Advisor Managed Portfolios - MVPA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 52,734 | 1,806 | 0.0% | 0.0% | 1 | +2,964 | 5.96% | Q3 2026 | Nov 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 15,932 | 532 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,290 | 523 | 0.0% | 0.0% | 3 | -250 | -1.61% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 9,033 | 302 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 8,113 | 271 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 400 | 13 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crewe Advisors LLC | History | No change | 101 | 3 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |