DOSSIER · 13F Holders · Q3 2026
RVER

ADVISOR MANAGED PORTFOLIOS

4 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 00777X546·4 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$1M
visible holders
Holders
4
filers reporting
Concentration
61.71%
Baird Financial Group, Inc. #1
top holder share
AI Holders Summary · Q3 2026

4 institutions reported RVER in Q3 2026. Baird Financial Group, Inc. leads at 61.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Baird Financial Group, Inc.
CIK 0001648711
$624K17K0.00%Q3 2026
02
WOLVERINE TRADING, LLC
CIK 0000927337
$364K11K0.00%Q3 2025
03
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$23K6430.00%Q3 2026
04
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025