Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,000 holders are listed, largest first: 1,000
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $28.6B
holders whose share count rose or who opened the position (new + add), by shares: 440
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 137

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

Newest 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 2026-07-03 → 2026-10-01 · 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	BUY	$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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

14 members of Congress disclosed AMP — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).