★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Antique route map of roads converging on a single obelisk crossroads

Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Assetmark, Inc ⇄ HighTower Advisors, LLC

60Shared positions
59.6%Name overlap (Jaccard)
15+Only Assetmark, Inc
15+Only HighTower…

Shared holdings · Q2 2026

SecurityAssetmark, Inc weightHighTower Advisors… weight
VOO Vanguard S&P 500 ETF 4.8% 1.8%
MGK Vanguard Morningstar Mega… 6.4% 0.1%
AAPL Apple Inc. 1.5% 3.2%
MGV Vanguard Morningstar Mega… 4.5% 0.1%
NVDA NVIDIA Corporation 2.1% 1.4%
IVV iShares Core S&P 500 ETF 1.0% 2.4%
MSFT Microsoft Corporation 1.3% 1.8%
GOOGL Alphabet Inc. 1.7% 1.3%
JNJ Johnson & Johnson 0.1% 2.4%
VBR Vanguard Morningstar… 2.0% 0.2%
AMZN Amazon.com, Inc. 0.8% 1.4%
IEFA iShares Core MSCI EAFE ETF 1.6% 0.6%
SPY State Street SPDR S&P 500… 0.0% 2.0%
MINT PIMCO Enhanced Short… 1.8% 0.1%
AVGO Broadcom Inc. 1.0% 0.8%
META Meta Platforms, Inc. 1.0% 0.7%
IEMG iShares Core MSCI… 1.4% 0.3%
VTI Vanguard Morningstar… 0.8% 0.8%
VOE Vanguard Morningstar… 1.5% 0.1%
VTV Vanguard Morningstar… 0.7% 0.8%
VEA Vanguard FTSE Developed… 0.7% 0.8%
BRK-A Berkshire Hathaway Inc. 0.0% 1.4%
BRK-B Berkshire Hathaway Inc. 0.2% 1.2%
VUG Vanguard Morningstar… 0.5% 0.8%
JPM JPMorgan Chase & Co. 0.5% 0.8%
BND Vanguard Total Bond… 0.9% 0.3%
MU Micron Technology, Inc. 0.7% 0.5%
VOT Vanguard Morningstar… 1.1% 0.0%
VBK Vanguard Morningstar… 1.0% 0.1%
GOVT iShares U.S. Treasury… 1.1% 0.0%
GOOG Alphabet Inc. 0.3% 0.7%
JNK State Street SPDR… 1.0% 0.0%
SHYG iShares 0-5 Year High… 1.0% 0.0%
HYG iShares iBoxx $ High… 0.9% 0.0%
SN SharkNinja, Inc. 0.0% 0.9%
QQQ Invesco QQQ Trust, Series… 0.0% 0.9%
USIG iShares Broad USD… 0.9% 0.0%
SPYM State Street SPDR… 0.5% 0.4%
SPTM State Street SPDR… 0.9% 0.0%
TSM Taiwan Semiconductor… 0.5% 0.4%
IEI iShares 3-7 Year Treasury… 0.8% 0.0%
WT WisdomTree, Inc. 0.1% 0.7%
IGIB iShares 5-10 Year… 0.7% 0.1%
KLAC KLA Corporation 0.6% 0.2%
MUB iShares National Muni… 0.6% 0.2%
AMAT Applied Materials, Inc. 0.5% 0.3%
PG The Procter & Gamble… 0.4% 0.4%
VMBS Vanguard Mortgage-Backed… 0.7% 0.1%
IJR iShares Core S&P… 0.3% 0.5%
BIL State Street SPDR… 0.7% 0.0%
SCHX Schwab U.S. Large-Cap ETF 0.3% 0.4%
MTUM iShares MSCI USA Momentum… 0.7% 0.0%
SHY iShares 1-3 Year Treasury… 0.6% 0.1%
V Visa Inc. 0.2% 0.5%
TSLA Tesla, Inc. 0.3% 0.4%
DFAC Dimensional - US Core… 0.4% 0.2%
VB Vanguard Morningstar… 0.4% 0.3%
VGT Vanguard Information… 0.2% 0.4%
LLY Eli Lilly and Company 0.1% 0.5%
BNDX Vanguard Total… 0.6% 0.0%

Distinctively Assetmark, Inc

VRIG Invesco Variable Rate… 0.1%
XONA.DE Exxon Mobil… 0.1%
EMHY 0.1%
CGGE Capital Group Global… 0.1%
XEMD 0.1%
BBIN JPMorgan BetaBuilders… 0.1%
JFLX 0.1%
PPC Pilgrim's Pride… 0.1%
XUDV 0.1%
NBOS 0.0%
RTO Rentokil Initial plc 0.0%
FLCH 0.0%
SMHX 0.0%
GXC 0.0%
FLSP 0.0%

Distinctively HighTower Advisors…

SIXH 0.5%
SIXA 0.4%
PLPC Preformed Line… 0.4%
UMI 0.3%
SIXL 0.2%
SIXS 0.1%
LINE Lineage, Inc. 0.1%
GBDC Golub Capital BDC… 0.1%
DFLV Dimensional - US… 0.1%
SCL Stepan Co 0.1%
TBG 0.1%
PSI 0.1%
INBX Inhibrx Biosciences… 0.1%
HEDG 0.1%
USMF 0.1%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology