ADVISOR MANAGED PORTFOLIOS (SHDG)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
9
Reporting holders
$162.7M
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 |
|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $156.4M | 4,789,549 | 0.86% | 3q | -3.4%-$5.5M |
| Soundwatch Capital LLC | $4.3M | 132,428 | 0.48% | 9q | HELD |
| OLD MISSION CAPITAL LLC | $602.4K | 18,430 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $456.0K | 13,951 | 0.00% | new | NEW |
| Crestwood Advisors Group, LLC | $364.0K | 11,138 | 0.01% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $268.2K | 8,207 | 0.00% | 2q | HELD |
| Transcendent Capital Group LLC | $202.6K | 6,200 | 0.08% | new | NEW |
| ROYAL BANK OF CANADA | $26.0K | 808 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $13.0K | 397 | 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 | 9 | $162.7M | 4,981,108 | 4 | 0 | 1 | 0.0% |
| Q1 2026 | 11 | $158.8M | 5,167,664 | 3 | 2 | 2 | 0.0% |
| Q4 2025 | 11 | $166.6M | 5,162,932 | 4 | 1 | 4 | 0.0% |
| Q3 2025 | 9 | $147.0M | 4,639,624 | 2 | 1 | 3 | 0.0% |
| Q2 2025 | 6 | $138.5M | 4,659,488 | 1 | 0 | 4 | 0.0% |
| Q1 2025 | 7 | $132.1M | 4,748,313 | 0 | 2 | 2 | 0.0% |
| Q4 2024 | 11 | $135.8M | 4,664,056 | 2 | 2 | 5 | 0.0% |
| Q3 2024 | 9 | $129.5M | 4,492,886 | 1 | 2 | 2 | 0.0% |
| Q2 2024 | 9 | $135.8M | 4,954,473 | 4 | 1 | 1 | 0.0% |
| Q1 2024 | 7 | $127.1M | 4,821,024 | 3 | 0 | 1 | 0.0% |
| Q4 2023 | 5 | $118.4M | 4,835,042 | 5 | 0 | 0 | 0.0% |
| Q3 2023 | 6 | $22.1M | 957,344 | 2 | 1 | 2 | 0.0% |
| Q2 2023 | 5 | $117.8M | 4,583,705 | 0 | 2 | 2 | 0.0% |
| Q1 2023 | 5 | $102.8M | 4,571,679 | 2 | 0 | 2 | 0.0% |
| Q4 2022 | 5 | $92.2M | 4,377,416 | 5 | 0 | 0 | 0.0% |