← All institutions

Institutional Holdings

AMAL

Ownership Summary

Institutions Holding
197
Total Shares Held
17,430,986
Total Value Held
$751,645,631
Quarter
2026-06-30

Active Positions

Increased Positions
57
6,066,578 shares
Decreased Positions
62
9,129,663 shares
Held Positions
27
492,353 shares
New Positions
40
1,742,392 shares
Sold Out Positions
11
173,810 shares
Institution Shares Value Change % of Portfolio Reported
BlackRock, Inc. 3,405,902 $156,330,913 ▼ -60,966 0.00% 2026-06-30
DIMENSIONAL FUND ADVISORS LP 1,407,794 $64,619,595 ▲ +3,064 0.01% 2026-06-30
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 1,131,014 $51,914,000 ▼ -51,649 0.08% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 830,199 $38,106,134 New position 0.00% 2026-06-30
AMERICAN CENTURY COMPANIES INC 747,707 $34,319,751 ▲ +80,703 0.02% 2026-06-30
STATE STREET CORP 700,195 $32,138,951 ▼ -48,739 0.00% 2026-06-30
ALLIANCEBERNSTEIN L.P. 793,232 $30,832,928 ▲ +41,808 0.01% 2026-06-30
ADAGE CAPITAL PARTNERS GP, L.L.C. 575,016 $26,393,234 ▼ -265,092 0.04% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 536,595 $24,636,067 ▼ -34,495 0.00% 2026-06-30
FIRST MANHATTAN CO. LLC. 396,495 $18,199,121 ▼ -6,280 0.05% 2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC 396,083 $18,180,210 New position 0.00% 2026-06-30
FEDERATED HERMES, INC. 330,795 $15,183,502 ▲ +6,256 0.02% 2026-06-30
BRIDGEWAY CAPITAL MANAGEMENT, LLC 296,484 $13,608,616 ▲ +6,382 0.24% 2026-06-30
Nuveen, LLC 220,308 $10,112,138 ▲ +7,483 0.00% 2026-06-30
NORTHERN TRUST CORP 205,398 $9,427,768 ▼ -16,137 0.00% 2026-06-30
CONGRESS ASSET MANAGEMENT CO 204,238 $9,374,505 ▲ +30,653 0.06% 2026-06-30
GOLDMAN SACHS GROUP INC 179,372 $8,233,175 ▼ -5,957 0.00% 2026-06-30
BANK OF AMERICA CORP /DE/ 169,300 $7,770,871 ▲ +4,620 0.00% 2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 168,284 $7,724,236 ▼ -8,467 0.00% 2026-06-30
MILLENNIUM MANAGEMENT LLC 154,367 $7,085,445 ▲ +63,518 0.00% 2026-06-30
Bank of New York Mellon Corp 151,010 $6,931,337 ▼ -5,233 0.00% 2026-06-30
Empowered Funds, LLC 140,724 $6,459,232 ▲ +6,382 0.03% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 138,448 $6,354,763 New position 0.00% 2026-06-30
MORGAN STANLEY 119,001 $5,462,192 ▼ -16,134 0.00% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 117,610 $5,398,289 ▲ +1,248 0.00% 2026-06-30
Trexquant Investment LP 113,073 $5,190,051 ▼ -27,195 0.03% 2026-06-30
ISTHMUS PARTNERS, LLC 111,678 $5,126,020 ▼ -892 0.50% 2026-06-30
NIA IMPACT ADVISORS, LLC 109,133 $5,009,185 ▲ +12,740 2.08% 2026-06-30
Arjuna Capital 106,296 $4,878,987 ▲ +5,825 1.10% 2026-06-30
CREDIT AGRICOLE S A 92,280 $4,235,652 ▼ -1,193 0.01% 2026-06-30
FIRST TRUST ADVISORS LP 91,211 $4,186,584 ▲ +68,918 0.00% 2026-06-30
VICTORY CAPITAL MANAGEMENT INC 90,374 $4,148,167 ▲ +150 0.00% 2026-06-30
