Miller Value Partners AppMVPAETF

13F holders, Q1 2024 (March 31)
4holders
$32.42avg. 13F price*

At the end of Q1 2024, 4 institutions reported holding Miller Value Partners App (MVPA) in their 13F filings. The largest holders were Avantax Advisory Services, Inc. ($1.6M), Old Mission Capital LLC ($1.0M) and Commonwealth Equity Services, LLC ($411K).

Company
Miller Value Partners App
Filed as
ADVISOR MANAGED PORTFOLIOS (Q1 2024)
CUSIP
00777X561
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 4Q1 2024Q2 2024: 7Q2 2024Q3 2024: 5Q3 2024Q4 2024: 8Q4 2024Q1 2025: 12Q1 2025Q2 2025: 13Q2 2025Q3 2025: 9Q3 2025Q4 2025: 7Q4 2025Q1 2026: 6Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions5$3.1M
Exits0$0

Ownership 4 holders

Avantax Advisory Services, Inc. 0.01% New 50,866 $1.6M
Old Mission Capital LLC 0.02% New 31,066 $1.0M
Commonwealth Equity Services, LLC 0.00% New 12,675 $411K
Osaic Holdings, Inc. 0.00% New 400 $13K

"% of holder's portfolio" is MVPA's weight in each manager's 13F, not the share of Miller Value Partners App the manager owns.