2 institutions reported holding $232,106 of ADVISOR MANAGED PORTFOLIOS (MVPL) in SEC 13F filings for 2026-06-30. Largest institutional holders: WESPAC Advisors, LLC ($212,590), UBS Group AG ($19,516). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WESPAC Advisors, LLC | $212,590 | 5,000 | New |
| 2 | UBS Group AG | $19,516 | 459 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30