TWO SIGMA INVESTMENTS, LP 86,222 $3,957,590 ▼ -24,406 0.00% 2026-06-30
Harrington Investments, INC 79,310 $3,640,329 ▼ -1,550 1.76% 2026-06-30
Brevan Howard Capital Management LP 77,968 $3,578,731 ▲ +68,829 0.03% 2026-06-30
FRANKLIN RESOURCES INC 75,098 $3,446,999 ▼ -4,953 0.00% 2026-06-30
Creative Planning 73,542 $3,375,578 ▲ +6,814 0.00% 2026-06-30
Universal- Beteiligungs- und Servicegesellschaft mbH 69,030 $3,168,478 ▼ -7,903 0.00% 2026-06-30
Clean Yield Group 68,140 $3,127,626 ▼ -5,408 0.78% 2026-06-30
FIGURE 8 INVESTMENT STRATEGIES LLC 67,308 $3,089,437 ▲ +1,209 2.61% 2026-06-30
Allianz Asset Management GmbH 79,434 $3,087,600 Unchanged 0.00% 2026-06-30
FMR LLC 64,246 $2,948,912 ▼ -36,178 0.00% 2026-06-30
UBS Group AG 56,077 $2,573,935 ▲ +18,066 0.00% 2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 55,206 $2,533,955 ▼ -922 0.00% 2026-06-30
HSBC HOLDINGS PLC 48,870 $2,258,771 ▲ +10,477 0.00% 2026-06-30
BARCLAYS PLC 48,171 $2,211,049 ▼ -2,785 0.00% 2026-06-30
D. E. Shaw & Co., Inc. 48,148 $2,209,993 ▲ +11,377 0.00% 2026-06-30
Avalon Trust Co 47,995 $2,202,971 ▼ -690 0.14% 2026-06-30
CITADEL ADVISORS LLC 40,789 $1,872,215 New position 0.00% 2026-06-30
JANE STREET GROUP, LLC 40,730 $1,869,508 ▼ -8,043 0.00% 2026-06-30
AMERIPRISE FINANCIAL INC 38,797 $1,780,782 New position 0.00% 2026-06-30
Point72 Asset Management, L.P. 37,982 $1,743,374 ▼ -25,188 0.00% 2026-06-30
PRINCIPAL FINANCIAL GROUP INC 37,042 $1,700,228 ▲ +2,490 0.00% 2026-06-30
PRUDENTIAL FINANCIAL INC 36,300 $1,666,170 ▼ -125 0.00% 2026-06-30
Swiss National Bank 36,000 $1,652,400 ▲ +400 0.00% 2026-06-30
Invesco Ltd. 34,230 $1,571,157 New position 0.00% 2026-06-30
CITIGROUP INC 32,110 $1,473,849 ▲ +6,092 0.00% 2026-06-30
BOOTHBAY FUND MANAGEMENT, LLC 29,684 $1,362,496 New position 0.02% 2026-06-30
Connor, Clark & Lunn Investment Management Ltd. 28,271 $1,297,639 ▼ -39,400 0.00% 2026-06-30
NWAM LLC 27,204 $1,248,664 ▲ +9,875 0.06% 2026-06-30
RHUMBLINE ADVISERS 26,506 $1,216,618 ▼ -1,854 0.00% 2026-06-30
Ballentine Partners, LLC 25,830 $1,185,597 ▲ +449 0.01% 2026-06-30
WELLS FARGO & COMPANY/MN 24,727 $1,134,970 ▲ +6,856 0.00% 2026-06-30
BANK OF MONTREAL /CAN/ 23,237 $1,066,578 ▲ +159 0.00% 2026-06-30
SummerHaven Investment Management, LLC 22,799 $1,046,474 Unchanged 0.56% 2026-06-30
ALGERT GLOBAL LLC 21,947 $1,007,367 Unchanged 0.01% 2026-06-30
EntryPoint Capital, LLC 21,394 $981,985 Unchanged 0.24% 2026-06-30
Quent Capital, LLC 20,580 $944,622 Unchanged 0.06% 2026-06-30
Legal & General Group Plc 20,562 $943,796 ▲ +4,421 0.00% 2026-06-30
Quantinno Capital Management LP 18,424 $845,662 ▲ +8,644 0.00% 2026-06-30
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 18,259 $838,088 ▲ +332 0.00% 2026-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 18,238 $837,124 ▲ +1,822 0.00% 2026-06-30
LAZARD ASSET MANAGEMENT LLC 17,445 $800,726 ▼ -30,028 0.00% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 17,224 $790,582 ▲ +9,700 0.00% 2026-06-30
Allspring Global Investments Holdings, LLC 17,084 $784,156 ▲ +537 0.00% 2026-06-30
JPMORGAN CHASE & CO 16,002 $746,493 ▲ +235 0.00% 2026-06-30
Jain Global LLC 15,995 $734,171 New position 0.00% 2026-06-30
PMC FIG Opportunities LLC 15,359 $704,978 New position 1.12% 2026-06-30
Zurcher Kantonalbank (Zurich Cantonalbank) 15,259 $700,388 Unchanged 0.00% 2026-06-30
McMillan Office, Inc. 15,000 $688,500 Unchanged 0.08% 2026-06-30
Weiss Asset Management LP 14,967 $686,985 New position 0.01% 2026-06-30
R Squared Ltd 14,334 $657,931 ▲ +1,041 0.35% 2026-06-30
Polymer Capital Management (US) LLC 13,835 $635,027 New position 0.08% 2026-06-30
Y-Intercept (Hong Kong) Ltd 13,526 $620,843 New position 0.01% 2026-06-30
MIRABELLA FINANCIAL SERVICES LLP 13,327 $611,709 New position 0.06% 2026-06-30
ALPS ADVISORS INC 13,171 $604,549 ▲ +171 0.00% 2026-06-30
VANGUARD ASSET MANAGEMENT, Ltd 13,054 $599,179 New position 0.00% 2026-06-30
Russell Investments Group, Ltd. 12,042 $552,730 ▲ +10,242 0.00% 2026-06-30
PDT Partners, LLC 11,777 $540,564 Unchanged 0.03% 2026-06-30
MetLife Investment Management, LLC 11,493 $527,529 ▼ -1,171 0.00% 2026-06-30
Rafferty Asset Management, LLC 11,185 $513,392 ▼ -6,363 0.00% 2026-06-30
Vanguard Global Advisers, LLC 10,979 $503,936 New position 0.00% 2026-06-30
STIFEL FINANCIAL CORP 9,800 $449,820 ▼ -4,500 0.00% 2026-06-30
Ethic Inc. 9,705 $445,459 ▲ +2,149 0.01% 2026-06-30
Aquatic Capital Management LLC 9,281 $425,998 New position 0.01% 2026-06-30
VIRGINIA RETIREMENT SYSTEMS ET Al 9,166 $420,719 ▲ +1,200 0.00% 2026-06-30
XPONANCE LLC 8,691 $398,917 ▼ -817 0.00% 2026-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 8,460 $388,314 ▼ -2,323 0.00% 2026-06-30
Mariner, LLC 7,870 $361,259 ▼ -232 0.00% 2026-06-30
Horizon Investment Services, LLC 7,780 $357,102 New position 0.10% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 7,585 $348,152 ▲ +1,496 0.00% 2026-06-30
MANUFACTURERS LIFE INSURANCE COMPANY, THE 7,445 $341,726 ▼ -3,104 0.00% 2026-06-30
TEACHER RETIREMENT SYSTEM OF TEXAS 7,349 $337,319 ▼ -2,751 0.00% 2026-06-30
CALDWELL SUTTER CAPITAL, INC. 7,345 $337,136 Unchanged 0.13% 2026-06-30
Qube Research & Technologies Ltd 7,261 $333,280 ▼ -94,814 0.00% 2026-06-30
CAPTRUST FINANCIAL ADVISORS 7,137 $327,610 ▲ +339 0.00% 2026-06-30
Hillsdale Investment Management Inc. 6,790 $311,661 ▼ -1,220 0.01% 2026-06-30
SEI INVESTMENTS CO 6,751 $309,884 ▼ -134 0.00% 2026-06-30
Police & Firemen's Retirement System of New Jersey 6,543 $300,324 Unchanged 0.00% 2026-06-30
Jupiter Topco LLC 6,527 $299,720 New position 0.00% 2026-06-30
PFG Investments, LLC 6,453 $296,215 ▲ +28 0.01% 2026-06-30
