AMK Insider Trading

Insider Ownership Percentage: 2.30%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $557,931.20

AssetMark Financial Insider Trading History Chart

This chart shows the insider buying and selling history at AssetMark Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

AssetMark Financial Share Price & Price History

Current Price: $28.19
Price Change: Price Increase of +0.11 (0.39%)
As of 06/1/2023 01:00 AM ET

This chart shows the closing price history over time for AMK up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

AssetMark Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
5/17/2023Ted F. AngusEVPSell5,637$28.12$158,512.4496,991View SEC Filing Icon  
5/8/2023Gary G. ZylaCFOSell8,958$26.83$240,343.1489,597View SEC Filing Icon  
6/10/2022Carrie E HansenCOOSell877$19.06$16,715.62122,973View SEC Filing Icon  
6/9/2022Gary G. ZylaCFOSell1,585$20.00$31,700.0099,431View SEC Filing Icon  
6/9/2022Joel David Mcnatt JrEVPSell505$20.00$10,100.0020,547View SEC Filing Icon  
6/9/2022Michael KimInsiderSell1,801$20.00$36,020.00374,738View SEC Filing Icon  
6/9/2022Natalie Grace WolfsenCEOSell3,227$20.00$64,540.00419,498View SEC Filing Icon  
3/4/2022Michael KimInsiderSell4,114$22.30$91,742.20View SEC Filing Icon  
3/4/2022Natalie Grace WolfsenCEOSell5,075$22.30$113,172.50View SEC Filing Icon  
2/5/2022John HahnSVPSell6,675$25.01$166,941.75View SEC Filing Icon  
11/12/2021Mukesh MehtaEVPSell607$28.01$17,002.07View SEC Filing Icon  
11/10/2021Mukesh MehtaEVPSell27,937$28.04$783,353.48View SEC Filing Icon  
9/13/2021Jeremiah H. ChafkinVice ChairmanSell34,654$26.08$903,776.32View SEC Filing Icon  
9/2/2021Mukesh MehtaEVPSell9,377$27.06$253,741.62View SEC Filing Icon  
8/11/2021Jeremiah H. ChafkinEVPSell50,000$26.55$1,327,500.00View SEC Filing Icon  
6/25/2021Mukesh MehtaEVPSell2,534$27.04$68,519.36302,643View SEC Filing Icon  
6/16/2021Mukesh MehtaEVPSell100$27.00$2,700.00306,794View SEC Filing Icon  
5/18/2021Gary G. ZylaCFOSell65,000$24.74$1,608,100.0066,497View SEC Filing Icon  
5/10/2021Ted F. AngusEVPSell9,780$23.09$225,820.2069,570View SEC Filing Icon  
5/7/2021Mukesh MehtaEVPSell6,800$25.00$170,000.00View SEC Filing Icon  
4/9/2021Ted F. AngusEVPSell10,069$21.93$220,813.1779,350View SEC Filing Icon  
3/10/2021Ted F. AngusEVPSell9,923$24.16$239,739.6889,419View SEC Filing Icon  
3/1/2021Ted F. AngusEVPSell20,291$25.02$507,680.8299,342View SEC Filing Icon  
2/10/2021Carrie E HansenCOOSell32,160$26.39$848,702.4093,578View SEC Filing Icon  
2/10/2021Ted F. AngusEVPSell16,687$26.38$440,203.06119,633View SEC Filing Icon  
2/8/2021Carrie E HansenCOOSell36,338$25.33$920,441.54148,811View SEC Filing Icon  
2/5/2021Gary G. ZylaCFOSell35,034$25.02$876,550.68130,497View SEC Filing Icon  
2/4/2021Carrie E HansenCOOSell16,561$24.24$401,438.64214,965View SEC Filing Icon  
2/3/2021Natalie Grace WolfsenEVPSell22,846$23.03$526,143.38328,703View SEC Filing Icon  
2/1/2021Natalie Grace WolfsenEVPSell4,146$23.01$95,399.46378,054View SEC Filing Icon  
1/25/2021Gary G. ZylaCFOSell101$25.03$2,528.03165,531View SEC Filing Icon  
1/21/2021Gary G. ZylaCFOSell1,909$25.00$47,725.00165,632View SEC Filing Icon  
1/20/2021Michael KimEVPSell3,479$25.01$87,009.79294,665View SEC Filing Icon  
1/19/2021Gary G. ZylaCFOSell200$25.17$5,034.00170,297View SEC Filing Icon  
1/4/2021Ted F. AngusEVPSell13,847$23.71$328,312.37154,209View SEC Filing Icon  
12/14/2020Michael KimEVPSell20,694$23.93$495,207.42306,081View SEC Filing Icon  
12/11/2020Michael KimEVPSell13,411$24.13$323,607.43324,833View SEC Filing Icon  
12/8/2020Gary G. ZylaCFOSell16,611$25.17$418,098.87170,497View SEC Filing Icon  
12/7/2020Jeremiah H. ChafkinEVPSell10,931$24.43$267,044.33409,181View SEC Filing Icon  
12/4/2020Gary G. ZylaCFOSell1,389$25.01$34,738.89187,108View SEC Filing Icon  
12/2/2020Jeremiah H. ChafkinEVPSell6,007$23.85$143,266.95444,149View SEC Filing Icon  
11/30/2020Jeremiah H. ChafkinEVPSell15,119$23.88$361,041.72444,149View SEC Filing Icon  
11/23/2020Carrie E HansenCOOSell18,831$24.09$453,638.79232,558View SEC Filing Icon  
11/20/2020Carrie E HansenCOOSell19,244$24.10$463,780.40273,733View SEC Filing Icon  
11/18/2020Carrie E HansenCOOSell16,429$24.49$402,346.21273,733View SEC Filing Icon  
11/18/2020Jeremiah H. ChafkinEVPSell13,223$24.60$325,285.80472,491View SEC Filing Icon  
11/16/2020Jeremiah H. ChafkinEVPSell13,223$24.78$327,665.94472,491View SEC Filing Icon  
11/3/2020Jeremiah H. ChafkinEVPSell7,933$23.00$182,459.00485,714View SEC Filing Icon  
10/14/2020Jeremiah H. ChafkinEVPSell7,934$23.00$182,482.00497,120View SEC Filing Icon  
9/1/2020Jeremiah H. ChafkinEVPSell7,934$24.10$191,209.40501,581View SEC Filing Icon  
8/3/2020Mukesh MehtaEVPSell10,000$27.65$276,500.00332,431View SEC Filing Icon  
7/10/2020Ted F. AngusEVPSell9,447$27.16$256,580.52168,055View SEC Filing Icon  
7/1/2020Michael KimEVPSell8,061$26.80$216,034.80350,083View SEC Filing Icon  
6/22/2020Natalie Grace WolfsenEVPSell5,191$28.02$145,451.82418,654View SEC Filing Icon  
6/19/2020Natalie Grace WolfsenEVPSell100$27.99$2,799.00418,654View SEC Filing Icon  
6/11/2020Gary G. ZylaCFOSell15,500$27.05$419,275.00200,337View SEC Filing Icon  
6/10/2020Charles G GoldmanCEOSell31,182$27.92$870,601.442,013,197View SEC Filing Icon  
6/10/2020Natalie Grace WolfsenEVPSell21,042$27.92$587,492.64421,555View SEC Filing Icon  
6/8/2020Charles G GoldmanCEOSell11,276$28.12$317,081.122,013,197View SEC Filing Icon  
6/8/2020Natalie Grace WolfsenEVPSell7,926$28.40$225,098.40421,555View SEC Filing Icon  
6/5/2020Charles G GoldmanCEOSell11,730$27.28$319,994.402,013,197View SEC Filing Icon  
6/3/2020Charles G GoldmanCEOSell10,085$27.10$273,303.502,013,197View SEC Filing Icon  
6/3/2020Esi Minta-JacobsEVPSell443$27.00$11,961.0047,202View SEC Filing Icon  
6/1/2020Charles G GoldmanCEOSell12,706$25.92$329,339.522,013,197View SEC Filing Icon  
6/1/2020Jeremiah H. ChafkinEVPSell7,934$25.68$203,745.12523,494View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for AssetMark Financial (NYSE:AMK)

26.81% of AssetMark Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at AMK by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

AssetMark Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2023JPMorgan Chase & Co.2,772,937$87.21M0.0%-8.2%3.751%Search for SEC Filing on Google Icon
5/18/2023New York State Common Retirement Fund14,123$0.44M0.0%-18.5%0.019%Search for SEC Filing on Google Icon
5/17/2023Advisory Services Network LLC869$27K0.0%N/A0.001%Search for SEC Filing on Google Icon
5/16/2023State Street Corp462,980$14.56M0.0%+7.0%0.626%Search for SEC Filing on Google Icon
5/16/2023First Trust Advisors LP120,379$3.79M0.0%+18.8%0.163%Search for SEC Filing on Google Icon
5/16/2023Geode Capital Management LLC416,044$13.09M0.0%+5.7%0.563%Search for SEC Filing on Google Icon
5/16/2023AQR Capital Management LLC20,678$0.65M0.0%+17.4%0.028%Search for SEC Filing on Google Icon
5/15/2023Cubist Systematic Strategies LLC17,841$0.56M0.0%-37.9%0.024%Search for SEC Filing on Google Icon
5/15/2023Mcmorgan & Co. LLC78,332$2.46M0.5%-25.1%0.106%Search for SEC Filing on Google Icon
5/15/2023Two Sigma Advisers LP88,800$2.79M0.0%+5.2%0.120%Search for SEC Filing on Google Icon
5/15/2023Two Sigma Investments LP45,532$1.43M0.0%-23.4%0.062%Search for SEC Filing on Google Icon
5/15/2023Deutsche Bank AG13,475$0.42M0.0%+48.2%0.018%Search for SEC Filing on Google Icon
5/15/2023HBK Investments L P13,457$0.42M0.0%N/A0.018%Search for SEC Filing on Google Icon
5/15/2023AXA S.A.86,000$2.71M0.0%N/A0.116%Search for SEC Filing on Google Icon
5/12/2023Renaissance Technologies LLC39,400$1.24M0.0%-36.2%0.053%Search for SEC Filing on Google Icon
5/12/2023BlackRock Inc.1,841,322$57.91M0.0%-2.5%2.491%Search for SEC Filing on Google Icon
5/12/2023Bank of America Corp DE29,089$0.92M0.0%+113.6%0.039%Search for SEC Filing on Google Icon
5/12/2023Prudential Financial Inc.12,580$0.40M0.0%N/A0.017%Search for SEC Filing on Google Icon
5/12/2023UBS Group AG12,732$0.40M0.0%+7.1%0.017%Search for SEC Filing on Google Icon
5/12/2023Sei Investments Co.43,071$1.36M0.0%N/A0.058%Search for SEC Filing on Google Icon
5/12/2023NewEdge Advisors LLC46,446$1.46M0.0%+3.3%0.063%Search for SEC Filing on Google Icon
5/12/2023Dark Forest Capital Management LP6,639$0.21M0.1%N/A0.009%Search for SEC Filing on Google Icon
5/12/2023Dimensional Fund Advisors LP585,865$18.42M0.0%+47.8%0.793%Search for SEC Filing on Google Icon
5/12/2023Aviva PLC15,213$0.48M0.0%N/A0.021%Search for SEC Filing on Google Icon
5/12/2023Blair William & Co. IL347,725$10.94M0.0%+203.9%0.470%Search for SEC Filing on Google Icon
5/12/2023Panagora Asset Management Inc.52,600$1.65M0.0%+1.9%0.071%Search for SEC Filing on Google Icon
5/12/2023Charles Schwab Investment Management Inc.158,939$5M0.0%+0.3%0.215%Search for SEC Filing on Google Icon
5/11/2023Acadian Asset Management LLC13,578$0.42M0.0%N/A0.018%Search for SEC Filing on Google Icon
5/11/2023FMR LLC42,441$1.34M0.0%+18,846.9%0.057%Search for SEC Filing on Google Icon
5/11/2023Cerity Partners LLC659,034$20.73M0.0%N/A0.892%Search for SEC Filing on Google Icon
5/11/2023ExodusPoint Capital Management LP18,609$0.59M0.0%N/A0.025%Search for SEC Filing on Google Icon
5/11/2023American Century Companies Inc.8,141$0.25M0.0%N/A0.011%Search for SEC Filing on Google Icon
5/11/2023Rhumbline Advisers34,647$1.09M0.0%+4.9%0.047%Search for SEC Filing on Google Icon
5/11/2023Citigroup Inc.1,192$37K0.0%+70.8%0.002%Search for SEC Filing on Google Icon
