ADVISOR MANAGED PORTFOLIOS (RCLR)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
8
Reporting holders
$12.5M
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $2.5M | 49,595 | 0.00% | 2q | -0.8%-$20.5K |
| BANK OF NOVA SCOTIA | $2.5M | 49,000 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $2.0M | 38,914 | 0.00% | 2q | -2.5%-$50.9K |
| ROYAL BANK OF CANADA | $1.8M | 35,687 | 0.00% | 2q | +17.8%+$272.9K |
| CITIGROUP INC | $1.8M | 35,000 | 0.00% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $1.4M | 27,200 | 0.00% | 2q | -45.6%-$1.2M |
| JANE STREET GROUP, LLC | $582.8K | 11,528 | 0.00% | 2q | HELD |
| UBS Group AG | $25.3K | 500 | 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 | 8 | $12.5M | 247,424 | 1 | 1 | 3 | 0.0% |
| Q1 2026 | 7 | $13.1M | 265,793 | 7 | 0 | 0 | 0.0% |