LPL Financial LLC 6,411 $294,250 ▼ -704 0.00% 2026-06-30
CANADA PENSION PLAN INVESTMENT BOARD 6,200 $284,580 Unchanged 0.00% 2026-06-30
Catalyst Funds Management Pty Ltd 6,200 $284,580 New position 0.02% 2026-06-30
INTECH INVESTMENT MANAGEMENT LLC 6,190 $284,121 ▼ -644 0.00% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,055 $277,925 ▼ -15,836 0.00% 2026-06-30
Cambria Investment Management, L.P. 5,873 $269,571 New position 0.01% 2026-06-30
Swiss Life Asset Management Ltd 5,417 $248,640 ▼ -139 0.00% 2026-06-30
VOYA INVESTMENT MANAGEMENT LLC 5,161 $236,890 New position 0.00% 2026-06-30
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 5,050 $231,795 New position 0.00% 2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,924 $229,754 New position 0.00% 2026-06-30
ARIZONA STATE RETIREMENT SYSTEM 4,942 $226,838 New position 0.00% 2026-06-30
Focus Partners Wealth 4,701 $215,777 New position 0.00% 2026-06-30
Centiva Capital, LP 4,644 $213,160 New position 0.00% 2026-06-30
Abundance Wealth Counselors 4,532 $208,019 New position 0.01% 2026-06-30
Grantham, Mayo, Van Otterloo & Co. LLC 4,458 $204,622 New position 0.00% 2026-06-30
XTX Topco Ltd 4,425 $203,108 ▼ -7,956 0.00% 2026-06-30
Vanguard Investments Australia, Ltd. 4,326 $198,563 New position 0.00% 2026-06-30
KLP KAPITALFORVALTNING AS 4,100 $188,190 Unchanged 0.00% 2026-06-30
Parallel Advisors, LLC 3,471 $159,319 ▲ +255 0.00% 2026-06-30
US BANCORP DE U.S. BANCORP 3,456 $158,630 ▼ -228 0.00% 2026-06-30
ROYAL BANK OF CANADA 2,741 $126,000 ▲ +1,256 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 2,360 $108,324 ▲ +253 0.00% 2026-06-30
SIGNATUREFD, LLC 1,959 $89,918 ▲ +314 0.00% 2026-06-30
Ameritas Investment Partners, Inc. 1,667 $76,515 ▼ -290 0.00% 2026-06-30
Arax Advisory Partners 1,578 $72,430 ▲ +306 0.00% 2026-06-30
COMPASS FINANCIAL MANAGEMENT LLC 1,190 $59,274 New position 0.01% 2026-06-30
Kemnay Advisory Services Inc. 1,154 $52,969 ▼ -1,118 0.01% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 786 $36,077 ▲ +523 0.00% 2026-06-30
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 727 $33,369 ▼ -172 0.00% 2026-06-30
Integrated Wealth Concepts LLC 652 $29,909 New position 0.00% 2026-06-30
Rockefeller Capital Management L.P. 579 $26,611 ▼ -35 0.00% 2026-06-30
Gould Capital, LLC 500 $22,950 New position 0.01% 2026-06-30
SIMPLEX TRADING, LLC 439 $20,150 New position 0.00% 2026-06-30
FIFTH THIRD BANCORP 426 $19,539 Unchanged 0.00% 2026-06-30
Sterling Capital Management LLC 335 $15,377 ▼ -426 0.00% 2026-06-30
GAMMA Investing LLC 327 $15,009 Unchanged 0.00% 2026-06-30
LSV ASSET MANAGEMENT 305,658 $14,030 ▼ -7,700 0.03% 2026-06-30
OSAIC HOLDINGS, INC. 301 $13,816 ▲ +55 0.00% 2026-06-30
New England Capital Financial Advisors LLC 300 $13,770 Unchanged 0.00% 2026-06-30
Farther Finance Advisors, LLC 268 $12,304 ▲ +22 0.00% 2026-06-30
PRICE T ROWE ASSOCIATES INC /MD/ 222,635 $10,220 ▲ +42,233 0.00% 2026-06-30
Allworth Financial LP 207 $9,507 ▲ +104 0.00% 2026-06-30
SJS Investment Consulting Inc. 184 $8,446 New position 0.00% 2026-06-30
HARBOUR INVESTMENTS, INC. 157 $7,206 ▼ -69 0.00% 2026-06-30
Larson Financial Group LLC 152 $6,977 Unchanged 0.00% 2026-06-30
BESSEMER GROUP INC 150,263 $6,897 Unchanged 0.01% 2026-06-30
Smartleaf Asset Management LLC 139 $6,489 Unchanged 0.00% 2026-06-30
Essential Partners LLC 104 $4,774 ▲ +27 0.00% 2026-06-30
KBC Group NV 102,431 $4,702 Unchanged 0.01% 2026-06-30
ROTHSCHILD INVESTMENT LLC 89 $4,085 ▲ +8 0.00% 2026-06-30
TRUST CO OF VERMONT 80 $3,672 ▼ -14 0.00% 2026-06-30
Quarry LP 79 $3,626 New position 0.00% 2026-06-30
PICTON MAHONEY ASSET MANAGEMENT 67 $3,075 New position 0.00% 2026-06-30
ACADIAN ASSET MANAGEMENT LLC 67,041 $3,068 ▲ +13,449 0.00% 2026-06-30
UMB Bank, n.a. 60 $2,754 Unchanged 0.00% 2026-06-30
Optiver Holding B.V. 60 $2,754 New position 0.00% 2026-06-30
EverSource Wealth Advisors, LLC 57 $2,616 ▼ -23 0.00% 2026-06-30
True Wealth Design, LLC 44 $2,020 ▼ -21 0.00% 2026-06-30
Silver Grove Financial Group, Inc. 43 $1,990 New position 0.00% 2026-06-30
GSA CAPITAL PARTNERS LLP 41,494 $1,905 New position 0.12% 2026-06-30
Physician Wealth Advisors, Inc. 27 $1,240 ▼ -8 0.00% 2026-06-30
NATURAL INVESTMENTS, LLC 22,061 $1,012 ▼ -178 0.22% 2026-06-30
ASSETMARK, INC 18 $826 Unchanged 0.00% 2026-06-30
IFP Advisors, Inc 16 $734 ▲ +10 0.00% 2026-06-30
Clearstead Advisors, LLC 13 $597 New position 0.00% 2026-06-30
Global Retirement Partners, LLC 10 $459 Unchanged 0.00% 2026-06-30
LOS ANGELES CAPITAL MANAGEMENT LLC 8 $367 ▼ -4,150 0.00% 2026-06-30
SG Americas Securities, LLC 6,076 $279 ▼ -777 0.00% 2026-06-30
PNC Financial Services Group, Inc. 5 $230 Unchanged 0.00% 2026-06-30
Caitong International Asset Management Co., Ltd 5 $230 ▼ -3 0.00% 2026-06-30
DekaBank Deutsche Girozentrale 4,288 $164 Unchanged 0.00% 2026-06-30
State of Alaska, Department of Revenue 1,216 $55 Unchanged 0.00% 2026-06-30
GHP Investment Advisors, Inc. 1 $46 Unchanged 0.00% 2026-06-30
HARBOR CAPITAL ADVISORS, INC. 339 $16 Unchanged 0.00% 2026-06-30
Covestor Ltd 14 $1 ▼ -264 0.00% 2026-06-30
Thrivent Financial for Lutherans 0 $0 Sold out 2026-06-30
EDMOND DE ROTHSCHILD HOLDING S.A. 0 $0 Sold out 2026-06-30
HRT FINANCIAL LP 0 $0 Sold out 2026-06-30
Engineers Gate Manager LP 0 $0 Sold out 2026-06-30
Integrated Quantitative Investments LLC 0 $0 Sold out 2026-06-30
GeoWealth Management, LLC 0 $0 Sold out 2026-06-30
QUADRANT CAPITAL GROUP LLC 0 $0 Sold out 2026-06-30
Blue Trust, Inc. 0 $0 Sold out 2026-06-30
MAI Capital Management 0 $0 Sold out 2026-06-30
Quantbot Technologies LP 0 $0 Sold out 2026-06-30
Root Financial Partners, LLC 0 $0 Sold out 2026-06-30