ADVISOR MANAGED PORTFOLIOS (MVPA)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
7
Reporting holders
$3.3M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $1.7M | 49,770 | 0.00% | 5q | +9.2%+$140.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $532.8K | 15,932 | 0.00% | 6q | -17.5%-$113.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $519.7K | 15,540 | 0.00% | 10q | HELD |
| JANE STREET GROUP, LLC | $302.1K | 9,033 | 0.00% | 2q | -0.6%-$1.8K |
| &PARTNERS | $271.3K | 8,113 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $13.4K | 400 | 0.00% | 10q | HELD |
| Crewe Advisors LLC | $3.4K | 101 | 0.00% | 9q | -60.2%-$5.1K |
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 | 7 | $3.3M | 98,889 | 1 | 1 | 3 | 0.0% |
| Q1 2026 | 6 | $2.8M | 90,183 | 1 | 1 | 1 | 0.0% |
| Q4 2025 | 7 | $2.5M | 74,093 | 1 | 4 | 1 | 0.0% |
| Q3 2025 | 7 | $2.4M | 68,736 | 0 | 2 | 3 | 0.0% |
| Q2 2025 | 11 | $6.5M | 187,863 | 2 | 2 | 4 | 0.0% |
| Q1 2025 | 10 | $5.4M | 171,764 | 3 | 3 | 1 | 0.0% |
| Q4 2024 | 7 | $3.5M | 102,480 | 3 | 3 | 0 | 0.0% |
| Q3 2024 | 4 | $2.5M | 77,706 | 1 | 1 | 1 | 0.0% |
| Q2 2024 | 6 | $3.2M | 104,287 | 3 | 1 | 1 | 0.0% |
| Q1 2024 | 4 | $2.7M | 95,007 | 4 | 0 | 0 | 0.0% |