13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SHDG

ADVISOR MANAGED PORTFOLIOS

13 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 00777X603·13 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.7%
vs prior quarter
13F value held
$301M
66.0% inst. owned
of float
Holders
13
+29 QoQ
filers reporting
Activity
+86 / −93
+877 added · −795 reduced
this quarter
Concentration
50.62%
UNITED CAPITAL FINANCIAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

13 institutions reported SHDG in Q1 2026. UNITED CAPITAL FINANCIAL ADVISORS, LLC leads at 50.6% of the visible book. +29 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$152M5.0M0.94%Q1 202602
Apexium Financial, LP
CIK 0001765285
$142M4.5M6.91%Q3 202503
Soundwatch Capital LLC
CIK 0001803253
$4M132K0.51%Q1 202604
Advisory Services Network, LLC
CIK 0001573876
$514,27717K0.01%Q1 202605
Atria Investments, Inc
CIK 0001535865
$505,34016K0.01%Q1 202606
Crestwood Advisors Group, LLC
CIK 0001426853
$342,07411K0.01%Q1 202607
GTS SECURITIES LLC
CIK 0001452765· Market maker
$339,15311K0.01%Q1 202608
Navis Wealth Advisors, LLC
CIK 0001849055
$315,02710K0.16%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$252,0568K0.00%Q1 202610
MAI Capital Management
CIK 0001040197
$92,1373K0.00%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$25,0008080.00%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5,2831720.00%Q1 202613
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025