SIMPLEX TRADING, LLC

Position in AMG — Affiliated Managers Group, Inc.

CIK 1488542 CHICAGO, IL

Position in AMG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$323,172

-$78,319 QoQ

Shares Held

955

-34.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#364

of 566 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SIMPLEX TRADING, LLC holds $20,854,251 across 57 Asset Management names. AMG ranks #12 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TPG	TPG Inc.	128,520	$5,211,486
2	KKR	KKR & Co. Inc.	52,985	$4,862,963
3	BX	Blackstone Inc.	25,133	$2,957,400
4	CG	Carlyle Group Inc.	25,415	$1,070,225
5	APO	Apollo Global Management, Inc.	7,648	$904,834
6	ASST	Strive, Inc.	77,191	$842,153
7	WT	WisdomTree, Inc.	30,676	$519,651
8	ARES	Ares Management Corp	4,571	$508,798

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,172	955	-34.2%	Shares	Sole	2026-08-12
2026-03-31	$401,491	1,451	+1627.4%	Shares	Sole	2026-05-14
2024-06-30	$13,123	84	+342.1%	Shares	Sole	2024-07-25
2023-06-30	$2	19	-85.9%	Shares	Sole	2023-08-04
2022-12-31	$21,388	135	+275.0%	Shares	Sole	2023-02-02
2022-06-30	$4,197	36	-99.1%	Shares	Sole	2022-08-03
2022-03-31	$559,571	3,970	+60.5%	Shares	Sole	2022-05-02
2021-12-31	$406,997	2,474	-55.9%	Shares	Sole	2022-02-23
2021-03-31	$836,654	5,614	-42.7%	Shares	Sole	2021-04-26
2020-12-31	$996,049	9,794	+895.3%	Shares	Sole	2021-02-02
2020-06-30	$73,367	984	-64.7%	Shares	Sole	2020-07-13
2020-03-31	$164,882	2,788	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.