3 institutions reported holding $12.3M of ADVISOR MANAGED PORTFOLIOS (MBSX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Castleview Partners, LLC ($9.0M), Auour Investments LLC ($3.0M), Diesslin Group, Inc. ($298,371). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castleview Partners, LLC | $9.0M | 330,184 | Added |
| 2 | Auour Investments LLC | $3.0M | 108,782 | Trimmed |
| 3 | Diesslin Group, Inc. | $298,371 | 10,927 | Added |
Source: SEC Form 13F filings · as of 2026-06-30