MERCER GLOBAL ADVISORS INC /ADV
Position in APAM — Artisan Partners Asset Management Inc.
CIK 853758
DENVER, CO
Position in APAM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$2,198,214
-$125,360 QoQ
Shares Held
63,661
-0.3% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#94
of 380 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in APAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $377,714,113 across 121 Asset Management names. APAM ranks #24 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
|
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 | 187,868 | $9,759,742 |
All Filings in APAM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,198,214 | 63,661 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $2,323,574 | 63,852 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,524,698 | 61,971 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,725,346 | 62,796 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,609,618 | 58,868 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,793,464 | 122,595 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,837,477 | 89,140 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,380,866 | 78,044 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,821,010 | 68,355 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,290,988 | 28,206 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,015,609 | 22,988 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $891,943 | 23,836 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $914,311 | 23,259 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $766,752 | 23,976 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $678,199 | 22,835 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $527,828 | 19,600 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $539,490 | 15,167 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $476,961 | 12,121 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $569,107 | 11,946 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $646,673 | 13,219 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,110,620 | 21,854 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,203,092 | 23,061 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $864,589 | 17,175 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $513,225 | 13,163 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $389,090 | 11,972 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $200,286 | 9,320 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||