DOSSIER · 13F Holders · Q3 2026
MVPL

ADVISOR MANAGED PORTFOLIOS

2 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 00777X553·2 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$219K
visible holders
Holders
2
filers reporting
Concentration
100.00%
WESPAC Advisors, LLC #1
top holder share
AI Holders Summary · Q3 2026

2 institutions reported MVPL in Q3 2026. WESPAC Advisors, LLC leads at 100.0% 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
$219K5K0.11%Q3 2026
02
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025