ADVISOR MANAGED PORTFOLIOS
CUSIP 00777X561
Advisor Managed Portfolios has 6 institutional holders in Filings Flow’s 13F database, together reporting 90.2K shares worth $3M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Avantax Advisory Services, Inc., and Susquehanna International Group, LLP.
Institutional Holders
6
Q1 2026
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Mills Wealth Advisors LLC$318M AUM | 0.09% | $222,349 | 6.7K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $373,861 | 10.8K | Q3 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $865,639 | 25.1K | Q2 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $245,437 | 7.1K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $486,420 | 15.5K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $7,942 | 254 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 45.6K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $1,380 | 40 | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $604,653 | 19.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $284,392 | 9.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $12,520 | 400 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3,352 | 101 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.