14 institutions reported holding $158.8M of ADVISOR MANAGED PORTFOLIOS (SHDG) in SEC 13F filings for 2026-03-31. Largest institutional holders: UNITED CAPITAL FINANCIAL ADVISORS, LLC ($152.3M), Soundwatch Capital LLC ($4.1M), Advisory Services Network, LLC ($514,277), Atria Investments, Inc ($505,340), Crestwood Advisors Group, LLC ($342,074). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $152.3M | 5.0M | Trimmed |
| 2 | Soundwatch Capital LLC | $4.1M | 132,428 | Added |
| 3 | Advisory Services Network, LLC | $514,277 | 16,745 | Trimmed |
| 4 | Atria Investments, Inc | $505,340 | 16,454 | Trimmed |
| 5 | Crestwood Advisors Group, LLC | $342,074 | 11,138 | Hold |
| 6 | GTS SECURITIES LLC | $339,153 | 11,043 | Trimmed |
| 7 | Navis Wealth Advisors, LLC | $315,027 | 10,257 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $252,056 | 8,207 | New |
| 9 | MAI Capital Management | $92,137 | 3,000 | Hold |
| 10 | Royal Bank of Canada | $25,000 | 808 | New |
| 11 | WELLS FARGO & COMPANY/MN | $5,283 | 172 | New |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 13 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 14 | Transcendent Capital Group LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31