How many institutions own AMP stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own AMP shares is 1809, representing 87.68% of the company's common stock.

Who are the major shareholders selling Ameriprise Financial, Inc. stock?

CHARLES SCHWAB INVESTMENT MANAGEMENT INC, in the last quarter, reduced its stake in AMP by -0.81% restricting it's holding to 600.56 thousand shares of worth nearly $295.03M. EPOCH INVESTMENT PARTNERS, INC. also lessened -18.19% of the AMP shares from its portfolio, reducing its holding to 325.14 thousand shares of worth $159.72M. BARCLAYS PLC also shunned AMP shares holding by -14.65% last quarter which brought its holding to 329.42 thousand shares worth $161.83M.

Investors who are buying AMP stock?

As per its latest 13F filing, increased its stake in AMP by 100% in the last quarter. The institutional holder raised its holding to 282.64 thousand shares having worth more than $138.84M. AQR CAPITAL MANAGEMENT LLC also added 18.42% more shares of AMP to its portfolio, raising its holding to 589.57 thousand shares of worth $289.63M. ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. also increased its AMP shares holding by 7.35% which brought its holding to 357.48 thousand shares worth $175.61M.

AMP's major insiders: who are they?

The insider with the most stakes in AMP is CRACCHIOLO JAMES M , CHAIRMAN AND CEO at the company. Additionally, AMP stock is highly held by EVP & Global CIO MOORE COLIN and Pres Ins & Chief Strat Officer Woerner John Robert among others.

Did an insider recently sell AMP stock?

Company executives, directors, and other insiders own 0.19% percent of Ameriprise Financial, Inc.'s stock. Within the last six months, there have been 3 transaction(s) in which AMP insiders have sold stock, totaling 12.93K shares. Insiders that have sold shares include SHARPE ROBERT FRANCIS JR, MELLOH HEATHER J., and TRUSCOTT WILLIAM F.

Which insider recently purchased AMP stock?

There have been 0 transaction(s) during the past 6-months in which Ameriprise Financial, Inc. insiders have bought stock, totalling 0 shares

How much of AMP does insiders own?

Around 21.11K Ameriprise Financial, Inc. shares are held by insiders, which represents about 0.19% of AMP stock.

Who is the insider with the largest stake?

AMP CHAIRMAN AND CEO, CRACCHIOLO JAMES M holds the largest portfolio of the company's shares. AMP shares owned by CRACCHIOLO total nearly 159.01 thousand.

Which institution holds the most shares in AMP?

is the largest institutional owner in AMP which holds 282.64 thousand shares worth $138.84M or 0.29% of the total AMP shares outstanding followed by AQR CAPITAL MANAGEMENT LLC with ownership of 589.57 thousand shares representing 0.61% of the AMP ownership. CHARLES SCHWAB INVESTMENT MANAGEMENT INC is the third largest stakeholder with 600.56 thousand shares or 0.62% of the ownership worth more than $295.03M.

Is Ameriprise Financial, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the AMP is concerned, it is a stock which is optionable.

Is there a short position on AMP's shares?

Number of AMP shares short is 2.68M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding AMP shares are there?

As of today, 92.91M shares of AMP are outstanding.

Is there many float in AMP stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, AMP has 92.54M shares in float.

AMP short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for AMP is 4.04.

Ameriprise Financial (AMP) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares2.88

Short Percent Of Float3.36

Shares Outstanding92.91M

Shares Float92.54M

Shares Short2.68M

Short Ratio4.04

3.36%

Short % of Float

2.88%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.19% Percentage of Shares held by All Insiders

