Advisor Managed PortfoliosETF
13F holders, Q2 2025 (June 30)7holders +1
2new positions
1sold out
1famous investor
$43.55avg. 13F price*
At the end of Q2 2025, 7 institutions reported holding Advisor Managed Portfolios in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were EP Wealth Advisors, LLC ($181.8M), Goldman Sachs Group Inc. ($1.4M) and UBS Group AG ($1.1M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $603K |
| Exits | 1 | $282K |
All 13F filers, Q1 2025 → Q2 2025: 54,054 shares bought and 85,839 shares sold, net −31,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| EP Wealth Advisors, LLC | 1.20% | Reduce -1.7% | 4,175,850 | $181.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +111.9% | 32,014 | $1.4M |
| UBS Group AG | 0.00% | Add +2329.3% | 24,293 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -27.3% | 15,428 | $672K |
| Susquehanna International Group, LLP | 0.00% | New | 9,035 | $393K |
| Sage Mountain Advisors LLC | 0.02% | No change | 5,518 | $240K |
| Citadel Advisors | 0.00% | New | 4,821 | $210K |
"% 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.