Affiliated Managers GroupAMG
13F holders, Q2 2024 (June 30)406holders +3
54new positions
46sold out
9famous investors
$156.25avg. 13F price*
At the end of Q2 2024, 406 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, up 3 from Q1 2024. 54 opened new positions and 46 sold out. The largest holders were Vanguard Group Inc. ($542.7M), BlackRock Inc. ($481.0M) and Morgan Stanley ($346.0M). 9 famous investors held it, including John W. Rogers Jr. (2.4% of Ariel Investments's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Affiliated Managers Group
- CUSIP
- 008252108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $198.6M |
| Exits | 46 | $111.4M |
All 13F filers, Q1 2024 → Q2 2024: 2,649,658 shares bought and 3,805,413 shares sold, net −1,155,755 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 406 holders
| Vanguard Group Inc. | 0.01% | Reduce -3.4% | 3,473,531 | $542.7M |
| BlackRock Inc. | 0.01% | Reduce -4.8% | 3,078,587 | $481.0M |
| Morgan Stanley | 0.03% | Reduce -11.2% | 2,214,717 | $346.0M |
| Clarkston Capital Partners, LLC | 5.45% | Reduce -2.6% | 1,828,389 | $285.6M |
| Ariel Investments | 2.44% | Add +8.7% | 1,442,817 | $225.4M |
| State Street Corp. | 0.01% | Reduce -2.3% | 1,031,269 | $161.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +3.8% | 826,123 | $129.1M |
| Southeastern Asset Management Inc. | 5.41% | Reduce -5.1% | 795,249 | $124.2M |
| Boston Partners | 0.14% | New | 720,788 | $112.6M |
| Lyrical Asset Management LP | 1.68% | Reduce -4.0% | 669,651 | $104.6M |
| Kiltearn Partners LLP | 10.49% | Reduce -17.9% | 554,014 | $86.6M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.3% | 542,675 | $84.8M |
| FMR LLC | 0.01% | Reduce -67.8% | 539,119 | $84.2M |
| Citadel Advisors | 0.07% | Add +107.3% | 453,813 | $70.9M |
| Channing Capital Management, LLC | 1.92% | Add +3.2% | 447,117 | $69.9M |
| Fuller & Thaler Asset Management, Inc. | 0.28% | New | 414,721 | $64.8M |
| Norges Bank | 0.01% | Reduce -5.4% | 385,397 | $60.2M |
| Allianz Asset Management GmbH | 0.09% | Reduce -26.1% | 366,515 | $57.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.1% | 343,063 | $53.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.9% | 341,450 | $53.3M |
| LGT Capital Partners LTD. | 1.76% | Reduce -4.6% | 330,430 | $51.6M |
| Northern Trust Corp. | 0.01% | Add +4.2% | 316,792 | $49.5M |
| Bruni J V & Co. | 5.98% | Reduce -0.4% | 307,411 | $48.0M |
| LSV Asset Management | 0.08% | Add +0.8% | 240,504 | $37.6M |
| Raymond James & Associates | 0.02% | Add +9.6% | 234,647 | $36.7M |
| Marshall Wace, LLP | 0.05% | Reduce -24.9% | 215,059 | $33.6M |
| Invesco Ltd. | 0.01% | Reduce -60.0% | 208,560 | $32.6M |
| Jacobs Levy Equity Management, Inc. | 0.13% | Add +12.2% | 199,096 | $31.1M |
| D. E. Shaw & Co. | 0.05% | Reduce -17.6% | 195,756 | $30.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +41.2% | 186,344 | $29.1M |
| Qube Research & Technologies Ltd | 0.05% | Reduce -24.4% | 185,592 | $29.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.9% | 182,113 | $28.5M |
| New York State Common Retirement Fund | 0.04% | Add +1.1% | 173,582 | $27.1M |
| Bank of America Corp. | 0.00% | Add +13.1% | 167,451 | $26.2M |
| Man Group plc | 0.06% | Add +46.5% | 133,398 | $20.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +51.3% | 132,662 | $20.7M |
| First Trust Advisors LP | 0.02% | Add +2.1% | 131,308 | $20.5M |
| Jane Street Group, LLC | 0.02% | Add +1349.7% | 119,109 | $18.6M |
| Nuveen Asset Management, LLC | 0.01% | Add +26.7% | 117,424 | $18.3M |
| Basswood Capital Management, L.L.C. | 1.09% | Add +18.9% | 107,602 | $16.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -16.7% | 106,116 | $16.6M |
| Millennium Management | 0.01% | Add +7.9% | 104,297 | $16.3M |
| Macquarie Group Ltd. | 0.02% | Reduce -3.5% | 103,646 | $16.2M |
| Retirement Systems of Alabama | 0.06% | Reduce -3.0% | 101,814 | $15.9M |
| North Star Asset Management Inc. | 0.74% | Add +0.2% | 100,015 | $15.6M |
| Victory Capital Management Inc. | 0.02% | Add +150.1% | 99,407 | $15.5M |
| Reinhart Partners, Llc. | 0.64% | Reduce -8.8% | 97,950 | $15.3M |
| Rhumbline Advisers | 0.01% | Reduce -10.5% | 91,513 | $14.3M |
| Renaissance Technologies | 0.02% | Add +59.1% | 90,200 | $14.1M |
| Algert Global LLC | 0.46% | Add +74.8% | 89,254 | $13.9M |
| Franklin Resources Inc. | 0.00% | Add +17.1% | 86,167 | $13.5M |
| Penn Capital Management Company, LLC | 1.28% | Add +5.9% | 85,175 | $13.4M |
| Voloridge Investment Management, LLC | 0.05% | Add +484.2% | 83,357 | $13.0M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -2.4% | 76,403 | $11.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.2% | 76,380 | $11.9M |
| California Public Employees Retirement System | 0.01% | Add +2.7% | 74,861 | $11.7M |
| Cambria Investment Management, L.P. | 0.69% | Reduce -0.7% | 72,595 | $11.3M |
| Fisher Asset Management | 0.00% | Add +5.7% | 71,280 | $11.1M |
| Wallace Capital Management Inc. | 1.58% | Reduce -0.6% | 69,860 | $10.9M |
| Polar Capital Holdings Plc | 0.06% | Reduce -0.9% | 65,489 | $10.2M |
| UBS Group AG | 0.00% | Add +32.3% | 64,275 | $10.0M |
| Wells Fargo & Company | 0.00% | Reduce -6.0% | 64,024 | $10.0M |
| Swiss National Bank | 0.01% | Reduce -4.2% | 63,900 | $10.0M |
| Bridgewater Associates | 0.05% | Reduce -50.3% | 63,325 | $9.9M |
| HRT Financial LP | 0.05% | Add +2223.0% | 62,164 | $9.7M |
| Los Angeles Capital Management LLC | 0.03% | Add +12.7% | 58,659 | $9.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.3% | 56,967 | $8.9M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -51.6% | 55,832 | $8.7M |
| Prana Capital Management, LP | 0.39% | Reduce -25.8% | 52,690 | $8.2M |
| Engineers Gate Manager LP | 0.18% | Add +358.1% | 51,649 | $8.1M |
| Legal & General Group Plc | 0.00% | Reduce -3.4% | 50,539 | $7.9M |
| Brandywine Global Investment Management, LLC | 0.06% | Add +4.3% | 50,281 | $7.9M |
| New York State Teachers Retirement System | 0.02% | Reduce -6.1% | 48,728 | $7.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +618.5% | 46,008 | $7.2M |
| Sei Investments Co. | 0.01% | Reduce -6.3% | 45,132 | $7.1M |
| Treasurer of the State of North Carolina | 0.03% | Add +36.5% | 44,960 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 44,330 | $6.9M |
| Deutsche Bank AG | 0.00% | Reduce -0.2% | 42,815 | $6.7M |
| Nordea Investment Management AB | 0.01% | Reduce -1.3% | 42,143 | $6.6M |
| Corebridge Financial, Inc. | 0.03% | — | 40,304 | $6.3M |
| Storebrand Asset Management As | 0.02% | Reduce -0.5% | 40,208 | $6.3M |
| ExodusPoint Capital Management, LP | 0.07% | Add +295.3% | 40,058 | $6.3M |
| AXA S.A. | 0.02% | No change | 40,036 | $6.3M |
| HSBC Holdings PLC | 0.00% | Add +193.9% | 39,405 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.8% | 39,364 | $6.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -4.7% | 38,292 | $6.0M |
| Calamos Advisors LLC | 0.04% | No change | 35,430 | $5.5M |
| Susquehanna Fundamental Investments, LLC | 0.12% | Add +35.4% | 33,109 | $5.2M |
| California State Teachers Retirement System | 0.01% | Reduce -6.3% | 32,055 | $5.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -6.8% | 31,357 | $4.9M |
| Martingale Asset Management L P | 0.10% | Add +19.7% | 29,532 | $4.6M |
| Assetmark, Inc. | 0.01% | Add +0.6% | 28,269 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -26.4% | 28,210 | $4.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.3% | 28,002 | $4.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.1% | 26,751 | $4.2M |
| Prudential Financial Inc. | 0.01% | Add +17.4% | 26,448 | $4.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 26,000 | $4.1M |
| GMO | 0.01% | Reduce -20.3% | 25,999 | $4.1M |
| Algebris (uk) Ltd. | 1.26% | Add +92.8% | 26,831 | $3.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -47.6% | 23,608 | $3.7M |
| Voya Investment Management LLC | 0.00% | Reduce -31.3% | 23,193 | $3.6M |
| Citigroup Inc. | 0.00% | Add +148.4% | 23,094 | $3.6M |
| CenterBook Partners LP | 0.22% | Reduce -7.4% | 22,437 | $3.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.2% | 22,007 | $3.4M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -8.5% | 21,729 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -12.0% | 21,595 | $3.4M |
| Campbell & CO Investment Adviser LLC | 0.28% | Add +19.8% | 21,396 | $3.3M |
| Barclays PLC | 0.00% | Reduce -47.7% | 21,186 | $3.3M |
| Alaska Permanent Fund Corp | 0.05% | Add +4.7% | 17,371 | $3.2M |
| Amundi | 0.00% | Reduce -10.1% | 20,478 | $3.2M |
| Amalgamated Bank | 0.03% | Reduce -13.8% | 19,985 | $3.1M |
| Poehling Capital Management, INC. | 0.80% | No change | 18,765 | $2.9M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -1.0% | 18,475 | $2.9M |
| Lazard Asset Management LLC | 0.00% | Reduce -1.2% | 18,307 | $2.9M |
| Teacher Retirement System of Texas | 0.02% | Add +11.8% | 18,278 | $2.9M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -9.4% | 18,245 | $2.9M |
| Verdence Capital Advisors LLC | 0.25% | Add +4.3% | 17,904 | $2.8M |
| Advisors Preferred, LLC | 0.48% | New | 17,987 | $2.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +83.7% | 17,422 | $2.7M |
| Carnegie Investment Counsel | 0.08% | Reduce -6.5% | 17,257 | $2.7M |
| Amplius Wealth Advisors, LLC | 0.30% | Reduce -9.1% | 17,195 | $2.7M |
| Illinois Municipal Retirement Fund | 0.04% | Add +30.3% | 17,007 | $2.7M |
| Henshaw Capital LLC | 0.12% | Add +0.0% | 16,992 | $2.7M |
| Bank of Montreal | 0.00% | Add +30.7% | 16,454 | $2.6M |
| MetLife Investment Management, LLC | 0.02% | Reduce -9.6% | 16,780 | $2.6M |
| Trexquant Investment LP | 0.04% | Add +243.1% | 16,236 | $2.5M |
| Quadrature Capital Ltd | 0.04% | Reduce -25.5% | 16,025 | $2.5M |
| Seascape Capital Management | 0.93% | Add +2.1% | 16,001 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +26.9% | 15,737 | $2.5M |
| Aquatic Capital Management LLC | 0.09% | Add +17.7% | 15,300 | $2.4M |
| Wellington Management Group LLP | 0.00% | Reduce -8.7% | 14,984 | $2.3M |
| Comerica Bank | 0.01% | Reduce -10.5% | 14,778 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Add +1.0% | 14,729 | $2.3M |
| Fred Alger Management, LLC | 0.01% | Reduce -1.9% | 14,591 | $2.3M |
| Long Road Investment Counsel, LLC | 0.99% | No change | 14,535 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.2% | 14,495 | $2.3M |
| Yousif Capital Management, LLC | 0.02% | Reduce -12.9% | 14,037 | $2.2M |
| Blair William & Co. | 0.01% | Reduce -0.1% | 12,905 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +3.0% | 12,473 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -42.1% | 12,434 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 12,102 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +12.0% | 12,101 | $1.9M |
| STRS Ohio | 0.01% | Add +15.6% | 12,054 | $1.9M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 11,745 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -37.8% | 11,738 | $1.8M |
| ClariVest Asset Management LLC | 0.17% | New | 10,612 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Add +43.1% | 10,446 | $1.6M |
| Eagle Asset Management Inc. | 0.01% | New | 10,322 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -4.2% | 10,200 | $1.6M |
| Hi-Line Capital Management, LLC | 0.66% | No change | 9,990 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | Add +0.6% | 9,902 | $1.5M |
| Redwood Investment Management, LLC | 0.12% | Reduce -1.5% | 8,892 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -2.2% | 9,087 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -7.2% | 9,000 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Add +0.4% | 8,915 | $1.4M |
| Danske Bank A/S | 0.01% | Reduce -65.6% | 8,733 | $1.4M |
| Convergence Investment Partners, LLC | 0.40% | Add +117.7% | 8,671 | $1.4M |
| Diversified Trust Co. | 0.04% | New | 8,278 | $1.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +1.9% | 8,124 | $1.3M |
| Raymond James Trust N.A. | 0.03% | Add +0.5% | 8,112 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.3% | 8,043 | $1.3M |
| American Century Companies Inc. | 0.00% | Reduce -49.1% | 7,860 | $1.2M |
| Commerce Bank | 0.01% | No change | 7,833 | $1.2M |
| State of Michigan Retirement System | 0.01% | Reduce -7.2% | 7,719 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -9.1% | 7,699 | $1.2M |
| Lecap Asset Management Ltd. | 0.26% | Add +44.7% | 7,651 | $1.2M |
| Bank of Nova Scotia | 0.00% | New | 7,600 | $1.2M |
| Wedge Capital Management L L P | 0.02% | Add +0.4% | 7,566 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -39.0% | 7,466 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -45.9% | 7,382 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +32.1% | 7,114 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -5.7% | 7,112 | $1.1M |
| Sepio Capital, LP | 0.10% | Reduce -2.4% | 7,102 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 7,100 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.6% | 7,062 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +8.0% | 7,008 | $1.1M |
| Cornercap Investment Counsel Inc. | 0.18% | Reduce -0.9% | 6,919 | $1.1M |
| Regions Financial Corp. | 0.01% | Add +0.0% | 6,854 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -9.2% | 6,777 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -20.9% | 6,639 | $1.0M |
| Gsa Capital Partners LLP | 0.07% | Add +55.0% | 6,596 | $1.0M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -15.6% | 6,500 | $1.0M |
| Creative Planning | 0.00% | Add +4.5% | 6,483 | $1.0M |
| Brevan Howard Capital Management LP | 0.07% | New | 6,299 | $984K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.5% | 6,234 | $974K |
| Axq Capital, LP | 0.22% | Add +70.8% | 6,147 | $960K |
| Citadel Investment Advisory, Inc. | 0.54% | No change | 6,039 | $943K |
| AlphaQuest LLC | 0.12% | Add +9.0% | 5,844 | $913K |
