Public record / Tickers / AMG

AMG — AFFILIATED MANAGERS GROUP, INC.

Both disclosure regimes on one name: who in Congress filed about AMG, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
17
all PTR rows naming AMG
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-07
filed 2020-05-07
13F holders
426
top-426 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Pete Sessions · $15.0K–$50.0K

Purchase · traded 2015-09-04 → filed 2016-05-18. Ranked over every AMG row by the provable lower bound, never a point estimate.

No member disclosed AMG in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated AMG rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AMG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AMG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-05-07Dean Phillips D–MN-3SaleTraded 04-02 +35d$1K–$15K
2020-04-16Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 03-18 +29d$1K–$15K
2019-09-16Dean Phillips D–MN-3PurchaseTraded 08-13 +34d$1K–$15K
2019-09-11Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-14 +28d$1K–$15K
2018-03-07Lamar Smith R–TX-21SaleTraded 02-08 +27d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 17 ↗

Members active in AMG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed AMG in the trailing 12 months.

Congress ↔ notable managers · AMG

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

Congress · last 90 days

Buyers
0
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $1.8M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · AFFILIATED MANAGERS GROUP

Merged timeline of congressional filings and notable-manager moves on AMG
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fnew+6,491 sh

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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of AMG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$793M1
2MORGAN STANLEY$479M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$376M1
4VANGUARD CAPITAL MANAGEMENT LLC$325M1
5ARIEL INVESTMENTS, LLC$294M1
6Boston Partners$269M1
7STATE STREET CORP$256M1
8FULLER & THALER ASSET MANAGEMENT, INC.$210M1
9DIMENSIONAL FUND ADVISORS LP$199M1
10GEODE CAPITAL MANAGEMENT, LLC$176M1
11LYRICAL ASSET MANAGEMENT LP$139M1
12Allianz Asset Management GmbH$135M1
13BANK OF AMERICA CORP /DE/$113M1
14NORTHERN TRUST CORP$96.5M1
15Invesco Ltd.$87.6M1
16Clarkston Capital Partners, LLC$86.8M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$85.2M1
18Channing Capital Management, LLC$83.7M1
19Bank of New York Mellon Corp$83.1M1
20Fisher Asset Management, LLC$70.1M1
21JANE STREET GROUP, LLC$69.9M1
22BRUNI J V & CO /CO$69.1M1
23CITADEL ADVISORS LLC$68.4M1
24RAYMOND JAMES FINANCIAL INC$63.6M1
25CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$61.1M1
26ALLIANCEBERNSTEIN L.P.$59.4M1
27FMR LLC$49.8M1
28Artisan Partners Limited Partnership$48.0M1
29VANGUARD FIDUCIARY TRUST CO$47.7M1
30Qube Research & Technologies Ltd$42.7M1
31Woodline Partners LP$40.4M1
32VOLORIDGE INVESTMENT MANAGEMENT, LLC$36.2M1
