Advisor Managed PortfoliosETF
13F holders, Q3 2025 (September 30)6holders −1
2new positions
2sold out
$46.20avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Advisor Managed Portfolios in their 13F filings, down 1 from Q2 2025. 2 opened new positions and 2 sold out. The largest holders were Goldman Sachs Group Inc. ($1.2M), Royal Bank of Canada ($759K) and UBS Group AG ($404K).
- Company
- Advisor Managed Portfolios
- CUSIP
- 00777X660
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $462K |
| Exits | 2 | $603K |
All 13F filers, Q2 2025 → Q3 2025: 11,008 shares bought and 34,825 shares sold, net −23,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.9% | 26,601 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +6.5% | 16,426 | $759K |
| UBS Group AG | 0.00% | Reduce -64.0% | 8,737 | $404K |
| Atticus Wealth Management, LLC | 0.07% | New | 5,653 | $261K |
| Sage Mountain Advisors LLC | 0.01% | No change | 5,518 | $255K |
| Buckhead Capital Management LLC | 0.07% | New | 4,357 | $201K |
"% 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.