Advisor Managed PortfoliosETF
13F holders, Q1 2024 (March 31)4holders
1famous investor
$39.71avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Advisor Managed Portfolios in their 13F filings. The largest holders were Royal Bank of Canada ($707K), Citadel Advisors ($407K) and Sage Mountain Advisors LLC ($220K). 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 Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.5M |
| Exits | 0 | $0 |
Ownership 4 holders
| Royal Bank of Canada | 0.00% | New | 17,798 | $707K |
| Citadel Advisors | 0.00% | New | 10,247 | $407K |
| Sage Mountain Advisors LLC | 0.02% | New | 5,548 | $220K |
| Buckhead Capital Management LLC | 0.07% | New | 5,398 | $214K |
"% 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.