Advisor Managed PortfoliosETF
13F holders, Q4 2025 (December 31)10holders +4
3new positions
0sold out
1famous investor
$46.76avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding Advisor Managed Portfolios in their 13F filings, up 4 from Q3 2025. 3 opened new positions and 0 sold out. The largest holders were EP Wealth Advisors, LLC ($191.3M), Goldman Sachs Group Inc. ($1.5M) and Royal Bank of Canada ($1.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Advisor Managed Portfolios
- CUSIP
- 00777X660
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $553K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 29,956 shares bought and 7,670 shares sold, net +22,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| EP Wealth Advisors, LLC | 0.99% | — | 4,090,871 | $191.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.9% | 31,361 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +81.4% | 29,802 | $1.4M |
| Citadel Advisors | 0.00% | New | 7,409 | $346K |
| Atticus Wealth Management, LLC | 0.07% | No change | 5,653 | $264K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -2.7% | 5,371 | $251K |
| GTS Securities LLC | 0.01% | New | 4,381 | $205K |
| Buckhead Capital Management LLC | 0.07% | No change | 4,357 | $204K |
| UBS Group AG | 0.00% | Reduce -86.1% | 1,214 | $57K |
| JPMorgan Chase & Co. | 0.00% | New | 30 | $1K |
"% of holder's portfolio" is ADVISOR MANAGED PORTFOLIOS's weight in each manager's 13F, not the share of Advisor Managed Portfolios the manager owns.