Position in AMP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,443,899
+$212,463 QoQ
Shares Held
12,250
+14.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 35.83673469387755.ToString("F0")%
Shared 0.ToString("F0")%
None 64.16326530612245.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Lido Advisors, LLC holds $182,835,867 across 112 Asset Management names. AMP ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
35,996 | $34,617,711 | |
| 2 | ARCC |
Ares Capital Corp
|
632,530 | $11,398,189 | |
| 3 | BX |
Blackstone Inc.
|
82,522 | $9,489,202 | |
| 4 | KKR |
KKR & Co. Inc.
|
74,590 | $6,899,573 | |
| 5 | FSK |
FS KKR Capital Corp
|
626,540 | $6,378,177 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
491,880 | $6,227,200 | |
| 7 | UTG |
Reaves Utility Income Fund
|
150,589 | $5,915,135 | |
| 8 | AMP |
Ameriprise Financial Inc
This page
|
12,250 | $5,443,899 |
All Filings in AMP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,443,899 | 12,250 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,231,436 | 10,669 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $5,187,599 | 10,560 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,117,935 | 9,589 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,087,027 | 10,508 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,584,656 | 10,489 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,530,545 | 24,543 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,840,813 | 6,650 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,870,027 | 6,546 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,743,891 | 7,224 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,314,609 | 22,187 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,903,276 | 5,730 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,031,372 | 3,365 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,069,867 | 3,436 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $795,406 | 3,157 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $811,201 | 3,413 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,158,188 | 3,856 | Shares | Sole | 2022-05-17 | |
| 2021-06-30 | $807,366 | 3,244 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $772,663 | 3,324 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $680,932 | 3,504 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $483,905 | 3,140 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $513,887 | 3,425 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $315,228 | 3,076 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||