Position in AMP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,677,887
-$822,837 QoQ
Shares Held
37,529
+5.1% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 11.484452023768286.ToString("F0")%
Shared 0.ToString("F0")%
None 88.51554797623172.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $329,646,154 across 120 Asset Management names. AMP ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
731,819 | $105,960,073 | |
| 2 | STT |
State Street Corp
|
227,105 | $28,742,408 | |
| 3 | BLK |
BlackRock, Inc.
|
27,144 | $26,104,656 | |
| 4 | AMP |
Ameriprise Financial Inc
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|
37,529 | $16,677,887 | |
| 5 | BX |
Blackstone Inc.
|
136,046 | $15,643,929 | |
| 6 | NTRS |
Northern Trust Corp
|
70,736 | $9,872,623 | |
| 7 | FHI |
Federated Hermes, Inc.
|
168,944 | $9,580,814 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
256,480 | $9,089,651 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,677,887 | 37,529 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,500,724 | 35,691 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $12,554,876 | 25,557 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,464,083 | 27,100 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,912,494 | 24,607 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,882,676 | 24,196 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,931,050 | 27,524 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,450,827 | 26,805 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,614,907 | 19,649 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,330,626 | 16,667 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,692,914 | 17,268 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,785,562 | 17,418 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,147,667 | 16,795 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $5,652,922 | 18,155 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,737,919 | 18,805 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,795,194 | 20,175 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,790,839 | 22,609 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $5,518,523 | 20,894 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,768,291 | 23,177 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $11,066,247 | 47,607 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $8,983,098 | 46,226 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,138,991 | 46,324 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $6,031,157 | 40,197 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $707,214 | 6,901 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||