AAME · Company research
Atlantic American Corp (AAME): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9893 | 418573 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Horizon Investments, LLC | 1560717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2812 | 117935 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7977 | 337507 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 295 | 12467 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76107 | 3220087 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1719433 | 72749210 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Inspire Advisors, LLC | 1810558 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78449 | 3337137 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5045 | 213 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 465 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 978512 | 41400842 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6588 | 11002 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35553 | 1504247 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legacy Wealth Asset Management, LLC | 1846151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5129 | 217008 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141084 | 5969264 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8280 | 350327 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 189370 | 8012245 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1265239 | 53532262 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| North Reef Capital Management LP | 1867831 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3565000 | 150835150 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32019 | 1354709 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152 | 6431 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 340 | 14386 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Public Sector Pension Investment Board | 1396318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 491643 | 20801415 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Central Pacific Bank - Trust Division | 2020066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5297 | 224116 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 660044 | 27926462 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Harvest Investment Services, LLC | 1591097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6375 | 269726 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Navigoe, LLC | 2056100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9316 | 394160 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7477 | 316352 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137438 | 5815042 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 104591 | 96224 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7506215 | 317587907 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Lafayette Investments, Inc. | 1308377 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9145 | 386925 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 423 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 434307 | 18375529 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2295 | 97101 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7854 | 332303 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 146046 | 6179206 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 477441 | 20200516 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FOUNDERS FINANCIAL SECURITIES LLC | 1342396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9180 | 388406 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Heritage Wealth Advisors | 1591122 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21268 | 899849 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRINCETON CAPITAL MANAGEMENT LLC | 1167026 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8000 | 338480 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5832 | 246762 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155835 | 6593378 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13369 | 565642 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51293 | 2170207 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 331980 | 14046078 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 123526 | 5226 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ensign Peak Advisors, Inc | 1454984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8731 | 369409 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Associated Banc-Corp | 7789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7146 | 302347 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1772135 | 74979032 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MENDON CAPITAL ADVISORS CORP | 1177043 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100000 | 4231000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Teton Advisors, LLC | 2086025 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19000 | 31730 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 169 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| CENTRAL TRUST Co | 44365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 847 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Phocas Financial Corp. | 1356783 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211179 | 8934983 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139 | 5881 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3939 | 166659 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 711227 | 30092014 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Signature Equity Partners, LLC | 2109813 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54 | 2285 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Ascentis Wealth Management, LLC | 2032602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140012 | 140012 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| ASSETMARK, INC | 1344551 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 482 | 20393 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1085393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 190680 | 8067671 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quadrant Private Wealth Management, LLC | 1727454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7266 | 307424 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Pictet Asset Management Holding SA | 1993888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22264 | 941990 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 1504169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1248 | 52803 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54100 | 2288971 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13124 | 555276 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Maryland State Retirement & Pension System | 1795552 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20815 | 880683 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159321 | 6740884 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47150 | 1994929 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19355 | 818910 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vise Technologies, Inc. | 1812090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11214 | 474464 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 720 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1772135 | 74979032 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aristotle Capital Boston, LLC | 1633911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 454584 | 19233466 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Paragon Capital Management Ltd | 1569765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5410 | 228897 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| COMMONWEALTH EQUITY SERVICES, LLC | 312272 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23863 | 1009644 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Sovran Advisors, LLC | 2051471 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42074 | 1812548 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Vestmark Advisory Solutions, Inc. | 1736982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5137 | 217346 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | 354201 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135 | 5712 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.