Advisor Managed Portfolios - MVPA
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Funds
· Industry:
Investment Company
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Company profile
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Quarter snapshot
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Q2 2025
· Q1 2025
Value (USD)
Total reported value ($000)
$7.052M
QoQ value delta ($000)
+$3.606M
(+104.64%)
Implied price effect (QoQ)
+10.28%
Shares
Total shares
204,478
QoQ shares delta
+94,289
(+85.57%)
Total shares held by funds (by quarter)
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Top holders (Q2 2025)
Top 25 only
Full list
Early Q4 2025 data: only 7 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | 3,078 | 89,191 | 0.05% |
| Janney Montgomery Scott LLC | 906 | 26,238 | 0.0% |
| Mills Wealth Advisors LLC | 681 | 19,755 | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 673 | 19,511 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 534 | 15,459 | 0.0% |
| JANE STREET GROUP, LLC | 466 | 13,519 | 0.0% |
| NewEdge Advisors, LLC | 433 | 12,575 | 0.0% |
| LPL Financial LLC | 240 | 6,980 | 0.0% |
| UBS Group AG | 19 | 558 | 0.0% |
| OSAIC HOLDINGS, INC. | 13 | 400 | 0.0% |
| Crewe Advisors LLC | 8 | 252 | 0.0% |
| HARBOR INVESTMENT ADVISORY, LLC | 1 | 40 | 0.0% |