9 institutions reported holding $15.6M of ADVISOR MANAGED PORTFOLIOS (MBSX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Castleview Partners, LLC ($9.0M), Auour Investments LLC ($3.0M), Camarda Financial Advisors, LLC ($1.9M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($940,821), CITADEL ADVISORS LLC ($468,335). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castleview Partners, LLC | $9.0M | 330,184 | Added |
| 2 | Auour Investments LLC | $3.0M | 108,782 | Trimmed |
| 3 | Camarda Financial Advisors, LLC | $1.9M | 69,519 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $940,821 | 34,456 | New |
| 5 | CITADEL ADVISORS LLC | $468,335 | 17,152 | Added |
| 6 | Diesslin Group, Inc. | $298,371 | 10,927 | Added |
| 7 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 8 | BlackDiamond Wealth Management, LLC | $0 | 0 | Exited |
| 9 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30