8 institutions reported holding $12.5M of ADVISOR MANAGED PORTFOLIOS (RCLR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($2.5M), BANK OF NOVA SCOTIA ($2.5M), JPMORGAN CHASE & CO ($2.0M), Royal Bank of Canada ($1.8M), CITIGROUP INC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $2.5M | 49,595 | Trimmed |
| 2 | BANK OF NOVA SCOTIA | $2.5M | 49,000 | Hold |
| 3 | JPMORGAN CHASE & CO | $2.0M | 38,914 | Trimmed |
| 4 | Royal Bank of Canada | $1.8M | 35,687 | Added |
| 5 | CITIGROUP INC | $1.8M | 35,000 | Hold |
| 6 | BANK OF AMERICA CORP /DE/ | $1.4M | 27,200 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $582,801 | 11,528 | Trimmed |
| 8 | UBS Group AG | $25,278 | 500 | New |
Source: SEC Form 13F filings · as of 2026-06-30