MBSX

ADVISOR MANAGED PORTFOLIOS

Institutional Ownership · Q4 2025

Filing: Q4 2025

ADVISOR MANAGED PORTFOLIOS (MBSX) is held by 39 institutional investors with combined holdings of $224M. Major holders include UNITED CAPITAL FINANCIAL , MORGAN STANLEY, ROYAL BANK OF CANADA.

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Institutional Holders

Total Value

$224.5M

Ownership %

—

🏦 Top Institutional Holders

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Castleview Partners, LLC

291.8K shares

$7.7M

BANK OF AMERICA CORP /DE/

200.0K shares

$5.0M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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