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PSK
SPDR SER TR
Preferred 0.00% 0.00%
Sold All 😨
(Was: #2562)
0.3 -78 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SNRE
SUNRISE COMMUNI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2568)
0.3 -43 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EBR/B
CENTRAIS ELETRI...
Preferred 0.00% 0.00%
Sold All 😨
(Was: #2628)
0.3 -192 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PINC
PREMIER INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2630)
0.3 -71 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FUN
SIX FLAGS ENTER...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2639)
0.3 -84 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KRUS
KURA SUSHI USA ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2675)
0.3 -27 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BUXX
EA SERIES TRUST
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2683)
0.3 -76 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DX
DYNEX CAP INC
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #2738)
0.3 -100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SM
SM ENERGY CO
Energy 0.00% 0.00%
Sold All 😨
(Was: #2756)
0.3 -45 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNT
VERINT SYS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #2764)
0.3 -54 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCS
STEELCASE INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2771)
0.3 -61 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2786)
0.3 -25 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DEI
DOUGLAS EMMETT ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #2807)
0.3 -57 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GPRO
GOPRO INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #2819)
0.3 -400 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CAL
CALERES INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2820)
0.3 -65 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SAM
BOSTON BEER INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2821)
0.3 -4 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DQ
DAQO NEW ENERGY...
Technology 0.00% 0.00%
Sold All 😨
(Was: #2838)
0.3 -28 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IGR
CBRE GBL REAL E...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2854)
0.3 -144 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PCEF
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2855)
0.3 -37 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PSP
INVESCO EXCHANG...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2869)
0.3 -10 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DRVN
DRIVEN BRANDS H...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2876)
0.3 -42 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVXL
ANAVEX LIFE SCI...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2877)
0.3 -76 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BLNK
BLINK CHARGING ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2883)
0.3 -397 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INFA
INFORMATICA INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2891)
0.3 -25 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TIGR
UP FINTECH HLDG...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2892)
0.3 -58 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ELP
COMPANHIA PARAN...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #2895)
0.3 -63 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TEN
TSAKOS ENERGY N...
Energy 0.00% 0.00%
Sold All 😨
(Was: #2900)
0.3 -27 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FOXF
FOX FACTORY HLD...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2902)
0.3 -24 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CLVT
CLARIVATE PLC
Technology 0.00% 0.00%
Sold All 😨
(Was: #2904)
0.3 -150 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ATKR
ATKORE INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2909)
0.3 -9 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPT
SPROUT SOCIAL I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #2912)
0.3 -43 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NXRT
NEXPOINT RESIDE...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #2924)
0.3 -16 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CRSR
CORSAIR GAMING ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #2926)
0.3 -57 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JBBB
JANUS DETROIT S...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2932)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MGRC
MCGRATH RENTCOR...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2938)
0.3 -4 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACP
ABRDN INCOME CR...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2945)
0.3 -76 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OTLY
OATLY GROUP AB
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2947)
0.3 -27 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CION
CION INVT CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2966)
0.3 -42 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SAND
SANDSTORM GOLD ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2973)
0.3 -30 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
CUSHMAN WAKEFIE...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #2975)
0.3 -23 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SOUNW
SOUNDHOUND AI I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2978)
0.3 -50 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AI
C3 AI INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #2979)
0.3 -20 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CDNA
CAREDX INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2992)
0.3 -22 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JBGS
JBG SMITH PPTYS
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #2995)
0.3 -14 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NFJ
VIRTUS DIVIDEND...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3005)
0.3 -23 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OGIG
ALPS ETF TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #3008)
0.3 -5 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KBR
KBR INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3010)
0.3 -6 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
STNG
SCORPIO TANKERS...
Energy 0.00% 0.00%
Sold All 😨
(Was: #3012)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RNW
RENEW ENERGY GL...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #3025)
0.3 -34 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLW
CLEARWATER PAPE...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #3035)
0.3 -12 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RPAY
REPAY HLDGS COR...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3038)
0.3 -47 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UAA
UNDER ARMOUR IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3043)
0.3 -48 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GMRE
GLOBAL MED REIT...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #3047)
0.3 -7 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WNC
WABASH NATL COR...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3056)
0.3 -22 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JQC
NUVEEN CR STRAT...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3057)
0.3 -41 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
REET
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #3066)
0.3 -8 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EVO
EVOTEC AG
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3072)
0.3 -52 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EOLS
EVOLUS INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3077)
0.3 -30 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CURB
CURBLINE PPTYS ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #3081)
0.3 -8 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JFR
NUVEEN FLOATING...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3083)
0.3 -21 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BOOM
DMC GLOBAL INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3087)
0.3 -20 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LOCO
EL POLLO LOCO H...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3094)
0.3 -16 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CHPT
CHARGEPOINT HOL...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3099)
0.3 -13 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IMTB
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #3105)
0.3 -3 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBRX
IMMUNITYBIO INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3109)
0.3 -48 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LAND
GLADSTONE LD CO...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #3113)
0.3 -12 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WGS
GENEDX HOLDINGS...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3117)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HESM
HESS MIDSTREAM ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #3118)
0.3 -3 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIM
ZIM INTEGRATED ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3125)
0.3 -7 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ASGN
ASGN INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #3126)
0.3 -2 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ENSC
ENSYSCE BIOSCIE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3158)
0.3 -13 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ENVX
ENOVIX CORPORAT...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3159)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TOPS
TOP SHIPS INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #3160)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIMV
ZIMVIE INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3167)
0.3 -1 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TRAW
TRAWS PHARMA IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3179)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 3495 holdings

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