Advisor Managed Portfolios - FUNL
Sector:
Funds
· Industry:
Investment Company
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Company profile
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$195.5M
QoQ value delta ($000)
+$193.1M
(+8227.82%)
Implied price effect (QoQ)
+1.33%
Shares
Total shares
4,180,449
QoQ shares delta
+4,129,583
(+8118.55%)
Total shares held by funds (by quarter)
Market chart (FUNL)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| EP Wealth Advisors, LLC | 191,270 | 4,090,871 | 0.99% |
| GOLDMAN SACHS GROUP INC | 1,466 | 31,361 | 0.0% |
| ROYAL BANK OF CANADA | 1,393 | 29,802 | 0.0% |
| CITADEL ADVISORS LLC | 346 | 7,409 | 0.0% |
| ATTICUS WEALTH MANAGEMENT, LLC | 264 | 5,653 | 0.07% |
| Sage Mountain Advisors LLC | 251 | 5,371 | 0.01% |
| GTS SECURITIES LLC | 204 | 4,381 | 0.01% |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 203 | 4,357 | 0.07% |
| UBS Group AG | 56 | 1,214 | 0.0% |
| JPMORGAN CHASE & CO | 1 | 30 | 0.0% |