13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality

ADVISOR MANAGED PORTFOLIOS

9 institutions still hold ADVISOR MANAGED PORTFOLIOS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00777X520·9 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.5%
vs prior quarter
13F value held
$16M
62.0% inst. owned
of float
Holders
9
+103 QoQ
filers reporting
Activity
+24 / −42
+950 added · −781 reduced
this quarter
Concentration
53.76%
Castleview Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported ADVISOR MANAGED PORTFOLIOS in Q1 2026. Castleview Partners, LLC leads at 53.8% of the visible book. +103 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Castleview Partners, LLC
CIK 0001737088
$8M300K4.33%Q1 202602
Auour Investments LLC
CIK 0001789310
$3M121K1.07%Q1 202603
Camarda Financial Advisors, LLC
CIK 0001536444
$2M67K0.99%Q1 202604
BlackDiamond Wealth Management, LLC
CIK 0001903059
$891,82132K0.43%Q1 202605
CITADEL ADVISORS LLC
CIK 0001423053
$492,04319K0.00%Q4 202506
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$326,74412K0.00%Q1 202607
Diesslin Group, Inc.
CIK 0002108559
$255,7279K0.12%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$5,3222000.00%Q1 202609
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025