87.68% Percentage of Shares held by All Institutions

87.85% Percentage of Float held by Institutions

1809

Number of Institutions Holding Shares

Institutional Ownership

About 87.68% of AMP shares are held by financial institutions. is the top corporate investor, holding 282.64K shares valued at $138.84M. A 0.29% stake in Ameriprise Financial, Inc. is owned by the company. AQR CAPITAL MANAGEMENT LLC owns 589.57K shares valued at $289.63M, which translates its holding of 0.61% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025		0.29%	282.64K	138.84M	282.64K	+100.00%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.61%	589.57K	289.63M	91.7K	+18.42%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.62%	600.56K	295.03M	-4.9K	-0.81%
Sep 30, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.33%	325.14K	159.72M	-72.3K	-18.19%
Sep 30, 2025	BARCLAYS PLC	0.34%	329.42K	161.83M	-56.52K	-14.65%
Sep 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.37%	357.48K	175.61M	24.47K	+7.35%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.4%	389.08K	191.14M	39.01K	+11.14%
Sep 30, 2025	LYRICAL ASSET MANAGEMENT LP	0.78%	759.49K	373.1M	38.83K	+5.39%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.04%	1.01M	497.12M	-60.03K	-5.60%
Sep 30, 2025	UBS GROUP AG	1.08%	1.05M	517.71M	-224.66K	-17.57%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.1%	1.07M	524.42M	12.71K	+1.21%
Sep 30, 2025	BOSTON PARTNERS	1.22%	1.19M	586.08M	13.17K	+1.12%
Sep 30, 2025	AMUNDI	0.41%	400.71K	197.88M	18.49K	+4.84%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.42%	410.62K	201.72M	160.91K	+64.44%
Sep 30, 2025	CLOSE ASSET MANAGEMENT LTD	0.48%	463.15K	227.65M	203.25K	+78.20%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.48%	471.87K	231.8M	275.66K	+140.49%
Sep 30, 2025	BEUTEL, GOODMAN & CO LTD.	0.55%	538.52K	264.55M	-31.56K	-5.54%
Sep 30, 2025	JANE STREET GROUP, LLC	0.57%	556.09K	273.18M	463.41K	+499.99%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.65%	630.34K	309.65M	-27.75K	-4.22%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.65%	634.41K	311.66M	65.69K	+11.55%
Sep 30, 2025	ROYAL BANK OF CANADA	0.81%	788.23K	387.22M	97.79K	+14.16%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.84%	816.23K	400.97M	-11.99K	-1.45%
Sep 30, 2025	FMR LLC	0.87%	847.61K	416.39M	45.49K	+5.67%
Sep 30, 2025	INVESCO LTD.	0.88%	852.28K	418.68M	-33.17K	-3.75%
Sep 30, 2025	DEUTSCHE BANK AG\	0.89%	864.14K	424.51M	26.26K	+3.13%
Sep 30, 2025	FEDERATED HERMES, INC.	0.99%	966.16K	474.63M	219.08K	+29.32%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.01%	988.13K	485.42M	-222.99K	-18.41%
Sep 30, 2025	BLACKROCK, INC.	9.23%	8.99M	4.42B	-493.31K	-5.20%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.14%	131.94K	64.82M	-6.65K	-4.80%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.14%	140.19K	68.87M	-12.07K	-7.93%
Sep 30, 2025	MARSHALL WACE, LLP	0.15%	144.96K	71.21M	132.52K	+1,065.44%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.16%	152.98K	75.15M	6.72K	+4.60%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.17%	162.02K	79.59M	-24.55K	-13.16%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.41%	396.08K	194.57M	45.92K	+13.12%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.17%	164.61K	80.86M	12.66K	+8.33%
Sep 30, 2025	HSBC HOLDINGS PLC	0.59%	572.72K	281.32M	81.66K	+16.63%
Sep 30, 2025	NORTHERN TRUST CORP	1.27%	1.24M	609.06M	-2.6K	-0.21%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.17%	169.84K	83.43M	-55.27K	-24.55%
Sep 30, 2025	WELCH & FORBES LLC	0.18%	174.88K	85.91M	-1.07K	-0.61%
Sep 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.19%	186.8K	91.76M	23.7K	+14.53%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	232.19K	114.06M	2.4K	+1.04%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.19%	188.48K	92.59M	6.18K	+3.39%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.2%	196.97K	96.76M	-17.88K	-8.32%
Sep 30, 2025	SEI INVESTMENTS CO	0.21%	208.07K	102.21M	7.53K	+3.76%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.43%	418.9K	205.79M	-32.01K	-7.10%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.59%	571.72K	280.86M	-53.77K	-8.60%
Sep 30, 2025	MORGAN STANLEY	2.25%	2.19M	1.08B	-92.93K	-4.06%
Sep 30, 2025	ARISTOTLE CAPITAL MANAGEMENT, LLC	2.49%	2.43M	1.19B	-117.94K	-4.63%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.92%	2.84M	1.39B	22.94K	+0.81%
Sep 30, 2025	JPMORGAN CHASE & CO	4.93%	4.8M	2.36B	-1.47M	-23.39%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.22%	217.59K	106.89M	8.99K	+4.31%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.25%	244.86K	120.29M	-19.97K	-7.54%
Sep 30, 2025	JBF CAPITAL, INC.	0.26%	257.91K	525	257.38K	+49,024.95%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.46%	446.68K	219.43M	33.72K	+8.16%
Sep 30, 2025	VANGUARD GROUP INC	12.7%	12.37M	6.07B	-66.1K	-0.53%
Sep 30, 2025	RHUMBLINE ADVISERS	0.21%	208.22K	102.29M	-4.32K	-2.03%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.23%	220.75K	108.44M	-3.47K	-1.55%
Sep 30, 2025	STATE STREET CORP	4.54%	4.42M	2.17B	18.88K	+0.43%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.27%	267.73K	131.52M	-1.7K	-0.63%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.3%	292.88K	143.88M	30.04K	+11.43%
Sep 30, 2025	NUVEEN, LLC	1.02%	991.36K	487.01M	-83.67K	-7.78%
Sep 30, 2025	SWEDBANK AB	0.26%	256.15K	125.83M	2.41K	+0.95%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.27%	261.21K	128.32M	3.55K	+1.38%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.28%	268.47K	131.89M	-5.6K	-2.04%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.3%	296.82K	145.81M	-60.08K	-16.83%
Sep 30, 2025	MAJ INVEST HOLDING A/S	0.3%	297.03K	145.92M	-33.17K	-10.05%
Sep 30, 2025	MAN GROUP PLC	0.28%	276.82K	135.99M	241.67K	+687.39%
Jun 30, 2025	ARISTOTLE CAPITAL MANAGEMENT, LLC	2.62%	2.55M	1.36B	-616.17K	-19.48%
Jun 30, 2025	CAPITAL WORLD INVESTORS	0.08%	73.63K	39.3M	4.23K	+6.10%
Jun 30, 2025	AVIVA PLC	0.08%	74.2K	39.6M	5.48K	+7.97%
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.08%	74.45K	39.74M	134	+0.18%
Jun 30, 2025	FMR LLC	0.82%	802.12K	428.12M	-33.84K	-4.05%
Jun 30, 2025	MORGAN STANLEY	2.35%	2.29M	1.22B	-200	-0.01%
Jun 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.34%	333.02K	177.74M	-105.58K	-24.07%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.23%	224.22K	119.68M	36.4K	+19.38%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.23%	225.11K	120.15M	-31.44K	-12.26%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.36%	350.07K	186.84M	18.31K	+5.52%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.36%	350.15K	186.89M	-14.77K	-4.05%
Jun 30, 2025	AMUNDI	0.39%	382.22K	207.33M	-108.95K	-22.18%
Jun 30, 2025	BARCLAYS PLC	0.4%	385.94K	205.99M	136.78K	+54.89%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.46%	450.91K	240.66M	-47.34K	-9.50%
Jun 30, 2025	HSBC HOLDINGS PLC	0.5%	491.06K	262.08M	112.78K	+29.82%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.62%	605.46K	323.15M	3.49K	+0.58%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.64%	625.5K	333.85M	-20.48K	-3.17%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.08%	1.05M	562.98M	-130.9K	-11.04%
Jun 30, 2025	FEDERATED HERMES, INC.	0.77%	747.08K	398.74M	136.76K	+22.41%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.1%	1.07M	572.08M	-17.66K	-1.62%
Jun 30, 2025	UBS GROUP AG	1.31%	1.28M	682.39M	-86.42K	-6.33%
Jun 30, 2025	SWEDBANK AB	0.26%	253.74K	135.43M	6.6K	+2.67%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.37%	356.9K	190.47M	-53.32K	-13.00%
Jun 30, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.41%	397.44K	212.12M	-36.41K	-8.39%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.42%	412.97K	220.41M	-150.37K	-26.69%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.51%	497.87K	265.34M	67.11K	+15.58%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.68%	658.09K	351.24M	-89.78K	-12.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.71%	690.44K	368.51M	-42.6K	-5.81%
Jun 30, 2025	LYRICAL ASSET MANAGEMENT LP	0.74%	720.66K	384.64M	-66.7K	-8.47%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.85%	828.22K	442.05M	-76.82K	-8.49%
Jun 30, 2025	DEUTSCHE BANK AG\	0.86%	837.87K	447.2M	17.6K	+2.15%
Jun 30, 2025	INVESCO LTD.	0.91%	885.45K	472.59M	71.11K	+8.73%
Jun 30, 2025		1.1%	1.08M	573.78M	105.55K	+10.89%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.24%	1.21M	646.41M	-1.03M	-46.05%
Jun 30, 2025	NORGES BANK	1.33%	1.3M	693.74M	1.3M	+100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.89%	2.82M	1.5B	47.58K	+1.72%
Jun 30, 2025	VANGUARD GROUP INC	12.76%	12.43M	6.64B	111.39K	+0.90%
Jun 30, 2025	NUVEEN, LLC	1.1%	1.08M	573.78M	105.55K	+10.89%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	229.79K	122.65M	10.77K	+4.92%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.26%	249.71K	133.28M	204K	+446.27%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.26%	257.66K	137.52M	14.89K	+6.13%
Jun 30, 2025	CLOSE ASSET MANAGEMENT LTD	0.27%	259.9K	138.68M	-35.55K	-12.03%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.27%	262.83K	140.28M	20.39K	+8.41%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.27%	264.83K	141.35M	-3.38K	-1.26%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.28%	269.43K	143.8M	-70.69K	-20.78%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.28%	274.07K	146.28M	-112.87K	-29.17%
Jun 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.28%	274.97K	146.76M	-11.94K	-4.16%
Jun 30, 2025	MAJ INVEST HOLDING A/S	0.34%	330.2K	176.24M	-2.91K	-0.87%
Jun 30, 2025	NORTHERN TRUST CORP	1.28%	1.24M	663.12M	5.49K	+0.44%
Jun 30, 2025	STATE STREET CORP	4.52%	4.4M	2.35B	-85.13K	-1.90%
Jun 30, 2025	JPMORGAN CHASE & CO	6.44%	6.27M	3.35B	446.08K	+7.66%
Jun 30, 2025	BLACKROCK, INC.	9.74%	9.48M	5.06B	45.49K	+0.48%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	89.58K	47.84M	-11.06K	-10.99%
Jun 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.09%	91.11K	48.63M	6.87K	+8.15%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.1%	92.69K	49.47M	3.36K	+3.76%
Jun 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.1%	94.24K	50.3M	73.31K	+350.42%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.1%	94.47K	177K	94.29K	+53,273.45%
Jun 30, 2025	WORLDQUANT MILLENNIUM ADVISORS LLC	0.1%	95.69K	51.07M	-4.77K	-4.75%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.1%	96.28K	51.38M	8.54K	+9.74%
Jun 30, 2025	TODD ASSET MANAGEMENT LLC	0.1%	99.69K	53.21M	-1.06K	-1.05%
Jun 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.11%	107.15K	57.19M	41.14K	+62.32%
Jun 30, 2025	TCW GROUP INC	0.12%	116.88K	62.38M	-3.92K	-3.24%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.13%	128.37K	68.51B	-5.76K	-4.29%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.14%	138.41K	73.87M	10.12K	+7.89%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.15%	144.18K	76.95B	3.8K	+2.71%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.15%	146.26K	78.06M	-92.2K	-38.66%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.16%	151.95K	81.1M	-56.83K	-27.22%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.16%	152.25K	81.26B	18.98K	+14.24%
Jun 30, 2025	BROWN ADVISORY INC	0.16%	153.01K	81.67M	-6.1K	-3.83%
Jun 30, 2025	LORD, ABBETT & CO. LLC	0.16%	156.81K	83.7M	-22.95K	-12.76%
Jun 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.17%	163.1K	87.05M	-3.85K	-2.31%
