10 institutions reported holding $15.6M of ADVISOR MANAGED PORTFOLIOS (MBSX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Castleview Partners, LLC ($8.4M), Auour Investments LLC ($3.4M), Camarda Financial Advisors, LLC ($1.9M), BlackDiamond Wealth Management, LLC ($891,821), CITADEL ADVISORS LLC ($433,142). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castleview Partners, LLC | $8.4M | 299,717 | Added |
| 2 | Auour Investments LLC | $3.4M | 120,891 | Added |
| 3 | Camarda Financial Advisors, LLC | $1.9M | 66,876 | Added |
| 4 | BlackDiamond Wealth Management, LLC | $891,821 | 31,659 | Added |
| 5 | CITADEL ADVISORS LLC | $433,142 | 15,376 | Trimmed |
| 6 | JANE STREET GROUP, LLC | $326,744 | 11,599 | Trimmed |
| 7 | Diesslin Group, Inc. | $255,727 | 9,078 | New |
| 8 | JPMORGAN CHASE & CO | $5,322 | 200 | Hold |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 10 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31