Miller Value Partners AppMVPAETF
13F holders, Q1 2025 (March 31)12holders +4
4new positions
0sold out
$31.30avg. 13F price*
At the end of Q1 2025, 12 institutions reported holding Miller Value Partners App (MVPA) in their 13F filings, up 4 from Q4 2024. 4 opened new positions and 0 sold out. The largest holders were Avantax Advisory Services, Inc. ($1.6M), NewEdge Advisors, LLC ($1.2M) and Janney Montgomery Scott LLC ($911K).
- Company
- Miller Value Partners App
- Filed as
- ADVISOR MANAGED PORTFOLIOS (Q1 2025)
- CUSIP
- 00777X561
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.3M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 116,232 shares bought and 16,121 shares sold, net +100,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Avantax Advisory Services, Inc. | 0.01% | Reduce -23.5% | 52,597 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +181.5% | 37,525 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | New | 29,103 | $911K |
| Jane Street Group, LLC | 0.00% | New | 27,849 | $872K |
| Mills Wealth Advisors LLC | 0.40% | Add +76.8% | 23,819 | $746K |
| Susquehanna International Group, LLP | 0.00% | New | 17,633 | $552K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.7% | 15,259 | $478K |
| Old Mission Capital LLC | 0.01% | Add +86.4% | 11,523 | $361K |
| Osaic Holdings, Inc. | 0.00% | No change | 400 | $13K |
| Crewe Advisors LLC | 0.00% | No change | 252 | $8K |
| Evermay Wealth Management LLC | 0.00% | No change | 126 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | New | 40 | $1K |
"% of holder's portfolio" is MVPA's weight in each manager's 13F, not the share of Miller Value Partners App the manager owns.