8 institutions reported holding $2.8M of ADVISOR MANAGED PORTFOLIOS (MVPA) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($1.4M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($604,653), COMMONWEALTH EQUITY SERVICES, LLC ($486,420), JANE STREET GROUP, LLC ($284,392), OSAIC HOLDINGS, INC. ($12,520). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $1.4M | 45,585 | Added |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $604,653 | 19,318 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $486,420 | 15,540 | Hold |
| 4 | JANE STREET GROUP, LLC | $284,392 | 9,086 | New |
| 5 | OSAIC HOLDINGS, INC. | $12,520 | 400 | Hold |
| 6 | Crewe Advisors LLC | $7,942 | 254 | Hold |
| 7 | UBS Group AG | $0 | 0 | Exited |
| 8 | Mills Wealth Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31