33UBS Group AG$35.7M1
34FRANKLIN RESOURCES INC$33.1M1
35RENAISSANCE TECHNOLOGIES LLC$30.4M1
36SEI INVESTMENTS CO$29.8M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$28.6M1
38Quantinno Capital Management LP$26.3M1
39Arbejdsmarkedets Tillaegspension$25.4M1
40VICTORY CAPITAL MANAGEMENT INC$25.4M1
41NEW YORK STATE COMMON RETIREMENT FUND$25.3M1
42Man Group plc$25.1M1
43WELLS FARGO & COMPANY/MN$25.0M1
44Polar Capital Holdings Plc$24.1M1
45Retirement Systems of Alabama$23.9M1
46Empowered Funds, LLC$20.9M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.3M1
48Schonfeld Strategic Advisors LLC$18.3M1
49Nuveen, LLC$18.1M1
50Wallace Capital Management Inc.$17.4M1
51PRINCIPAL FINANCIAL GROUP INC$17.4M1
52Prana Capital Management, LP$17.0M1
53ENVESTNET ASSET MANAGEMENT INC$16.9M1
54Freestone Grove Partners LP$16.0M1
55FIRST TRUST ADVISORS LP$15.6M1
56Swiss National Bank$15.4M1
57DEUTSCHE BANK AG\$14.4M1
58PRUDENTIAL FINANCIAL INC$14.0M1
59Robeco Institutional Asset Management B.V.$13.6M1
60STOREBRAND ASSET MANAGEMENT AS$13.4M1
61Point72 Asset Management, L.P.$12.3M1
62Legal & General Group Plc$11.3M1
63D. E. Shaw & Co., Inc.$10.9M1
64NORDEA INVESTMENT MANAGEMENT AB$10.4M1
65Calamos Advisors LLC$9.8M1
66Livforsakringsbolaget Skandia, Omsesidigt$9.7M1
67BW Gestao de Investimentos Ltda.$9.1M1
68AMERIPRISE FINANCIAL INC$9.1M1
69ZACKS INVESTMENT MANAGEMENT$9.1M1
70Corient Private Wealth LLC$8.9M1
71Oak Thistle LLC$8.8M1
72NICOLA WEALTH MANAGEMENT LTD.$8.0M1
73ASSETMARK, INC$7.6M1
74Susquehanna Portfolio Strategies, LLC$7.2M1
75Y-Intercept (Hong Kong) Ltd$7.2M1
76INTECH INVESTMENT MANAGEMENT LLC$7.0M1
77ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6.9M1
78VANGUARD ASSET MANAGEMENT, Ltd$6.7M1
79NISA INVESTMENT ADVISORS, LLC$6.7M1
80BNP Paribas Asset Management Holding S.A.$6.7M1
81JACOBS LEVY EQUITY MANAGEMENT, INC$6.7M1
82Sterling Capital Management LLC$6.5M1
83Moran Wealth Management, LLC$6.4M1
84Illinois Municipal Retirement Fund$5.9M1
85WELLINGTON MANAGEMENT GROUP LLP$5.7M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.5M1
87Engineers Gate Manager LP$5.5M1
88Amplius Wealth Advisors, LLC$5.4M1
89MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.4M1
90SCHRODER INVESTMENT MANAGEMENT GROUP$5.4M1
91BARCLAYS PLC$5.0M1
92Vanguard Global Advisers, LLC$4.6M1
93BANK OF MONTREAL /CAN/$4.5M1
94Pathstone Holdings, LLC$4.4M1
95Long Road Investment Counsel, LLC$4.3M1
96CREDIT AGRICOLE S A$4.2M1
97MOODY ALDRICH PARTNERS LLC$4.2M1
98FORA Capital, LLC$3.8M1
99MetLife Investment Management, LLC$3.8M1
100SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.8M1
101Aquatic Capital Management LLC$3.8M1
102Carnegie Investment Counsel$3.8M1
103Kestra Advisory Services, LLC$3.5M1
104Janus Henderson Group Ltd.$3.5M1
105Brevan Howard Capital Management LP$3.5M1
106O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.5M1
107BASSWOOD CAPITAL MANAGEMENT, L.L.C.$3.4M1
108ROYAL BANK OF CANADA$3.4M1
109BLAIR WILLIAM & CO/IL$3.3M1
110Inspire Investing, LLC$3.3M1
111XTX Topco Ltd$3.3M1
