Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$218,828
+$11,738 QoQ
Shares Held
477
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,064
of 1,371 holders
Holding Since
Mar 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, 2026Mutual Advisors, LLC holds $51,619,051 across 60 Asset Management names. AMP ranks #44 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
354,730 | $6,573,146 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
95,196 | $3,829,735 | |
| 3 | BLK |
BlackRock, Inc.
|
3,287 | $3,160,647 | |
| 4 | CCD |
Calamos Dynamic Convertible & Income Fund
|
100,596 | $2,592,358 | |
| 5 | TROW |
Price T Rowe Group Inc
|
22,681 | $2,578,602 | |
| 6 | BX |
Blackstone Inc.
|
17,958 | $2,113,117 | |
| 7 | TRIN |
Trinity Capital Inc.
|
104,179 | $1,863,762 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
119,705 | $1,781,210 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,828 | 477 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $207,090 | 466 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $224,085 | 457 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $228,431 | 465 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $272,736 | 511 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $236,729 | 489 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $285,914 | 537 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $275,778 | 587 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $269,129 | 630 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $269,202 | 614 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $265,121 | 698 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $236,710 | 718 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $366,704 | 1,104 | Shares | Sole | 2023-07-31 | |
| 2022-12-31 | $1,203,445 | 3,865 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $968,495 | 3,844 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $902,946 | 3,799 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,141,668 | 3,801 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $991,770 | 3,755 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,022,896 | 4,110 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $957,694 | 4,120 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $878,954 | 4,523 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $552,176 | 3,583 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $533,542 | 3,556 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $351,711 | 3,432 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||