Who holds AMPticker verified against the SEC company list on 2026-09-11 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

Ameriprise Financial Inc - US · Equity · quarter ended 2026-03-31 · 14 members disclosed AMP ↗

1,000

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$28.6B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

440

addsholders whose share count rose or who opened the position (new + add), by shares

137

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of AMP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.8B	8,625,947	−235,285	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$2.6B	5,932,051	—	no prior
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.3B	5,254,197	—	no prior
4	STATE STREET CORP	$2.0B	4,592,587	+229,187	add
5	Aristotle Capital Management, LLC	$983M	2,211,677	−100,253	trim
6	MORGAN STANLEY	$893M	2,009,741	−89,170	trim
7	Nuveen, LLC	$666M	1,499,080	+600,946	add
8	AQR CAPITAL MANAGEMENT LLC	$653M	1,475,334	+389,445	add
9	FMR LLC	$543M	1,222,966	+96,663	add
10	UBS Group AG	$518M	1,166,069	+143,661	add
11	Boston Partners	$514M	1,155,636	−15,692	trim
12	NORTHERN TRUST CORP	$501M	1,126,596	−86,194	trim
13	FEDERATED HERMES, INC.	$467M	1,051,694	+78,597	add
14	DIMENSIONAL FUND ADVISORS LP	$455M	1,024,758	+19,731	add
15	FIRST TRUST ADVISORS LP	$437M	983,096	+154,659	add
16	Invesco Ltd.	$410M	921,700	+91,511	add
17	DEUTSCHE BANK AG\	$403M	907,461	+65,477	add
18	ROYAL BANK OF CANADA	$359M	807,230	+748	add
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$353M	794,428	+6,216	add
20	MILLENNIUM MANAGEMENT LLC	$304M	683,368	+189,427	add
21	BANK OF AMERICA CORP /DE/	$289M	650,536	−22,575	trim
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$273M	614,691	+11,279	add
23	AMERICAN CENTURY COMPANIES INC	$273M	613,750	+332,007	add
24	Legal & General Group Plc	$273M	613,299	+16,137	add
25	Robeco Institutional Asset Management B.V.	$258M	579,799	+227,684	add
26	HSBC HOLDINGS PLC	$238M	535,940	−651,536	trim
27	VANGUARD FIDUCIARY TRUST CO	$234M	525,584	—	no prior
28	Amundi	$201M	452,226	−11,838	trim
29	TD ASSET MANAGEMENT INC	$178M	400,642	−32,104	trim
30	SEI INVESTMENTS CO	$160M	359,194	+79,631	add
31	BARCLAYS PLC	$145M	327,386	−40,413	trim
32	LAZARD ASSET MANAGEMENT LLC	$144M	325,116	+90,124	add
33	ENVESTNET ASSET MANAGEMENT INC	$140M	315,989	−197,778	trim
34	Man Group plc	$140M	315,956	+126,948	add
35	CANADA PENSION PLAN INVESTMENT BOARD	$136M	305,938	+143,034	add
36	Connor, Clark & Lunn Investment Management Ltd.	$136M	305,278	+88,541	add
37	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$129M	278,466	+4	add
38	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$124M	280,033	+183,856	add
39	D. E. Shaw & Co., Inc.	$124M	278,649	−92,194	trim
40	Epoch Investment Partners, Inc.	$117M	263,704	−34,186	trim
41	Swedbank AB	$114M	256,759	−106	trim
42	WORLDQUANT MILLENNIUM ADVISORS LLC	$113M	255,365	+23,751	add
43	Qube Research & Technologies Ltd	$106M	239,153	−47,497	trim
44	VICTORY CAPITAL MANAGEMENT INC	$99.5M	223,890	−7,658	trim
45	BNP Paribas Asset Management Holding S.A.	$99.0M	222,798	−99,635	trim
46	PRINCIPAL FINANCIAL GROUP INC	$98.9M	222,465	+3,094	add
47	FRANKLIN RESOURCES INC	$94.9M	213,657	+53,792	add
48	Mitsubishi UFJ Asset Management Co., Ltd.	$92.2M	207,525	+8,267	add
49	CIBC Bancorp USA Inc.	$89.9M	202,197	—	no prior
50	Vanguard Global Advisers, LLC	$88.8M	199,761	—	no prior
51	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$88.0M	198,043	+17,725	add
52	MAIRS & POWER INC	$87.6M	197,047	+154,436	add
53	RAYMOND JAMES FINANCIAL INC	$82.3M	185,193	−9,028	trim
54	WELCH & FORBES LLC	$77.1M	173,461	−417	trim
55	National Pension Service	$75.9M	170,750	+170,750	new
56	BANK OF MONTREAL /CAN/	$73.8M	166,133	−59,721	trim
57	VANGUARD ASSET MANAGEMENT, Ltd	$71.3M	160,426	—	no prior
58	ALLIANCEBERNSTEIN L.P.	$70.8M	144,359	+1,765	add
59	CITADEL ADVISORS LLC	$65.8M	148,142	+45,072	add
60	PFA Pension, Forsikringsaktieselskab	$65.3M	147,003	+147,003	new
61	RENAISSANCE TECHNOLOGIES LLC	$64.4M	145,000	+68,000	add
62	Universal- Beteiligungs- und Servicegesellschaft mbH	$60.6M	136,428	−26,816	trim
63	Capital World Investors	$60.6M	136,351	+13,402	add
64	BROWN ADVISORY INC	$55.6M	125,022	−8,054	trim
65	WELLS FARGO & COMPANY/MN	$55.5M	124,925	−4,796	trim
66	Midwest Trust Co	$55.4M	124,637	+7,037	add
67	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$50.0M	112,548	+12,032	add
68	TRUIST FINANCIAL CORP	$45.7M	102,893	−14,787	trim
69	Rockefeller Capital Management L.P.	$45.6M	102,527	−18,536	trim
70	Cerity Partners LLC	$42.7M	96,099	+20,691	add
71	Aberdeen Group plc	$42.3M	95,142	+2,096	add
72	Vest Financial, LLC	$40.6M	91,307	+37,590	add
73	AVIVA PLC	$37.8M	85,138	+3,201	add
74	BALYASNY ASSET MANAGEMENT L.P.	$37.7M	84,823	−159,144	trim
75	CITIGROUP INC	$36.8M	82,703	−1,890	trim
76	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$36.4M	81,808	−2,975	trim
77	Allianz Asset Management GmbH	$36.3M	81,769	+31,578	add
78	TODD ASSET MANAGEMENT LLC	$35.2M	79,290	−678	trim
79	Assenagon Asset Management S.A.	$35.2M	79,106	−132,397	trim
80	Korea Investment CORP	$34.8M	78,257	−14,869	trim
81	Zurcher Kantonalbank (Zurich Cantonalbank)	$34.7M	78,094	+7,576	add
82	Quantinno Capital Management LP	$34.5M	77,529	+14,431	add
83	ATWOOD & PALMER INC	$34.4M	77,345	+283	add
84	US BANCORP \DE\	$33.2M	74,634	−8,016	trim
85	Aware Super Pty Ltd as trustee of Aware Super	$33.1M	74,505	—	no prior
86	Mariner, LLC	$32.2M	72,492	+20,018	add
87	Moran Wealth Management, LLC	$31.3M	70,412	+3,240	add
88	Mitsubishi UFJ Trust & Banking Corp	$30.6M	68,942	+21,829	add
89	LPL Financial LLC	$29.4M	66,248	−8,675	trim
90	VOYA INVESTMENT MANAGEMENT LLC	$28.8M	64,876	−5,104	trim
91	ADAGE CAPITAL PARTNERS GP, L.L.C.	$28.8M	64,768	+9,900	add
92	TEACHER RETIREMENT SYSTEM OF TEXAS	$27.7M	62,386	+36,912	add
93	IEQ CAPITAL, LLC	$27.2M	61,221	+14,241	add
94	STIFEL FINANCIAL CORP	$27.2M	61,117	−1,510	trim
95	Candriam S.C.A.	$26.9M	60,535	+1,690	add
96	Trexquant Investment LP	$25.3M	57,010	+52,843	add
97	Arbejdsmarkedets Tillaegspension	$25.1M	56,533	+7,895	add
98	PRUDENTIAL FINANCIAL INC	$24.7M	55,552	+7	add
99	TORONTO DOMINION BANK	$24.7M	55,548	−12,364	trim
100	Aristotle Atlantic Partners, LLC	$24.2M	54,497	+1,163	add
101	NATIONAL BANK OF CANADA /FI/	$24.0M	54,118	−7,472	trim
102	STATE OF WISCONSIN INVESTMENT BOARD	$23.3M	52,490	+997	add
103	Pictet Asset Management Holding SA	$22.9M	51,616	−1,777	trim
104	NORDEA INVESTMENT MANAGEMENT AB	$22.8M	52,254	+17,432	add
105	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$21.9M	49,265	+36,470	add
106	Squarepoint Ops LLC	$21.4M	48,226	+43,711	add
107	Calamos Advisors LLC	$21.2M	47,746	0	no change
108	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$21.1M	47,456	−5,386	trim
109	Vanguard Investments Australia, Ltd.	$20.6M	46,321	—	no prior
110	KEYBANK NATIONAL ASSOCIATION/OH	$20.5M	46,204	−2,693	trim
111	MARTINGALE ASSET MANAGEMENT L P	$20.4M	45,914	+430	add
112	ASSOCIATED BANC-CORP	$20.2M	45,367	−1,002	trim
113	Chevy Chase Trust Holdings, LLC	$20.1M	45,182	−2,124	trim
114	TUDOR INVESTMENT CORP ET AL	$19.6M	44,152	−63,023	trim
115	Swiss Life Asset Management Ltd	$18.6M	41,853	+1,690	add
116	Asset Management One Co., Ltd.	$18.3M	41,199	−158	trim
117	HighTower Advisors, LLC	$18.3M	41,117	−2,922	trim
118	ROYAL LONDON ASSET MANAGEMENT LTD	$18.3M	41,089	+86	add
119	APG Asset Management N.V.	$18.1M	47,040	−2,040	trim
120	STOREBRAND ASSET MANAGEMENT AS	$17.8M	39,998	—	no prior
121	Creative Planning	$17.6M	39,543	+6,858	add
122	Focus Partners Wealth	$17.2M	38,668	+3,161	add
123	Gator Capital Management, LLC	$16.9M	38,108	+35,508	add
124	Empowered Funds, LLC	$16.8M	37,735	+16,548	add
125	MERCER GLOBAL ADVISORS INC /ADV	$16.7M	37,529	+1,838	add
126	TWO SIGMA INVESTMENTS, LP	$16.7M	37,471	+37,471	new
127	NATIXIS	$16.4M	36,973	+14,089	add
128	NOMURA ASSET MANAGEMENT CO LTD	$16.1M	36,128	+1,027	add
129	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$15.6M	35,099	+4,012	add
130	Vinva Investment Management Ltd	$15.5M	35,354	+4,973	add
131	FIFTH THIRD BANCORP	$15.1M	34,077	+28,580	add
132	LOWE BROCKENBROUGH & CO INC	$15.0M	33,853	+198	add
133	TD Waterhouse Canada Inc.	$14.9M	34,157	+24,177	add
134	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$14.6M	32,871	+12,530	add
135	Bragg Financial Advisors, Inc	$14.5M	32,707	−219	trim
136	Cetera Investment Advisers	$14.1M	31,823	−9,868	trim
137	JANE STREET GROUP, LLC	$14.1M	31,778	−47,421	trim
138	CWM, LLC	$14.1M	31,625	+9,470	add
139	Copeland Capital Management, LLC	$14.0M	31,604	−1,571	trim
140	BANK OF NOVA SCOTIA	$14.0M	31,573	−55,836	trim
141	COMMONWEALTH EQUITY SERVICES, LLC	$14.0M	31,517	−1,470	trim
142	State of New Jersey Common Pension Fund D	$13.6M	30,696	0	no change
143	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$13.6M	37,838	+4,694	add
144	Lansforsakringar Fondforvaltning AB (publ)	$13.5M	30,419	−40	trim
145	Resona Asset Management Co.,Ltd.	$13.1M	29,529	+30	add
146	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$13.0M	29,254	−11,585	trim
147	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$13.0M	29,199	+29,199	new
148	Tredje AP-fonden	$12.9M	29,139	−6,680	trim
149	Alley Investment Management Company, LLC	$12.9M	29,029	−22,508	trim
150	Y-Intercept (Hong Kong) Ltd	$12.7M	28,626	+28,626	new
151	Corient Private Wealth LLC	$12.1M	27,688	−29,984	trim
152	SCHRODER INVESTMENT MANAGEMENT GROUP	$12.1M	27,487	−7,830	trim
153	MML INVESTORS SERVICES, LLC	$12.0M	27,074	−52,666	trim
154	M&T BANK CORP	$11.9M	26,875	−2,739	trim
155	OSAIC HOLDINGS, INC.	$11.9M	26,779	−8,838	trim
156	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$11.8M	26,659	−1,608	trim
157	NOVARE CAPITAL MANAGEMENT LLC	$11.6M	26,033	+431	add
158	PUBLIC SECTOR PENSION INVESTMENT BOARD	$11.5M	25,988	+2,346	add
159	MEEDER ASSET MANAGEMENT INC	$11.5M	25,894	+25,254	add
160	LBP AM SA	$11.4M	25,569	+22,843	add
161	Arizona State Retirement System	$11.3M	25,458	−1,097	trim
162	COMMERCE BANK	$11.3M	25,348	+5,366	add
163	Verity & Verity, LLC	$11.1M	24,986	+405	add
164	XPONANCE LLC	$11.1M	24,983	+1,715	add
165	Czech National Bank	$11.1M	24,865	+367	add
166	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$10.7M	24,141	+24,141	new
167	STATE OF MICHIGAN RETIREMENT SYSTEM	$10.6M	23,878	−1,500	trim
168	MUFG Securities EMEA plc	$10.6M	23,743	+19,934	add
169	Freestone Grove Partners LP	$10.5M	23,571	+22,665	add
170	Eurizon Capital SGR S.p.A.	$10.5M	23,575	−7,871	trim
171	BANQUE PICTET & CIE SA	$10.4M	23,477	−280	trim
172	Ascent Wealth Partners, LLC	$10.3M	23,224	+712	add
173	J. Safra Sarasin Holding AG	$10.1M	22,696	+213	add
174	CIBC Asset Management Inc	$9.9M	22,339	+347	add
175	B. Metzler seel. Sohn & Co. AG	$9.9M	22,223	+1,407	add
176	Rafferty Asset Management, LLC	$9.9M	22,194	−6,147	trim
177	Vanguard Personalized Indexing Management, LLC	$9.8M	22,119	−276	trim
178	SEB Asset Management AB	$9.7M	21,893	—	no prior
179	Nippon Life Global Investors Americas, Inc.	$9.7M	21,830	+1,760	add
180	Fisher Funds Management LTD	$9.5M	21,374	0	no change
181	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$9.5M	21,268	−342	trim
182	Daiwa Securities Group Inc.	$9.4M	21,150	+1,104	add
183	Schonfeld Strategic Advisors LLC	$9.4M	21,069	−18,185	trim
184	Nordwand Advisors, LLC	$9.3M	21,018	−35	trim
185	IFM Investors Pty Ltd	$9.3M	20,815	+1,129	add
186	MACQUARIE GROUP LTD	$9.1M	20,546	−5,574	trim
187	Fiera Capital Corp	$9.0M	20,340	+2,775	add
188	Hudson Bay Capital Management LP	$9.0M	20,200	+20,200	new
189	Mirae Asset Global Investments Co., Ltd.	$9.0M	20,154	+2,567	add
190	ProShare Advisors LLC	$9.0M	20,144	−2,242	trim
191	Voleon Capital Management LP	$8.9M	20,061	+7,463	add
192	Cambria Investment Management, L.P.	$8.9M	20,020	+2,632	add
193	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$8.9M	19,941	+19,941	new
194	Venture Visionary Partners LLC	$8.8M	19,847	+3,035	add
195	BOYAR ASSET MANAGEMENT INC.	$8.8M	19,706	+638	add
196	Asset Advisors Investment Management, LLC	$8.6M	19,421	−1,478	trim
197	Retirement Systems of Alabama	$8.6M	19,388	−376	trim
198	CREDIT AGRICOLE S A	$8.5M	19,155	−7,490	trim
199	DAVENPORT & Co LLC	$8.4M	18,919	−3,442	trim
200	Elo Mutual Pension Insurance Co	$8.4M	18,864	+4,185	add
201	Pathstone Holdings, LLC	$8.3M	18,571	+1,102	add
202	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$8.0M	17,961	+17,961	new
203	Interval Partners, LP	$7.9M	17,889	−4,411	trim
204	REGIONS FINANCIAL CORP	$7.9M	17,824	−149	trim
205	Illinois Municipal Retirement Fund	$7.8M	17,474	+979	add
206	OLD NATIONAL BANCORP /IN/	$7.6M	17,202	+2,384	add
207	Engineers Gate Manager LP	$7.6M	17,134	−540	trim
208	Kingsview Wealth Management, LLC	$7.5M	16,917	−2,607	trim
209	Qsemble Capital Management, LP	$7.2M	16,195	+13,460	add
210	FIRST MANHATTAN CO. LLC.	$7.2M	16,141	−444	trim
211	DIVIDEND ASSETS CAPITAL, LLC	$7.1M	15,988	−759	trim
212	NewEdge Advisors, LLC	$7.1M	15,896	+15,896	new
213	USS Investment Management Ltd	$7.0M	15,864	+389	add
214	Prana Capital Management, LP	$7.0M	15,730	−191,262	trim
215	BTC Capital Management, Inc.	$6.7M	15,017	+1,458	add
216	NorthRock Partners, LLC	$6.6M	14,871	+650	add
217	Leeward Investments, LLC - MA	$6.6M	14,855	−508	trim
218	Utah Retirement Systems	$6.6M	14,850	−845	trim
219	Glenview Trust Co	$6.6M	14,822	−402	trim
220	MACKENZIE FINANCIAL CORP	$6.5M	14,649	+1,234	add
221	Wealthfront Advisers LLC	$6.4M	14,424	−1,042	trim
222	Diversified Trust Co	$6.4M	14,420	+295	add
223	PATTON ALBERTSON MILLER GROUP, LLC	$6.3M	14,274	+19	add
224	OFI INVEST ASSET MANAGEMENT	$6.3M	16,219	+15,791	add
225	LEVEL FOUR ADVISORY SERVICES, LLC	$6.2M	13,924	+1,903	add
226	XTX Topco Ltd	$6.1M	13,726	−5,169	trim
227	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$6.0M	13,606	+81	add
228	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$6.0M	13,504	−19,920	trim
229	Rakuten Investment Management, Inc.	$6.0M	13,630	+1,351	add
230	L2 Asset Management, LLC	$5.9M	13,222	+244	add
231	D.A. DAVIDSON & CO.	$5.8M	13,013	−367	trim
232	Choate Investment Advisors	$5.8M	13,001	−250	trim
233	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$5.7M	12,805	−3,897	trim
234	NEOS Investment Management LLC	$5.6M	12,651	−2,541	trim
235	NISSAY ASSET MANAGEMENT CORP /JAPAN	$5.6M	12,516	+1	add
236	Vise Technologies, Inc.	$5.6M	11,334	0	no change
237	Janus Henderson Group Ltd.	$5.5M	12,348	−765	trim
238	Lido Advisors, LLC	$5.4M	12,250	+1,581	add
239	Journey Advisory Group, LLC	$5.4M	12,174	−34	trim
240	BLAIR WILLIAM & CO/IL	$5.4M	12,112	−496	trim
241	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$5.3M	12,040	−7,494	trim
242	AustralianSuper Pty Ltd	$5.3M	11,908	+2,302	add
243	Summit Financial, LLC	$5.3M	11,877	+7,306	add
244	Sumitomo Mitsui DS Asset Management Company, Ltd	$5.2M	11,783	+155	add
245	American Assets Investment Management, LLC	$5.0M	11,250	0	no change
246	Sanctuary Advisors, LLC	$5.0M	11,212	−1,893	trim
247	BURNEY CO/	$4.9M	11,074	+1,888	add
248	Northwest & Ethical Investments L.P.	$4.9M	10,965	−204	trim
249	Tidal Investments LLC	$4.7M	10,616	+4,807	add
250	Ensign Peak Advisors, Inc	$4.7M	10,611	+2,400	add
251	GS Investments, Inc.	$4.7M	10,539	−9	trim
252	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.6M	10,444	+10,444	new
253	Crossmark Global Holdings, Inc.	$4.5M	10,196	—	no prior
254	PANAGORA ASSET MANAGEMENT INC	$4.5M	10,170	+8,505	add
255	BIRCH FINANCIAL GROUP, LLC	$4.5M	10,151	+3	add
256	Cinctive Capital Management LP	$4.5M	10,088	+566	add
257	OP Asset Management Ltd	$4.4M	9,790	—	no prior
258	Stelac Advisory Services LLC	$4.3M	9,725	+9,725	new
259	Bulltick Wealth Management, LLC	$4.3M	9,720	0	no change
260	OMERS ADMINISTRATION Corp	$4.3M	9,702	+1,379	add
261	Legacy Private Trust Co.	$4.2M	9,505	−1,526	trim
262	&PARTNERS	$4.1M	9,362	+441	add
263	MAI Capital Management	$4.1M	9,323	+1,340	add
264	ABN AMRO INVESTMENT SOLUTIONS	$4.0M	9,110	−11,024	trim
265	HUNTINGTON NATIONAL BANK	$4.0M	9,074	+9,074	new
266	UniSuper Management Pty Ltd	$4.0M	8,933	+51	add
267	Sequoia Financial Advisors, LLC	$3.9M	8,715	+268	add
268	FOURPATH CAPITAL MANAGEMENT, LLC	$3.8M	8,497	+305	add
269	ELEVATION POINT WEALTH PARTNERS, LLC	$3.8M	8,448	+2,833	add
270	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$3.7M	8,436	+337	add
271	Merit Financial Group, LLC	$3.7M	8,401	+157	add
272	Atria Investments, Inc	$3.7M	8,329	−995	trim
273	QUADRANT CAPITAL GROUP LLC	$3.7M	8,319	−130	trim
274	Investment Management Corp of Ontario	$3.7M	8,300	+280	add
275	Private Advisor Group, LLC	$3.7M	8,273	+1,596	add
276	Kerusso Capital Management LLC	$3.6M	8,203	−577	trim
277	Federation des caisses Desjardins du Quebec	$3.6M	8,140	−55	trim
278	Bridgewater Associates, LP	$3.6M	8,138	−66,369	trim
279	Farringdon Capital, Ltd.	$3.6M	8,119	+8,119	new
280	Vontobel Holding Ltd.	$3.6M	8,060	−850	trim
281	HOHIMER WEALTH MANAGEMENT, LLC	$3.5M	7,860	−1,969	trim
282	Andra AP-fonden	$3.5M	7,800	+7,800	new
283	Perigon Wealth Management, LLC	$3.5M	7,788	−458	trim
284	Beacon Pointe Advisors, LLC	$3.4M	7,651	+4,130	add
285	SIGNET FINANCIAL MANAGEMENT, LLC	$3.4M	7,595	−44	trim
286	BARTLETT & CO. WEALTH MANAGEMENT LLC	$3.4M	7,129	+7	add
287	ASR Vermogensbeheer N.V.	$3.3M	7,487	+155	add
288	EQUITABLE TRUST CO	$3.3M	7,441	−791	trim
289	HB Wealth Management, LLC	$3.3M	7,419	+1,148	add
290	Great Lakes Retirement, Inc.	$3.3M	7,378	+20	add
291	QRG CAPITAL MANAGEMENT, INC.	$3.3M	7,334	−106	trim
292	EDMP, INC.	$3.2M	7,254	+149	add
293	Osmosis Investment Management UK Ltd	$3.2M	7,167	+5,586	add
294	Avanza Fonder AB	$3.2M	7,150	−224	trim
295	Callan Family Office, LLC	$3.2M	7,109	−257	trim
296	Vanguard National Trust Co	$3.1M	7,026	—	no prior
297	Laird Norton Wetherby Trust Company, LLC	$3.1M	6,962	+1	add
298	RED CEDAR INVESTMENT MANAGEMENT, LLC	$3.1M	6,866	−41	trim
299	Allspring Global Investments Holdings, LLC	$3.0M	6,969	−202	trim
300	Radnor Capital Management, LLC	$3.0M	6,782	0	no change
301	Vident Advisory, LLC	$3.0M	6,780	+520	add
302	JOHNSON INVESTMENT COUNSEL INC	$3.0M	6,764	+4	add
303	Caprock Group, LLC	$3.0M	6,724	+228	add
304	Bank OZK	$3.0M	6,706	+489	add
305	FULTON BANK, N.A.	$3.0M	6,663	−132	trim
306	Family Manage LLC	$2.9M	6,502	+69	add
307	Meiji Yasuda Asset Management Co Ltd.	$2.9M	6,465	+6,465	new
308	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.9M	6,423	+6,423	new
309	Kestra Advisory Services, LLC	$2.8M	6,361	−3,322	trim
310	NorthCrest Asset Manangement, LLC	$2.8M	6,481	−1,478	trim
311	BFSG, LLC	$2.8M	6,214	+226	add
312	Cresset Asset Management, LLC	$2.7M	6,169	−169	trim
313	Baird Financial Group, Inc.	$2.7M	6,149	+6,149	new
314	Aviance Capital Partners, LLC	$2.7M	6,050	+50	add
315	Savant Capital, LLC	$2.7M	6,039	+292	add
316	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$2.7M	5,984	−2,554	trim
317	Caldwell Trust Co	$2.6M	5,901	+505	add
318	Aurora Investment Counsel	$2.6M	5,740	−186	trim
319	INTECH INVESTMENT MANAGEMENT LLC	$2.5M	5,728	+1,944	add
320	Norinchukin Bank, The	$2.5M	5,707	−124	trim
321	Vestmark Advisory Solutions, Inc.	$2.5M	5,686	−358	trim
322	OPPENHEIMER ASSET MANAGEMENT INC.	$2.5M	5,627	−613	trim
323	Procyon Advisors, LLC	$2.5M	5,532	−816	trim
324	MIZUHO SECURITIES USA LLC	$2.5M	5,519	−1,246	trim
325	Independent Advisor Alliance	$2.4M	5,449	−174	trim
326	Chesley Taft & Associates LLC	$2.4M	5,344	0	no change
327	Numerai GP LLC	$2.4M	5,313	+1,686	add
328	Linden Thomas Advisory Services, LLC	$2.4M	5,311	+1,026	add
329	HENNESSY ADVISORS INC	$2.4M	5,300	+5,300	new
330	Machina Capital S.A.S.	$2.3M	5,288	+4,064	add
331	Goelzer Investment Management, Inc.	$2.3M	5,272	+5,272	new
332	Sivia Capital Partners, LLC	$2.3M	5,228	+2,675	add
333	Orion Porfolio Solutions, LLC	$2.3M	5,188	−1,631	trim
334	CenterBook Partners LP	$2.3M	5,180	+5,180	new
335	Banco Santander, S.A.	$2.3M	5,068	−579	trim
336	Summit Trail Advisors, LLC	$2.2M	5,051	+691	add
337	LECAP ASSET MANAGEMENT LTD	$2.2M	5,043	+4,216	add
338	Hilltop National Bank	$2.2M	5,001	−158	trim
339	Generali Asset Management SPA SGR	$2.2M	4,984	−187	trim
340	Cove Private Wealth, LLC	$2.2M	4,955	0	no change
341	Freedom Day Solutions, LLC	$2.2M	4,894	+4,894	new
342	INCEPTIONR LLC	$2.2M	4,841	+863	add
343	Leisure Capital Management	$2.1M	4,833	0	no change
344	GUGGENHEIM CAPITAL LLC	$2.1M	4,829	−428	trim
345	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.1M	4,772	+585	add
346	Harfst & Associates, Inc.	$2.1M	4,704	+420	add
347	Spartan Wealth Advisory Services LLC	$2.1M	4,701	—	no prior
348	Loudon Investment Management, LLC	$2.1M	4,630	0	no change
349	Maryland State Retirement & Pension System	$2.1M	4,622	−102	trim
350	Brevan Howard Capital Management LP	$2.0M	4,505	+730	add
351	Apollon Wealth Management, LLC	$2.0M	4,469	+429	add
352	CHICAGO TRUST Co NA	$2.0M	4,455	−132	trim
353	CITIZENS FINANCIAL GROUP INC/RI	$2.0M	4,430	+816	add
354	Forvis Mazars Wealth Advisors, LLC	$2.0M	4,388	+217	add
355	RWA WEALTH PARTNERS, LLC	$1.9M	4,371	−4	trim
356	Connecticut Wealth Management, LLC	$1.9M	4,358	0	no change
357	WINTON GROUP Ltd	$1.9M	4,354	+4,354	new
358	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$1.9M	4,340	0	no change
359	Atlantic Edge Private Wealth Management, LLC	$1.9M	4,332	−21	trim
360	Pinnacle Financial Partners, Inc.	$1.9M	4,319	−14	trim
361	PEDDOCK CAPITAL ADVISORS, LLC	$1.9M	4,311	−13	trim
362	Meeder Advisory Services, Inc.	$1.9M	4,279	−220	trim
363	Steward Partners Investment Advisory, LLC	$1.9M	4,270	+995	add
364	Great Diamond Partners, LLC	$1.9M	4,244	−83	trim
365	Clearstead Advisors, LLC	$1.9M	4,216	+22	add
366	Jacobi Capital Management LLC	$1.9M	4,196	+187	add
367	ING GROEP NV	$1.8M	4,147	−142	trim
368	AXQ CAPITAL, LP	$1.8M	4,123	+3,334	add
369	CHOREO, LLC	$1.8M	4,117	−57	trim
370	COLDSTREAM CAPITAL MANAGEMENT INC	$1.8M	4,082	−363	trim
371	Allworth Financial LP	$1.8M	4,076	+684	add
372	CNB Bank	$1.8M	4,006	+27	add
373	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$1.8M	4,000	0	no change
374	Focus Partners Advisor Solutions, LLC	$1.8M	3,987	+1,204	add
375	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.8M	3,974	−789	trim
376	PEAK6 LLC	$1.8M	3,963	+3,963	new
