ADVISOR MANAGED PORTFOLIOS (RCLY)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
3
Reporting holders
$2.7M
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 |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | $2.2M | 21,298 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $340.0K | 3,357 | 0.00% | 2q | -23.1%-$102.2K |
| Arax Advisory Partners | $200.9K | 1,986 | 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 | 3 | $2.7M | 26,641 | 1 | 0 | 1 | 0.0% |
| Q1 2026 | 2 | $2.5M | 25,666 | 2 | 0 | 0 | 0.0% |