| Quantinno Capital Management LP | 0.02% | Add +30.4% | 5,782 | $903K |
| Mackenzie Financial Corp. | 0.00% | Add +22.9% | 5,679 | $887K |
| SkyView Investment Advisors, LLC | 0.16% | Add +8.3% | 5,681 | $887K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.9% | 5,559 | $868K |
| Central Pacific Bank - Trust Division | 0.11% | Add +47.7% | 5,558 | $868K |
| Alberta Investment Management Corp | 0.01% | No change | 5,500 | $859K |
| Asset Management One Co., Ltd. | 0.00% | New | 5,452 | $852K |
| True Wealth Design, LLC | 0.21% | Add +0.5% | 5,414 | $846K |
| Intech Investment Management LLC | 0.01% | New | 5,341 | $834K |
| XTX Topco Ltd | 0.07% | Add +178.9% | 5,269 | $823K |
| Sanctuary Advisors, LLC | 0.01% | — | 5,104 | $818K |
| Invst, LLC | 0.09% | Add +6.3% | 5,208 | $807K |
| Nebula Research & Development LLC | 0.13% | Add +255.3% | 5,052 | $789K |
| SG Americas Securities, LLC | 0.00% | Reduce -53.6% | 4,805 | $751K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +252.1% | 4,806 | $751K |
| Pacer Advisors, Inc. | 0.00% | Reduce -26.8% | 4,762 | $744K |
| Oak Thistle LLC | 0.55% | New | 4,746 | $741K |
| Brown Brothers Harriman & Co. | 0.01% | Add +3.3% | 4,650 | $726K |
| OneDigital Investment Advisors LLC | 0.01% | Add +11.0% | 4,622 | $722K |
| Petrus Trust Company, LTA | 0.06% | Reduce -19.5% | 4,443 | $694K |
| Stifel Financial Corp. | 0.00% | Reduce -3.3% | 4,383 | $685K |
| Mariner, LLC | 0.00% | Add +2.1% | 4,329 | $676K |
| Advisory Services Network, LLC | 0.01% | Add +0.7% | 4,311 | $673K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.1% | 4,247 | $664K |
| Focus Partners Wealth | 0.00% | Reduce -0.5% | 4,141 | $647K |
| Kendall Capital Management | 0.22% | Add +2.5% | 4,135 | $646K |
| First Hawaiian Bank | 0.02% | New | 4,121 | $644K |
| FJ Capital Management LLC | 0.07% | New | 4,070 | $636K |
| Legacy Wealth Asset Management, LLC | 0.18% | Add +7.1% | 4,052 | $633K |
| Summit Global Investments | 0.04% | New | 3,956 | $618K |
| New York Life Investment Management LLC | 0.01% | Reduce -32.9% | 3,941 | $616K |
| Ethic Inc. | 0.01% | Reduce -0.4% | 3,905 | $610K |
| Two Sigma Advisers, LP | 0.00% | Reduce -7.1% | 3,900 | $609K |
| Boothbay Fund Management, LLC | 0.02% | New | 3,819 | $597K |
| Xponance LLC | 0.01% | Reduce -19.0% | 3,768 | $589K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -48.7% | 3,765 | $588K |
| Hillsdale Investment Management Inc. | 0.05% | No change | 3,740 | $584K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -91.2% | 3,678 | $575K |
| Foundry Partners, LLC | 0.03% | New | 3,671 | $574K |
| LPL Financial LLC | 0.00% | Reduce -6.1% | 3,657 | $571K |
| CW Advisors, LLC | 0.01% | New | 3,642 | $569K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.12% | Add +709.1% | 3,641 | $569K |
| Welch & Forbes LLC | 0.01% | No change | 3,650 | $566K |
| Wilkinson Global Asset Management LLC | 0.04% | No change | 3,600 | $562K |
| RBF Capital, LLC | 0.03% | No change | 3,600 | $562K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.3% | 3,533 | $552K |
| US Bancorp \de | 0.00% | Reduce -0.4% | 3,425 | $535K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,426 | $535K |
| Inceptionr LLC | 0.15% | Add +90.0% | 3,304 | $516K |
| River Global Investors LLP | 0.14% | Reduce -2.8% | 3,201 | $500K |
| National Bank of Canada | 0.00% | Add +34.2% | 3,157 | $489K |
| Cornerstone Investment Partners, LLC | 0.02% | Reduce -0.5% | 3,102 | $485K |
