EverSource Wealth Advisors, LLC

Position in AAMI — Acadian Asset Management Inc.

CIK 1710537 BIRMINGHAM, AL

Position in AAMI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$36,829

-$4,907 QoQ

Shares Held

515

-32.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#242

of 299 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $64,931,740 across 133 Asset Management names. AAMI ranks #71 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	254,392	$30,097,113
2	KKR	KKR & Co. Inc.	108,313	$9,940,961
3	BX	Blackstone Inc.	63,714	$7,497,219
4	PSLV	Sprott Physical Silver Trust	167,767	$3,165,763
5	PHYS	Sprott Physical Gold Trust	82,485	$2,488,572
6	CEF	Sprott Physical Gold & Silver Trust	29,499	$1,186,744
7	BLK	BlackRock, Inc.	1,156	$1,111,559
8	AMP	Ameriprise Financial Inc	1,713	$785,851

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,829	515	-32.9%	Shares	Sole	2026-07-24
2026-03-31	$41,736	767	-0.3%	Shares	Sole	2026-05-18
2025-12-31	$36,143	769	-14.1%	Shares	Sole	2026-02-06
2025-09-30	$43,102	895	+3.1%	Shares	Sole	2025-11-10
2025-06-30	$30,586	868	+150.1%	Shares	Sole	2025-08-13
2025-03-31	$8,972	347	+0.3%	Shares	Sole	2025-05-13
2024-12-31	$9,113	346	+13.8%	Shares	Sole	2025-02-10
2024-09-30	$7,721	304	0.0%	Shares	Sole	2024-11-08
2024-06-30	$6,739	304	0.0%	Shares	Sole	2024-08-13
2024-03-31	$6,943	304	0.0%	Shares	Sole	2024-06-11
2023-12-31	$5,824	304	0.0%	Shares	Sole	2024-02-09
2023-09-30	$5,894	304	0.0%	Shares	Sole	2023-11-03
2023-06-30	$6,368	304	0.0%	Shares	Sole	2023-08-04
2023-03-31	$7,168	304	-23.2%	Shares	Sole	2023-05-11
2022-12-31	$8,149	396	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.