Position in AMP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,116,621
+$299,370 QoQ
Shares Held
2,434
+32.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#603
of 1,374 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $39,789,884 across 30 Asset Management names. AMP ranks #11 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHI |
Federated Hermes, Inc.
|
112,792 | $6,228,374 | |
| 2 | NTRS |
Northern Trust Corp
|
24,995 | $4,345,130 | |
| 3 | BLK |
BlackRock, Inc.
|
4,116 | $3,957,780 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
75,917 | $3,233,305 | |
| 5 | AMG |
Affiliated Managers Group, Inc.
|
9,502 | $3,215,476 | |
| 6 | SII |
Sprott Inc.
|
22,410 | $2,517,763 | |
| 7 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
150,000 | $2,074,500 | |
| 8 | BX |
Blackstone Inc.
|
16,985 | $1,998,624 |
All Filings in AMP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,116,621 | 2,434 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $817,251 | 1,839 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $968,911 | 1,976 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $908,812 | 1,850 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $983,664 | 1,843 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $852,517 | 1,761 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $925,895 | 1,739 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $922,706 | 1,964 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $751,000 | 1,758 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $786,561 | 1,794 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $661,663 | 1,742 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $578,588 | 1,755 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $539,427 | 1,624 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $518,598 | 1,692 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $707,744 | 2,273 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,038,285 | 4,121 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $503,406 | 2,118 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $780,335 | 2,598 | Shares | Sole | 2022-04-14 | |
| 2021-09-30 | $746,667 | 2,827 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $687,655 | 2,763 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $575,778 | 2,477 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $433,355 | 2,230 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $204,658 | 1,328 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||