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Institutional Holders of ASG

There is a long list of 68 institutional holders of ASG within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of ASG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-ASG table below, the initial column indicates the name of each top institutional holder of ASG, with a link to that fund's top holdings. The next columns indicate the amount of ASG stock held by each of the institutional holders of ASG, followed by the ASG position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Karpus Management Inc.1,681,642$8,879 12/31/2023
     ASG1,681,642$8,879 12/31/2023
Shaker Financial Services LLC1,011,052$5,422 12/31/2023
     ASG1,011,052$5,422 12/31/2023
Cornerstone Advisors LLC842,508$4,448 12/31/2023
     ASG842,508$4,448 12/31/2023
LPL Financial LLC693,171$3,660 12/31/2023
     ASG693,171$3,660 12/31/2023
Wells Fargo & Company MN467,890$2,470 12/31/2023
     ASG467,890$2,470 12/31/2023
Landscape Capital Management L.L.C.185,836$981 12/31/2023
     ASG185,836$981 12/31/2023
Ameriprise Financial Inc.143,613$758 12/31/2023
     ASG143,613$758 12/31/2023
Flow State Investments L.P.121,308$641 12/31/2023
     ASG121,308$641 12/31/2023
Wealth Enhancement Advisory Services LLC93,052$511 03/31/2024
     ASG93,052$511 03/31/2024
Quantum Private Wealth LLC89,000$470 12/31/2023
     ASG89,000$470 12/31/2023
Wolverine Asset Management LLC86,467$457 12/31/2023
     ASG86,467$457 12/31/2023
UBS Group AG69,712$368 12/31/2023
     ASG69,712$368 12/31/2023
Advisor Group Holdings Inc.67,802$358 12/31/2023
     ASG67,802$358 12/31/2023
National Asset Management Inc.66,174$356 12/31/2023
     ASG66,174$356 12/31/2023
Wedbush Securities Inc.60,755$321 12/31/2023
     ASG60,755$321 12/31/2023
Invesco Ltd.59,678$315 12/31/2023
     ASG59,678$315 12/31/2023
Weiss Asset Management LP59,318$313 12/31/2023
     ASG59,318$313 12/31/2023
Dakota Wealth Management51,420$282 03/31/2024
     ASG51,420$282 03/31/2024
Kestra Private Wealth Services LLC52,456$277 12/31/2023
     ASG52,456$277 12/31/2023
The PNC Financial Services Group Inc.50,845$268 12/31/2023
     ASG50,845$268 12/31/2023
Atria Wealth Solutions Inc.48,033$258 12/31/2023
     ASG48,033$258 12/31/2023
LifePro Asset Management38,999$214 03/31/2024
     ASG38,999$214 03/31/2024
Two Sigma Securities LLC38,372$203 12/31/2023
     ASG38,372$203 12/31/2023
NBC Securities Inc.35,727$196 03/31/2024
     ASG35,727$196 03/31/2024
Raymond James Financial Services Advisors Inc.32,514$179 03/31/2024
     ASG32,514$179 03/31/2024
Edmonds Duncan Registered Investment Advisors LLC30,936$170 03/31/2024
     ASG30,936$170 03/31/2024
GWM Advisors LLC32,098$169 12/31/2023
     ASG32,098$169 12/31/2023
Morgan Stanley31,208$165 12/31/2023
     ASG31,208$165 12/31/2023
LVZ Advisors Inc.29,855$164 03/31/2024
     ASG29,855$164 03/31/2024
1607 Capital Partners LLC30,927$163 12/31/2023
     ASG30,927$163 12/31/2023
Kestra Advisory Services LLC28,104$148 12/31/2023
     ASG28,104$148 12/31/2023
Cambridge Investment Research Advisors Inc.24,788$136 03/31/2024
     ASG24,788$136 03/31/2024
Bank of America Corp DE25,364$134 12/31/2023
     ASG25,364$134 12/31/2023
Qube Research & Technologies Ltd22,671$120 12/31/2023
     ASG22,671$120 12/31/2023
Nomura Holdings Inc.22,600$119 12/31/2023
     ASG22,600$119 12/31/2023
David J Yvars Group21,565$118 03/31/2024
     ASG21,565$118 03/31/2024
Janney Montgomery Scott LLC22,105$117 12/31/2023
     ASG22,105$117 12/31/2023
Sheaff Brock Investment Advisors LLC19,545$103 12/31/2023
     ASG19,545$103 12/31/2023
Raymond James & Associates17,325$95 03/31/2024
     ASG17,325$95 03/31/2024
Advisory Services Network LLC17,192$91 12/31/2023
     ASG17,192$91 12/31/2023
Raymond James Trust N.A.15,781$87 03/31/2024
     ASG15,781$87 03/31/2024
AE Wealth Management LLC16,776$87 12/31/2023
     ASG16,776$87 12/31/2023
Royal Bank of Canada15,889$84 12/31/2023
     ASG15,889$84 12/31/2023
JPMorgan Chase & Co.15,744$83 12/31/2023
     ASG15,744$83 12/31/2023
Owen LaRue LLC15,067$80 12/31/2023
     ASG15,067$80 12/31/2023
Mercer Global Advisors Inc. ADV14,461$76 12/31/2023
     ASG14,461$76 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC12,987$71 03/31/2024
     ASG12,987$71 03/31/2024
Community Trust & Investment Co.13,475$71 12/31/2023
     ASG13,475$71 12/31/2023
Steward Partners Investment Advisory LLC13,272$70 12/31/2023
     ASG13,272$70 12/31/2023
Parallel Advisors LLC12,550$66 12/31/2023
     ASG12,550$66 12/31/2023

See All: Funds Holding ASG
See Details: Top 10 Hedge Funds Holding ASG
Also See: ASG Insider Buying
Also See: ASG Holdings Changes

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