377	RFG Advisory, LLC	$1.8M	3,955	+1,966	add
378	Penobscot Investment Management Company, Inc.	$1.7M	3,930	+187	add
379	LAUREL OAK WEALTH MANAGEMENT, LLC	$1.7M	3,892	+309	add
380	Weaver C. Barksdale & Associates, Inc.	$1.7M	3,884	+221	add
381	Curi Capital, LLC	$1.7M	3,763	−449	trim
382	Chemistry Wealth Management LLC	$1.7M	3,747	0	no change
383	Prudent Man Advisors, LLC	$1.6M	3,706	+1,315	add
384	UMB Bank, n.a.	$1.6M	3,685	+94	add
385	Dai-ichi Life Insurance Company, Ltd	$1.6M	3,605	0	no change
386	CSS LLC/IL	$1.6M	3,586	+1,020	add
387	TECTONIC ADVISORS LLC	$1.6M	3,568	+98	add
388	Wedmont Private Capital	$1.6M	3,490	−131	trim
389	Empirical Finance, LLC	$1.6M	3,530	−12	trim
390	17 CAPITAL PARTNERS, LLC	$1.6M	3,516	0	no change
391	Siemens Fonds Invest GmbH	$1.6M	3,516	−8	trim
392	Kestra Investment Management, LLC	$1.6M	3,491	−4,250	trim
393	Smartleaf Asset Management LLC	$1.5M	3,512	+75	add
394	TruWealth Advisors, LLC	$1.5M	3,462	+3	add
395	Net Worth Advisory Group	$1.5M	3,455	−60	trim
396	Atlantic Union Bankshares Corp	$1.5M	3,415	−6,515	trim
397	EP Wealth Advisors, LLC	$1.5M	3,410	−291	trim
398	HM PAYSON & CO	$1.5M	3,394	+677	add
399	Wilmington Savings Fund Society, FSB	$1.5M	3,390	−111	trim
400	Lebenthal Global Advisors, LLC	$1.5M	3,386	+309	add
401	LETSON INVESTMENT MANAGEMENT, INC.	$1.5M	3,381	0	no change
402	Tower Research Capital LLC (TRC)	$1.5M	3,349	−110	trim
403	Waverly Advisors, LLC	$1.5M	3,346	+582	add
404	Douglass Winthrop Advisors, LLC	$1.5M	3,302	0	no change
405	AIA Group Ltd	$1.5M	3,300	+607	add
406	GATEWAY INVESTMENT ADVISERS LLC	$1.5M	3,298	+760	add
407	Equity Wealth Partners, LLC	$1.4M	3,239	+21	add
408	FIDUCIARY TRUST CO	$1.4M	3,192	−22	trim
409	World Investment Advisors	$1.4M	3,185	−536	trim
410	CENTRAL TRUST Co	$1.4M	3,164	+5	add
411	Abundance Wealth Counselors	$1.4M	3,158	+590	add
412	FORTRESS PRIVATE LEDGER, LLC	$1.4M	3,138	+115	add
413	J.W. COLE ADVISORS, INC.	$1.4M	3,052	−138	trim
414	AlphaCore Capital LLC	$1.4M	3,048	+427	add
415	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.3M	3,035	0	no change
416	DAYMARK WEALTH PARTNERS, LLC	$1.3M	3,031	+793	add
417	COURIER CAPITAL LLC	$1.3M	2,995	0	no change
418	PRINCIPAL SECURITIES, INC.	$1.3M	2,974	−2,286	trim
419	Oak Thistle LLC	$1.3M	2,954	+2,954	new
420	Ameritas Investment Partners, Inc.	$1.3M	2,924	+2,092	add
421	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.3M	2,921	−47	trim
422	Metis Global Partners, LLC	$1.3M	2,904	−361	trim
423	Dynamic Technology Lab Private Ltd	$1.3M	2,897	+2,897	new
424	M. Kulyk & Associates, LLC	$1.3M	2,874	0	no change
425	Marks Group Wealth Management, Inc	$1.3M	2,858	−10	trim
426	EPG Wealth Management LLC	$1.2M	2,800	+86	add
427	BENJAMIN EDWARDS INC	$1.2M	2,794	+763	add
428	Envestnet Portfolio Solutions, Inc.	$1.2M	2,790	−10,253	trim
429	Palisade Asset Management, LLC	$1.2M	2,734	0	no change
430	Prentice Wealth Management LLC	$1.2M	2,699	−81	trim
431	North Dakota State Investment Board	$1.2M	2,692	−586	trim
432	Argyle Capital Partners, LLC	$1.2M	2,685	0	no change
433	44 WEALTH MANAGEMENT LLC	$1.2M	2,615	−134	trim
434	CAMBIENT FAMILY OFFICE, LLC	$1.2M	2,614	+63	add
435	Merited Wealth, LLC	$1.1M	2,580	+2,580	new
436	Coastal Bridge Advisors, LLC	$1.1M	2,562	−911	trim
437	Belpointe Asset Management LLC	$1.1M	2,557	+869	add
438	Third View Private Wealth, LLC	$1.1M	2,543	−55	trim
439	Brendel Financial Advisors LLC	$1.1M	2,534	−434	trim
440	SECURIAN ASSET MANAGEMENT, INC	$1.1M	2,526	0	no change
441	EFG International AG	$1.1M	2,506	−633	trim
442	Varma Mutual Pension Insurance Co	$1.1M	2,500	0	no change
443	ZACKS INVESTMENT MANAGEMENT	$1.1M	2,495	−72,670	trim