5/10/2023Swiss National Bank47,900$1.51M0.0%-10.5%0.065%Search for SEC Filing on Google Icon
5/10/2023Connor Clark & Lunn Investment Management Ltd.9,829$0.31M0.0%N/A0.013%Search for SEC Filing on Google Icon
5/9/2023Bank of New York Mellon Corp106,990$3.37M0.0%-5.1%0.145%Search for SEC Filing on Google Icon
5/8/2023New York Life Investment Management LLC15,132$0.48M0.0%-40.6%0.020%Search for SEC Filing on Google Icon
5/8/2023Zurcher Kantonalbank Zurich Cantonalbank 3,858$0.12M0.0%-27.8%0.005%Search for SEC Filing on Google Icon
5/4/2023Summit Global Investments49,845$1.57M0.1%+6.0%0.067%Search for SEC Filing on Google Icon
5/4/2023Barclays PLC23,121$0.73M0.0%-20.1%0.031%Search for SEC Filing on Google Icon
5/4/2023Mirae Asset Global Investments Co. Ltd.11,769$0.37M0.0%N/A0.016%Search for SEC Filing on Google Icon
5/4/2023Los Angeles Capital Management LLC69,687$2.19M0.0%+63.6%0.094%Search for SEC Filing on Google Icon
5/2/2023Wakefield Asset Management LLLP29,548$0.93M0.4%N/A0.040%Search for SEC Filing on Google Icon
5/2/2023Victory Capital Management Inc.12,882$0.41M0.0%-54.7%0.017%Search for SEC Filing on Google Icon
5/2/2023Amalgamated Bank2,240$70K0.0%-18.2%0.003%Search for SEC Filing on Google Icon
4/28/2023Signaturefd LLC1,796$56K0.0%+26.9%0.002%Search for SEC Filing on Google Icon
4/28/2023SG Americas Securities LLC8,216$0.26M0.0%+12.5%0.011%Search for SEC Filing on Google Icon
4/27/2023Arizona State Retirement System6,419$0.20M0.0%N/A0.009%Search for SEC Filing on Google Icon
4/27/2023Strs Ohio20,400$0.64M0.0%+223.8%0.028%Search for SEC Filing on Google Icon
4/26/2023Jennison Associates LLC954,810$30.03M0.0%+1.8%1.292%Search for SEC Filing on Google Icon
4/20/2023Counterpoint Mutual Funds LLC3,473$0.11M0.1%N/A0.005%Search for SEC Filing on Google Icon
4/14/2023Raymond James Financial Services Advisors Inc.29,816$0.94M0.0%N/A0.040%Search for SEC Filing on Google Icon
4/13/2023Yarbrough Capital LLC12,141$0.38M0.0%N/A0.016%Search for SEC Filing on Google Icon
4/11/2023Seneca House Advisors239,500$7.53M3.9%N/A0.324%Search for SEC Filing on Google Icon
3/23/2023MetLife Investment Management LLC10,983$0.25M0.0%+8.7%0.015%Search for SEC Filing on Google Icon
2/28/2023Voya Investment Management LLC8,884$0.20M0.0%N/A0.012%Search for SEC Filing on Google Icon
2/16/2023Alliancebernstein L.P.19,000$0.44M0.0%+10.5%0.026%Search for SEC Filing on Google Icon
2/16/2023State of Wyoming4,898$0.11M0.0%N/A0.007%Search for SEC Filing on Google Icon
2/15/2023MetLife Investment Management LLC10,983$0.25M0.0%+8.7%0.015%Search for SEC Filing on Google Icon
2/15/2023Mcmorgan & Co. LLC104,541$2.40M0.5%+4.6%0.142%Search for SEC Filing on Google Icon
2/15/2023State of Wisconsin Investment Board34,562$0.80M0.0%-12.5%0.047%Search for SEC Filing on Google Icon
2/15/2023T. Rowe Price Investment Management Inc.2,348,171$54.01M0.0%+0.8%3.180%Search for SEC Filing on Google Icon
2/15/2023Millennium Management LLC199,942$4.60M0.0%-9.2%0.271%Search for SEC Filing on Google Icon
2/15/2023Morgan Stanley72,655$1.67M0.0%-32.2%0.098%Search for SEC Filing on Google Icon
2/15/2023Algert Global LLC69,792$1.61M0.1%-2.7%0.095%Search for SEC Filing on Google Icon
2/15/2023AQR Capital Management LLC17,607$0.41M0.0%+2.1%0.024%Search for SEC Filing on Google Icon
2/14/2023Susquehanna International Group LLP9,157$0.21M0.0%-43.3%0.012%Search for SEC Filing on Google Icon
