ADVISOR MANAGED PORTFOLIOS (RAAA)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
8
Reporting holders
$7.5M
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 |
|---|---|---|---|---|---|
| Arax Advisory Partners | $3.9M | 154,133 | 0.03% | 4q | +261.5%+$2.8M |
| Mirae Asset Global Investments Co., Ltd. | $961.0K | 39,793 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $839.0K | 33,358 | 0.00% | 4q | -32.0%-$394.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $534.4K | 21,257 | 0.00% | 2q | -15.4%-$97.1K |
| Jefferies Financial Group Inc. | $457.3K | 18,192 | 0.00% | 4q | -54.2%-$540.5K |
| ASHTON THOMAS SECURITIES, LLC | $411.0K | 16,350 | 0.06% | 3q | +7.3%+$28.1K |
| Magnolia Private Wealth, LLC | $373.7K | 14,863 | 0.21% | new | NEW |
| UBS Group AG | $15.5K | 616 | 0.00% | 4q | -2.5% |
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 | 8 | $7.5M | 298,562 | 2 | 2 | 4 | 0.0% |
| Q1 2026 | 6 | $4.3M | 172,365 | 1 | 2 | 1 | 0.0% |
| Q4 2025 | 10 | $13.5M | 538,447 | 2 | 3 | 3 | 0.0% |
| Q3 2025 | 9 | $13.1M | 519,998 | 9 | 0 | 0 | 0.0% |