ADVISOR MANAGED PORTFOLIOS

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00777X603·US·ETF·Unknown - Unknown

ADVISOR MANAGED PORTFOLIOS (ADVISOR MANAGED PORTFOLIOS) is held by 5 institutional investors as of Q1 2026. Largest holders: UNITED CAPITAL FINANCIAL ADVISORS, LLC ($152.3M), RAYMOND JAMES FINANCIAL INC ($252,056), MAI Capital Management ($92,137). Net institutional sentiment: Mixed.

5

Holders

$152.7M

Total Value

60% (5)

Consensus

3 buying - 2 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Top Holders

Top Holders (5)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	5M(-0.6%)	$152.3M	0.9%	-0.49%	0
RAYMOND JAMES FINANCIAL INC	New	8,207	$252,056	0.0%	+0.31%	32
MAI Capital Management	Unchanged	3,000	$92,137	0.0%	+19.44%	0
ROYAL BANK OF CANADA	New	808	$25,000	0.0%	+0.31%	29
WELLS FARGO & COMPANY/MN	New	172	$5,283	0.0%	+0.31%	23
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$754,345	0.0%	+4.07%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer