MERCER GLOBAL ADVISORS INC /ADV

Position in AMG — Affiliated Managers Group, Inc.

CIK 853758 DENVER, CO

Position in AMG

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$1,832,097

+$885,783 QoQ

Shares Held

5,414

+58.3% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#205

of 562 holders

Holding Since

Jun 2022

12 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $377,714,113 across 121 Asset Management names. AMG ranks #25 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	720,078	$109,473,458
2	STT	State Street Corp	244,864	$41,528,934
3	BLK	BlackRock, Inc.	28,708	$27,604,464
4	AMP	Ameriprise Financial Inc	34,541	$15,846,029
5	BX	Blackstone Inc.	124,804	$14,685,686
6	FHI	Federated Hermes, Inc.	250,866	$13,852,820
7	NTRS	Northern Trust Corp	72,801	$12,655,725
8			187,868	$9,759,742

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,832,097	5,414	+58.3%	Shares	Sole	2026-08-19
2026-03-31	$946,314	3,420	+22.5%	Shares	Sole	2026-05-15
2025-12-31	$804,877	2,792	+4.6%	Shares	Sole	2026-02-18
2025-09-30	$636,369	2,669	+15.6%	Shares	Sole	2025-11-14
2025-06-30	$454,145	2,308	-4.9%	Shares	Sole	2025-08-14
2025-03-31	$407,808	2,427	-33.9%	Shares	Sole	2025-05-15
2024-12-31	$679,396	3,674	-16.9%	Shares	Sole	2025-02-14
2023-12-31	$669,427	4,421	+54.3%	Shares	Sole	2024-02-15
2023-06-30	$429,434	2,865	-37.4%	Shares	Sole	2023-08-14
2023-03-31	$652,283	4,580	+0.9%	Shares	Sole	2023-05-16
2022-12-31	$719,113	4,539	+75.0%	Shares	Sole	2023-02-09
2022-06-30	$302,343	2,593	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.