DOSSIER · 13F Holders · Q2 2026
MVPL

ADVISOR MANAGED PORTFOLIOS

3 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 00777X553·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$232K
visible holders
Holders
3
filers reporting
Concentration
91.59%
WESPAC Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported MVPL in Q2 2026. WESPAC Advisors, LLC leads at 91.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WESPAC Advisors, LLC
CIK 0001484540
$213K5K0.10%Q2 2026
02
UBS Group AG
CIK 0001610520
$20K4590.00%Q2 2026
03
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025