Public record / Tickers / AMP

AMP — AMERIPRISE FINANCIAL INC

Both disclosure regimes on one name: who in Congress filed about AMP, 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
43
all PTR rows naming AMP
Members · 12m
3
1 buys · 2 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 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

Rick W. Allen · $50.0K–$100K

Sale · traded 2026-04-15 → filed 2026-06-05. Ranked over every AMP row by the provable lower bound, never a point estimate.

3 members · 1 buys / 2 sells

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

17 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

7 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AMP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AMP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-06-05Rick W. Allen R–GA-12Sale · SP (spouse-owned)Traded 04-15 LATE·51d$50K–$100K
2026-05-01Lizzie Fletcher D–TX-7Sale · partial (partial sale)Traded 04-08 +23d$1K–$15K
2025-04-08Greg Landsman D–OH-1Sale · JT (jointly owned)Traded 03-27 +12d$1K–$15K
2025-04-08Greg Landsman D–OH-1Sale · SP (spouse-owned)Traded 03-27 +12d$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 43 ↗

Members active in AMP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing AMP in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$1.0K to $15.0K2
Lizzie Fletcher D–TX-71−$15.0K to −$1.0K1
Rick W. Allen R–GA-121−$100K to −$50.0K2

3 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+337 sh
2026-05-15Tudor Investment Corp 13Ftrim−63,023 sh
2026-05-15Bridgewater Associates 13Ftrim−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

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

full holders view ↗
Top institutional holders of AMP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.6B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$2.3B1
4STATE STREET CORP$2.0B1
5Aristotle Capital Management, LLC$983M1
6MORGAN STANLEY$893M1
7Nuveen, LLC$666M1
8AQR CAPITAL MANAGEMENT LLC$653M1
9FMR LLC$543M1
10UBS Group AG$518M1
11Boston Partners$514M1
12NORTHERN TRUST CORP$501M1
13FEDERATED HERMES, INC.$467M1
14DIMENSIONAL FUND ADVISORS LP$455M1
15FIRST TRUST ADVISORS LP$437M1
16Invesco Ltd.$410M1
17DEUTSCHE BANK AG\$403M1
18ROYAL BANK OF CANADA$359M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$353M1
20MILLENNIUM MANAGEMENT LLC$304M1
21BANK OF AMERICA CORP /DE/$289M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$273M1
23AMERICAN CENTURY COMPANIES INC$273M1
24Legal & General Group Plc$273M1
25Robeco Institutional Asset Management B.V.$258M1
26HSBC HOLDINGS PLC$238M1
27VANGUARD FIDUCIARY TRUST CO$234M1
28Amundi$201M1
29TD ASSET MANAGEMENT INC$178M1
30SEI INVESTMENTS CO$160M1
31BARCLAYS PLC$145M1
32LAZARD ASSET MANAGEMENT LLC$144M1
33ENVESTNET ASSET MANAGEMENT INC$140M1
34Man Group plc$140M1
35CANADA PENSION PLAN INVESTMENT BOARD$136M1
36Connor, Clark & Lunn Investment Management Ltd.$136M1
37MASSACHUSETTS FINANCIAL SERVICES CO /MA/$129M1
38HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$124M1
39D. E. Shaw & Co., Inc.$124M1
40Epoch Investment Partners, Inc.$117M1
41Swedbank AB$114M1
42WORLDQUANT MILLENNIUM ADVISORS LLC$113M1
43Qube Research & Technologies Ltd$106M1
44VICTORY CAPITAL MANAGEMENT INC$99.5M1
45BNP Paribas Asset Management Holding S.A.$99.0M1
46PRINCIPAL FINANCIAL GROUP INC$98.9M1
47FRANKLIN RESOURCES INC$94.9M1
48Mitsubishi UFJ Asset Management Co., Ltd.$92.2M1
49CIBC Bancorp USA Inc.$89.9M1
50Vanguard Global Advisers, LLC$88.8M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$88.0M1
52MAIRS & POWER INC$87.6M1
53RAYMOND JAMES FINANCIAL INC$82.3M1
54WELCH & FORBES LLC$77.1M1
55National Pension Service$75.9M1
56BANK OF MONTREAL /CAN/$73.8M1
57VANGUARD ASSET MANAGEMENT, Ltd$71.3M1
58ALLIANCEBERNSTEIN L.P.$70.8M1
59CITADEL ADVISORS LLC$65.8M1
60PFA Pension, Forsikringsaktieselskab$65.3M1
61RENAISSANCE TECHNOLOGIES LLC$64.4M1
62Universal- Beteiligungs- und Servicegesellschaft mbH$60.6M1
63Capital World Investors$60.6M1
64BROWN ADVISORY INC$55.6M1
65WELLS FARGO & COMPANY/MN$55.5M1
66Midwest Trust Co$55.4M1
67VOLORIDGE INVESTMENT MANAGEMENT, LLC$50.0M1
68TRUIST FINANCIAL CORP$45.7M1
69Rockefeller Capital Management L.P.$45.6M1
70Cerity Partners LLC$42.7M1
71Aberdeen Group plc$42.3M1
72Vest Financial, LLC$40.6M1
73AVIVA PLC$37.8M1
74BALYASNY ASSET MANAGEMENT L.P.$37.7M1
75CITIGROUP INC$36.8M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$36.4M1
77Allianz Asset Management GmbH$36.3M1
78TODD ASSET MANAGEMENT LLC$35.2M1
79Assenagon Asset Management S.A.$35.2M1
80Korea Investment CORP$34.8M1
81Zurcher Kantonalbank (Zurich Cantonalbank)$34.7M1
82Quantinno Capital Management LP$34.5M1
83ATWOOD & PALMER INC$34.4M1
84US BANCORP \DE\$33.2M1
85Aware Super Pty Ltd as trustee of Aware Super$33.1M1
86Mariner, LLC$32.2M1
87Moran Wealth Management, LLC$31.3M1
88Mitsubishi UFJ Trust & Banking Corp$30.6M1
89LPL Financial LLC$29.4M1
90VOYA INVESTMENT MANAGEMENT LLC$28.8M1
91ADAGE CAPITAL PARTNERS GP, L.L.C.$28.8M1
92TEACHER RETIREMENT SYSTEM OF TEXAS$27.7M1
93IEQ CAPITAL, LLC$27.2M1
94STIFEL FINANCIAL CORP$27.2M1
95Candriam S.C.A.$26.9M1
96Trexquant Investment LP$25.3M1
97Arbejdsmarkedets Tillaegspension$25.1M1
98PRUDENTIAL FINANCIAL INC$24.7M1
99TORONTO DOMINION BANK$24.7M1
100Aristotle Atlantic Partners, LLC$24.2M1
101NATIONAL BANK OF CANADA /FI/$24.0M1
102STATE OF WISCONSIN INVESTMENT BOARD$23.3M1
103Pictet Asset Management Holding SA$22.9M1
104NORDEA INVESTMENT MANAGEMENT AB$22.8M1
105MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$21.9M1
106Squarepoint Ops LLC$21.4M1
107Calamos Advisors LLC$21.2M1
108MANUFACTURERS LIFE INSURANCE COMPANY, THE$21.1M1
109Vanguard Investments Australia, Ltd.$20.6M1
110KEYBANK NATIONAL ASSOCIATION/OH$20.5M1
111MARTINGALE ASSET MANAGEMENT L P$20.4M1
112ASSOCIATED BANC-CORP$20.2M1
113Chevy Chase Trust Holdings, LLC$20.1M1
114TUDOR INVESTMENT CORP ET AL$19.6M1
115Swiss Life Asset Management Ltd$18.6M1
116Asset Management One Co., Ltd.$18.3M1
117HighTower Advisors, LLC$18.3M1
118ROYAL LONDON ASSET MANAGEMENT LTD$18.3M1
119APG Asset Management N.V.$18.1M1
120STOREBRAND ASSET MANAGEMENT AS$17.8M1
121Creative Planning$17.6M1
122Focus Partners Wealth$17.2M1
123Gator Capital Management, LLC$16.9M1
124Empowered Funds, LLC$16.8M1
125MERCER GLOBAL ADVISORS INC /ADV$16.7M1
126TWO SIGMA INVESTMENTS, LP$16.7M1
127NATIXIS$16.4M1
128NOMURA ASSET MANAGEMENT CO LTD$16.1M1
129O'SHAUGHNESSY ASSET MANAGEMENT, LLC$15.6M1
130Vinva Investment Management Ltd$15.5M1
131FIFTH THIRD BANCORP$15.1M1
132LOWE BROCKENBROUGH & CO INC$15.0M1
133TD Waterhouse Canada Inc.$14.9M1
134FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$14.6M1
135Bragg Financial Advisors, Inc$14.5M1
136Cetera Investment Advisers$14.1M1
137JANE STREET GROUP, LLC$14.1M1
138CWM, LLC$14.1M1
139Copeland Capital Management, LLC$14.0M1
140BANK OF NOVA SCOTIA$14.0M1
141COMMONWEALTH EQUITY SERVICES, LLC$14.0M1
142State of New Jersey Common Pension Fund D$13.6M1
143WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$13.6M1
144Lansforsakringar Fondforvaltning AB (publ)$13.5M1
145Resona Asset Management Co.,Ltd.$13.1M1
146BASSWOOD CAPITAL MANAGEMENT, L.L.C.$13.0M1
147CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$13.0M1
148Tredje AP-fonden$12.9M1
149Alley Investment Management Company, LLC$12.9M1
150Y-Intercept (Hong Kong) Ltd$12.7M1
151Corient Private Wealth LLC$12.1M1
152SCHRODER INVESTMENT MANAGEMENT GROUP$12.1M1
153MML INVESTORS SERVICES, LLC$12.0M1
154M&T BANK CORP$11.9M1
155OSAIC HOLDINGS, INC.$11.9M1
156MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$11.8M1
157NOVARE CAPITAL MANAGEMENT LLC$11.6M1
158PUBLIC SECTOR PENSION INVESTMENT BOARD$11.5M1
159MEEDER ASSET MANAGEMENT INC$11.5M1
160LBP AM SA$11.4M1
161Arizona State Retirement System$11.3M1
162COMMERCE BANK$11.3M1
163Verity & Verity, LLC$11.1M1
164XPONANCE LLC$11.1M1
165Czech National Bank$11.1M1
166ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$10.7M1
167STATE OF MICHIGAN RETIREMENT SYSTEM$10.6M1
168MUFG Securities EMEA plc$10.6M1
169Freestone Grove Partners LP$10.5M1
170Eurizon Capital SGR S.p.A.$10.5M1
171BANQUE PICTET & CIE SA$10.4M1
172Ascent Wealth Partners, LLC$10.3M1
173J. Safra Sarasin Holding AG$10.1M1
174CIBC Asset Management Inc$9.9M1
175B. Metzler seel. Sohn & Co. AG$9.9M1
176Rafferty Asset Management, LLC$9.9M1
177Vanguard Personalized Indexing Management, LLC$9.8M1
178SEB Asset Management AB$9.7M1
179Nippon Life Global Investors Americas, Inc.$9.7M1
180Fisher Funds Management LTD$9.5M1
181COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$9.5M1
182Daiwa Securities Group Inc.$9.4M1
183Schonfeld Strategic Advisors LLC$9.4M1
184Nordwand Advisors, LLC$9.3M1
185IFM Investors Pty Ltd$9.3M1
186MACQUARIE GROUP LTD$9.1M1
187Fiera Capital Corp$9.0M1
188Hudson Bay Capital Management LP$9.0M1
189Mirae Asset Global Investments Co., Ltd.$9.0M1
190ProShare Advisors LLC$9.0M1
191Voleon Capital Management LP$8.9M1
192Cambria Investment Management, L.P.$8.9M1
193NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$8.9M1
194Venture Visionary Partners LLC$8.8M1
195BOYAR ASSET MANAGEMENT INC.$8.8M1
196Asset Advisors Investment Management, LLC$8.6M1
197Retirement Systems of Alabama$8.6M1
198CREDIT AGRICOLE S A$8.5M1
199DAVENPORT & Co LLC$8.4M1
200Elo Mutual Pension Insurance Co$8.4M1
201Pathstone Holdings, LLC$8.3M1
202CAPITOLIS LIQUID GLOBAL MARKETS LLC$8.0M1
203Interval Partners, LP$7.9M1
204REGIONS FINANCIAL CORP$7.9M1
205Illinois Municipal Retirement Fund$7.8M1
206OLD NATIONAL BANCORP /IN/$7.6M1
207Engineers Gate Manager LP$7.6M1
208Kingsview Wealth Management, LLC$7.5M1
209Qsemble Capital Management, LP$7.2M1
210FIRST MANHATTAN CO. LLC.$7.2M1
211DIVIDEND ASSETS CAPITAL, LLC$7.1M1
212NewEdge Advisors, LLC$7.1M1
213USS Investment Management Ltd$7.0M1
214Prana Capital Management, LP$7.0M1
215BTC Capital Management, Inc.$6.7M1
216NorthRock Partners, LLC$6.6M1
217Leeward Investments, LLC - MA$6.6M1
218Utah Retirement Systems$6.6M1
219Glenview Trust Co$6.6M1
220MACKENZIE FINANCIAL CORP$6.5M1
221Wealthfront Advisers LLC$6.4M1
222Diversified Trust Co$6.4M1
223PATTON ALBERTSON MILLER GROUP, LLC$6.3M1
224OFI INVEST ASSET MANAGEMENT$6.3M1
225LEVEL FOUR ADVISORY SERVICES, LLC$6.2M1
226XTX Topco Ltd$6.1M1
227NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.0M1
228SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.0M1
229Rakuten Investment Management, Inc.$6.0M1
230L2 Asset Management, LLC$5.9M1
231D.A. DAVIDSON & CO.$5.8M1
232Choate Investment Advisors$5.8M1
233BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.7M1
234NEOS Investment Management LLC$5.6M1
235NISSAY ASSET MANAGEMENT CORP /JAPAN$5.6M1
236Vise Technologies, Inc.$5.6M1
237Janus Henderson Group Ltd.$5.5M1
238Lido Advisors, LLC$5.4M1
239Journey Advisory Group, LLC$5.4M1
240BLAIR WILLIAM & CO/IL$5.4M1
241BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$5.3M1
242AustralianSuper Pty Ltd$5.3M1
243Summit Financial, LLC$5.3M1
244Sumitomo Mitsui DS Asset Management Company, Ltd$5.2M1
245American Assets Investment Management, LLC$5.0M1
246Sanctuary Advisors, LLC$5.0M1
247BURNEY CO/$4.9M1
248Northwest & Ethical Investments L.P.$4.9M1
249Tidal Investments LLC$4.7M1
250Ensign Peak Advisors, Inc$4.7M1
251GS Investments, Inc.$4.7M1
252OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.6M1
253Crossmark Global Holdings, Inc.$4.5M1
254PANAGORA ASSET MANAGEMENT INC$4.5M1
255BIRCH FINANCIAL GROUP, LLC$4.5M1
256Cinctive Capital Management LP$4.5M1
257OP Asset Management Ltd$4.4M1
258Stelac Advisory Services LLC$4.3M1
259Bulltick Wealth Management, LLC$4.3M1
260OMERS ADMINISTRATION Corp$4.3M1
261Legacy Private Trust Co.$4.2M1
262&PARTNERS$4.1M1
263MAI Capital Management$4.1M1
264ABN AMRO INVESTMENT SOLUTIONS$4.0M1
265HUNTINGTON NATIONAL BANK$4.0M1
266UniSuper Management Pty Ltd$4.0M1
267Sequoia Financial Advisors, LLC$3.9M1
268FOURPATH CAPITAL MANAGEMENT, LLC$3.8M1
269ELEVATION POINT WEALTH PARTNERS, LLC$3.8M1
270NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.7M1
271Merit Financial Group, LLC$3.7M1
272Atria Investments, Inc$3.7M1
273QUADRANT CAPITAL GROUP LLC$3.7M1
274Investment Management Corp of Ontario$3.7M1
275Private Advisor Group, LLC$3.7M1
276Kerusso Capital Management LLC$3.6M1
277Federation des caisses Desjardins du Quebec$3.6M1
278Bridgewater Associates, LP$3.6M1
279Farringdon Capital, Ltd.$3.6M1
280Vontobel Holding Ltd.$3.6M1
281HOHIMER WEALTH MANAGEMENT, LLC$3.5M1
282Andra AP-fonden$3.5M1
283Perigon Wealth Management, LLC$3.5M1
284Beacon Pointe Advisors, LLC$3.4M1
285SIGNET FINANCIAL MANAGEMENT, LLC$3.4M1
286BARTLETT & CO. WEALTH MANAGEMENT LLC$3.4M1
287ASR Vermogensbeheer N.V.$3.3M1
288EQUITABLE TRUST CO$3.3M1
289HB Wealth Management, LLC$3.3M1
290Great Lakes Retirement, Inc.$3.3M1
291QRG CAPITAL MANAGEMENT, INC.$3.3M1
292EDMP, INC.$3.2M1
293Osmosis Investment Management UK Ltd$3.2M1
294Avanza Fonder AB$3.2M1
295Callan Family Office, LLC$3.2M1
296Vanguard National Trust Co$3.1M1
297Laird Norton Wetherby Trust Company, LLC$3.1M1
298RED CEDAR INVESTMENT MANAGEMENT, LLC$3.1M1
299Allspring Global Investments Holdings, LLC$3.0M1
300Radnor Capital Management, LLC$3.0M1
301Vident Advisory, LLC$3.0M1
302JOHNSON INVESTMENT COUNSEL INC$3.0M1
303Caprock Group, LLC$3.0M1
304Bank OZK$3.0M1
305FULTON BANK, N.A.$3.0M1
306Family Manage LLC$2.9M1
307Meiji Yasuda Asset Management Co Ltd.$2.9M1
308UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.9M1
309Kestra Advisory Services, LLC$2.8M1
310NorthCrest Asset Manangement, LLC$2.8M1
311BFSG, LLC$2.8M1
312Cresset Asset Management, LLC$2.7M1
313Baird Financial Group, Inc.$2.7M1
314Aviance Capital Partners, LLC$2.7M1
315Savant Capital, LLC$2.7M1
316DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.7M1
317Caldwell Trust Co$2.6M1
318Aurora Investment Counsel$2.6M1
319INTECH INVESTMENT MANAGEMENT LLC$2.5M1
320Norinchukin Bank, The$2.5M1
321Vestmark Advisory Solutions, Inc.$2.5M1
322OPPENHEIMER ASSET MANAGEMENT INC.$2.5M1
323Procyon Advisors, LLC$2.5M1
324MIZUHO SECURITIES USA LLC$2.5M1
325Independent Advisor Alliance$2.4M1
326Chesley Taft & Associates LLC$2.4M1
327Numerai GP LLC$2.4M1
328Linden Thomas Advisory Services, LLC$2.4M1
329HENNESSY ADVISORS INC$2.4M1
330Machina Capital S.A.S.$2.3M1
331Goelzer Investment Management, Inc.$2.3M1
332Sivia Capital Partners, LLC$2.3M1
333Orion Porfolio Solutions, LLC$2.3M1
334CenterBook Partners LP$2.3M1
335Banco Santander, S.A.$2.3M1
336Summit Trail Advisors, LLC$2.2M1
337LECAP ASSET MANAGEMENT LTD$2.2M1
338Hilltop National Bank$2.2M1
339Generali Asset Management SPA SGR$2.2M1
340Cove Private Wealth, LLC$2.2M1
341Freedom Day Solutions, LLC$2.2M1
342INCEPTIONR LLC$2.2M1
343Leisure Capital Management$2.1M1
344GUGGENHEIM CAPITAL LLC$2.1M1
345FLPUTNAM INVESTMENT MANAGEMENT CO$2.1M1
346Harfst & Associates, Inc.$2.1M1
347Spartan Wealth Advisory Services LLC$2.1M1
348Loudon Investment Management, LLC$2.1M1
349Maryland State Retirement & Pension System$2.1M1
350Brevan Howard Capital Management LP$2.0M1
351Apollon Wealth Management, LLC$2.0M1
352CHICAGO TRUST Co NA$2.0M1
353CITIZENS FINANCIAL GROUP INC/RI$2.0M1
354Forvis Mazars Wealth Advisors, LLC$2.0M1
355RWA WEALTH PARTNERS, LLC$1.9M1
356Connecticut Wealth Management, LLC$1.9M1
357WINTON GROUP Ltd$1.9M1
358BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.9M1
359Atlantic Edge Private Wealth Management, LLC$1.9M1
360Pinnacle Financial Partners, Inc.$1.9M1
361PEDDOCK CAPITAL ADVISORS, LLC$1.9M1
362Meeder Advisory Services, Inc.$1.9M1
363Steward Partners Investment Advisory, LLC$1.9M1
364Great Diamond Partners, LLC$1.9M1
365Clearstead Advisors, LLC$1.9M1
366Jacobi Capital Management LLC$1.9M1
367ING GROEP NV$1.8M1
368AXQ CAPITAL, LP$1.8M1
369CHOREO, LLC$1.8M1
370COLDSTREAM CAPITAL MANAGEMENT INC$1.8M1
371Allworth Financial LP$1.8M1
372CNB Bank$1.8M1
373PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.8M1
374Focus Partners Advisor Solutions, LLC$1.8M1
375KESTRA PRIVATE WEALTH SERVICES, LLC$1.8M1
376PEAK6 LLC$1.8M1
377RFG Advisory, LLC$1.8M1
378Penobscot Investment Management Company, Inc.$1.7M1
379LAUREL OAK WEALTH MANAGEMENT, LLC$1.7M1
380Weaver C. Barksdale & Associates, Inc.$1.7M1
381Curi Capital, LLC$1.7M1
382Chemistry Wealth Management LLC$1.7M1
383Prudent Man Advisors, LLC$1.6M1
384UMB Bank, n.a.$1.6M1
385Dai-ichi Life Insurance Company, Ltd$1.6M1
386CSS LLC/IL$1.6M1
387TECTONIC ADVISORS LLC$1.6M1
388Wedmont Private Capital$1.6M1
389Empirical Finance, LLC$1.6M1
39017 CAPITAL PARTNERS, LLC$1.6M1
391Siemens Fonds Invest GmbH$1.6M1
392Kestra Investment Management, LLC$1.6M1
393Smartleaf Asset Management LLC$1.5M1
394TruWealth Advisors, LLC$1.5M1
395Net Worth Advisory Group$1.5M1
396Atlantic Union Bankshares Corp$1.5M1
397EP Wealth Advisors, LLC$1.5M1
398HM PAYSON & CO$1.5M1
399Wilmington Savings Fund Society, FSB$1.5M1
400Lebenthal Global Advisors, LLC$1.5M1
401LETSON INVESTMENT MANAGEMENT, INC.$1.5M1
402Tower Research Capital LLC (TRC)$1.5M1
403Waverly Advisors, LLC$1.5M1
404Douglass Winthrop Advisors, LLC$1.5M1
405AIA Group Ltd$1.5M1
406GATEWAY INVESTMENT ADVISERS LLC$1.5M1
407Equity Wealth Partners, LLC$1.4M1
408FIDUCIARY TRUST CO$1.4M1
409World Investment Advisors$1.4M1
410CENTRAL TRUST Co$1.4M1
411Abundance Wealth Counselors$1.4M1
412FORTRESS PRIVATE LEDGER, LLC$1.4M1
413J.W. COLE ADVISORS, INC.$1.4M1
414AlphaCore Capital LLC$1.4M1
415TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M1
416DAYMARK WEALTH PARTNERS, LLC$1.3M1
417COURIER CAPITAL LLC$1.3M1
418PRINCIPAL SECURITIES, INC.$1.3M1
419Oak Thistle LLC$1.3M1
420Ameritas Investment Partners, Inc.$1.3M1
421NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
422Metis Global Partners, LLC$1.3M1
423Dynamic Technology Lab Private Ltd$1.3M1
424M. Kulyk & Associates, LLC$1.3M1
425Marks Group Wealth Management, Inc$1.3M1
426EPG Wealth Management LLC$1.2M1
427BENJAMIN EDWARDS INC$1.2M1
428Envestnet Portfolio Solutions, Inc.$1.2M1
429Palisade Asset Management, LLC$1.2M1
430Prentice Wealth Management LLC$1.2M1
431North Dakota State Investment Board$1.2M1
432Argyle Capital Partners, LLC$1.2M1
43344 WEALTH MANAGEMENT LLC$1.2M1
434CAMBIENT FAMILY OFFICE, LLC$1.2M1
435Merited Wealth, LLC$1.1M1
436Coastal Bridge Advisors, LLC$1.1M1
437Belpointe Asset Management LLC$1.1M1
438Third View Private Wealth, LLC$1.1M1
439Brendel Financial Advisors LLC$1.1M1
440SECURIAN ASSET MANAGEMENT, INC$1.1M1
441EFG International AG$1.1M1
442Varma Mutual Pension Insurance Co$1.1M1
443ZACKS INVESTMENT MANAGEMENT$1.1M1
444PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.1M1
445Vectors Research Management, LLC$1.1M1
446Brooklyn Investment Group$1.1M1
447IMC-Chicago, LLC$1.1M1
448FIL Ltd$1.1M1
449Grantham, Mayo, Van Otterloo & Co. LLC$1.1M1
450Sandy Cove Advisors, LLC$1.1M1
451SIGNATUREFD, LLC$1.1M1
452NOMURA HOLDINGS INC$1.1M1
453Gotham Asset Management, LLC$1.1M1
454DIVERSIFY WEALTH MANAGEMENT, LLC$1.0M1
455NewEdge Wealth, LLC$1.0M1
456AFFINITY INVESTMENT ADVISORS, LLC$1.0M1
457Chicago Partners Investment Group LLC$1.0M1
458MGO ONE SEVEN LLC$995K1
459Gratus Wealth Advisors, LLC$992K1
460WealthTrust Asset Management, LLC$983K1
461Advisors Asset Management, Inc.$982K1
462Concurrent Investment Advisors, LLC$970K1
463Rothschild Wealth LLC$953K1
464Mesirow Financial Investment Management, Inc.$945K1
465NOVEM GROUP$937K1
466Banque Cantonale Vaudoise$934K1
467Fielder Capital Group LLC$930K1
468ADAPT WEALTH ADVISORS, LLC$930K1
469OSSIAM$910K1
470Bull Harbor Capital LLC$908K1
471ASSETMARK, INC$905K1
472WADDELL & ASSOCIATES, LLC$903K1
473Round Rock Advisors LLC$899K1
474PERSONAL CFO SOLUTIONS, LLC$899K1
475Kintegral Advisory, LLC$895K1
476Manchester Capital Management LLC$892K1
477Patriot Financial Group Insurance Agency, LLC$892K1
478Guinness Asset Management LTD$890K1
479AE Wealth Management LLC$883K1
480Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$882K1
481Stratos Investment Management, LLC$874K1
482EVERGREEN CAPITAL MANAGEMENT LLC$873K1
483OneDigital Investment Advisors LLC$872K1
484PRUDENTIAL PLC$833K1
485Fort Point Capital Partners LLC$828K1
486111 Capital$825K1
487NORDEN GROUP LLC$817K1
488RITHOLTZ WEALTH MANAGEMENT$817K1
489Snowden Capital Advisors LLC$811K1
490MONETA GROUP INVESTMENT ADVISORS LLC$803K1
491PINNACLE ASSOCIATES LTD$800K1
492VAN STRUM & TOWNE INC.$795K1
493Westerkirk Capital Inc.$784K1
494Aquatic Capital Management LLC$772K1
495Convergence Investment Partners, LLC$771K1
496FIRST CITIZENS BANK & TRUST CO$769K1
497Krilogy Financial LLC$768K1
498Larson Financial Group LLC$762K1
499Wealthspire Advisors, LLC$754K1
500Marshall Financial Group, LLC$736K1
Truncated by Public Filings. The published aggregate ranks the top 500 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)1 buy / 2 sell
Congress net ($ bound)−$114K to −$36.0K
Filers net (actions)not in build
Filers net ($ 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 AMP

RETAINED WINDOW · ACTIVE HITS
Signal hits naming AMP
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for AMP · financials and macro

Financials — as filed PLANNED

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