444	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	$1.1M	2,490	−23,826	trim
445	Vectors Research Management, LLC	$1.1M	2,480	0	no change
446	Brooklyn Investment Group	$1.1M	2,459	+364	add
447	IMC-Chicago, LLC	$1.1M	2,454	+2,454	new
448	FIL Ltd	$1.1M	2,438	−19,246	trim
449	Grantham, Mayo, Van Otterloo & Co. LLC	$1.1M	2,419	+10	add
450	Sandy Cove Advisors, LLC	$1.1M	2,413	+19	add
451	SIGNATUREFD, LLC	$1.1M	2,400	−66	trim
452	NOMURA HOLDINGS INC	$1.1M	2,398	+116	add
453	Gotham Asset Management, LLC	$1.1M	2,364	+337	add
454	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.0M	2,189	+2,189	new
455	NewEdge Wealth, LLC	$1.0M	2,325	−2,442	trim
456	AFFINITY INVESTMENT ADVISORS, LLC	$1.0M	2,279	−678	trim
457	Chicago Partners Investment Group LLC	$1.0M	2,143	+505	add
458	MGO ONE SEVEN LLC	$995K	2,239	−172	trim
459	Gratus Wealth Advisors, LLC	$992K	2,233	+76	add
460	WealthTrust Asset Management, LLC	$983K	2,212	+745	add
461	Advisors Asset Management, Inc.	$982K	2,210	−42	trim
462	Concurrent Investment Advisors, LLC	$970K	2,183	+34	add
463	Rothschild Wealth LLC	$953K	2,144	+296	add
464	Mesirow Financial Investment Management, Inc.	$945K	2,127	−23	trim
465	NOVEM GROUP	$937K	2,107	+107	add
466	Banque Cantonale Vaudoise	$934K	2,103	+1,505	add
467	Fielder Capital Group LLC	$930K	2,093	+19	add
468	ADAPT WEALTH ADVISORS, LLC	$930K	2,092	+64	add
469	OSSIAM	$910K	2,047	+752	add
470	Bull Harbor Capital LLC	$908K	2,043	—	no prior
471	ASSETMARK, INC	$905K	2,037	+16	add
472	WADDELL & ASSOCIATES, LLC	$903K	2,031	+890	add
473	Round Rock Advisors LLC	$899K	2,023	0	no change
474	PERSONAL CFO SOLUTIONS, LLC	$899K	2,023	+33	add
475	Kintegral Advisory, LLC	$895K	2,014	−89	trim
476	Manchester Capital Management LLC	$892K	2,008	−8	trim
477	Patriot Financial Group Insurance Agency, LLC	$892K	2,008	+1,012	add
478	Guinness Asset Management LTD	$890K	2,002	−21	trim
479	AE Wealth Management LLC	$883K	1,988	−2,254	trim
480	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$882K	1,985	+91	add
481	Stratos Investment Management, LLC	$874K	1,967	+309	add
482	EVERGREEN CAPITAL MANAGEMENT LLC	$873K	1,964	+98	add
483	OneDigital Investment Advisors LLC	$872K	1,962	−509	trim
484	PRUDENTIAL PLC	$833K	1,875	0	no change
485	Fort Point Capital Partners LLC	$828K	1,864	−85	trim
486	111 Capital	$825K	1,856	+1,856	new
487	NORDEN GROUP LLC	$817K	1,839	+2	add
488	RITHOLTZ WEALTH MANAGEMENT	$817K	1,839	−137	trim
489	Snowden Capital Advisors LLC	$811K	1,825	−285	trim
490	MONETA GROUP INVESTMENT ADVISORS LLC	$803K	1,806	−77	trim
491	PINNACLE ASSOCIATES LTD	$800K	1,800	+302	add
492	VAN STRUM & TOWNE INC.	$795K	1,790	0	no change
493	Westerkirk Capital Inc.	$784K	1,764	−136	trim
494	Aquatic Capital Management LLC	$772K	1,737	−6,432	trim
495	Convergence Investment Partners, LLC	$771K	1,735	+1,735	new
496	FIRST CITIZENS BANK & TRUST CO	$769K	1,730	−33	trim
497	Krilogy Financial LLC	$768K	1,674	−396	trim
498	Larson Financial Group LLC	$762K	1,715	−219	trim
499	Wealthspire Advisors, LLC	$754K	1,698	−958	trim
500	Marshall Financial Group, LLC	$736K	1,657	+27	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · AMP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $1.1M held
Trimming: 2 Tudor Investment Corp, Bridgewater Associates $23.2M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Ameriprise Financial Inc - US

Merged timeline of congressional filings and notable-manager moves on AMP
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+337 sh
2026-05-15	Tudor Investment Corp 13F	trim	−63,023 sh
2026-05-15	Bridgewater Associates 13F	trim	−66,369 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

14 members of Congress disclosed AMP — the congressional view ↗