Advisor Managed Portfolios - MBSX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Castleview Partners, LLC | History | Added to | 337,738 | 8,625 | 3.78% | 3.96% | 1 | +7,554 | 2.29% | Q3 2026 | Oct 09, 2026 |
| Auour Investments LLC | History | Added to | 166,807 | 4,259 | 1.21% | 0.85% | 2 | +58,025 | 53.34% | Q3 2026 | Oct 28, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 69,519 | 1,898 | 0.57% | 0.57% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 34,456 | 940 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 17,152 | 468 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Farther Finance Advisors, LLC | History | New | 16,275 | 415 | 0.0% | — | 6 | +16,275 | New | Q3 2026 | Oct 08, 2026 |
| Diesslin Group, Inc. | History | Reduced | 9,427 | 240 | 0.09% | 0.11% | 7 | -1,500 | -13.73% | Q3 2026 | Oct 14, 2026 |