Advisor Managed Portfolios - MVPA
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | History | Added to | 89,191 | 3,078 | 0.05% | 0.0% | 1 | +77,668 | 674.03% | Q2 2025 | Aug 14, 2025 |
| Janney Montgomery Scott LLC | History | New | 26,238 | 906 | 0.0% | — | 2 | +26,238 | New | Q2 2025 | Jul 17, 2025 |
| Mills Wealth Advisors LLC | History | New | 19,755 | 681 | 0.31% | — | 3 | +19,755 | New | Q2 2025 | Jul 30, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,511 | 673 | 0.0% | 0.0% | 4 | +1,878 | 10.65% | Q2 2025 | Aug 14, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,459 | 534 | 0.0% | 0.0% | 5 | +200 | 1.31% | Q2 2025 | Aug 06, 2025 |
| JANE STREET GROUP, LLC | History | Reduced | 13,519 | 466 | 0.0% | 0.0% | 6 | -14,330 | -51.46% | Q2 2025 | Aug 14, 2025 |
| NewEdge Advisors, LLC | History | Reduced | 12,575 | 433 | 0.0% | 0.01% | 7 | -24,950 | -66.49% | Q2 2025 | Aug 14, 2025 |
| LPL Financial LLC | History | New | 6,980 | 240 | 0.0% | — | 8 | +6,980 | New | Q2 2025 | Aug 12, 2025 |
| UBS Group AG | History | New | 558 | 19 | 0.0% | — | 9 | +558 | New | Q2 2025 | Aug 14, 2025 |
| OSAIC HOLDINGS, INC. | History | No change | 400 | 13 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2025 | Sep 04, 2025 |
| Crewe Advisors LLC | History | New | 252 | 8 | 0.0% | — | 11 | +252 | New | Q2 2025 | Jul 30, 2025 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 40 | 1 | 0.0% | — | 12 | +40 | New | Q2 2025 | Jul 01, 2025 |