2/14/2023Two Sigma Investments LP59,473$1.37M0.0%+142.6%0.081%Search for SEC Filing on Google Icon
2/14/2023Engineers Gate Manager LP22,643$0.52M0.0%N/A0.031%Search for SEC Filing on Google Icon
2/13/2023Charles Schwab Investment Management Inc.158,425$3.64M0.0%+1.5%0.215%Search for SEC Filing on Google Icon
2/13/2023Deutsche Bank AG9,090$0.21M0.0%-7.1%0.012%Search for SEC Filing on Google Icon
2/13/2023Panagora Asset Management Inc.51,622$1.19M0.0%+50.0%0.070%Search for SEC Filing on Google Icon
2/13/2023Renaissance Technologies LLC61,800$1.42M0.0%+87.8%0.084%Search for SEC Filing on Google Icon
2/13/2023The Manufacturers Life Insurance Company 9,821$0.23M0.0%N/A0.013%Search for SEC Filing on Google Icon
2/13/2023Credit Suisse AG18,987$0.44M0.0%+16.3%0.026%Search for SEC Filing on Google Icon
2/13/2023Geode Capital Management LLC393,666$9.05M0.0%+4.8%0.533%Search for SEC Filing on Google Icon
2/13/2023Advisory Research Inc.26,708$0.61M0.1%N/A0.036%Search for SEC Filing on Google Icon
2/13/2023JPMorgan Chase & Co.3,021,960$69.51M0.0%-3.9%4.092%Search for SEC Filing on Google Icon
2/13/2023Teacher Retirement System of Texas21,209$0.49M0.0%N/A0.029%Search for SEC Filing on Google Icon
2/10/2023Bank of America Corp DE13,621$0.31M0.0%+435.0%0.018%Search for SEC Filing on Google Icon
2/10/2023New York Life Investment Management LLC25,493$0.59M0.0%+12.7%0.035%Search for SEC Filing on Google Icon
2/10/2023Victory Capital Management Inc.28,427$0.65M0.0%+67.7%0.038%Search for SEC Filing on Google Icon
2/10/2023Blair William & Co. IL114,403$2.63M0.0%N/A0.155%Search for SEC Filing on Google Icon
2/9/2023First Trust Advisors LP101,296$2.33M0.0%+5.3%0.137%Search for SEC Filing on Google Icon
2/9/2023Jennison Associates LLC937,474$21.56M0.0%+0.9%1.269%Search for SEC Filing on Google Icon
2/9/2023Victory Capital Management Inc.19,262$0.51M0.0%+13.6%0.026%Search for SEC Filing on Google Icon
2/9/2023Dimensional Fund Advisors LP396,275$9.12M0.0%+6.7%0.537%Search for SEC Filing on Google Icon
2/9/2023Mercer Global Advisors Inc. ADV1,066,810$24.54M0.1%-8.6%1.445%Search for SEC Filing on Google Icon
2/8/2023UBS Group AG11,889$0.27M0.0%+508.1%0.016%Search for SEC Filing on Google Icon
2/8/2023Swiss National Bank53,500$1.23M0.0%+3.1%0.072%Search for SEC Filing on Google Icon
2/2/2023SG Americas Securities LLC7,303$0.17M0.0%+7.7%0.010%Search for SEC Filing on Google Icon
2/1/2023Bank of Montreal Can40,395$0.94M0.0%N/A0.055%Search for SEC Filing on Google Icon
2/1/2023Zurcher Kantonalbank Zurich Cantonalbank5,344$0.12M0.0%-22.3%0.007%Search for SEC Filing on Google Icon
1/31/2023Summit Global Investments47,007$1.08M0.1%-4.1%0.064%Search for SEC Filing on Google Icon
1/30/2023New York State Common Retirement Fund17,323$0.40M0.0%+23.4%0.023%Search for SEC Filing on Google Icon
1/30/2023Signaturefd LLC1,415$33K0.0%+82.3%0.002%Search for SEC Filing on Google Icon
12/8/2022Bank of New York Mellon Corp99,847$1.83M0.0%+11.1%0.135%Search for SEC Filing on Google Icon
11/21/2022California State Teachers Retirement System27,498$0.50M0.0%-1.6%0.037%Search for SEC Filing on Google Icon
11/18/2022River & Mercantile Asset Management LLP30,200$0.75M0.1%N/A0.041%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
AssetMark Financial logo
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions. The company was founded by Ronald Dennis Cordes, Brian O'Toole and Richard Steiny in 1996 and is headquartered in Concord, CA.
Read More on AssetMark Financial