| Vident Advisory, LLC | 0.01% | Reduce -13.9% | 3,089 | $483K |
| Bridgefront Capital, LLC | 0.20% | New | 3,072 | $480K |
| Radnor Capital Management, LLC | 0.14% | Reduce -4.8% | 2,970 | $464K |
| Osaic Holdings, Inc. | 0.00% | Add +354.2% | 2,893 | $452K |
| Quantum Portfolio Management LLC | 0.26% | Reduce -4.9% | 2,889 | $451K |
| Qsemble Capital Management, LP | 0.09% | New | 2,884 | $451K |
| AdvisorShares Investments LLC | 0.08% | Reduce -4.3% | 2,872 | $445K |
| Burney Co./ | 0.02% | No change | 2,780 | $434K |
| Cwm, LLC | 0.00% | Add +8.8% | 2,720 | $425K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,720 | $425K |
| Quantedge Capital Pte Ltd | 0.15% | New | 2,700 | $422K |
| Two Sigma Investments, LP | 0.00% | New | 2,671 | $417K |
| Cetera Investment Advisers | 0.00% | Reduce -24.5% | 2,632 | $411K |
| Allegheny Financial Group | 0.12% | Add +18.9% | 2,630 | $411K |
| Securian Asset Management, Inc. | 0.01% | Reduce -7.7% | 2,541 | $397K |
| Walleye Capital LLC | 0.00% | New | 2,511 | $392K |
| Harbor Advisors LLC | 0.07% | No change | 2,500 | $391K |
| Tidal Investments LLC | 0.01% | Reduce -63.7% | 2,498 | $390K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -44.4% | 2,494 | $390K |
| Ironwood Investment Counsel, LLC | 0.07% | Reduce -1.0% | 2,490 | $389K |
| Ontario Teachers Pension Plan Board | 0.00% | Reduce -69.5% | 2,398 | $375K |
| Holocene Advisors, LP | 0.00% | Reduce -90.5% | 2,390 | $373K |
| Fox Run Management, L.L.C. | 0.07% | Add +17.5% | 2,389 | $373K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.1% | 2,362 | $369K |
| Procyon Advisors, LLC | 0.03% | No change | 2,351 | $367K |
| Forte Capital LLC | 0.04% | Add +30.6% | 2,327 | $364K |
| Point72 (DIFC) Ltd | 0.03% | Reduce -10.2% | 2,280 | $356K |
| Gabelli Funds LLC | 0.00% | No change | 2,250 | $352K |
| Guinness Asset Management LTD | 0.01% | Reduce -7.7% | 2,236 | $349K |
| South Dakota Investment Council | 0.01% | No change | 2,188 | $342K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.0% | 2,221 | $340K |
| Laurion Capital Management LP | 0.01% | New | 2,139 | $334K |
| MQS Management LLC | 0.20% | New | 2,092 | $327K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 2,030 | $317K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -6.9% | 1,993 | $311K |
| Hancock Whitney Corp. | 0.01% | Reduce -45.5% | 1,991 | $311K |
| Lighthouse Investment Partners, LLC | 0.02% | New | 1,989 | $311K |
| Captrust Financial Advisors | 0.00% | Reduce -11.7% | 1,940 | $303K |
| Alpha DNA Investment Management LLC | 0.17% | New | 1,933 | $302K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -46.0% | 1,908 | $298K |
| Callan Capital, LLC | 0.02% | Add +8.0% | 1,883 | $294K |
| M&T Bank Corp | 0.00% | Reduce -2.5% | 1,872 | $292K |
| Verition Fund Management LLC | 0.00% | Reduce -68.2% | 1,849 | $289K |
| Greenleaf Trust | 0.00% | Reduce -0.8% | 1,766 | $276K |
| L2 Asset Management, LLC | 0.08% | Add +5.4% | 1,749 | $273K |
| Marcum Wealth, LLC | 0.03% | New | 1,706 | $267K |
| Utah Retirement Systems | 0.00% | Reduce -10.5% | 1,700 | $266K |
| GAMCO Investors | 0.00% | Add +41.7% | 1,700 | $266K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -14.5% | 1,695 | $265K |
| Nicolet Bankshares Inc. | 0.06% | Reduce -6.1% | 1,688 | $264K |
| Empirical Asset Management, LLC | 0.10% | Add +16.4% | 1,629 | $255K |
| Investment Partners, LTD. | 0.11% | Reduce -1.9% | 1,585 | $248K |
| Guggenheim Capital LLC | 0.00% | Reduce -57.0% | 1,523 | $238K |
