DOSSIER · 13F Holders · Q2 2026

ADVISOR MANAGED PORTFOLIOS

5 institutions still hold ADVISOR MANAGED PORTFOLIOS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00777X538·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
5
filers reporting
Concentration
56.37%
SUSQUEHANNA INTERNATIONAL GROUP, LLP #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported ADVISOR MANAGED PORTFOLIOS in Q2 2026. SUSQUEHANNA INTERNATIONAL GROUP, LLP leads at 56.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$817K16K0.00%Q2 2026
02
CITADEL ADVISORS LLC
CIK 0001423053
$585K12K0.00%Q2 2026
03
UBS Group AG
CIK 0001610520
$33K6690.00%Q2 2026
04
Global Retirement Partners, LLC
CIK 0001749744
$14K2850.00%Q2 2026
05
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025