| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Laffer Tengler Investments, Inc. | 31 | 31 | 0.32% | 0.57% | 1.21% | Q1 2016 | Q3 2023 | 31 |
| FALCON POINT CAPITAL, LLC | 29 | 29 | 0.12% | 0.48% | 1.74% | Q2 2013 | Q2 2020 | 29 |
| AMERIPRISE FINANCIAL INC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
| VICTORY CAPITAL MANAGEMENT INC | 6 | 1 | 0.01% | 0.05% | 0.09% | Q3 2013 | Q1 2020 | 15 |
| ADVENT CAPITAL MANAGEMENT /DE/ | 14 | 14 | 0.51% | 0.94% | 1.51% | Q2 2013 | Q3 2016 | 14 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 12 | 12 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q4 2016 | 12 |
| Pinnacle Holdings, LLC | 12 | 12 | 0.70% | 0.82% | 0.99% | Q4 2020 | Q3 2023 | 12 |
| Invesco Ltd. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
| PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
| Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
| Clear Perspective Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
| VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
| Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
External links
This page lists all the filers that currently own AMG CAPITAL TRUST II or have owned AMG CAPITAL TRUST II in the past.