Miller Value Partners AppMVPAETF
13F holders, Q4 2024 (December 31)8holders +3
3new positions
0sold out
$34.37avg. 13F price*
At the end of Q4 2024, 8 institutions reported holding Miller Value Partners App (MVPA) in their 13F filings, up 3 from Q3 2024. 3 opened new positions and 0 sold out. The largest holders were Avantax Advisory Services, Inc. ($2.4M), Commonwealth Equity Services, LLC ($465K) and Mills Wealth Advisors LLC ($463K).
- Company
- Miller Value Partners App
- Filed as
- ADVISOR MANAGED PORTFOLIOS (Q4 2024)
- CUSIP
- 00777X561
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $675K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 25,059 shares bought, net +25,059 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Avantax Advisory Services, Inc. | 0.01% | Add +1.0% | 68,718 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 13,535 | $465K |
| Mills Wealth Advisors LLC | 0.26% | Add +49.1% | 13,470 | $463K |
| NewEdge Advisors, LLC | 0.00% | New | 13,332 | $458K |
| Old Mission Capital LLC | 0.00% | New | 6,182 | $212K |
| Osaic Holdings, Inc. | 0.00% | No change | 400 | $14K |
| Crewe Advisors LLC | 0.00% | Add +0.8% | 252 | $9K |
| Evermay Wealth Management LLC | 0.00% | New | 126 | $4K |
"% of holder's portfolio" is MVPA's weight in each manager's 13F, not the share of Miller Value Partners App the manager owns.