6 institutions reported holding $10.6M of ADVISOR MANAGED PORTFOLIOS (RAAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: BARCLAYS PLC ($5.1M), GOLDMAN SACHS GROUP INC ($2.5M), MORGAN STANLEY ($2.4M), Magnolia Private Wealth, LLC ($548,240), Royal Bank of Canada ($56,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BARCLAYS PLC | $5.1M | 100,000 | Hold |
| 2 | GOLDMAN SACHS GROUP INC | $2.5M | 50,000 | Hold |
| 3 | MORGAN STANLEY | $2.4M | 46,957 | Trimmed |
| 4 | Magnolia Private Wealth, LLC | $548,240 | 10,838 | New |
| 5 | Royal Bank of Canada | $56,000 | 1,103 | Trimmed |
| 6 | UBS Group AG | $4,957 | 98 | New |
Source: SEC Form 13F filings · as of 2026-06-30