ADVISOR MANAGED PORTFOLIOS (RAAR)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
6
Reporting holders
$10.6M
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 |
|---|---|---|---|---|---|
| BARCLAYS PLC | $5.1M | 100,000 | 0.00% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $2.5M | 50,000 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $2.4M | 46,957 | 0.00% | 2q | -3.8%-$93.0K |
| Magnolia Private Wealth, LLC | $548.2K | 10,838 | 0.30% | new | NEW |
| ROYAL BANK OF CANADA | $56.0K | 1,103 | 0.00% | 2q | -96.9%-$1.8M |
| UBS Group AG | $5.0K | 98 | 0.00% | new | NEW |
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 | $10.6M | 208,996 | 2 | 0 | 2 | 0.0% |
| Q1 2026 | 4 | $11.7M | 234,554 | 4 | 0 | 0 | 0.0% |