17 institutions reported holding $40.1M of ADVISOR MANAGED PORTFOLIOS (RAMRX) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($6.1M), Royal Bank of Canada ($5.8M), BARCLAYS PLC ($5.0M), BANK OF AMERICA CORP /DE/ ($4.9M), BANK OF NOVA SCOTIA ($4.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $6.1M | 149,152 | Trimmed |
| 2 | Royal Bank of Canada | $5.8M | 154,441 | Trimmed |
| 3 | BARCLAYS PLC | $5.0M | 100,200 | New |
| 4 | BANK OF AMERICA CORP /DE/ | $4.9M | 150,834 | Trimmed |
| 5 | BANK OF NOVA SCOTIA | $4.0M | 111,540 | Trimmed |
| 6 | JPMORGAN CHASE & CO | $3.8M | 116,317 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $2.9M | 43,113 | Trimmed |
| 8 | GOLDMAN SACHS GROUP INC | $2.5M | 50,000 | New |
| 9 | CITIGROUP INC | $1.7M | 35,000 | Trimmed |
| 10 | Arax Advisory Partners | $1.1M | 42,641 | Added |
| 11 | Jefferies Financial Group Inc. | $991,907 | 39,692 | Hold |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $836,893 | 33,601 | New |
| 13 | ASHTON THOMAS SECURITIES, LLC | $380,674 | 15,233 | Hold |
| 14 | UBS Group AG | $15,794 | 632 | Added |
| 15 | FMR LLC | $0 | 0 | Exited |
| 16 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 17 | EverSource Wealth Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31