Today's Range

Now: $28.19
Low: $27.88
High: $28.45

50 Day Range

MA: $29.83
Low: $26.31
High: $32.93

52 Week Range

Now: $28.19
Low: $16.88
High: $33.00

Volume

92,164 shs

Average Volume

127,559 shs

Market Capitalization

$2.08 billion

P/E Ratio

21.20

Dividend Yield

N/A

Beta

1.03

Who are the company insiders with the largest holdings of AssetMark Financial?

AssetMark Financial's top insider shareholders include:
  1. Natalie Grace Wolfsen (CEO)
  2. Michael Kim (Insider)
  3. Mukesh Mehta (EVP)
  4. Carrie E Hansen (COO)
  5. Gary G Zyla (CFO)
  6. Ted F Angus (EVP)
  7. Joel David Mcnatt Jr (EVP)
  8. Jeremiah H Chafkin (EVP)
  9. Jeremiah H Chafkin (Vice Chairman)
  10. John Hahn (SVP)
Learn More about top insider investors at AssetMark Financial.

Who are the major institutional investors of AssetMark Financial?

AssetMark Financial's top institutional investors include:
  1. JPMorgan Chase & Co. — 3.75%
  2. BlackRock Inc. — 2.49%
  3. Jennison Associates LLC — 1.29%
  4. Cerity Partners LLC — 0.89%
  5. Dimensional Fund Advisors LP — 0.79%
  6. State Street Corp — 0.63%
Learn More about top institutional investors of AssetMark Financial stock.

Which institutional investors are selling AssetMark Financial stock?

Within the previous quarter, AMK stock was sold by these institutional investors:
  1. JPMorgan Chase & Co.
  2. BlackRock Inc.
  3. Mcmorgan & Co. LLC
  4. Renaissance Technologies LLC
  5. Victory Capital Management Inc.
  6. Two Sigma Investments LP
  7. Cubist Systematic Strategies LLC
  8. New York Life Investment Management LLC
Within the previous year, company insiders that have sold AssetMark Financial company stock include:
  1. Natalie Grace Wolfsen (CEO)
  2. Michael Kim (Insider)
  3. Mukesh Mehta (EVP)
  4. Carrie E Hansen (COO)
  5. Gary G Zyla (CFO)
  6. Ted F Angus (EVP)
Learn More investors selling AssetMark Financial stock.

Which institutional investors are buying AssetMark Financial stock?

Within the previous quarter, AMK stock was bought by institutional investors including:
  1. Cerity Partners LLC
  2. Seneca House Advisors
  3. Blair William & Co. IL
  4. Dimensional Fund Advisors LP
  5. AXA S.A.
  6. Sei Investments Co.
  7. FMR LLC
  8. State Street Corp