Tidal Investments LLC

Position in AMG — Affiliated Managers Group, Inc.

CIK 1600064 MILWAUKEE, WI

Position in AMG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,150,531

+$1,385,179 QoQ

Shares Held

6,355

+129.8% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#187

of 562 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 69% Shared 31% None 0%

Financial Services · as of Jun 30, 2026

Tidal Investments LLC holds $259,307,165 across 52 Asset Management names. AMG ranks #18 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	948,532	$40,397,977
2	BLK	BlackRock, Inc.	36,367	$34,969,051
3	HASI	HA Sustainable Infrastructure Capital, Inc.	784,316	$30,627,539
4	PHYS	Sprott Physical Gold Trust	774,770	$23,374,810
5	WT	WisdomTree, Inc.	1,360,856	$23,052,899
6	SEIC	Sei Investments Co	226,700	$19,883,857
7	STEP	StepStone Group Inc.	314,523	$13,008,671
8	DBRG	DigitalBridge Group, Inc.	497,438	$7,849,570

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,150,531	6,355	+129.8%	Shares	Defined	2026-08-13
2026-03-31	$765,352	2,766	+59.8%	Shares	Sole	2026-05-15
2025-09-30	$412,722	1,731	+11.7%	Shares	Sole	2025-11-14
2025-06-30	$304,993	1,550	+1.1%	Shares	Sole	2025-08-14
2024-09-30	$272,567	1,533	-38.6%	Shares	Sole	2024-11-25
2024-06-30	$390,261	2,498	-63.7%	Shares	Sole	2024-08-14
2024-03-31	$1,153,699	6,889	+201.5%	Shares	Defined	2024-05-16
2023-12-31	$345,994	2,285	-9.2%	Shares	Sole	2024-02-15
2023-09-30	$327,935	2,516	-26.7%	Shares	Sole	2023-11-15
2023-06-30	$514,722	3,434	-28.7%	Shares	Sole	2023-08-14
2023-03-31	$685,752	4,815	+156.5%	Shares	Sole	2023-05-15
2022-12-31	$297,373	1,877	+7.3%	Shares	Sole	2023-02-15
2021-03-31	$260,653	1,749	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.