ADVISOR MANAGED PORTFOLIOS (RCLO)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
6
Reporting holders
$7.5M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | $1.8M | 72,836 | 0.00% | 3q | +108.2%+$944.8K |
| JANE STREET GROUP, LLC | $1.8M | 72,735 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $1.6M | 65,846 | 0.00% | 3q | -13.8%-$263.3K |
| BANK OF NOVA SCOTIA | $1.6M | 62,540 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $655.7K | 26,277 | 0.00% | 3q | -47.8%-$600.9K |
| UBS Group AG | $3.0K | 120 | 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 | $7.5M | 300,354 | 2 | 1 | 2 | 0.0% |
| Q1 2026 | 6 | $8.2M | 333,589 | 1 | 0 | 5 | 0.0% |
| Q4 2025 | 8 | $24.7M | 981,969 | 8 | 0 | 0 | 0.0% |