MERCER GLOBAL ADVISORS INC /ADV

Position in AMP — Ameriprise Financial Inc

CIK 853758 DENVER, CO

Position in AMP

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$15,846,029

-$831,858 QoQ

Shares Held

34,541

-8.0% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#187

of 1,374 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Financial Services · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $377,714,113 across 121 Asset Management names. AMP ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	720,078	$109,473,458
2	STT	State Street Corp	244,864	$41,528,934
3	BLK	BlackRock, Inc.	28,708	$27,604,464
4	AMP	Ameriprise Financial Inc This page	34,541	$15,846,029
5	BX	Blackstone Inc.	124,804	$14,685,686
6	FHI	Federated Hermes, Inc.	250,866	$13,852,820
7	NTRS	Northern Trust Corp	72,801	$12,655,725
8	JHG	Janus Henderson Group Ltd.	187,868	$9,759,742

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,846,029	34,541	-8.0%	Shares	Sole	2026-08-19
2026-03-31	$16,677,887	37,529	+5.1%	Shares	Sole	2026-05-15
2025-12-31	$17,500,724	35,691	+39.7%	Shares	Sole	2026-02-18
2025-09-30	$12,554,876	25,557	-5.7%	Shares	Sole	2025-11-14
2025-06-30	$14,464,083	27,100	+10.1%	Shares	Sole	2025-08-14
2025-03-31	$11,912,494	24,607	+1.7%	Shares	Sole	2025-05-15
2024-12-31	$12,882,676	24,196	-12.1%	Shares	Sole	2025-02-14
2024-09-30	$12,931,050	27,524	+2.7%	Shares	Sole	2024-11-14
2024-06-30	$11,450,827	26,805	+36.4%	Shares	Sole	2024-08-12
2024-03-31	$8,614,907	19,649	+17.9%	Shares	Sole	2024-05-15
2023-12-31	$6,330,626	16,667	-3.5%	Shares	Sole	2024-02-15
2023-09-30	$5,692,914	17,268	-0.9%	Shares	Sole	2023-11-15
2023-06-30	$5,785,562	17,418	+3.7%	Shares	Sole	2023-08-14
2023-03-31	$5,147,667	16,795	-7.5%	Shares	Sole	2023-05-16
2022-12-31	$5,652,922	18,155	-3.5%	Shares	Sole	2023-02-09
2022-09-30	$4,737,919	18,805	-6.8%	Shares	Sole	2022-11-15
2022-06-30	$4,795,194	20,175	-10.8%	Shares	Sole	2022-08-10
2022-03-31	$6,790,839	22,609	+8.2%	Shares	Sole	2022-05-10
2021-09-30	$5,518,523	20,894	-9.9%	Shares	Sole	2021-11-10
2021-06-30	$5,768,291	23,177	-51.3%	Shares	Sole	2021-08-10
2021-03-31	$11,066,247	47,607	+3.0%	Shares	Sole	2021-08-10
2020-12-31	$8,983,098	46,226	-0.2%	Shares	Sole	2021-02-12
2020-09-30	$7,138,991	46,324	+15.2%	Shares	Sole	2020-12-10
2020-06-30	$6,031,157	40,197	+482.5%	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.