OneDigital Investment Advisors LLC
Position in AMP — Ameriprise Financial Inc
CIK 1690370
OVERLAND PARK, KS
Position in AMP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$900,087
+$28,175 QoQ
Shares Held
1,962
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#643
of 1,374 holders
Holding Since
Jun 2020
24 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, 2026OneDigital Investment Advisors LLC holds $39,079,654 across 37 Asset Management names. AMP ranks #13 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
39,704 | $6,036,199 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
177,149 | $3,342,801 | |
| 3 | BLK |
BlackRock, Inc.
|
3,292 | $3,165,455 | |
| 4 | SII |
Sprott Inc.
|
26,538 | $2,981,544 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
234,360 | $2,840,443 | |
| 6 | NAC |
Nuveen California Quality Municipal Income Fund
|
177,723 | $2,154,002 | |
| 7 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
187,628 | $1,983,227 | |
| 8 | BX |
Blackstone Inc.
|
15,256 | $1,795,173 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $900,087 | 1,962 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $871,912 | 1,962 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,211,630 | 2,471 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,205,527 | 2,454 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,440,537 | 2,699 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,307,097 | 2,700 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,646,805 | 3,093 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,650,442 | 3,513 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,489,611 | 3,487 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,037,349 | 2,366 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $888,802 | 2,340 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $757,934 | 2,299 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $777,918 | 2,342 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $761,039 | 2,483 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $734,833 | 2,360 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $591,326 | 2,347 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $557,597 | 2,346 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $527,432 | 1,756 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $432,892 | 1,639 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $403,434 | 1,621 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $373,314 | 1,606 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $363,785 | 1,872 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $292,500 | 1,898 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $221,309 | 1,475 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||