DOSSIER · 13F Holders · Q3 2026
ADVISOR MANAGED PORTFOLIOS
9 institutions still hold ADVISOR MANAGED PORTFOLIOS as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 00777X520·9 13F holders·last filed Sep 30, 2026
AI Holders Summary · Q3 2026
9 institutions reported ADVISOR MANAGED PORTFOLIOS in Q3 2026. Castleview Partners, LLC leads at 54.3% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.