13F holdings
ASSETMARK, INC portfolio
Managed by . 3,443 reported positions worth $49.0B as of 2026-03-31, filed with the SEC on 2026-05-06. Parsed from the filing itself, not a reseller.
$49.0B
Book value
3,443
Positions
28%
Top 10 weight
+264
New this quarter
-191
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 36 days old on 2026-05-06, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (264)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| ASHR | DBX ETF TR | $49.0M | 1,501,769 | 0.10% |
| AZN | ASTRAZENECA PLC | $37.7M | 191,107 | 0.08% |
| IDEF | BLACKROCK ETF TRUST | $16.9M | 517,044 | 0.03% |
| ISMF | BLACKROCK ETF TRUST | $15.6M | 569,953 | 0.03% |
| CORO | BLACKROCK ETF TRUST | $7.4M | 229,989 | 0.02% |
| ISTM | ISHARES U S ETF TR | $7.3M | 240,963 | 0.01% |
| XP | XP INC | $6.2M | 327,436 | 0.01% |
| EUHY | ISHARES INC | $6.1M | 116,068 | 0.01% |
| BLCR | BLACKROCK ETF TRUST | $5.0M | 120,782 | 0.01% |
| JFLI | J P MORGAN EXCHANGE TRADED F | $4.3M | 84,801 | 0.01% |
| TAXX | BONDBLOXX ETF TRUST | $4.0M | 79,673 | 0.01% |
| AMCR | AMCOR PLC | $2.8M | 70,106 | 0.01% |
| WT 3.25 06/15/26 | WISDOMTREE INC | $2.5M | 18,000 | 0.01% |
| SETM | SPROTT FDS TR | $2.4M | 73,333 | 0.00% |
| JADE | J P MORGAN EXCHANGE TRADED F | $2.1M | 32,081 | 0.00% |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $1.3M | 35,602 | 0.00% |
| XSVM | INVESCO EXCHANGE TRADED FD T | $1.3M | 21,187 | 0.00% |
| KRMN | KARMAN HLDGS INC | $979,172 | 12,232 | 0.00% |
| 430 | TERNS PHARMACEUTICALS INC | $851,797 | 16,157 | 0.00% |
| KRYS | KRYSTAL BIOTECH INC | $815,516 | 3,157 | 0.00% |
| COGT | COGENT BIOSCIENCES INC | $730,810 | 18,987 | 0.00% |
| PIPR | PIPER SANDLER COMPANIES | $719,057 | 9,393 | 0.00% |
| DYN | DYNE THERAPEUTICS INC | $563,154 | 31,062 | 0.00% |
| LMUB | ISHARES TR | $452,815 | 9,069 | 0.00% |
| XRT | SPDR SERIES TRUST | $413,616 | 5,140 | 0.00% |
Closed out (191)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $30.8M | 335,387 | 0.00% |
| TGNA | TEGNA INC | $4.3M | 221,714 | 0.00% |
| AMCR | AMCOR PLC | $2.4M | 281,797 | 0.00% |
| FUBO 3.25 02/15/26 | FUBOTV INC | $1.5M | 15,000 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $897,708 | 2,643 | 0.00% |
| RNAGBP | AVIDITY BIOSCIENCES INC | $430,400 | 5,967 | 0.00% |
| KMPR | KEMPER CORP | $226,456 | 5,586 | 0.00% |
| EXK | EXACT SCIENCES CORP | $170,231 | 1,676 | 0.00% |
| 8QR | CONFLUENT INC | $146,059 | 4,830 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $134,337 | 1,408 | 0.00% |
| NSP | INSPERITY INC | $110,438 | 2,852 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $108,839 | 244 | 0.00% |
| IGOV | ISHARES TR | $94,027 | 2,257 | 0.00% |
| JJSF | J & J SNACK FOODS CORP | $89,376 | 989 | 0.00% |
| DGIN | VANECK ETF TRUST | $83,814 | 2,047 | 0.00% |
| VERX | VERTEX INC | $83,475 | 4,180 | 0.00% |
| FELG | FIDELITY COVINGTON TRUST | $72,600 | 1,741 | 0.00% |
| RDIV | INVESCO EXCH TRADED FD TR II | $54,538 | 1,048 | 0.00% |
| GARP | ISHARES TR | $42,086 | 618 | 0.00% |
| FBRT | FRANKLIN BSP RLTY TR INC | $40,401 | 4,028 | 0.00% |
| OR | OR ROYALTIES INC. | $36,169 | 1,022 | 0.00% |
| DAY | DAYFORCE INC | $31,883 | 461 | 0.00% |
| PAR | PAR TECHNOLOGY CORP | $28,480 | 785 | 0.00% |
| INCE | FRANKLIN TEMPLETON ETF TR | $26,577 | 435 | 0.00% |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $26,241 | 1,896 | 0.00% |
Added to (1440)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MGV | VANGUARD WORLD FD | $2.3B | 15,596,695 | 4.61% | +1% |
| VOO | VANGUARD INDEX FDS | $2.2B | 3,723,036 | 4.54% | +8% |
| NVDA | NVIDIA CORPORATION | $1.0B | 5,856,371 | 2.08% | +1% |
| MINT | PIMCO ETF TR | $971.6M | 9,660,644 | 1.98% | +8% |
| IEFA | ISHARES TR | $794.7M | 8,778,321 | 1.62% | +5% |
| AAPL | APPLE INC | $757.2M | 2,983,516 | 1.54% | +3% |
| MSFT | MICROSOFT CORP | $749.0M | 2,023,261 | 1.53% | +6% |
| IEMG | ISHARES INC | $648.5M | 9,297,033 | 1.32% | +4% |
| GOVT | ISHARES TR | $599.7M | 26,176,498 | 1.22% | +5% |
| JNK | SPDR SERIES TRUST | $562.4M | 5,875,122 | 1.15% | +3% |
| META | META PLATFORMS INC | $542.4M | 948,122 | 1.11% | +5% |
| SHYG | ISHARES TR | $532.4M | 12,584,102 | 1.09% | +7% |
| BIL | SPDR SERIES TRUST | $523.0M | 5,707,321 | 1.07% | +291% |
| USIG | ISHARES TR | $521.3M | 10,174,811 | 1.06% | +5% |
| AVGO | BROADCOM INC | $498.0M | 1,609,089 | 1.02% | +1% |
Trimmed (985)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| FCOR | FIDELITY MERRIMACK STR TR | $0 | 0 | 0.00% | -100% |
| RH | RH | $34 | 0 | 0.00% | -100% |
| MNDY | MONDAY COM LTD | $138 | 2 | 0.00% | -100% |
| PVH | PVH CORPORATION | $209 | 3 | 0.00% | -100% |
| OWL | BLUE OWL CAPITAL INC | $22,533 | 2,468 | 0.00% | -100% |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $375 | 66 | 0.00% | -100% |
| SITC | SITE CTRS CORP | $4,185 | 775 | 0.00% | -100% |
| CARS | CARS COM INC | $276 | 34 | 0.00% | -100% |
| PTON | PELOTON INTERACTIVE INC | $4 | 1 | 0.00% | -100% |
| SIVR | ABRDN SILVER ETF TRUST | $36,879 | 515 | 0.00% | -99% |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $23,561 | 694 | 0.00% | -99% |
| AMLP | ALPS ETF TR | $278,992 | 5,300 | 0.00% | -99% |
| ARTY | ISHARES TR | $232,836 | 5,004 | 0.00% | -99% |
| WING | WINGSTOP INC | $8,213 | 53 | 0.00% | -99% |
| SSO | PROSHARES TR | $1.5M | 29,013 | 0.00% | -99% |
The book
Largest 150 of 3,443 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | $3.1B | 8,486,761 | 6.36% | — |
| MGV | VANGUARD WORLD FD | $2.3B | 15,596,695 | 4.61% | — |
| VOO | VANGUARD INDEX FDS | $2.2B | 3,723,036 | 4.54% | — |
| NVDA | NVIDIA CORPORATION | $1.0B | 5,856,371 | 2.08% | — |
| MINT | PIMCO ETF TR | $971.6M | 9,660,644 | 1.98% | — |
| VBR | VANGUARD INDEX FDS | $886.2M | 4,079,001 | 1.81% | — |
| VOE | VANGUARD INDEX FDS | $798.6M | 4,333,382 | 1.63% | — |
| IEFA | ISHARES TR | $794.7M | 8,778,321 | 1.62% | — |
| AAPL | APPLE INC | $757.2M | 2,983,516 | 1.54% | — |
| MSFT | MICROSOFT CORP | $749.0M | 2,023,261 | 1.53% | — |
