Institutional Ownership
Amg
CUSIP 001700137UNIT INVESTMENTQ1 2026
Institutional Holders
2
13F filers
Shares Held
220.7K
Aggregate institutional
Institutional Value
$5.88M
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased2
Decreased0
Sold out1
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Pinnacle Wealth Management Advisory Group, LLC | 192.8K | $5.14M | +18.7K | Added |
| 2 | First American Trust, Fsb | 27.9K | $743.9K | +2.0K | Added |