Position in AMP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,703,375
+$187,971 QoQ
Shares Held
3,713
+8.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#512
of 1,374 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $152,000,262 across 66 Asset Management names. AMP ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
77,619 | $74,635,325 | |
| 2 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
297,457 | $14,902,595 | |
| 3 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
513,166 | $7,548,671 | |
| 4 | KKR |
KKR & Co. Inc.
|
80,171 | $7,358,094 | |
| 5 | VVR |
Invesco Senior Income Trust
|
1,779,730 | $5,339,190 | |
| 6 | BX |
Blackstone Inc.
|
34,578 | $4,068,793 | |
| 7 | APO |
Apollo Global Management, Inc.
|
29,377 | $3,475,592 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
306,066 | $3,326,937 |
All Filings in AMP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,703,375 | 3,713 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,515,404 | 3,410 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,814,748 | 3,701 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,804,007 | 3,380 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,331,786 | 2,751 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,383,785 | 2,599 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,016,199 | 2,163 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $775,349 | 1,815 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $709,834 | 1,619 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $625,959 | 1,648 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $511,993 | 1,553 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $475,985 | 1,433 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $439,214 | 1,433 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $428,445 | 1,376 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $517,667 | 2,178 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $517,520 | 1,723 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $414,932 | 1,571 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $380,288 | 1,528 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $324,965 | 1,398 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $250,102 | 1,287 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||