Amg RR Div Acv-IARIDX

13F holders, Q1 2025 (March 31)
2holders +1
1new positions
0sold out
$6.10avg. 13F price*

At the end of Q1 2025, 2 institutions reported holding Amg RR Div Acv-I (ARIDX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Broderick Brian C ($67K) and Coston, McIsaac & Partners ($2K).

Company
Amg RR Div Acv-I
Filed as
AMG RIVER ROAD DIV ALL CAP VAL (Q1 2025)
CUSIP
00171A209
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$67K
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 11,006 shares bought, net +11,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Broderick Brian C 0.01% New 11,000 $67K
Coston, McIsaac & Partners 0.00% Add +1.7% 360 $2K

"% of holder's portfolio" is ARIDX's weight in each manager's 13F, not the share of Amg RR Div Acv-I the manager owns.