13FBOX
ADVISOR MANAGED PORTFOLIOS · 13F Institutional Holdings
Options Calculator Rankings
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ADVISOR MANAGED PORTFOLIOS

MVPA
Institutions
9
Combined AUM (Q2 2026)
$3.5M
Combined Shares (Q2 2026)
104,348
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+17,298
3 institutions added · 2 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-4,099
4 institutions reduced · 0 exits
Est. sell amount
⚖️ Net Share Change
+13,199
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.5M
Institutions
9
New Buys
2
Adds
1
Reduces
4
Exits
0
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#4$1.7M49,770$1.4M45,585+4,185+9.18%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#6$532,83815,932$604,65319,318-3,386-17.53%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#3$519,74015,540$486,42015,54000.00%Unchanged
JANE STREET GROUP, LLC
<0.01%<0.01%#7$302,1049,033$284,3929,086-53-0.58%Reduce
&PARTNERS
<0.01%#2$271,3358,113$00+8,113New Buy
WESPAC Advisors, LLC
0.1%#1$212,5905,000$00+5,000New Buy
UBS Group AG
<0.01%<0.01%#9$19,516459$32,716966-507-52.48%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#8$13,376400$12,52040000.00%Unchanged
Crewe Advisors LLC
<0.01%<0.01%#5$3,395101$7,942254-153-60.24%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow