ADVISOR MANAGED PORTFOLIOS institutional ownership changes in Q2 2026: 1 institution opened or added positions, 3 trimmed or exited. 00777X603 (ADVISOR MANAGED PORTFOLIOS) is held by 4 institutional investors as of Q2 2026. Top institutional shareholders: UNITED CAPITAL FINANCIAL ADVISORS, LLC ($156.4M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($455,963), RAYMOND JAMES FINANCIAL INC ($268,231). Net institutional sentiment: Bearish.
4
Holders
$157.2M
Total Value
25% (4)
Consensus
1 buying - 3 selling
13F: Insider & Congress: Updated regularly
Top Holders
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| Action | ||||||
|---|---|---|---|---|---|---|
Decreased | 4.8M(-3.4%) | $156.4M | 0.9% | — | 0 | |
New | 13,951 | $455,963 | 0.0% | — | 37 | |
Unchanged | 8,207 | $268,231 | 0.0% | — | 0 | |
Unchanged | 808 | $26,000 | 0.0% | — | 0 | |
Exited | 0(-100.0%) | $5,283 | 0.0% | — | 0 | |
Exited | 0(-100.0%) | $92,137 | 0.0% | — | 0 |
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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer