DOSSIER · 13F Holders · Q2 2026
RCLR

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 00777X439·9 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$12M
visible holders
Holders
9
filers reporting
Concentration
20.07%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported RCLR in Q2 2026. MORGAN STANLEY leads at 20.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$3M50K0.00%Q2 2026
02
BANK OF NOVA SCOTIA
CIK 0000009631
$2M49K0.00%Q2 2026
03
JPMORGAN CHASE & CO
CIK 0000019617
$2M39K0.00%Q2 2026
04
ROYAL BANK OF CANADA
CIK 0001000275
$2M36K0.00%Q2 2026
05
CITIGROUP INC
CIK 0000831001
$2M35K0.00%Q2 2026
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M27K0.00%Q2 2026
07
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$569K12K0.00%Q1 2026
08
UBS Group AG
CIK 0001610520
$25K5000.00%Q2 2026
09
Farther Finance Advisors, LLC
CIK 0001992825
$10420.00%Q3 2026