112Creative Planning$3.3M1
113Henshaw Capital LLC$3.2M1
114OPPENHEIMER ASSET MANAGEMENT INC.$3.1M1
115&PARTNERS$3.1M1
116CWC Advisors, LLC.$3.1M1
117Convergence Investment Partners, LLC$3.1M1
118STATE OF WISCONSIN INVESTMENT BOARD$3.0M1
119LPL Financial LLC$3.0M1
120VOYA INVESTMENT MANAGEMENT LLC$2.8M1
121Concentric Capital Strategies, LP$2.8M1
122Mubadala Investment Co PJSC$2.8M1
123Zurcher Kantonalbank (Zurich Cantonalbank)$2.8M1
124FIFTH THIRD BANCORP$2.7M1
125Gradient Investments LLC$2.7M1
126HSBC HOLDINGS PLC$2.6M1
127Candriam S.C.A.$2.6M1
128Carrera Capital Advisors$2.5M1
129Vanguard Personalized Indexing Management, LLC$2.5M1
130State of New Jersey Common Pension Fund D$2.5M1
131Ensign Peak Advisors, Inc$2.4M1
132YOUSIF CAPITAL MANAGEMENT, LLC$2.4M1
133Summit Trail Advisors, LLC$2.4M1
134Mariner, LLC$2.3M1
135KLP KAPITALFORVALTNING AS$2.3M1
136TEACHER RETIREMENT SYSTEM OF TEXAS$2.2M1
137Arizona State Retirement System$2.1M1
138WEDGE CAPITAL MANAGEMENT L L P/NC$2.1M1
139COMMERCE BANK$2.1M1
140RITHOLTZ WEALTH MANAGEMENT$2.1M1
141SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.1M1
142OP Asset Management Ltd$2.0M1
143Quadrature Capital Ltd$2.0M1
144Vanguard Investments Australia, Ltd.$2.0M1
145COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
146Genus Capital Management Inc.$1.9M1
147Kennondale Capital Management LLC$1.9M1
148Cetera Investment Advisers$1.9M1
149STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
150AMERICAN CENTURY COMPANIES INC$1.8M1
151IEQ CAPITAL, LLC$1.8M1
152Bridgewater Associates, LP$1.8M1
153NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.7M1
154Anfield Capital Management, LLC$1.7M1
155Vident Advisory, LLC$1.7M1
156CITIGROUP INC$1.7M1
157Bastion Asset Management Inc.$1.7M1
158Asset Management One Co., Ltd.$1.6M1
159Dynamic Technology Lab Private Ltd$1.6M1
160OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
161JUPITER ASSET MANAGEMENT LTD$1.6M1
162SOUTHEASTERN ASSET MANAGEMENT INC/TN/$1.5M1
163COOKSON PEIRCE & CO INC$1.5M1
164Vise Technologies, Inc.$1.5M1
165Edgestream Partners, L.P.$1.5M1
166MILLENNIUM MANAGEMENT LLC$1.5M1
167Ameritas Investment Partners, Inc.$1.4M1
168Squarepoint Ops LLC$1.4M1
169OneDigital Investment Advisors LLC$1.4M1
170TWO SIGMA INVESTMENTS, LP$1.4M1
171BOOTHBAY FUND MANAGEMENT, LLC$1.4M1
172Focus Partners Wealth$1.4M1
173Blue Trust, Inc.$1.4M1
174MALTESE CAPITAL MANAGEMENT LLC$1.4M1
175U.S. Capital Wealth Advisors, LLC$1.3M1
176LGT CAPITAL PARTNERS LTD.$1.3M1
177CWA Asset Management Group, LLC$1.3M1
178Penn Capital Management Company, LLC$1.3M1
179Traub Capital Management LLC$1.3M1
180Sequoia Financial Advisors, LLC$1.3M1
181Callan Family Office, LLC$1.2M1
182Pictet Asset Management Holding SA$1.2M1
183CWM, LLC$1.1M1
184Magnetar Financial LLC$1.1M1
185Rockefeller Capital Management L.P.$1.1M1
186TRUIST FINANCIAL CORP$1.1M1
187Guinness Asset Management LTD$1.1M1
188Ethic Inc.$1.1M1
189HighTower Advisors, LLC$1.1M1
190Quantbot Technologies LP$1.1M1
191GATEWAY INVESTMENT ADVISERS LLC$1.0M1
192Sepio Capital, LP$1.0M1
193Bridgefront Capital, LLC$1.0M1
194Kendall Capital Management$1.0M1
195GUGGENHEIM CAPITAL LLC$1.0M1
196EVOLVE PRIVATE WEALTH, LLC$1.0M1
197US BANCORP \DE\$1.0M1
198WELCH & FORBES LLC$968K1
199MERCER GLOBAL ADVISORS INC /ADV$946K1
200Jefferies Financial Group Inc.$941K1
201QUADRANT CAPITAL GROUP LLC$933K1
202XPONANCE LLC$931K1
203NEW YORK LIFE INVESTMENT MANAGEMENT LLC$930K1
204DANSKE BANK A/S$906K1
205Cresset Asset Management, LLC$897K1
206Cerity Partners LLC$890K1
207FEDERATED HERMES, INC.$884K1
208STIFEL FINANCIAL CORP$868K1
209Kestra Investment Management, LLC$851K1
210Amundi$829K1
211Radnor Capital Management, LLC$822K1
212LAZARD ASSET MANAGEMENT LLC$789K1
213Tidal Investments LLC$765K1
214Walleye Capital LLC$743K1
215RBF Capital, LLC$719K1
216Legacy Wealth Asset Management, LLC$716K1
217INCEPTIONR LLC$704K1
218EP Wealth Advisors, LLC$698K1
219COLDSTREAM CAPITAL MANAGEMENT INC$692K1
220Harbor Advisors LLC$692K1
221Swiss Life Asset Management Ltd$690K1
222Linden Thomas Advisory Services, LLC$663K1
223Blueshift Asset Management, LLC$617K1
224Corus Family Wealth Advisors$612K1
225ARQ WEALTH ADVISORS, LLC$603K1
226Kathmere Capital Management, LLC$601K1
227Quantum Portfolio Management LLC$592K1
228UNITED CAPITAL FINANCIAL ADVISORS, LLC$577K1
229OSAIC HOLDINGS, INC.$570K1
230CHILDRESS CAPITAL ADVISORS, LLC$566K1
231TWO SIGMA SECURITIES, LLC$559K1
232HORIZON KINETICS ASSET MANAGEMENT LLC$553K1
233Polymer Capital Management (US) LLC$535K1
234GREAT VALLEY ADVISOR GROUP, INC.$510K1
235FULTON BANK, N.A.$509K1
236ALPS ADVISORS INC$504K1
237GREENLEAF TRUST$494K1
238Procyon Advisors, LLC$482K1
239Numerai GP LLC$472K1
240M&T BANK CORP$469K1
241BAILARD, INC.$464K1
242Federation des caisses Desjardins du Quebec$459K1
243COMMONWEALTH EQUITY SERVICES, LLC$452K1
244BTC Capital Management, Inc.$442K1
245Cetera Trust Company, N.A$437K1
246Tower Research Capital LLC (TRC)$432K1
247Cornerstone Investment Partners, LLC$421K1
248State of Wyoming$421K1
249Allegheny Financial Group$414K1
250Savant Capital, LLC$414K1
251PICTON MAHONEY ASSET MANAGEMENT$410K1
252Utah Retirement Systems$409K1
253LEVIN CAPITAL STRATEGIES, L.P.$402K1
254SIMPLEX TRADING, LLC$401K1
255GLENMEDE TRUST CO NA$400K1
256Brooklyn Investment Group$400K1
257Cynosure Group, LLC$392K1
258Maryland State Retirement & Pension System$381K1
259FIL Ltd$377K1
260Dorsey & Whitney Trust CO LLC$372K1
261INVESTMENT PARTNERS, LTD.$366K1
262Index Technologies Group LLC$361K1
263DnB Asset Management AS$356K1
264Chicago Partners Investment Group LLC$345K1
265SHEETS SMITH WEALTH MANAGEMENT$340K1
266MANNING & NAPIER ADVISORS LLC$335K1
267Sagewood Asset Management LP$330K1
268OLD NATIONAL BANCORP /IN/$321K1
269Laird Norton Wetherby Trust Company, LLC$320K1
270Atlanta Consulting Group Advisors, LLC$318K1
271Waverly Advisors, LLC$318K1
272Quarry LP$314K1
273Cadent Capital Advisors, LLC$314K1
274ProShare Advisors LLC$312K1
275MML INVESTORS SERVICES, LLC$312K1
276MAI Capital Management$307K1
277Checchi Capital Advisers, LLC$307K1
278R Squared Ltd$302K1
279Bank of New Hampshire$301K1
280AXQ CAPITAL, LP$300K1
281Atria Investments, Inc$300K1
282PANAGORA ASSET MANAGEMENT INC$296K1
283Merit Financial Group, LLC$292K1
284CIBC Asset Management Inc$283K1
285Ashton Thomas Private Wealth, LLC$268K1
286PRELUDE CAPITAL MANAGEMENT, LLC$267K1
287Keystone Financial Services$266K1
288EVERGREEN CAPITAL MANAGEMENT LLC$260K1
289SHELTON CAPITAL MANAGEMENT$257K1
290Autumn Glory Partners, LLC$257K1
291Mattson Financial Services, LLC$257K1
292Farringdon Capital, Ltd.$256K1
293Compound Planning, Inc.$255K1
294Brown Financial Advisors$252K1
295One Wealth Advisors, LLC$251K1
296Fifth Third Wealth Advisors LLC$251K1
297MBB PUBLIC MARKETS I LLC$247K1
298MIRABELLA FINANCIAL SERVICES LLP$247K1
299PCM Encore, LLC$243K1
300Elevated Financial Group LLC$241K1
301Massar Capital Management, LP$239K1
302MQS Management LLC$237K1
303Inscription Capital, LLC$235K1
304EXCHANGE TRADED CONCEPTS, LLC$230K1
305Cooper Financial Group$229K1
306BIRCH FINANCIAL GROUP, LLC$226K1
307HANCOCK WHITNEY CORP$224K1
308NICOLET BANKSHARES INC$223K1
309DIVERSIFIED MANAGEMENT INC$221K1
310ELEVATION POINT WEALTH PARTNERS, LLC$221K1
311Vestmark Advisory Solutions, Inc.$219K1
312JOHNSON INVESTMENT COUNSEL INC$218K1
313Cambria Investment Management, L.P.$215K1
314Baron Wealth Management LLC$210K1
315Wedmont Private Capital$210K1
316Lido Advisors, LLC$210K1
317BTG Pactual Asset Management US LLC$206K1
318Ironwood Investment Counsel, LLC$202K1
319NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$186K1
320Caitong International Asset Management Co., Ltd$185K1
321Bayforest Capital Ltd$175K1
322USA FINANCIAL FORMULAS$169K1
323Allworth Financial LP$135K1
324LSV ASSET MANAGEMENT$132K1
325Vanguard National Trust Co$129K1
326Arax Advisory Partners$129K1
327UMB Bank, n.a.$129K1
328Steward Partners Investment Advisory, LLC$108K1
329Smartleaf Asset Management LLC$93.7K1
330Annis Gardner Whiting Capital Advisors, LLC$91.9K1
331Truvestments Capital LLC$91.3K1
332NATIONAL BANK OF CANADA /FI/$83.8K1
333AMERICAN NATIONAL BANK & TRUST$76.6K1
334TEMA ETFS LLC$69.7K1
335WealthCollab, LLC$63.4K1
336NOMURA ASSET MANAGEMENT CO LTD$55.3K1
337Wilmington Savings Fund Society, FSB$49.8K1
338Mitsubishi UFJ Asset Management Co., Ltd.$47.0K1
339LORD, ABBETT & CO. LLC$42.8K1
340Parkside Financial Bank & Trust$36.0K1
341Millstone Evans Group, LLC$30.4K1
342Treasurer of the State of North Carolina$28.6K1
343TRUST CO OF TOLEDO NA /OH/$27.4K1
344SBI Securities Co., Ltd.$25.7K1
345Hillsdale Investment Management Inc.$24.9K1
346Asset Dedication, LLC$21.0K1
347Bell Investment Advisors, Inc$19.4K1
348CVA Family Office, LLC$18.5K1
349Frazier Financial Advisors, LLC$18.0K1
350DELTA ASSET MANAGEMENT LLC/TN$14.7K1
351Eurizon Capital SGR S.p.A.$12.7K1
352Tacita Capital Inc$12.7K1
353JFS WEALTH ADVISORS, LLC$11.3K1
354First Pacific Financial$11.3K1
355TORONTO DOMINION BANK$11.0K1
356THRIVENT FINANCIAL FOR LUTHERANS$10.9K1
