Position in BAM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$573,362
New position
Shares Held
12,784
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#331
of 619 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 96%
Shared 0%
None 4%
Position in Asset Management
Financial Services · as of Jun 30, 2026Ethic Inc. holds $80,411,646 across 21 Asset Management names. BAM ranks #16 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
81,804 | $13,873,958 | |
| 2 | BLK |
BlackRock, Inc.
|
11,068 | $10,642,546 | |
| 3 | NTRS |
Northern Trust Corp
|
58,460 | $10,162,686 | |
| 4 | BX |
Blackstone Inc.
|
76,426 | $8,993,047 | |
| 5 | AMP |
Ameriprise Financial Inc
|
18,809 | $8,628,816 | |
| 6 | PFG |
Principal Financial Group Inc
|
48,661 | $5,244,682 | |
| 7 | APO |
Apollo Global Management, Inc.
|
44,292 | $5,240,186 | |
| 8 | RJF |
Raymond James Financial Inc
|
21,644 | $3,290,537 |
All Filings in BAM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,362 | 12,784 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||