Jun 30, 2025	WELCH & FORBES LLC	0.18%	175.95K	93.91M	-2.58K	-1.44%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.18%	176.01K	93.94M	6.05K	+3.56%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.19%	182.3K	97.3M	12.49K	+7.35%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.2%	196.21K	104.72M	9.58K	+5.13%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	210.96K	112.6M	12.15K	+6.11%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.22%	214.84K	114.67M	-16.85K	-7.27%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.58%	568.73K	303.55M	-36.07K	-5.96%
Jun 30, 2025	BEUTEL, GOODMAN & CO LTD.	0.59%	570.08K	304.27M	86.98K	+18.01%
Jun 30, 2025	ATWOOD & PALMER INC	0.08%	77.11K	41.15M	28	+0.04%
Jun 30, 2025	KOREA INVESTMENT CORP	0.08%	77.98K	41.62M	-16.7K	-17.64%
Jun 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.08%	77.99K	41.63M	-2.8K	-3.47%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.09%	83.22K	44.42M	14.24K	+20.63%
Jun 30, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.09%	88.82K	47.41M	28.07K	+46.20%
Jun 30, 2025	BOSTON PARTNERS	1.21%	1.18M	629.65M	35.5K	+3.10%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.26%	256.55K	124.2M	4.34K	+1.72%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.76%	747.87K	362.05M	31.99K	+4.47%
Mar 31, 2025	SEI INVESTMENTS CO	0.24%	235.95K	114.22M	-9.21K	-3.76%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.66%	645.97K	312.72M	-12.47K	-1.89%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.34%	331.76K	160.61M	10.48K	+3.26%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.25%	242.77K	117.53M	30.49K	+14.36%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.25%	242.45K	117.37M	8.12K	+3.47%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.25%	241.93K	117.12M	-45.82K	-15.92%
Mar 31, 2025	NATIONAL PENSION SERVICE	0.24%	238.45K	115.44M	13.04K	+5.79%
Mar 31, 2025	ARISTOTLE CAPITAL MANAGEMENT, LLC	3.21%	3.16M	1.53B	-82.56K	-2.54%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.81%	2.77M	1.34B	123.22K	+4.65%
Mar 31, 2025	UBS GROUP AG	1.39%	1.36M	660.78M	-82.42K	-5.69%
Mar 31, 2025	NORTHERN TRUST CORP	1.26%	1.24M	598.81M	-31.49K	-2.48%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.2%	1.19M	574.01M	247.63K	+26.40%
Mar 31, 2025	BOSTON PARTNERS	1.16%	1.14M	553.96M	-219.81K	-16.11%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.11%	1.09M	527.43M	-71.3K	-6.14%
Mar 31, 2025		0.98%	969.48K	469.33M	969.48K	+100.00%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.92%	905.04K	438.14M	-16.83K	-1.83%
Mar 31, 2025	FMR LLC	0.85%	835.96K	404.7M	-150.06K	-15.22%
Mar 31, 2025	DEUTSCHE BANK AG\	0.83%	820.27K	397.1M	-46.4K	-5.35%
Mar 31, 2025	INVESCO LTD.	0.83%	814.34K	394.23M	-63.62K	-7.25%
Mar 31, 2025	LYRICAL ASSET MANAGEMENT LP	0.8%	787.36K	381.17M	-18.97K	-2.35%
Mar 31, 2025	VANGUARD GROUP INC	12.51%	12.32M	5.96B	-43.49K	-0.35%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.61%	601.97K	291.42M	-351	-0.06%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.57%	563.33K	272.72M	106.79K	+23.39%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.51%	498.25K	241.21M	-118.69K	-19.24%
Mar 31, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.45%	438.6K	212.33M	21.45K	+5.14%
Mar 31, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.44%	433.85K	210.03M	-50.34K	-10.40%
Mar 31, 2025	MORGAN STANLEY	2.32%	2.29M	1.11B	34.74K	+1.54%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	2.28%	2.24M	1.09B	796.93K	+55.04%
Mar 31, 2025	ROYAL BANK OF CANADA	0.74%	733.04K	354.87M	7.84K	+1.08%
Mar 31, 2025	FEDERATED HERMES, INC.	0.62%	610.32K	295.46M	92.65K	+17.90%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.61%	604.79K	292.79M	36.72K	+6.46%
Mar 31, 2025	AMUNDI	0.5%	491.17K	223.88M	-151.06K	-23.52%
Mar 31, 2025	BEUTEL, GOODMAN & CO LTD.	0.49%	483.1K	233.87M	1.81K	+0.38%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.44%	430.77K	202.87M	189.53K	+78.56%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.39%	386.94K	187.32M	-201.35K	-34.23%
Mar 31, 2025	HSBC HOLDINGS PLC	0.38%	378.27K	182.81M	5.47K	+1.47%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.37%	364.92K	176.66M	-5.17K	-1.40%
Mar 31, 2025	BLACKROCK, INC.	9.58%	9.44M	4.57B	316.74K	+3.47%
Mar 31, 2025	JPMORGAN CHASE & CO	5.91%	5.82M	2.82B	1.02M	+21.30%
Mar 31, 2025	STATE STREET CORP	4.55%	4.49M	2.17B	6.08K	+0.14%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.35%	340.12K	144.9M	2.16K	+0.64%
Mar 31, 2025	BARCLAYS PLC	0.25%	249.17K	120.62M	31.35K	+14.39%
Mar 31, 2025	SWEDBANK AB	0.25%	247.14K	119.64M	-215	-0.09%
Mar 31, 2025	AXIOM INVESTORS LLC /DE	0.25%	245.87K	119.03M	-10.25K	-4.00%
Mar 31, 2025	MAJ INVEST HOLDING A/S	0.34%	333.11K	161.26M	-18.99K	-5.39%
Mar 31, 2025	AGF MANAGEMENT LTD	0.32%	313.97K	151.99M	-71.72K	-18.60%
Mar 31, 2025	CLOSE ASSET MANAGEMENT LTD	0.3%	295.45K	143.1M	-32.28K	-9.85%
Mar 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.29%	286.9K	138.89M	-62.55K	-17.90%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.27%	268.22K	129.85M	-24.17K	-8.27%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	258.15K	113.18M	-6.4K	-2.42%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.06%	1.1M	481.88M	-263.91K	-19.36%
Mar 31, 2024	NORTHERN TRUST CORP	1.07%	1.1M	484.03M	-76.97K	-6.52%
Mar 31, 2024	FMR LLC	1.12%	1.16M	506.87M	-119.63K	-9.38%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	1.46%	1.51M	660.69M	25.45K	+1.72%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	1.46%	1.51M	662.83M	-226.07K	-13.01%
Mar 31, 2024	MORGAN STANLEY	2.15%	2.22M	974.83M	-38.98K	-1.72%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.44%	2.52M	1.1B	27.92K	+1.12%
Mar 31, 2024	ARISTOTLE CAPITAL MANAGEMENT, LLC	3.32%	3.41M	1.49B	-89.35K	-2.55%
Mar 31, 2024	STATE STREET CORP	4.33%	4.48M	1.97B	-21.09K	-0.47%
Mar 31, 2024	BLACKROCK INC.	8.29%	8.58M	3.76B	243.18K	+2.92%
Mar 31, 2024	VANGUARD GROUP INC	12.3%	12.73M	5.58B	-286.96K	-2.21%
Mar 31, 2024	BEUTEL, GOODMAN & CO LTD.	0.47%	483.99K	212.2M	-242.86K	-33.41%
Mar 31, 2024	BROWN ADVISORY INC	0.48%	496.12K	217.52M	-52.55K	-9.58%
Mar 31, 2024	BARCLAYS PLC	0.52%	534.49K	234.34M	126.75K	+31.09%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.52%	531.24K	232.92M	2.47K	+0.47%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.53%	545.78K	239.29M	826	+0.15%
Mar 31, 2024	INVESCO LTD.	0.54%	561.05K	245.99M	-43.43K	-7.19%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.57%	591.22K	259.21M	6.51K	+1.11%
Mar 31, 2024	DEUTSCHE BANK AG\	0.66%	681.45K	298.77M	79.4K	+13.19%
Mar 31, 2024		0.24%	248.47K	108.94M	248.47K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.68%	703.08K	308.26M	50.72K	+7.77%
Mar 31, 2024	JPMORGAN CHASE & CO	3.71%	3.84M	1.69B	604.77K	+18.67%
Mar 31, 2024	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.15%	158K	69.27M	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.15%	158.54K	69.51M	-8.72K	-5.21%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.15%	158.68K	69.57M	-13.44K	-7.81%
Mar 31, 2024	TCW GROUP INC	0.17%	170.92K	74.94M	-927	-0.54%
Mar 31, 2024	AUSTRALIANSUPER PTY LTD	0.17%	178.49K	77.61M	19K	+11.91%
Mar 31, 2024	SEI INVESTMENTS CO	0.18%	181.67K	79.65B	12.18K	+7.19%
Mar 31, 2024	WELCH & FORBES LLC	0.18%	184.29K	80.8M	-12.27K	-6.24%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.18%	186.7K	81.85M	-8.59K	-4.40%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	0.19%	192.36K	84.34M	75.46K	+64.55%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.19%	197.13K	86.43M	1.51K	+0.77%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.2%	202.45K	88.76M	-8.72K	-4.13%
Mar 31, 2024	CLOSE ASSET MANAGEMENT LTD	0.21%	219.26K	96.13M	219.17K	+230,700.00%
Mar 31, 2024	RHUMBLINE ADVISERS	0.21%	220.91K	96.86M	-3.68K	-1.64%
Mar 31, 2024	CREDIT SUISSE AG/	0.21%	221.41K	97.08M	-13.23K	-5.64%
Mar 31, 2024	UBS GROUP AG	1.2%	1.24M	545M	-112.76K	-8.32%
Mar 31, 2024	BOSTON PARTNERS	1.5%	1.55M	678.79M	-56.56K	-3.52%
Mar 31, 2024	VIKING GLOBAL INVESTORS LP	1.58%	1.63M	713.27M	-287.53K	-15.02%
Mar 31, 2024	MARSHALL WACE, LLP	0.35%	357.86K	156.9M	-91.63K	-20.39%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.34%	349.25K	151.86M	135.38K	+63.30%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.33%	344.12K	150.88M	155.78K	+82.71%
Mar 31, 2024	FEDERATED HERMES, INC.	0.33%	341.67K	149.8M	36.72K	+12.04%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.31%	315.86K	137.8M	-18.94K	-5.66%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.3%	313.25K	137.34M	40.29K	+14.76%
Mar 31, 2024	HSBC HOLDINGS PLC	0.3%	309.59K	135.73M	40.28K	+14.95%
Mar 31, 2024	SWEDBANK AB	0.24%	248.47K	108.94M	248.47K	+100.00%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.24%	244.56K	107.22M	173.07K	+242.07%
Mar 31, 2024	AXIOM INVESTORS LLC /DE	0.24%	243.53K	106.77M	3.05K	+1.27%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.21%	222.36K	97.49M	-17.93K	-7.46%
Mar 31, 2024	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.35%	360.04K	157.86M	-7.91K	-2.15%
Mar 31, 2024	AGF MANAGEMENT LTD	0.36%	372.81K	163.46M	452	+0.12%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.4%	418.88K	183.65M	-7.71K	-1.81%
Mar 31, 2024	EPOCH INVESTMENT PARTNERS, INC.	0.43%	441.25K	193.46M	59.02K	+15.44%
Mar 31, 2024	AMUNDI	0.46%	473.76K	195.49M	18.27K	+4.01%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0.47%	483.98K	212.19M	-48.49K	-9.11%
Mar 31, 2024	TD ASSET MANAGEMENT INC	0.69%	707.62K	310.25M	111.97K	+18.80%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.78%	806.35K	353.54M	64.31K	+8.67%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.79%	812.19K	356.1M	-12.33K	-1.49%
Mar 31, 2024	ROYAL BANK OF CANADA	0.83%	863.13K	378.43M	-98.98K	-10.29%
Mar 31, 2024	LYRICAL ASSET MANAGEMENT LP	0.86%	887.9K	389.29M	-34.7K	-3.76%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.88%	908.92K	398.51M	-40.01K	-4.22%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.89%	919.07K	402.96M	103.83K	+12.74%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.98%	1.02M	446.91M	4.09K	+0.40%
Dec 31, 2023	BEUTEL, GOODMAN & CO LTD.	0.7%	726.85K	276.08M	-3.59K	-0.49%
Dec 31, 2023	AXIOM INVESTORS LLC /DE	0.23%	240.48K	91.34M	64.26K	+36.46%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	264.55K	100.48M	-3.82K	-1.42%
Dec 31, 2023	HSBC HOLDINGS PLC	0.26%	269.32K	102.35M	22.21K	+8.99%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.26%	272.96K	103.68M	-11.2K	-3.94%
Dec 31, 2023	FEDERATED HERMES, INC.	0.29%	304.95K	115.83M	17.31K	+6.02%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.32%	334.8K	127.78M	-27.66K	-7.63%
Dec 31, 2023	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.36%	367.96K	139.76M	-19.13K	-4.94%
Dec 31, 2023	AGF MANAGEMENT LTD	0.36%	372.36K	141.43M	-4.97K	-1.32%
Dec 31, 2023	EPOCH INVESTMENT PARTNERS, INC.	0.37%	382.23K	145.18M	195.48K	+104.67%
Dec 31, 2023	BARCLAYS PLC	0.39%	407.74K	154.87M	57.35K	+16.37%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.41%	426.59K	162.03M	-5.72K	-1.32%
Dec 31, 2023	MARSHALL WACE, LLP	0.43%	449.49K	170.73M	210.3K	+87.92%
Dec 31, 2023	AMUNDI	0.44%	455.49K	171.22M	58.31K	+14.68%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.51%	528.77K	200.84M	-48.84K	-8.46%
Dec 31, 2023	LORD, ABBETT & CO. LLC	0.51%	532.46K	202.25M	-56.05K	-9.52%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.53%	544.96K	206.99M	-5.73K	-1.04%
Dec 31, 2023	BROWN ADVISORY INC	0.53%	548.67K	208.4M	-85.86K	-13.53%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.55%	564.11K	214.27M	512.88K	+1,001.22%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	584.71K	222.09M	4.81K	+0.83%
Dec 31, 2023	TD ASSET MANAGEMENT INC	0.58%	595.64K	226.24M	358.78K	+151.47%
Dec 31, 2023	DEUTSCHE BANK AG\	0.58%	602.04K	228.67M	18K	+3.08%
Dec 31, 2023	INVESCO LTD.	0.58%	604.48K	229.6M	-68.35K	-10.16%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.63%	652.36K	247.79M	32.31K	+5.21%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.23%	240.29K	91.27M	33.08K	+15.97%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.72%	742.04K	281.85M	-61.69K	-7.68%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.79%	815.23K	309.65M	12.25K	+1.53%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.8%	824.52K	313.18M	135.42K	+19.65%
Dec 31, 2023	LYRICAL ASSET MANAGEMENT LP	0.89%	922.6K	350.43M	-9.91K	-1.06%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.92%	948.93K	360.43M	-48.38K	-4.85%
Dec 31, 2023	ROYAL BANK OF CANADA	0.93%	962.11K	365.44M	67.36K	+7.53%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.98%	1.02M	385.62M	35.93K	+3.67%
Dec 31, 2023	NORTHERN TRUST CORP	1.14%	1.18M	448.56M	-70.51K	-5.63%
Dec 31, 2023	FMR LLC	1.23%	1.28M	484.55M	-19.81K	-1.53%
Dec 31, 2023	NORGES BANK	1.31%	1.35M	514.54M	1.35M	+100.00%
Dec 31, 2023	UBS GROUP AG	1.31%	1.36M	514.98M	133.91K	+10.96%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.32%	1.36M	517.7M	-127.41K	-8.55%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	1.43%	1.48M	562.72M	-26.31K	-1.74%
Dec 31, 2023	BOSTON PARTNERS	1.55%	1.6M	609.65M	-127.09K	-7.34%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	1.68%	1.74M	660.09M	-140.49K	-7.48%
Dec 31, 2023	VIKING GLOBAL INVESTORS LP	1.85%	1.91M	727.14M	180.36K	+10.40%
Dec 31, 2023	MORGAN STANLEY	2.19%	2.26M	859.32M	21.35K	+0.95%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.41%	2.49M	944.68M	8.3K	+0.33%
Dec 31, 2023	JPMORGAN CHASE & CO	3.13%	3.24M	1.23B	122.65K	+3.94%
Dec 31, 2023	ARISTOTLE CAPITAL MANAGEMENT, LLC	3.38%	3.5M	1.33B	-174.07K	-4.74%
Dec 31, 2023	STATE STREET CORP	4.35%	4.5M	1.71B	50.04K	+1.12%
Dec 31, 2023	BLACKROCK INC.	8.06%	8.34M	3.17B	-205.15K	-2.40%
Dec 31, 2023	VANGUARD GROUP INC	12.57%	13.01M	4.94B	-239.46K	-1.81%
Dec 31, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0.22%	230.17K	87.43M	-113.92K	-33.11%
Dec 31, 2023	CREDIT SUISSE AG/	0.23%	234.64K	89.12M	12.87K	+5.80%
Sep 30, 2023	UBS GROUP AG	1.15%	1.22M	-	-32.59K	-2.60%
Sep 30, 2023	NORTHERN TRUST CORP	1.18%	1.25M	-	-20.81K	-1.64%
Sep 30, 2023	FMR LLC	1.22%	1.3M	-	-8.19K	-0.63%
Sep 30, 2023	BANK OF NEW YORK MELLON CORP	1.4%	1.49M	-	-330.07K	-18.13%
Sep 30, 2023	NUVEEN ASSET MANAGEMENT, LLC	1.42%	1.51M	-	-165.95K	-9.91%
Sep 30, 2023	BOSTON PARTNERS	1.63%	1.73M	-	1.41K	+0.08%
Sep 30, 2023	BANK OF MONTREAL /CAN/	0.34%	362.46K	-	54.2K	+17.58%
Sep 30, 2023	VIKING GLOBAL INVESTORS LP	1.63%	1.73M	-	609.92K	+54.26%
Sep 30, 2023	UBS ASSET MANAGEMENT AMERICAS INC	1.77%	1.88M	-	-108.91K	-5.48%
Sep 30, 2023	MORGAN STANLEY	2.11%	2.24M	-	-49.64K	-2.17%
Sep 30, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.34%	2.48M	-	25.72K	+1.05%
Sep 30, 2023	ARISTOTLE CAPITAL MANAGEMENT, LLC	3.45%	3.67M	-	-131.22K	-3.45%
Sep 30, 2023	BLACKROCK INC.	8.03%	8.54M	-	-95.59K	-1.11%
Sep 30, 2023	WESTFIELD CAPITAL MANAGEMENT CO LP	0.21%	219.18K	-	-4.23K	-1.90%
Sep 30, 2023	CREDIT SUISSE AG/	0.21%	221.78K	-	-12.75K	-5.44%
Sep 30, 2023	RHUMBLINE ADVISERS	0.22%	229.95K	-	-2.25K	-0.97%
Sep 30, 2023	AGF MANAGEMENT LTD	0.35%	377.33K	-	-4.47K	-1.17%
Sep 30, 2023	VICTORY CAPITAL MANAGEMENT INC	0.19%	207.21K	-	-914	-0.44%
Sep 30, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.2%	208.57K	-	119.58K	+134.37%
Sep 30, 2023	EPOCH INVESTMENT PARTNERS, INC.	0.18%	186.76K	-	683	+0.37%
Sep 30, 2023	AMERICAN CENTURY COMPANIES INC	0.18%	191.6K	-	-53.62K	-21.86%
Sep 30, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.18%	193.32K	-	-6.36K	-3.19%
Sep 30, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.18%	193.44K	-	-4.47K	-2.26%
Sep 30, 2023	WELCH & FORBES LLC	0.19%	198.58K	-	-2.27K	-1.13%
Sep 30, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.19%	206.16K	-	-3.68K	-1.76%
Sep 30, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.2%	209.82K	-	108.46K	+107.00%
Sep 30, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.2%	210.68K	-	-1.11K	-0.52%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	0.17%	178.96K	-	-5.11K	-2.77%
Sep 30, 2023	TD ASSET MANAGEMENT INC	0.22%	236.86K	-	-2.66K	-1.11%
Sep 30, 2023	HSBC HOLDINGS PLC	0.23%	247.1K	-	2.96K	+1.21%
Sep 30, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	268.36K	-	-30.28K	-10.14%
Sep 30, 2023	PRINCIPAL FINANCIAL GROUP INC	0.27%	284.16K	-	-104	-0.04%
Sep 30, 2023	FEDERATED HERMES, INC.	0.27%	287.65K	-	75.13K	+35.35%
Sep 30, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0.32%	344.09K	-	34.45K	+11.13%
Sep 30, 2023	BARCLAYS PLC	0.33%	350.39K	-	136.62K	+63.91%
Sep 30, 2023	AMUNDI	0.37%	397.17K	-	-17.76K	-4.28%
Sep 30, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.41%	432.31K	-	-2.27K	-0.52%
Sep 30, 2023	TRUIST FINANCIAL CORP	0.54%	577.61K	-	-12.61K	-2.14%
Sep 30, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.55%	579.9K	-	-2K	-0.34%
Sep 30, 2023	DEUTSCHE BANK AG\	0.55%	584.05K	-	-103.45K	-15.05%
Sep 30, 2023	LORD, ABBETT & CO. LLC	0.55%	588.52K	-	-5.53K	-0.93%
Sep 30, 2023	ENVESTNET ASSET MANAGEMENT INC	0.58%	620.05K	-	69.08K	+12.54%
Sep 30, 2023	BROWN ADVISORY INC	0.6%	634.53K	-	-9.38K	-1.46%
Sep 30, 2023	INVESCO LTD.	0.63%	672.82K	-	79.61K	+13.42%
Sep 30, 2023	BEUTEL, GOODMAN & CO LTD.	0.69%	730.44K	-	-45	-0.01%
Sep 30, 2023	GOLDMAN SACHS GROUP INC	0.75%	802.99K	-	50.65K	+6.73%
Sep 30, 2023	ROYAL BANK OF CANADA	0.84%	894.74K	-	20.97K	+2.40%
Sep 30, 2023	LYRICAL ASSET MANAGEMENT LP	0.88%	932.51K	-	-22.41K	-2.35%
Sep 30, 2023	DIMENSIONAL FUND ADVISORS LP	0.92%	979.29K	-	-1.63K	-0.17%
Sep 30, 2023	LSV ASSET MANAGEMENT	0.94%	997.31K	-	-273.89K	-21.55%

Insiders

Among the AMP insiders holding of 0.19% of the stake in company, CRACCHIOLO JAMES M, CHAIRMAN AND CEO, holds the largest shares of 159.01K. MOORE COLIN, EVP & Global CIO, is the second largest AMP insider with ownership of 57.78K shares. WOERNER JOHN ROBERT, Pres Ins & Chief Strat Officer, stands third with possession of 27.32K shares of that stake.

Insiders	Designation	Shares Held
CRACCHIOLO JAMES M	CHAIRMAN AND CEO	159.01K
MOORE COLIN	EVP & Global CIO	57.78K
WOERNER JOHN ROBERT	Pres Ins & Chief Strat Officer	27.32K
KUPPER RANDY	EVP Technology and CIO	19.2K
STEWART DAVID KENT	Sr Vice Pres and Controller	17.85K
DAVIES WILLIAM	EXECUTIVE VP, GLOBAL CIO	13.2K
TRUSCOTT WILLIAM F	CEO, GLOBAL ASSET MANAGEMENT	11.05K
THISSEN KAREN WILSON	Executive VP and GC	10.22K
MCGRAW DEIRDRE DAVEY	EVP Corp Comm/Cmnity Rltns	8.14K
SHARPE ROBERT FRANCIS JR	director	7.5K
SWEENEY JOSEPH EDWARD	PRES-AWM PRODUCTS & SERVICES	7.24K
BERMAN WALTER STANLEY	EXECUTIVE VP AND CFO	6.17K
ALVERO GUMER	PRESIDENT-INSURANCE&ANNUITIES	4.67K
SMYTH GERARD P.	EVP TECHNOLOGY AND CIO	3.79K
HUTT JOHN R.	Sr Vice Pres and Controller	3.09K
MELLOH HEATHER J.	EVP AND GENERAL COUNSEL	2.56K
BROCKMAN DAWN M.	SVP AND CONTROLLER	945

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 21, 2025	SHARPE ROBERT FRANCIS JR	SALE	450.94	1.5K	676.42K	7.5K
Sep 04, 2025	MELLOH HEATHER J.	SALE	512.34	1.5K	768.5K	2.56K
Aug 19, 2025	TRUSCOTT WILLIAM F	SALE	506.89	9.93K	5.03M	11.05K
Feb 19, 2025	SWEENEY JOSEPH EDWARD	SALE	539.07	4.64K	2.5M	7.24K
Feb 18, 2025	SHARPE ROBERT FRANCIS JR	SALE	551.44	1K	551.44K	9K
Feb 18, 2025	BERMAN WALTER STANLEY	SALE	550.71	4K	2.2M	6.17K
Feb 12, 2025	SHARPE ROBERT FRANCIS JR	SALE	523.13	1K	523.13K	10K
Feb 06, 2025	TRUSCOTT WILLIAM F	SALE	540.29	6K	3.24M	14.02K
Nov 11, 2024	BERMAN WALTER STANLEY	SALE	564.78	3.19K	1.8M	6.41K
Nov 11, 2024	CRACCHIOLO JAMES M	SALE	563.44	8.64K	4.87M	159.01K
Nov 08, 2024	SWEENEY JOSEPH EDWARD	SALE	551.41	1.35K	744.4K	5.81K
Nov 06, 2024	BROCKMAN DAWN M.	SALE	560.12	350	196.04K	945
Oct 31, 2024	ALVERO GUMER	SALE	516.05	2.33K	1.2M	4.67K
Aug 30, 2024	DAVIES WILLIAM	SALE	442.07	8.7K	3.85M	13.2K
Aug 28, 2024	TRUSCOTT WILLIAM F	SALE	441.56	15.58K	6.88M	13.4K
May 16, 2024	SHARPE ROBERT FRANCIS JR	SALE	438.07	1.5K	657.1K	11K
Mar 27, 2024	ALVERO GUMER	SALE	437.00	1.65K	721.93K	6.99K
Mar 26, 2024	BROCKMAN DAWN M.	SALE	434.13	224	97.24K	1.29K
Feb 28, 2024	TRUSCOTT WILLIAM F	SALE	412.05	8K	3.3M	13.13K
Feb 26, 2024	CRACCHIOLO JAMES M	SALE	408.63	5K	2.04M	159.01K
Feb 26, 2024	SMYTH GERARD P.	SALE	408.71	2.18K	890.58K	3.79K
Feb 23, 2024	CRACCHIOLO JAMES M	SALE	407.16	5K	2.04M	164.01K
Feb 22, 2024	CRACCHIOLO JAMES M	SALE	402.46	3K	1.21M	169.01K
Feb 22, 2024	ALVERO GUMER	SALE	400.98	385	154.38K	6.99K
Feb 20, 2024	CRACCHIOLO JAMES M	SALE	397.22	4.3K	1.71M	181.01K
Feb 16, 2024	CRACCHIOLO JAMES M	SALE	400.13	1K	400.13K	185.31K
Feb 12, 2024	SWEENEY JOSEPH EDWARD	SALE	401.82	7.2K	2.89M	7K
Feb 12, 2024	CRACCHIOLO JAMES M	SALE	401.58	849	340.94K	196.6K
Feb 07, 2024	BERMAN WALTER STANLEY	SALE	387.91	11.26K	4.37M	6.41K
Feb 06, 2024	SHARPE ROBERT FRANCIS JR	SALE	386.60	4K	1.55M	12.5K
Jan 29, 2024	SWEENEY JOSEPH EDWARD	SALE	389.47	5.15K	2M	9.42K
Jan 26, 2024	TRUSCOTT WILLIAM F	SALE	390.22	9.69K	3.78M	12.13K
Dec 14, 2023	SWEENEY JOSEPH EDWARD	SALE	378.23	3K	1.13M	8.17K
Dec 13, 2023	BERMAN WALTER STANLEY	SALE	370.81	6.41K	2.38M	8.05K
Dec 11, 2023	CRACCHIOLO JAMES M	SALE	365.99	8.44K	3.09M	157.1K
Aug 04, 2023	BERMAN WALTER STANLEY	SALE	352.19	6.31K	2.22M	8.05K
Aug 03, 2023	CRACCHIOLO JAMES M	SALE	354.00	9.62K	3.4M	157.1K
Aug 01, 2023	SMYTH GERARD P.	SALE	348.74	2.42K	843.26K	3.71K
Jun 29, 2023	ALVERO GUMER	SALE	329.94	460	151.77K	7.47K
Feb 15, 2023	BERMAN WALTER STANLEY	SALE	352.07	10K	3.52M	14.36K
Feb 14, 2023	SWEENEY JOSEPH EDWARD	SALE	350.35	6.39K	2.24M	10.96K
Feb 13, 2023	TRUSCOTT WILLIAM F	SALE	355.33	11.48K	4.08M	17.49K
Feb 09, 2023	MELLOH HEATHER J.	SALE	352.87	769	271.36K	3.03K
Feb 07, 2023	CRACCHIOLO JAMES M	SALE	352.80	17K	6M	157.1K
Jan 27, 2023	SWEENEY JOSEPH EDWARD	SALE	348.79	5.86K	2.04M	10.46K
Jan 27, 2023	TRUSCOTT WILLIAM F	SALE	347.69	11.48K	3.99M	16.26K
Dec 27, 2022	BROCKMAN DAWN M.	SALE	310.63	410	127.36K	875
Nov 23, 2022	MELLOH HEATHER J.	SALE	332.63	165	54.88K	3.19K
Nov 23, 2022	CRACCHIOLO JAMES M	SALE	333.02	13.05K	4.35M	160.6K
Nov 15, 2022	SMYTH GERARD P.	SALE	327.01	2.19K	715.82K	5.27K
Nov 15, 2022	BERMAN WALTER STANLEY	SALE	328.29	3.28K	1.08M	10.75K
Aug 26, 2022	SHARPE ROBERT FRANCIS JR	SALE	277.01	1K	277.01K	16.5K
Mar 28, 2022	BERMAN WALTER STANLEY	SALE	312.01	8.71K	2.72M	10.75K
Mar 25, 2022	ALVERO GUMER	SALE	314.30	2.04K	642.42K	7.72K
Mar 25, 2022	CRACCHIOLO JAMES M	SALE	314.60	24.57K	7.73M	160.6K
Feb 14, 2022	TRUSCOTT WILLIAM F	SALE	305.44	10.5K	3.21M	17.86K
Feb 11, 2022	THISSEN KAREN WILSON	SALE	313.88	6.44K	2.02M	10.22K
Feb 11, 2022	SWEENEY JOSEPH EDWARD	SALE	316.15	4.8K	1.52M	10.14K
Feb 10, 2022	HUTT JOHN R.	SALE	323.02	1.29K	415.08K	3.09K
Feb 09, 2022	BERMAN WALTER STANLEY	SALE	319.37	7K	2.24M	19.46K
Feb 07, 2022	BERMAN WALTER STANLEY	SALE	311.00	5K	1.55M	26.46K
Dec 27, 2021	CRACCHIOLO JAMES M	SALE	306.35	23.99K	7.35M	171.88K
Dec 16, 2021	HUTT JOHN R.	SALE	302.61	668	202.15K	2.92K
Nov 08, 2021	THISSEN KAREN WILSON	SALE	308.03	1.5K	462.04K	10.16K
Oct 29, 2021	CRACCHIOLO JAMES M	SALE	302.83	14.53K	4.4M	171.88K
Oct 28, 2021	BERMAN WALTER STANLEY	SALE	302.37	15.99K	4.83M	15.34K
Aug 26, 2021	TRUSCOTT WILLIAM F	SALE	271.39	19.52K	5.3M	30.95K
Aug 09, 2021	SWEENEY JOSEPH EDWARD	SALE	265.52	11.21K	2.98M	14.73K
Apr 29, 2021	WOERNER JOHN ROBERT	SALE	260.00	6.26K	1.63M	27.32K
Apr 29, 2021	SMYTH GERARD P.	SALE	259.53	974	252.78K	9.02K
Apr 29, 2021	THISSEN KAREN WILSON	SALE	259.85	1.56K	405.37K	11.66K
Feb 17, 2021	THISSEN KAREN WILSON	SALE	219.20	2.06K	450.47K	13.22K
Feb 11, 2021	SWEENEY JOSEPH EDWARD	SALE	215.22	9.5K	2.04M	16.73K
Feb 11, 2021	THISSEN KAREN WILSON	SALE	214.08	3.72K	796.38K	13.22K
Feb 10, 2021	CRACCHIOLO JAMES M	SALE	215.66	10.9K	2.35M	171.88K
Feb 10, 2021	HUTT JOHN R.	SALE	216.07	77	16.64K	2.26K
Feb 09, 2021	BERMAN WALTER STANLEY	SALE	212.09	19K	4.03M	15.34K
Feb 03, 2021	MOORE COLIN	SALE	203.79	9.17K	1.87M	57.78K
Feb 03, 2021	THISSEN KAREN WILSON	SALE	204.94	1.31K	267.85K	14.08K
Feb 03, 2021	TRUSCOTT WILLIAM F	SALE	203.61	12K	2.44M	32.45K
Dec 03, 2020	SWEENEY JOSEPH EDWARD	SALE	195.30	6.97K	1.36M	18.01K
Dec 03, 2020	HUTT JOHN R.	SALE	196.12	302	59.23K	1.98K
Nov 30, 2020	TRUSCOTT WILLIAM F	SALE	188.00	21.01K	3.95M	27.65K
Nov 30, 2020	BERMAN WALTER STANLEY	SALE	186.69	6.63K	1.24M	17.76K
Nov 25, 2020	THISSEN KAREN WILSON	SALE	189.66	1.13K	214.69K	13.03K
Nov 11, 2020	MOORE COLIN	SALE	181.86	12.32K	2.24M	55.05K
Nov 09, 2020	BERMAN WALTER STANLEY	SALE	182.95	15.51K	2.84M	17.76K
Nov 09, 2020	CRACCHIOLO JAMES M	SALE	185.44	4.02K	744.75K	179.94K
Nov 05, 2020	CRACCHIOLO JAMES M	SALE	173.59	3.71K	643.14K	205.06K
Nov 04, 2020	CRACCHIOLO JAMES M	SALE	171.79	28.53K	4.9M	251.06K
Nov 03, 2020	SWEENEY JOSEPH EDWARD	SALE	167.73	10.93K	1.83M	20.11K
Nov 02, 2020	SHARPE ROBERT FRANCIS JR	SALE	164.54	1K	164.55K	5.18K
Oct 30, 2020	THISSEN KAREN WILSON	SALE	159.22	620	98.72K	14.16K
Aug 11, 2020	WOERNER JOHN ROBERT	SALE	163.83	9.87K	1.62M	27.4K
May 26, 2020	SHARPE ROBERT FRANCIS JR	SALE	141.03	1K	141.03K	6.18K
Feb 20, 2020	KUPPER RANDY	SALE	179.55	6.86K	1.23M	19.2K
Feb 19, 2020	CRACCHIOLO JAMES M	SALE	178.59	25.43K	4.54M	233.56K
Feb 18, 2020	BERMAN WALTER STANLEY	SALE	176.20	11.16K	1.97M	58.76K
Feb 18, 2020	TRUSCOTT WILLIAM F	SALE	177.88	12K	2.13M	59.4K
Feb 18, 2020	CRACCHIOLO JAMES M	SALE	177.46	70.11K	12.44M	258.99K
Feb 14, 2020	CRACCHIOLO JAMES M	SALE	178.28	46.08K	8.22M	257.24K
Feb 10, 2020	THISSEN KAREN WILSON	SALE	175.72	530	93.13K	14.78K
Feb 07, 2020	KUPPER RANDY	SALE	175.42	7.12K	1.25M	22.89K
Jan 31, 2020	WOERNER JOHN ROBERT	SALE	166.15	7.6K	1.26M	26.82K
Dec 18, 2019	SWEENEY JOSEPH EDWARD	SALE	167.50	8.1K	1.36M	19.67K
Nov 08, 2019	THISSEN KAREN WILSON	SALE	158.67	303	48.08K	11.63K
Oct 29, 2019	WOERNER JOHN ROBERT	SALE	154.13	6.48K	998.33K	27.2K
Jun 07, 2019	KUPPER RANDY	SALE	150.38	5.16K	775.94K	23.66K
Feb 25, 2019	MOORE COLIN	SALE	133.64	24.03K	3.21M	56.45K
May 10, 2018	CRACCHIOLO JAMES M	PURCHASE	136.04	7.4K	1.01M	242.42K
May 02, 2018	BERMAN WALTER STANLEY	PURCHASE	134.12	3.73K	500K	25.08K
Feb 23, 2018	KUPPER RANDY	SALE	159.61	4.38K	699.26K	21.61K
Jan 26, 2018	MCGRAW DEIRDRE DAVEY	SALE	174.04	5.5K	957.22K	8.14K
Jan 26, 2018	TRUSCOTT WILLIAM F	SALE	173.64	31.38K	5.45M	29.86K
Dec 22, 2017	STEWART DAVID KENT	SALE	171.50	4.82K	826.14K	17.85K
Dec 08, 2017	SWEENEY JOSEPH EDWARD	SALE	169.47	7.33K	1.24M	13.83K
Nov 27, 2017	STEWART DAVID KENT	SALE	160.72	603	96.91K	17.85K
Nov 08, 2017	CRACCHIOLO JAMES M	SALE	160.01	4.8K	768.06K	237.21K
Nov 07, 2017	CRACCHIOLO JAMES M	SALE	161.07	2.43K	391.08K	242.01K
Jul 31, 2017	CRACCHIOLO JAMES M	SALE	144.56	33.69K	4.87M	132.75K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES12.93K3

NET SHARES-12.93K3

SHARES HELD21.11K3

% NET SHARES-161.25%0%

Frequently Asked Questions