8 institutions reported holding $7.5M of ADVISOR MANAGED PORTFOLIOS (RAAA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Arax Advisory Partners ($3.9M), Mirae Asset Global Investments Co., Ltd. ($961,001), Royal Bank of Canada ($839,000), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($534,401), Jefferies Financial Group Inc. ($457,347). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Arax Advisory Partners | $3.9M | 154,133 | Added |
| 2 | Mirae Asset Global Investments Co., Ltd. | $961,001 | 39,793 | New |
| 3 | Royal Bank of Canada | $839,000 | 33,358 | Trimmed |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $534,401 | 21,257 | Trimmed |
| 5 | Jefferies Financial Group Inc. | $457,347 | 18,192 | Trimmed |
| 6 | ASHTON THOMAS SECURITIES, LLC | $411,039 | 16,350 | Added |
| 7 | Magnolia Private Wealth, LLC | $373,656 | 14,863 | New |
| 8 | UBS Group AG | $15,486 | 616 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30