DOSSIER · 13F Holders · Q2 2026
RAAR

ADVISOR MANAGED PORTFOLIOS

8 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 00777X454·8 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$11M
visible holders
Holders
8
filers reporting
Concentration
46.95%
BARCLAYS PLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported RAAR in Q2 2026. BARCLAYS PLC leads at 46.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BARCLAYS PLC
CIK 0000312069
$5M100K0.00%Q2 2026
02
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M50K0.00%Q2 2026
03
MORGAN STANLEY
CIK 0000895421
$2M47K0.00%Q2 2026
04
Magnolia Private Wealth, LLC
CIK 0002055130
$548K11K0.30%Q2 2026
05
RHS Financial, LLC
CIK 0001766514
$203K4K0.07%Q3 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$56K1K0.00%Q2 2026
07
UBS Group AG
CIK 0001610520
$5K980.00%Q2 2026
08
Farther Finance Advisors, LLC
CIK 0001992825
$10320.00%Q3 2026