13F QoQ Ownership Changes
AMPWF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 33 new · 57 added · 111 reduced · 36 exited
New Positions(33)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Arini Captial Management Ltd | 11,246,170 | +11,246,170 | $46.1M | +$46.1M | — |
| Redhawk Wealth Advisors, Inc. | 240,110 | +240,110 | $984.5K | +$984.5K | — |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 191,472 | +191,472 | $785.0K | +$785.0K | — |
| MARTINGALE ASSET MANAGEMENT L P | 188,031 | +188,031 | $770.9K | +$770.9K | — |
| Man Group plc | 99,387 | +99,387 | $407.5K | +$407.5K | — |
| EP Wealth Advisors, LLC | 68,593 | +68,593 | $281.2K | +$281.2K | — |
| Dynamic Technology Lab Private Ltd | 61,859 | +61,859 | $254.0K | +$254.0K | — |
| XTX Topco Ltd | 55,270 | +55,270 | $226.6K | +$226.6K | — |
| Steadtrust LLC | 53,000 | +53,000 | $217.4K | +$217.4K | — |
| Odyssean, LLC | 52,434 | +52,434 | $215.0K | +$215.0K | — |
| Weiss Asset Management LP | 39,700 | +39,700 | $162.8K | +$162.8K | — |
| Centiva Capital, LP | 34,909 | +34,909 | $143.1K | +$143.1K | — |
| Inspire Advisors, LLC | 34,880 | +34,880 | $143.0K | +$143.0K | — |
| BANK OF MONTREAL /CAN/ | 13,568 | +13,568 | $55.6K | +$55.6K | — |
| CreativeOne Wealth, LLC | 13,302 | +13,302 | $54.5K | +$54.5K | — |
| Quantinno Capital Management LP | 10,657 | +10,657 | $43.7K | +$43.7K | — |
| GLENMEDE TRUST CO NA | 10,406 | +10,406 | $42.7K | +$42.7K | — |
| Pallas Capital Advisors LLC | 10,299 | +10,299 | $42.2K | +$42.2K | — |
| Kestra Advisory Services, LLC | 8,000 | +8,000 | $32.8K | +$32.8K | — |
| Aquatic Capital Management LLC | 6,081 | +6,081 | $24.9K | +$24.9K | — |
| Empowered Funds, LLC | 4,604 | +4,604 | $18.9K | +$18.9K | — |
| CIBC Private Wealth Group LLC | 3,250 | +3,250 | $13.3K | +$13.3K | — |
| Triumph Capital Management | 2,000 | +2,000 | $8.2K | +$8.2K | — |
| IFP Advisors, Inc | 1,069 | +1,069 | $4.3K | +$4.3K | — |
| Torren Management, LLC | 429 | +429 | $1.8K | +$1.8K | — |
| HUNTINGTON NATIONAL BANK | 359 | +359 | $1.5K | +$1.5K | — |
| Allworth Financial LP | 281 | +281 | $1.2K | +$1.2K | — |
| HRT FINANCIAL LP | 196,141 | +196,141 | $804 | +$804 | — |
| TUCKER ASSET MANAGEMENT LLC | 180 | +180 | $738 | +$738 | — |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 128 | +128 | $525 | +$525 | — |
| GAMMA Investing LLC | 94 | +94 | $385 | +$385 | — |
| Keating Financial Advisory Services, Inc. | 53 | +53 | $217 | +$217 | — |
| Global Retirement Partners, LLC | 12 | +12 | $49 | +$49 | — |
Added To(57)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Monarch Alternative Capital LP | 5,350,000 | +4,375,000 | $21.9M | +$18.0M | 448.7% |
| CANYON CAPITAL ADVISORS LLC | 12,442,844 | +1,203,352 | $51.0M | +$6.2M | 10.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 10,842,519 | +449,590 | $44.5M | +$3.0M | 4.3% |
| GOLDMAN SACHS GROUP INC | 6,791,368 | +545,227 | $27.8M | +$2.9M | 8.7% |
| DIMENSIONAL FUND ADVISORS LP | 3,836,748 | +350,427 | $15.7M | +$1.8M | 10.1% |
| Diameter Capital Partners LP | 5,376,366 | +286,553 | $22.0M | +$1.7M | 5.6% |
