Position in AMP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,238,243
-$2,903,898 QoQ
Shares Held
24,497
-23.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#230
of 1,371 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $1,080,718,205 across 352 Asset Management names. AMP ranks #23 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
71,539 | $68,789,040 | |
| 2 | BX |
Blackstone Inc.
|
469,974 | $55,301,840 | |
| 3 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
3,627,961 | $50,174,700 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
1,658,246 | $50,029,281 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
|
3,005,236 | $39,098,120 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
2,178,984 | $36,389,032 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
780,914 | $33,259,127 | |
| 8 | ARCC |
Ares Capital Corp
|
1,404,371 | $26,022,994 |
All Filings in AMP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,238,243 | 24,497 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,142,141 | 31,823 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,442,764 | 41,691 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,535,538 | 39,767 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,598,031 | 36,719 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $18,529,310 | 38,275 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $19,484,275 | 36,595 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,927,254 | 36,030 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,156,274 | 35,479 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $15,047,699 | 34,321 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $2,992,680 | 7,879 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,844,149 | 8,627 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,865,544 | 8,627 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,519,430 | 8,220 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,399,417 | 7,706 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $566,131 | 2,247 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $543,811 | 2,288 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $871,044 | 2,900 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $427,610 | 1,619 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $412,394 | 1,657 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $444,676 | 1,913 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $347,267 | 1,787 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||