| Glenmede Trust Co. NA | 0.00% | New | 1,512 | $236K |
| ProShare Advisors LLC | 0.00% | Reduce -8.8% | 1,503 | $235K |
| Avantax Advisory Services, Inc. | 0.00% | New | 1,494 | $233K |
| Tolleson Wealth Management, Inc. | 0.04% | Add +8.9% | 1,437 | $225K |
| Cadent Capital Advisors, LLC | 0.09% | Reduce -20.2% | 1,410 | $220K |
| Kapitalo Investimentos Ltda | 0.07% | New | 1,399 | $219K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 1,379 | $215K |
| Quent Capital, LLC | 0.02% | No change | 1,366 | $213K |
| Integrated Investment Consultants, LLC | 0.06% | No change | 1,200 | $201K |
| Bank of New Hampshire | 0.05% | Reduce -7.4% | 1,239 | $194K |
| Parallel Advisors, LLC | 0.00% | Add +1.3% | 1,212 | $189K |
| EMC Capital Management | 0.11% | No change | 1,190 | $186K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -3.3% | 1,105 | $172K |
| Partnership Wealth Management, LLC | 0.12% | Reduce -36.0% | 1,070 | $167K |
| Bessemer Group Inc. | 0.00% | No change | 1,069 | $166K |
| Blue Trust, Inc. | 0.00% | Add +107.8% | 962 | $161K |
| Cetera Trust Company, N.A | 0.09% | New | 955 | $149K |
| Quarry LP | 0.06% | New | 927 | $145K |
| Signaturefd, LLC | 0.00% | Reduce -2.8% | 895 | $140K |
| KBC Group NV | 0.00% | Add +16.9% | 835 | $130K |
| Walleye Trading LLC | 0.00% | New | 710 | $111K |
| Quadrant Capital Group LLC | 0.01% | Add +6.5% | 639 | $100K |
| EntryPoint Capital, LLC | 0.05% | New | 624 | $97K |
| Catalyst Funds Management Pty Ltd | 0.03% | New | 600 | $94K |
| State of Wyoming | 0.01% | Reduce -1.3% | 525 | $82K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.3% | 498 | $78K |
| TD Private Client Wealth LLC | 0.00% | New | 490 | $77K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -21.1% | 400 | $74K |
| Smithfield Trust Co | 0.00% | No change | 410 | $63K |
| GAMMA Investing LLC | 0.01% | Reduce -18.6% | 390 | $61K |
| Covestor Ltd | 0.04% | Reduce -28.7% | 388 | $60K |
| Whittier Trust Co. | 0.00% | No change | 325 | $51K |
| Goodman Advisory Group, LLC | 0.01% | New | 322 | $50K |
| CI Investments Inc. | 0.00% | Add +3.6% | 320 | $50K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +45.5% | 320 | $50K |
| Daiwa Securities Group Inc. | 0.00% | New | 300 | $47K |
| Fifth Third Bancorp | 0.00% | Add +12.9% | 298 | $47K |
| Farther Finance Advisors, LLC | 0.00% | Add +24.4% | 285 | $44K |
| IFP Advisors, Inc | 0.00% | Add +29.5% | 246 | $38K |
| Venturi Wealth Management, LLC | 0.00% | Add +977.3% | 237 | $37K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.3% | 211 | $33K |
| Lindbrook Capital, LLC | 0.00% | Add +5.8% | 183 | $29K |
| Altshuler Shaham Ltd | 0.00% | New | 177 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -68.9% | 174 | $27K |
| WealthCollab, LLC | 0.02% | Reduce -15.5% | 163 | $25K |
| Allworth Financial LP | 0.00% | Add +232.6% | 143 | $24K |
| Investors Research Corp | 0.01% | No change | 150 | $23K |
| Global Retirement Partners, LLC | 0.00% | Add +1285.7% | 97 | $15K |
| Bell Investment Advisors, Inc | 0.00% | No change | 95 | $15K |
| Rise Advisors, LLC | 0.01% | No change | 93 | $15K |
| Simplex Trading, LLC | 0.00% | New | 84 | $13K |
| Private Trust Co. NA | 0.00% | Add +141.2% | 82 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -56.8% | 79 | $12K |
| Addison Advisors LLC | 0.00% | New | 75 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 73 | $11K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 72 | $11K |
| Jones Financial Companies LLLP | 0.00% | No change | 71 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 61 | $10K |
| Natixis | 0.00% | No change | 58 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 53 | $8K |
| Promethos Capital, LLC | 0.00% | No change | 50 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -95.6% | 49 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -8.7% | 42 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -94.9% | 41 | $6K |
| Parkside Financial Bank & Trust | 0.00% | New | 35 | $5K |
| First Pacific Financial | 0.00% | New | 33 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 33 | $5K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 35 | $5K |
| Eagle Bay Advisors LLC | 0.00% | New | 32 | $5K |
| UMB Bank, n.a. | 0.00% | Reduce -40.7% | 32 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 30 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 30 | $5K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +66.7% | 30 | $5K |
| Key Financial Inc | 0.00% | No change | 27 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 25 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 25 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 23 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 22 | $3K |
| Mather Group, Llc. | 0.00% | No change | 20 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 20 | $3K |
| LGT Financial Advisors LLC | 0.01% | No change | 18 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 18 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Add +41.7% | 17 | $3K |
| Hobbs Group Advisors, LLC | 0.00% | — | 17 | $3K |
| West Paces Advisors Inc. | 0.00% | No change | 16 | $3K |
| Westend Capital Management, LLC | 0.00% | No change | 16 | $2K |
| Janiczek Wealth Management, LLC | 0.00% | Add +15.4% | 15 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 15 | $2K |
| NewEdge Advisors, LLC | 0.00% | Reduce -87.0% | 15 | $2K |
| Tortoise Investment Management, LLC | 0.00% | No change | 14 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -12.5% | 14 | $2K |
| Avior Wealth Management, LLC | 0.00% | Reduce -73.6% | 14 | $2K |
| Motco | 0.00% | No change | 11 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 10 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -10.0% | 9 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +50.0% | 9 | $1K |
| Sachetta, LLC | 0.00% | New | 7 | $1K |
| Capital Analysts, LLC | 0.00% | New | 4 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 6 | $937 |
| Principal Securities, Inc. | 0.00% | New | 6 | $937 |
| Raleigh Capital Management Inc. | 0.00% | No change | 5 | $781 |
| AdvisorNet Financial, Inc | 0.00% | Add +150.0% | 5 | $781 |
| Huntington National Bank | 0.00% | Reduce -60.0% | 4 | $625 |
| Bogart Wealth, LLC | 0.00% | No change | 4 | $625 |
| Geneos Wealth Management Inc. | 0.00% | No change | 4 | $625 |
| Innealta Capital, LLC | 0.00% | New | 4 | $624 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $469 |
| CENTRAL TRUST Co | 0.00% | No change | 3 | $469 |
| Bokf, NA | 0.00% | Reduce -96.2% | 2 | $312 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $157 |
| Harbor Investment Advisory, LLC | 0.00% | New | 1 | $156 |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $0 |
| Avion Wealth | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is AMG's weight in each manager's 13F, not the share of Affiliated Managers Group the manager owns.