Advisor Managed PortfoliosETF
13F holders, Q1 2025 (March 31)6holders −4
0new positions
4sold out
$41.54avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Advisor Managed Portfolios in their 13F filings, down 4 from Q4 2024. 0 opened new positions and 4 sold out. The largest holders were EP Wealth Advisors, LLC ($176.5M), Royal Bank of Canada ($881K) and Goldman Sachs Group Inc. ($628K).
- Company
- Advisor Managed Portfolios
- CUSIP
- 00777X660
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 4 | $546K |
All 13F filers, Q4 2024 → Q1 2025: 19,011 shares bought and 68,055 shares sold, net −49,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| EP Wealth Advisors, LLC | 1.41% | Reduce -0.9% | 4,249,115 | $176.5M |
| Royal Bank of Canada | 0.00% | Add +686.4% | 21,208 | $881K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.8% | 15,109 | $628K |
| Montag A & Associates Inc. | 0.01% | No change | 6,794 | $282K |
| Sage Mountain Advisors LLC | 0.02% | No change | 5,518 | $229K |
| UBS Group AG | 0.00% | Add +100.0% | 1,000 | $42K |
"% 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.