| GOOGL | ALPHABET INC | $746.9M | 2,597,477 | 1.52% | — |
| IEMG | ISHARES INC | $648.5M | 9,297,033 | 1.32% | — |
| GOVT | ISHARES TR | $599.7M | 26,176,498 | 1.22% | — |
| JNK | SPDR SERIES TRUST | $562.4M | 5,875,122 | 1.15% | — |
| HYG | ISHARES TR | $552.3M | 6,941,666 | 1.13% | — |
| VOT | VANGUARD INDEX FDS | $551.1M | 2,141,628 | 1.12% | — |
| META | META PLATFORMS INC | $542.4M | 948,122 | 1.11% | — |
| SHYG | ISHARES TR | $532.4M | 12,584,102 | 1.09% | — |
| BIL | SPDR SERIES TRUST | $523.0M | 5,707,321 | 1.07% | — |
| USIG | ISHARES TR | $521.3M | 10,174,811 | 1.06% | — |
| AVGO | BROADCOM INC | $498.0M | 1,609,089 | 1.02% | — |
| VBK | VANGUARD INDEX FDS | $486.4M | 1,609,318 | 0.99% | — |
| SPTM | SPDR SERIES TRUST | $429.8M | 5,436,214 | 0.88% | — |
| IGIB | ISHARES TR | $425.6M | 7,997,374 | 0.87% | — |
| VMBS | VANGUARD SCOTTSDALE FDS | $415.7M | 8,853,123 | 0.85% | — |
| IEI | ISHARES TR | $397.6M | 3,352,425 | 0.81% | — |
| AMZN | AMAZON COM INC | $381.4M | 1,831,400 | 0.78% | — |
| UTHR | UNITED THERAPEUTICS CORP DEL | $365.3M | 616,050 | 0.74% | — |
| BND | VANGUARD BD INDEX FDS | $364.6M | 4,951,598 | 0.74% | — |
| IVV | ISHARES TR | $344.6M | 527,597 | 0.70% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $339.7M | 5,300,718 | 0.69% | — |
| MUB | ISHARES TR | $339.3M | 3,196,889 | 0.69% | — |
| VTI | VANGUARD INDEX FDS | $331.7M | 1,034,035 | 0.68% | — |
| NEM | NEWMONT CORP | $329.6M | 3,044,674 | 0.67% | — |
| T | AT&T INC | $316.8M | 10,927,811 | 0.65% | — |
| BNDX | VANGUARD CHARLOTTE FDS | $307.1M | 6,390,910 | 0.63% | — |
| SYF | SYNCHRONY FINANCIAL | $295.1M | 4,338,604 | 0.60% | — |
| FOXA | FOX CORP | $289.9M | 4,963,944 | 0.59% | — |
| MTUM | ISHARES TR | $281.8M | 1,174,251 | 0.57% | — |
| VTV | VANGUARD INDEX FDS | $276.2M | 1,407,931 | 0.56% | — |
| VXF | VANGUARD INDEX FDS | $264.0M | 1,282,644 | 0.54% | — |
| SHY | ISHARES TR | $262.2M | 3,175,680 | 0.53% | — |
| VUG | VANGUARD INDEX FDS | $259.3M | 593,629 | 0.53% | — |
| JPM | JPMORGAN CHASE & CO | $241.9M | 822,403 | 0.49% | — |
| SPYM | SPDR SERIES TRUST | $233.7M | 3,053,303 | 0.48% | — |
| TLH | ISHARES TR | $228.7M | 2,270,608 | 0.47% | — |
| PG | PROCTER & GAMBLE CO | $199.1M | 1,378,302 | 0.41% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $188.1M | 556,577 | 0.38% | — |
| VZ | VERIZON COMMUNICATIONS INC | $183.7M | 3,659,989 | 0.37% | — |
| MO | ALTRIA GROUP INC | $177.0M | 2,681,957 | 0.36% | — |
| SPIB | SPDR SERIES TRUST | $174.4M | 5,199,762 | 0.36% | — |
| KLAC | KLA CORP | $172.7M | 117,278 | 0.35% | — |
| IEUR | ISHARES TR | $167.3M | 2,380,720 | 0.34% | — |
| SCHX | SCHWAB STRATEGIC TR | $167.1M | 6,516,389 | 0.34% | — |
| GOOG | ALPHABET INC | $161.4M | 562,520 | 0.33% | — |
| SPTL | SPDR SERIES TRUST | $153.4M | 5,830,936 | 0.31% | — |
| UAL | UNITED AIRLS HLDGS INC | $148.9M | 1,617,257 | 0.30% | — |
| EXEL | EXELIXIS INC | $145.4M | 3,388,920 | 0.30% | — |
| IDEV | ISHARES TR | $143.3M | 1,714,721 | 0.29% | — |
| IJR | ISHARES TR | $143.2M | 1,151,858 | 0.29% | — |
| TSLA | TESLA INC | $136.3M | 366,757 | 0.28% | — |
| IEF | ISHARES TR | $127.5M | 1,336,059 | 0.26% | — |
| AMAT | APPLIED MATLS INC | $126.6M | 370,481 | 0.26% | — |
| MU | MICRON TECHNOLOGY INC | $126.2M | 373,689 | 0.26% | — |
| USMV | ISHARES TR | $124.6M | 1,343,205 | 0.25% | — |
| ROYAL CARIBBEAN GROUP | ROYAL CARIBBEAN GROUP | $123.3M | 448,078 | 0.25% | — |
| MA | MASTERCARD INCORPORATED | $122.1M | 244,324 | 0.25% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $121.4M | 253,243 | 0.25% | — |
| TIP | ISHARES TR | $119.4M | 1,081,805 | 0.24% | — |
| PM | PHILIP MORRIS INTL INC | $117.4M | 709,810 | 0.24% | — |
| EIX | EDISON INTL | $117.2M | 1,601,327 | 0.24% | — |
| CMCSA | COMCAST CORP NEW | $116.6M | 4,061,076 | 0.24% | — |
| TLT | ISHARES TR | $116.5M | 1,343,362 | 0.24% | — |
| JIRE | J P MORGAN EXCHANGE TRADED F | $112.2M | 1,481,556 | 0.23% | — |
| MRSH | MARSH & MCLENNAN COS INC | $109.0M | 628,686 | 0.22% | — |
| LQD | ISHARES TR | $108.6M | 996,590 | 0.22% | — |
| VSS | VANGUARD INTL EQUITY INDEX F | $108.3M | 742,771 | 0.22% | — |
| CFG | CITIZENS FINL GROUP INC | $107.2M | 1,788,249 | 0.22% | — |
| VCRB | VANGUARD MALVERN FDS | $107.2M | 1,384,876 | 0.22% | — |
| SCHW | SCHWAB CHARLES CORP | $104.7M | 1,113,927 | 0.21% | — |
| HIG | HARTFORD INSURANCE GROUP INC | $103.9M | 768,041 | 0.21% | — |
| NXT | NEXTPOWER INC | $101.4M | 840,966 | 0.21% | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $100.8M | 1,217,898 | 0.21% | — |
| FLOT | ISHARES TR | $100.1M | 1,965,478 | 0.20% | — |
| ACGL | ARCH CAP GROUP LTD | $99.5M | 1,036,532 | 0.20% | — |
| DYNF | BLACKROCK ETF TRUST | $99.1M | 1,702,479 | 0.20% | — |
| EWC | ISHARES INC | $98.6M | 1,800,052 | 0.20% | — |
| VYM | VANGUARD WHITEHALL FDS | $98.0M | 662,033 | 0.20% | — |
| DFAX | DIMENSIONAL ETF TRUST | $97.7M | 2,875,490 | 0.20% | — |
| VGT | VANGUARD WORLD FD | $94.6M | 135,651 | 0.19% | — |
| EG | EVEREST GROUP LTD | $94.1M | 287,847 | 0.19% | — |
| SPDW | SPDR INDEX SHS FDS | $93.5M | 2,048,361 | 0.19% | — |
| BKNG | BOOKING HOLDINGS INC | $93.3M | 22,156 | 0.19% | — |
| XLK | SELECT SECTOR SPDR TR | $91.8M | 690,636 | 0.19% | — |
| V | VISA INC | $90.4M | 299,159 | 0.18% | — |
| BKLN | INVESCO EXCH TRADED FD TR II | $89.3M | 4,376,443 | 0.18% | — |
| DFAC | DIMENSIONAL ETF TRUST | $89.0M | 2,289,602 | 0.18% | — |
| SPTI | SPDR SERIES TRUST | $89.0M | 3,103,772 | 0.18% | — |
| IGSB | ISHARES TR | $88.9M | 1,691,633 | 0.18% | — |
| AFL | AFLAC INC | $88.0M | 801,692 | 0.18% | — |
| USHY | ISHARES TR | $87.9M | 2,384,873 | 0.18% | — |
| WSM | WILLIAMS SONOMA INC | $87.0M | 477,064 | 0.18% | — |
| COMT | ISHARES U S ETF TR | $86.5M | 2,558,624 | 0.18% | — |
| IUSB | ISHARES TR | $86.1M | 1,864,366 | 0.18% | — |
| AMGN | AMGEN INC | $85.8M | 243,853 | 0.17% | — |
| QCOM | QUALCOMM INC | $85.1M | 661,006 | 0.17% | — |
| WFC | WELLS FARGO & CO | $84.7M | 1,064,434 | 0.17% | — |
| SCHG | SCHWAB STRATEGIC TR | $84.7M | 2,908,879 | 0.17% | — |
| EXMOC | EXXON MOBIL CORP | $83.5M | 492,309 | 0.17% | — |
| JPST | J P MORGAN EXCHANGE TRADED F | $82.6M | 1,631,342 | 0.17% | — |
| USDU | WISDOMTREE TR | $82.4M | 3,129,395 | 0.17% | — |
| NRG | NRG ENERGY INC | $82.1M | 561,461 | 0.17% | — |
| DXJ | WISDOMTREE TR | $80.4M | 507,304 | 0.16% | — |
| XBI | SPDR SERIES TRUST | $79.6M | 623,015 | 0.16% | — |
| ED | CONSOLIDATED EDISON INC | $79.0M | 698,131 | 0.16% | — |
| INGR | INGREDION INC | $78.5M | 697,217 | 0.16% | — |
| XLE | SELECT SECTOR SPDR TR | $78.2M | 1,277,309 | 0.16% | — |
| VO | VANGUARD INDEX FDS | $77.5M | 269,885 | 0.16% | — |
| CWB | SPDR SERIES TRUST | $77.1M | 842,982 | 0.16% | — |
| VNQ | VANGUARD INDEX FDS | $76.7M | 864,880 | 0.16% | — |
| RPV | INVESCO EXCHANGE TRADED FD T | $76.1M | 708,912 | 0.16% | — |
| IGLB | ISHARES TR | $75.2M | 1,515,213 | 0.15% | — |
| IAU | ISHARES GOLD TR | $74.3M | 843,005 | 0.15% | — |
| SHV | ISHARES TR | $74.0M | 670,664 | 0.15% | — |
| IPAC | ISHARES TR | $73.0M | 953,773 | 0.15% | — |
| SCHP | SCHWAB STRATEGIC TR | $71.5M | 2,687,120 | 0.15% | — |
| LRCX | LAM RESEARCH CORP | $70.9M | 331,611 | 0.14% | — |
| OMC | OMNICOM GROUP INC | $70.2M | 931,933 | 0.14% | — |
| SPSM | SPDR SERIES TRUST | $69.5M | 1,437,727 | 0.14% | — |
| SPEM | SPDR INDEX SHS FDS | $68.4M | 1,458,468 | 0.14% | — |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $67.8M | 837,767 | 0.14% | — |
| BBUS | J P MORGAN EXCHANGE TRADED F | $66.8M | 570,248 | 0.14% | — |
| COST | COSTCO WHOLESALE CORPORATION | $65.9M | 66,108 | 0.13% | — |
| IAGG | ISHARES TR | $65.2M | 1,303,387 | 0.13% | — |
| WDC | WESTERN DIGITAL CORP | $64.7M | 239,012 | 0.13% | — |
| KGC | KINROSS GOLD CORP | $64.2M | 2,103,810 | 0.13% | — |
| HYD | VANECK ETF TRUST | $64.2M | 1,279,605 | 0.13% | — |
| VB | VANGUARD INDEX FDS | $63.7M | 243,103 | 0.13% | — |
| SPBO | SPDR SERIES TRUST | $63.0M | 2,170,235 | 0.13% | — |
| VICI | VICI PPTYS INC | $61.9M | 2,265,618 | 0.13% | — |
| SJNK | SPDR SERIES TRUST | $61.8M | 2,475,556 | 0.13% | — |
| NVS | NOVARTIS AG | $61.7M | 403,774 | 0.13% | — |
| VOX | VANGUARD WORLD FD | $61.7M | 342,932 | 0.13% | — |
| OHI | OMEGA HEALTHCARE INVS INC | $61.6M | 1,406,577 | 0.13% | — |
| FANG | DIAMONDBACK ENERGY INC | $60.1M | 304,014 | 0.12% | — |
| ACWI | ISHARES TR | $60.0M | 433,891 | 0.12% | — |
| PHM | PULTE GROUP INC | $58.8M | 499,780 | 0.12% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $58.7M | 1,085,404 | 0.12% | — |
| AGG | ISHARES TR | $58.6M | 590,558 | 0.12% | — |
| DHI | D R HORTON INC | $58.3M | 424,987 | 0.12% | — |
This table is the 150 largest positions by value, out of 3,443 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by ASSETMARK, INC (CIK 1344551, accession 0001344551-26-000005). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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