# ADVISOR MANAGED PORTFOLIOS (FUNL)

> Institutional ownership reported to the SEC as of Q4 2025, from Form 13F filings. Source: https://holderbook.com/stocks/FUNL/

- Reporting holders: 11
- Reported value: $195.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [EP Wealth Advisors, LLC](https://holderbook.com/funds/1540569-ep-wealth-advisors-llc/) | $191.3M | 4,090,871 | 1.0% | 5 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $1.5M | 31,361 | 0.0% | 6 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $1.4M | 29,802 | 0.0% | 8 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $346.4K | 7,409 | 0.0% | 1 |
| [Arkadios Wealth Advisors](https://holderbook.com/funds/1800798-arkadios-wealth-advisors/) | $280.2K | 5,993 | 0.0% | 4 |
| [ATTICUS WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1800234-atticus-wealth-management-llc/) | $264.3K | 5,653 | 0.1% | 2 |
| [Sage Mountain Advisors LLC](https://holderbook.com/funds/1832274-sage-mountain-advisors-llc/) | $251.1K | 5,371 | 0.0% | 8 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $204.8K | 4,381 | 0.0% | 1 |
| [BUCKHEAD CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1133999-buckhead-capital-management-llc/) | $203.7K | 4,357 | 0.1% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $56.8K | 1,214 | 0.0% | 6 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $1.4K | 30 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2025 | 11 | $195.7M |
| Q3 2025 | 7 | $3.4M |
| Q2 2025 | 8 | $186.7M |
| Q1 2025 | 7 | $178.8M |
| Q4 2024 | 10 | $181.1M |
| Q3 2024 | 11 | $184.7M |
| Q2 2024 | 4 | $698.6K |
| Q1 2024 | 4 | $1.5M |
| Q4 2023 | 4 | $499.3K |
| Q3 2023 | 1 | $588.0K |
| Q2 2023 | 6 | $1.4M |
| Q1 2023 | 4 | $891.8K |