357Grove Bank & Trust$10.8K1
358Pinnacle Wealth Planning Services, Inc.$10.8K1
359NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.6K1
360Keating Financial Advisory Services, Inc.$8.9K1
361Key FInancial Inc$7.5K1
362Transamerica Financial Advisors, LLC$6.9K1
363Larson Financial Group LLC$6.6K1
364True Wealth Design, LLC$6.4K1
365Addison Advisors LLC$6.4K1
366ALGERT GLOBAL LLC$6.3K1
367Moisand Fitzgerald Tamayo, LLC$6.1K1
368Intentional Wealth Strategies, LLC$5.8K1
369Seascape Capital Management$5.2K1
370CHASE INVESTMENT COUNSEL CORP$5.1K1
371State of Alaska, Department of Revenue$4.9K1
372CANADA LIFE ASSURANCE Co$4.8K1
373MATHER GROUP, LLC.$4.7K1
374Private Wealth Management Group, LLC$4.7K1
375HHM Wealth Advisors, LLC$4.4K1
376HM PAYSON & CO$3.9K1
377AMALGAMATED BANK$3.8K1
378Marquette Asset Management, LLC$3.6K1
379Cassaday & Co Wealth Management LLC$3.6K1
380Dogwood Wealth Management LLC$3.3K1
381Physician Wealth Advisors, Inc.$3.0K1
382Rialto Wealth Management, LLC$3.0K1
383ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.8K1
384ELEVATION WEALTH PARTNERS, LLC$2.8K1
385TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.5K1
386Manchester Capital Management LLC$2.5K1
387JPL Wealth Management, LLC$2.5K1
388DiNuzzo Private Wealth, Inc.$2.2K1
389Kilter Group LLC$2.2K1
390Beaird Harris Wealth Management, LLC$2.1K1
391SJS Investment Consulting Inc.$1.9K1
392Investors Portfolio Services LLC$1.8K1
393SouthState Bank Corp$1.7K1
394Clearstead Advisors, LLC$1.7K1
395JONES FINANCIAL COMPANIES LLLP$1.7K1
396NBT BANK, N.A.$1.7K1
397ACADIAN ASSET MANAGEMENT LLC$1.4K1
398BROWN, LISLE/CUMMINGS, INC.$1.4K1
399Cromwell Holdings LLC$1.4K1
400Owl Creek Wealth Partners LLC$1.4K1
401Virtu Financial LLC$1.4K1
402Redwood Investment Management, LLC$1.1K1
403Vestcor Inc$9851
404CENTRAL TRUST Co$8311
405Prestige Wealth Management Group LLC$8311
406Vermillion Wealth Management, Inc.$8301
407SHP Wealth Management$8301
408WPG Advisers, LLC$8301
409HFM Investment Advisors, LLC$8301
410PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$7371
411Murphy & Mullick Capital Management Corp$5531
412South Dakota Investment Council$4671
413DekaBank Deutsche Girozentrale$3181
414Jackson Creek Investment Advisors LLC$2781
415GHP Investment Advisors, Inc.$2771
416TFC Financial Management, Inc.$2771
417Wealth Enhancement Trust Services, Inc.$2771
418KBC Group NV$2421
419Smithfield Trust Co$1011
420Avion Wealth$11
421Raleigh Capital Management Inc.$11
422Capital Advisors, Ltd. LLC$01
423Activest Wealth Management$01
424JBF Capital, Inc.$01
425Ilmarinen Mutual Pension Insurance Co$01
426CHOREO, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 426 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on AMG

RETAINED WINDOW · ACTIVE HITS

Zero hits on AMG in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for AMG · financials and macro

Financials — as filed PLANNED

AMG's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AMG on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing