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 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Pete Sessions · $15.0K–$50.0K

BUY · 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
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-05-07Dean Phillips D–MN-3SELLTraded 04-02 +35d$1K–$15K
2020-04-16Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 03-18 +29d$1K–$15K
2019-09-16Dean Phillips D–MN-3BUYTraded 08-13 +34d$1K–$15K
2019-09-11Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 08-14 +28d$1K–$15K
2018-03-07Lamar Smith R–TX-21SELLTraded 02-08 +27d$1K–$15K
Each 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 2026-10-01

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 2026-07-03 → 2026-10-01 · 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 · 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

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

Top institutional holders of AMG for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
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.— value not disclosed1
425Ilmarinen Mutual Pension Insurance Co— value not disclosed1
426CHOREO, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 423 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — 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