Position in AMP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,980,466
-$170,874 QoQ
Shares Held
4,317
-10.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#483
of 1,374 holders
Holding Since
Dec 2022
14 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, 2026INCEPTIONR LLC holds $16,644,667 across 16 Asset Management names. AMP ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
14,508 | $2,205,651 | |
| 2 | BEN |
Franklin Resources Inc
|
59,817 | $1,990,111 | |
| 3 | AMP |
Ameriprise Financial Inc
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|
4,317 | $1,980,466 | |
| 4 | STT |
State Street Corp
|
10,943 | $1,855,932 | |
| 5 | TROW |
Price T Rowe Group Inc
|
16,226 | $1,844,733 | |
| 6 | IVZ |
Invesco Ltd.
|
49,136 | $1,296,699 | |
| 7 | NTRS |
Northern Trust Corp
|
6,251 | $1,086,673 | |
| 8 | APAM |
Artisan Partners Asset Management Inc.
|
25,304 | $873,747 |
All Filings in AMP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,980,466 | 4,317 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,151,340 | 4,841 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,950,572 | 3,978 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,677,618 | 3,415 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $806,466 | 1,511 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $528,164 | 1,091 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $680,977 | 1,279 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $864,450 | 1,840 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $243,925 | 571 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $327,076 | 746 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $569,365 | 1,499 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $284,184 | 862 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $493,257 | 1,485 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $549,567 | 1,765 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||