7 institutions reported holding $3.3M of ADVISOR MANAGED PORTFOLIOS (MVPA) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($1.7M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($532,838), COMMONWEALTH EQUITY SERVICES, LLC ($519,740), JANE STREET GROUP, LLC ($302,104), &PARTNERS ($271,335). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $1.7M | 49,770 | Added |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $532,838 | 15,932 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $519,740 | 15,540 | Hold |
| 4 | JANE STREET GROUP, LLC | $302,104 | 9,033 | Trimmed |
| 5 | &PARTNERS | $271,335 | 8,113 | New |
| 6 | OSAIC HOLDINGS, INC. | $13,376 | 400 | Hold |
| 7 | Crewe Advisors LLC | $3,395 | 101 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30