ADVISOR MANAGED PORTFOLIOS
CUSIP 00777X603
Advisor Managed Portfolios has 11 institutional holders in Filings Flow’s 13F database, together reporting 5.17M shares worth $159M as of Q1 2026. The largest reported holders are United Capital Financial Advisors, LLC, Apexium Financial, LP, and Soundwatch Capital LLC.
Institutional Holders
11
Q1 2026
Reported Value
$159M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Apexium Financial, LP$2.1B AUM | 6.91% | $142M | 4.49M | Q3 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.94% | $152M | 4.96M | Q1 2026OLDER |
| Soundwatch Capital LLC$793M AUM | 0.51% | $4M | 132.4K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.16% | $315,027 | 10.3K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 0.09% | $200,246 | 6.2K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $579,711 | 17.9K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $339,153 | 11.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $514,277 | 16.7K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $342,074 | 11.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $505,340 | 16.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $92,137 | 3.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $754,345 | 23.4K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $252,056 | 8.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $25,000 | 808 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5,283 | 172 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $32 | 1 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.