Advisor Managed PortfoliosETF
13F holders, Q2 2024 (June 30)4holders
2new positions
2sold out
$38.65avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Advisor Managed Portfolios in their 13F filings, unchanged from Q1 2024. 2 opened new positions and 2 sold out. The largest holders were Sage Mountain Advisors LLC ($213K), Royal Bank of Canada ($209K) and JPMorgan Chase & Co. ($109K).
- Company
- Advisor Managed Portfolios
- CUSIP
- 00777X660
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $167K |
| Exits | 2 | $621K |
All 13F filers, Q1 2024 → Q2 2024: 4,326 shares bought and 28,071 shares sold, net −23,745 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Sage Mountain Advisors LLC | 0.02% | Reduce -0.5% | 5,518 | $213K |
| Royal Bank of Canada | 0.00% | Reduce -69.7% | 5,402 | $209K |
| JPMorgan Chase & Co. | 0.00% | New | 2,830 | $109K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,496 | $58K |
"% 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.