ADVISOR MANAGED PORTFOLIOS (MVPL)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
2
Reporting holders
$232.1K
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 |
|---|---|---|---|---|---|
| WESPAC Advisors, LLC | $212.6K | 5,000 | 0.10% | new | NEW |
| UBS Group AG | $19.5K | 459 | 0.00% | 3q | -52.5%-$21.6K |
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 | 2 | $232.1K | 5,459 | 1 | 0 | 1 | 0.0% |
| Q1 2026 | 1 | $32.7K | 966 | 0 | 0 | 1 | 0.0% |
| Q4 2025 | 1 | $36.3K | 1,000 | 1 | 0 | 0 | 0.0% |
| Q3 2025 | 1 | $309.0K | 8,452 | 1 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $3.5K | 110 | 1 | 0 | 0 | 0.0% |
| Q4 2024 | 2 | $205.4K | 6,828 | 1 | 0 | 1 | 0.0% |
| Q3 2024 | 1 | $685 | 22 | 0 | 0 | 1 | 0.0% |
| Q2 2024 | 1 | $2.5K | 88 | 1 | 0 | 0 | 0.0% |
| Q1 2024 | 1 | $263.7K | 9,842 | 1 | 0 | 0 | 0.0% |