Position in AMP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,942,124
+$1,196,177 QoQ
Shares Held
8,593
+39.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#357
of 1,372 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, 2026Integrated Wealth Concepts LLC holds $168,145,853 across 326 Asset Management names. AMP ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
669,243 | $20,191,061 | |
| 2 | BX |
Blackstone Inc.
|
72,843 | $8,571,435 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
598,905 | $7,791,754 | |
| 4 | GOF |
Guggenheim Strategic Opportunities Fund
|
554,462 | $6,054,725 | |
| 5 | BGB |
Blackstone Strategic Credit 2027 Term Fund
|
529,787 | $5,986,593 | |
| 6 | MAIN |
Main Street Capital CORP
|
90,172 | $4,678,123 | |
| 7 | BLK |
BlackRock, Inc.
|
4,756 | $4,573,179 | |
| 8 | ADX |
Adams Diversified Equity Fund, Inc.
|
162,590 | $4,154,174 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,942,124 | 8,593 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,745,947 | 6,179 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,377,855 | 2,810 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,668,285 | 3,396 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,784,793 | 3,344 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,387,943 | 2,867 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,486,012 | 2,791 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,193,317 | 2,540 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,212,365 | 2,838 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,188,610 | 2,711 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $938,559 | 2,471 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,186,188 | 3,598 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,250,582 | 3,765 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,373,733 | 4,482 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $580,705 | 1,865 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $923,396 | 3,665 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $469,180 | 1,974 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $623,547 | 2,076 | Shares | Other | 2022-05-12 | |
| 2021-09-30 | $590,308 | 2,235 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $536,585 | 2,156 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $494,188 | 2,126 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $492,043 | 2,532 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $422,569 | 2,742 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $424,913 | 2,832 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||