DOSSIER · 13F Holders · Q2 2026
RAAA

ADVISOR MANAGED PORTFOLIOS

9 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 00777X496·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$8M
visible holders
Holders
9
filers reporting
Concentration
49.70%
Arax Advisory Partners #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported RAAA in Q2 2026. Arax Advisory Partners leads at 49.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Arax Advisory Partners
CIK 0001586767
$4M154K0.03%Q2 2026
02
Mirae Asset Global Investments Co., Ltd.
CIK 0001569395
$961K40K0.00%Q2 2026
03
ROYAL BANK OF CANADA
CIK 0001000275
$839K33K0.00%Q2 2026
04
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$534K21K0.00%Q2 2026
05
Jefferies Financial Group Inc.
CIK 0000096223
$457K18K0.00%Q2 2026
06
ASHTON THOMAS SECURITIES, LLC
CIK 0000771572
$411K16K0.06%Q2 2026
07
Magnolia Private Wealth, LLC
CIK 0002055130
$374K15K0.21%Q2 2026
08
CITADEL ADVISORS LLC
CIK 0001423053
$330K13K0.00%Q4 2025
09
UBS Group AG
CIK 0001610520
$15K6160.00%Q2 2026