ADVISOR MANAGED PORTFOLIOS (RVER)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
2
Reporting holders
$624.0K
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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | $601.5K | 17,200 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $22.5K | 643 | 0.00% | 7q | HELD |
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 | 2 | $624.0K | 17,843 | 0 | 0 | 0 | 0.0% |
| Q1 2026 | 4 | $1.5M | 55,717 | 3 | 1 | 0 | 0.0% |
| Q4 2025 | 2 | $403.7K | 12,908 | 0 | 2 | 0 | 0.0% |
| Q3 2025 | 4 | $787.5K | 23,960 | 2 | 1 | 0 | 0.0% |
| Q2 2025 | 2 | $325.5K | 10,454 | 1 | 0 | 0 | 0.0% |
| Q1 2025 | 1 | $3.8K | 141 | 0 | 1 | 0 | 0.0% |
| Q4 2024 | 1 | $3.7K | 125 | 1 | 0 | 0 | 0.0% |
| Q2 2024 | 1 | $302.9K | 11,853 | 1 | 0 | 0 | 0.0% |