DOSSIER · 13F Holders · Q1 2026
RCLR

ADVISOR MANAGED PORTFOLIOS

7 institutions still hold ADVISOR MANAGED PORTFOLIOS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00777X439·7 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$13M
visible holders
Holders
7
filers reporting
Concentration
18.81%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported RCLR in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 18.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M50K0.00%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$2M50K0.00%Q1 2026
03
BANK OF NOVA SCOTIA
CIK 0000009631
$2M49K0.00%Q1 2026
04
JPMORGAN CHASE & CO
CIK 0000019617
$2M40K0.00%Q1 2026
05
CITIGROUP INC
CIK 0000831001
$2M35K0.00%Q1 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$1M30K0.00%Q1 2026
07
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$569K12K0.00%Q1 2026