Advisor Managed Portfolios - MBSX
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Funds
· Industry:
Investment Company
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Company profile
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Quarter snapshot
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Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$15.64M
QoQ value delta ($000)
+$1.273M
(+8.86%)
Implied price effect (QoQ)
+6.75%
Shares
Total shares
555,396
QoQ shares delta
+10,768
(+1.98%)
Total shares held by funds (by quarter)
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Top holders (Q1 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Castleview Partners, LLC | 8,443 | 299,717 | 4.33% |
| Auour Investments LLC | 3,405 | 120,891 | 1.07% |
| Camarda Financial Advisors, LLC | 1,883 | 66,876 | 0.99% |
| BlackDiamond Wealth Management, LLC | 891 | 31,659 | 0.43% |
| CITADEL ADVISORS LLC | 433 | 15,376 | 0.0% |
| JANE STREET GROUP, LLC | 326 | 11,599 | 0.0% |
| Diesslin Group, Inc. | 255 | 9,078 | 0.11% |
| JPMORGAN CHASE & CO | 5 | 200 | 0.0% |