ADVISOR MANAGED PORTFOLIOS (MBSX)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
6
Reporting holders
$15.6M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Castleview Partners, LLC | $9.0M | 330,184 | 3.96% | 5q | +10.2%+$831.9K |
| Auour Investments LLC | $3.0M | 108,782 | 0.85% | 4q | -10.0%-$330.6K |
| Camarda Financial Advisors, LLC | $1.9M | 69,519 | 0.57% | 5q | +4.0%+$72.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $940.8K | 34,456 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $468.3K | 17,152 | 0.00% | 3q | +11.6%+$48.5K |
| Diesslin Group, Inc. | $298.4K | 10,927 | 0.12% | 2q | +20.4%+$50.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 6 | $15.6M | 571,020 | 1 | 4 | 1 | 0.0% |
| Q1 2026 | 8 | $15.6M | 555,396 | 1 | 4 | 2 | 0.0% |
| Q4 2025 | 9 | $14.4M | 544,628 | 4 | 2 | 3 | 0.0% |
| Q3 2025 | 5 | $13.0M | 471,135 | 1 | 2 | 2 | 0.0% |
| Q2 2025 | 7 | $9.5M | 372,103 | 7 | 0 | 0 | 0.0% |