13F Insight
DOSSIER · 13F Holders · Q3 2026
RAAA

ADVISOR MANAGED PORTFOLIOS

10 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 00777X496·10 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$8M
visible holders
Holders
10
filers reporting
Concentration
58.91%
Arax Advisory Partners #1
top holder share
AI Holders Summary · Q3 2026

10 institutions reported RAAA in Q3 2026. Arax Advisory Partners leads at 58.9% 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
$5M186K0.03%Q3 202602
ROYAL BANK OF CANADA
CIK 0001000275
$839K33K0.00%Q2 202603
ASHTON THOMAS SECURITIES, LLC
CIK 0000771572
$559K22K0.06%Q3 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$534K21K0.00%Q2 202605
Mainstream Capital Management LLC
CIK 0002043084
$461K18K0.27%Q3 202606
Magnolia Private Wealth, LLC
CIK 0002055130
$374K15K0.21%Q2 202607
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
CIK 0001748861
$266K11K0.03%Q3 202608
Cerity Partners LLC
CIK 0001566475
$200K8K0.00%Q3 202609
EverSource Wealth Advisors, LLC
CIK 0001710537
$25K1K0.00%Q3 202610
UBS Group AG
CIK 0001610520
$5K1890.00%Q3 2026