HolderBook

ADVISOR MANAGED PORTFOLIOS (TOT)

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

2
Reporting holders
$317.7K
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

FilerValueShares Their book Held Change
JANE STREET GROUP, LLC$317.4K13,4150.00%2q+31.1%+$75.4K
Integrated Wealth Concepts LLC$266110.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20262$317.7K13,4261100.0%
Q1 20261$209.0K10,2291000.0%
Q3 20253$1.2M54,7753000.0%