CERTUITY, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1800752 NORTH PALM BEACH, FL

Position in AMP

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,251,874

-$167,169 QoQ

Shares Held

2,817

-2.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

CERTUITY, LLC holds $24,054,953 across 22 Asset Management names. AMP ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	196,585	$6,966,972
2	OBDC	Blue Owl Capital Corp	580,785	$6,423,482
3	TYG	Tortoise Energy Infrastructure Corp	85,000	$4,237,250
4	AMP	Ameriprise Financial Inc This page	2,817	$1,251,874
5	SEIC	Sei Investments Co	6,277	$492,556
6	STT	State Street Corp	3,785	$479,029
7	BLK	BlackRock, Inc.	471	$452,965
8	NTRS	Northern Trust Corp	3,215	$448,717

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,251,874	2,817	-2.7%	Shares	Sole	2026-05-11
2025-12-31	$1,419,043	2,894	+21.7%	Shares	Sole	2026-01-30
2025-09-30	$1,168,192	2,378	-5.4%	Shares	Sole	2025-11-13
2025-06-30	$1,341,263	2,513	-1.0%	Shares	Sole	2025-08-14
2025-03-31	$1,229,155	2,539	-11.7%	Shares	Sole	2025-05-13
2024-12-31	$1,530,736	2,875	+58.1%	Shares	Sole	2025-01-29
2024-09-30	$854,584	1,819	-32.4%	Shares	Sole	2024-11-12
2024-06-30	$1,149,568	2,691	+8.6%	Shares	Sole	2024-08-06
2024-03-31	$1,086,015	2,477	+4.0%	Shares	Sole	2024-05-15
2023-12-31	$904,375	2,381	+62.2%	Shares	Sole	2024-02-05
2023-09-30	$483,970	1,468	+25.3%	Shares	Sole	2023-11-03
2023-06-30	$389,291	1,172	+76.8%	Shares	Sole	2023-08-09
2023-03-31	$203,209	663	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.