Advisor Managed Portfolios (MBSX) institutional ownership

ADVISOR MANAGED PORTFOLIOS · 13F, 2026Q2

Managers holding6
Shares held571,020
Reported value$15.6m
Quarter flows1 new, 4 added, 1 trimmed, 3 exited

Top 6 holders

ManagerSharesValue% of manager's 13F
Castleview Partners, LLC330,184$9.0m4.0%
Auour Investments LLC108,782$3.0m0.9%
Camarda Financial Advisors, LLC69,519$1.9m0.6%
SUSQUEHANNA INTERNATIONAL GROUP, LLP34,456$940,8210.0%
CITADEL ADVISORS LLC17,152$468,3350.0%
Diesslin Group, Inc.10,927$298,3710.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MBSX"). MBSX price history · All 13F data

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