| CITADEL ADVISORS LLC | 603,625 | +318,575 | $2.5M | +$1.3M | 111.8% |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 413,706 | +318,706 | $1.7M | +$1.3M | 335.5% |
| BlackRock, Inc. | 8,014,600 | +107,319 | $32.9M | +$1.3M | 1.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,484,524 | +275,284 | $6.1M | +$1.3M | 22.8% |
| RENAISSANCE TECHNOLOGIES LLC | 2,194,732 | +238,400 | $9.0M | +$1.2M | 12.2% |
| CWA Asset Management Group, LLC | 500,070 | +259,230 | $2.1M | +$1.1M | 107.6% |
| VANGUARD GROUP INC | 1,998,456 | +164,514 | $8.2M | +$876.2K | 9.0% |
| TWO SIGMA INVESTMENTS, LP | 355,178 | +126,300 | $1.5M | +$543.0K | 55.2% |
| WOLVERINE ASSET MANAGEMENT LLC | 255,899 | +128,500 | $1.0M | +$540.9K | 100.9% |
| GAMCO INVESTORS, INC. ET AL | 1,452,836 | +78,001 | $6.0M | +$471.0K | 5.7% |
| PRINCIPAL FINANCIAL GROUP INC | 292,513 | +92,673 | $1.2M | +$401.9K | 46.4% |
| MIRABELLA FINANCIAL SERVICES LLP | 138,243 | +96,368 | $566.8K | +$399.7K | 230.1% |
| Royal Bank of Canada | 748,395 | +34,202 | $3.1M | +$396.0K | 4.8% |
| AQR CAPITAL MANAGEMENT LLC | 785,431 | +67,726 | $3.2M | +$356.6K | 9.4% |
| VIRTUS ADVISERS, LLC | 130,651 | +78,279 | $528.8K | +$319.8K | 149.5% |
| STATE OF WISCONSIN INVESTMENT BOARD | 129,102 | +64,200 | $529.3K | +$270.4K | 98.9% |
| WELLS FARGO & COMPANY/MN | 167,130 | +53,911 | $685.2K | +$233.5K | 47.6% |
| Bank of New York Mellon Corp | 501,214 | +35,486 | $2.1M | +$196.7K | 7.6% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 58,841 | +38,428 | $241.2K | +$159.8K | 188.3% |
| ALLIANCEBERNSTEIN L.P. | 145,632 | +30,632 | $597.1K | +$138.2K | 26.6% |
| FRANKLIN RESOURCES INC | 75,202 | +20,769 | $308.3K | +$91.1K | 38.1% |
| IEQ CAPITAL, LLC | 198,059 | +15,976 | $812.0K | +$85.5K | 8.8% |
| Measured Wealth Private Client Group, LLC | 65,852 | +15,576 | $270.0K | +$69.4K | 31.0% |
| Creative Planning | 43,638 | +10,278 | $178.9K | +$45.8K | 30.8% |
| MetLife Investment Management, LLC | 78,151 | +9,232 | $320.4K | +$45.4K | 13.4% |
| Caitong International Asset Management Co., Ltd | 10,876 | +10,796 | $44.6K | +$44.3K | 13495.0% |
| GUARDIAN CAPITAL LP | 19,983 | +8,393 | $81.9K | +$35.7K | 72.4% |
| Allspring Global Investments Holdings, LLC | 56,828 | +4,741 | $235.8K | +$29.6K | 9.1% |
| SIGNATUREFD, LLC | 17,253 | +6,174 | $70.7K | +$26.5K | 55.7% |
| FMR LLC | 19,659 | +5,139 | $80.6K | +$22.7K | 35.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 36,378 | +1,093 | $152.8K | +$22.2K | 3.1% |
| Cerity Partners LLC | 36,465 | +3,040 | $149.5K | +$16.1K | 9.1% |
| CAPTRUST FINANCIAL ADVISORS | 15,439 | +3,369 | $63.3K | +$15.1K | 27.9% |
| Tower Research Capital LLC (TRC) | 11,419 | +3,343 | $46.8K | +$14.6K | 41.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 16,703 | +2,231 | $68.5K | +$10.7K | 15.4% |
| ProShare Advisors LLC | 25,498 | +1,641 | $104.5K | +$9.4K | 6.9% |
| VICTORY CAPITAL MANAGEMENT INC | 42,045 | +1,168 | $172.4K | +$9.3K | 2.9% |
| NISA INVESTMENT ADVISORS, LLC | 3,061 | +2,101 | $12.6K | +$8.7K | 218.8% |
| Castleview Partners, LLC | 16,658 | +735 | $68.3K | +$4.8K | 4.6% |
| EverSource Wealth Advisors, LLC | 4,490 | +689 | $18.4K | +$3.2K | 18.1% |
| PFG Investments, LLC | 20,307 | +25 | $83.3K | +$2.3K | 0.1% |
| Farther Finance Advisors, LLC | 1,591 | +396 | $6.5K | +$1.8K | 33.1% |
| Root Financial Partners, LLC | 570 | +160 | $2.3K | +$701 | 39.0% |
| JONES FINANCIAL COMPANIES LLLP | 2,673 | +61 | $11.0K | +$671 | 2.3% |
| JFS WEALTH ADVISORS, LLC | 118 | +116 | $484 | +$476 | 5800.0% |
| MAI Capital Management | 1,230 | +39 | $5.0K | +$290 | 3.3% |
| Rialto Wealth Management, LLC | 18 | +12 | $74 | +$50 | 200.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 82,160 | +8,344 | $337 | +$42 | 11.3% |
| CWM, LLC | 52,321 | +5,659 | $215 | +$29 | 12.1% |
| Cambridge Investment Research Advisors, Inc. | 42,090 | +3,270 | $173 | +$18 | 8.4% |
| Bay Harbor Wealth Management, LLC | 6 | +1 | $24 | +$5 | 20.0% |
Reduced(111)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BARCLAYS PLC | 535,229 | -1,299,132 | $2.3M | -$5.0M | -70.8% |
| JPMORGAN CHASE & CO | 115,432 | -952,614 | $473.3K | -$3.8M | -89.2% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2,546,887 | -849,372 | $10.4M | -$3.1M | -25.0% |
| Russell Investments Group, Ltd. | 167,843 | -509,695 | $688.2K | -$2.0M | -75.2% |
| MORGAN STANLEY | 1,731,961 | -443,818 | $7.1M | -$1.6M | -20.4% |
| LAZARD ASSET MANAGEMENT LLC | 34,596 | -362,520 | $141.8K | -$1.4M | -91.3% |
| TUDOR INVESTMENT CORP ET AL | 731,823 | -329,444 | $3.0M | -$1.2M | -31.0% |
| Jump Financial, LLC | 37,121 | -291,721 | $152.2K | -$1.2M | -88.7% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 2,043,347 | -314,606 | $8.4M | -$1.0M | -13.3% |
| PRIVATE MANAGEMENT GROUP INC | 5,082,519 | -396,136 | $20.8M | -$1.0M | -7.2% |
| MILLENNIUM MANAGEMENT LLC | 816,747 | -207,009 | $3.3M | -$736.1K | -20.2% |
| PLATINUM EQUITY, LLC | 5,311,164 | 0 | $21.8M | +$584.2K | 0.0% |
| CITIGROUP INC | 353,677 | -148,903 | $1.5M | -$555.2K | -29.6% |
| Squarepoint Ops LLC | 252,086 | -137,881 | $1.0M | -$522.4K | -35.4% |
| Empyrean Capital Partners, LP | 4,000,000 | 0 | $16.4M | +$440.0K | 0.0% |
| GABELLI FUNDS LLC | 906,857 | -128,440 | $3.7M | -$412.7K | -12.4% |
| UBS Group AG | 1,188,065 | -131,098 | $4.9M | -$392.4K | -9.9% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 375,278 | -49,553 | $1.3M | -$366.6K | -11.7% |
| BNP PARIBAS FINANCIAL MARKETS | 43,779 | -78,811 | $179.5K | -$309.6K | -64.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 245,857 | -72,843 | $1.0M | -$263.6K | -22.9% |
| AMERIPRISE FINANCIAL INC | 363,716 | -74,718 | $1.5M | -$258.1K | -17.0% |
| NORTHERN TRUST CORP | 1,291,282 | -84,548 | $5.3M | -$195.3K | -6.1% |
| Mariner, LLC | 129,512 | -47,276 | $531.0K | -$174.4K | -26.7% |
| Engineers Gate Manager LP | 130,673 | -45,010 | $535.8K | -$165.2K | -25.6% |
| Voleon Capital Management LP | 16,982 | -37,453 | $69.6K | -$147.6K | -68.8% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 391,544 | -47,190 | $1.6M | -$145.2K | -10.8% |
| Mountaineer Partners Management, LLC | 1,469,480 | -69,004 | $6.0M | -$113.7K | -4.5% |
| Gilman Hill Asset Management, LLC | 1,985,852 | -28,648 | $8.1M | +$104.1K | -1.4% |
| BANK OF AMERICA CORP /DE/ | 104,163 | -28,671 | $427.1K | -$102.9K | -21.6% |
| State of Wyoming | 54,110 | -26,923 | $221.9K | -$101.5K | -33.2% |
| NORGES BANK | 292,456 | 0 | $1.2M | +$96.5K | 0.0% |
| Ethic Inc. | 20,013 | -24,222 | $82.1K | -$94.4K | -54.8% |
| Hillsdale Investment Management Inc. | 862,763 | -1,600 | $3.5M | +$88.5K | -0.2% |
| STATE STREET CORP | 2,509,888 | -89,885 | $10.3M | -$82.6K | -3.5% |
| RHUMBLINE ADVISERS | 139,324 | -23,749 | $571.2K | -$79.4K | -14.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,839,203 | -32,551 | $7.5M | +$72.4K | -1.7% |
| Nuveen, LLC | 1,737,607 | -65,476 | $7.1M | -$70.1K | -3.6% |
| TWO SIGMA ADVISERS, LP | 435,700 | -28,800 | $1.8M | -$67.0K | -6.2% |
| PharVision Advisers, LLC | 45,119 | -17,014 | $185.0K | -$62.9K | -27.4% |
| Arax Advisory Partners | 262 | -14,131 | $1.1K | -$56.4K | -98.2% |
| Spire Wealth Management | 2,100 | -11,100 | $8.6K | -$44.1K | -84.1% |
| Corvex Management LP | 398,835 | 0 | $1.6M | +$43.9K | 0.0% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 353,000 | 0 | $1.4M | +$38.8K | 0.0% |
| Quarry LP | 3,046 | -8,618 | $12.5K | -$34.0K | -73.9% |
| INTECH INVESTMENT MANAGEMENT LLC | 57,498 | -9,798 | $235.7K | -$32.8K | -14.6% |
| SIMPLEX TRADING, LLC | 7,261 | -26,320 | $29.8K | +$29.6K | -78.4% |
| Point72 Asset Management, L.P. | 442,448 | -5,387 | $1.8M | +$27.2K | -1.2% |
| RAYMOND JAMES FINANCIAL INC | 10,815 | -6,367 | $44.3K | -$24.2K | -37.0% |
| BFSG, LLC | 38,225 | -6,350 | $156.7K | -$21.1K | -14.2% |
| Intrepid Financial Planning Group LLC | 18,640 | -5,000 | $76.4K | -$17.9K | -21.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 50,599 | -4,986 | $207.5K | -$14.3K | -9.0% |
| Verition Fund Management LLC | 116,700 | 0 | $478.5K | +$12.8K | 0.0% |
| CastleKnight Management LP | 105,500 | 0 | $432.6K | +$11.6K | 0.0% |
| PDT Partners, LLC | 246,087 | -4,000 | $1.0M | +$11.1K | -1.6% |
| MOORE CAPITAL MANAGEMENT, LP | 100,000 | 0 | $410.0K | +$11.0K | 0.0% |
| Invesco Ltd. | 394,956 | -13,602 | $1.6M | -$10.8K | -3.3% |
| Legal & General Group Plc | 24,208 | -3,327 | $99.3K | -$10.6K | -12.1% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 134,679 | -1,321 | $552.2K | +$9.5K | -1.0% |
| Essex Financial Services, Inc. | 149,262 | -2,383 | $612.0K | +$6.9K | -1.6% |
| MACKENZIE FINANCIAL CORP | 373,229 | -7,828 | $1.5M | +$6.8K | -2.0% |
| HB Wealth Management, LLC | 21,485 | -2,173 | $88.1K | -$6.3K | -9.2% |
| Sterling Capital Management LLC | 94,058 | -1,065 | $385.6K | +$6.1K | -1.1% |
| NICOLET ADVISORY SERVICES, LLC | 10,000 | 0 | $42.8K | +$5.8K | 0.0% |
| TRED AVON FAMILY WEALTH, LLC | 166,914 | -6,031 | $684.3K | -$5.7K | -3.5% |
| Hyperion Capital Advisors LP | 45,000 | 0 | $184.5K | +$5.0K | 0.0% |
| Principle Wealth Partners LLC | 44,086 | 0 | $180.8K | +$4.8K | 0.0% |
| Dakota Wealth Management | 156,029 | -5,495 | $639.7K | -$4.8K | -3.4% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 41,290 | 0 | $169.3K | +$4.5K | 0.0% |
| PNC Financial Services Group, Inc. | 311 | -1,039 | $1.3K | -$4.1K | -77.0% |
| Clearstead Advisors, LLC | 7 | -1,002 | $29 | -$4.0K | -99.3% |
| Police & Firemen's Retirement System of New Jersey | 35,101 | 0 | $143.9K | +$3.9K | 0.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 32,520 | 0 | $133.3K | +$3.6K | 0.0% |
| PANAGORA ASSET MANAGEMENT INC | 32,037 | -58 | $131.4K | +$3.3K | -0.2% |
| OSAIC HOLDINGS, INC. | 2,678 | -917 | $11.0K | -$3.1K | -25.5% |
| Cannell & Spears LLC | 27,760 | 0 | $113.8K | +$3.1K | 0.0% |
| Voya Investment Management LLC | 26,966 | 0 | $110.6K | +$3.0K | 0.0% |
| North Star Investment Management Corp. | 759 | -741 | $3.1K | -$2.9K | -49.4% |
| Annis Gardner Whiting Capital Advisors, LLC | 25,465 | 0 | $104.4K | +$2.8K | 0.0% |
| SBI Securities Co., Ltd. | 10,101 | -740 | $41.4K | -$1.8K | -6.8% |
| ARS Investment Partners, LLC | 13,350 | 0 | $54.7K | +$1.5K | 0.0% |
| XPONANCE, INC. | 14,224 | -50 | $58.3K | +$1.4K | -0.3% |
| Ameritas Investment Partners, Inc. | 11,656 | 0 | $47.8K | +$1.3K | 0.0% |
| Quantbot Technologies LP | 19,769 | -240 | $81.1K | +$1.2K | -1.2% |
| FIDELIS CAPITAL PARTNERS, LLC | 20,158 | -291 | $82.6K | +$1.1K | -1.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 8,591 | -98 | $35.2K | +$554 | -1.1% |
| ROTHSCHILD INVESTMENT LLC | 461 | -146 | $1.9K | -$532 | -24.1% |
| LPL Financial LLC | 18,186 | -610 | $74.6K | -$433 | -3.2% |
| True Wealth Design, LLC | 86 | -88 | $353 | -$342 | -50.6% |
| US BANCORP \DE\ | 2,500 | 0 | $10.3K | +$275 | 0.0% |
| UMB Bank, n.a. | 2,370 | 0 | $9.7K | +$261 | 0.0% |
| Parallel Advisors, LLC | 1,378 | 0 | $5.7K | +$152 | 0.0% |
| Optiver Holding B.V. | 1,116 | 0 | $4.6K | +$123 | 0.0% |
| Janney Montgomery Scott LLC | 478,598 | -40,609 | $2.0K | -$110 | -7.8% |
| Smartleaf Asset Management LLC | 567 | 0 | $2.3K | +$86 | 0.0% |
| SG Americas Securities, LLC | 27,769 | -13,945 | $114 | -$52 | -33.4% |
| MassMutual Private Wealth & Trust, FSB | 545 | -27 | $2.2K | -$47 | -4.7% |
| QUADRANT CAPITAL GROUP LLC | 326 | 0 | $1.3K | +$36 | 0.0% |
| WealthCollab, LLC | 330 | 0 | $1.4K | +$36 | 0.0% |
| Fortitude Family Office, LLC | 15 | -6 | $62 | -$22 | -28.6% |
| Heritage Wealth Advisors | 160 | 0 | $656 | +$18 | 0.0% |
| Private Wealth Management Group, LLC | 160 | 0 | $656 | +$17 | 0.0% |
| SEI INVESTMENTS CO | 11,832 | -320 | $48.5K | +$14 | -2.6% |
| HFM Investment Advisors, LLC | 8 | -3 | $33 | -$11 | -27.3% |
| Covestor Ltd | 44,303 | -1,929 | $46 | -$6 | -4.2% |
| Sunbelt Securities, Inc. | 31 | 0 | $127 | +$3 | 0.0% |
| AMALGAMATED BANK | 4,383 | -874 | $18 | -$3 | -16.6% |
| State of Alaska, Department of Revenue | 23,047 | 0 | $94 | +$3 | 0.0% |
| SJS Investment Consulting Inc. | 14 | 0 | $58 | +$2 | 0.0% |
| DiNuzzo Private Wealth, Inc. | 3 | 0 | $13 | +$1 | 0.0% |
| A. D. Beadell Investment Counsel, Inc. | 37,800 | -550 | $154 | +$1 | -1.4% |
| HARBOR CAPITAL ADVISORS, INC. | 2,782 | -48 | $11 | $0 | -1.7% |