SHDG
ADVISOR MANAGED PORTFOLIOS
Institutional Ownership · Q4 2025
Filing: Q4 2025ADVISOR MANAGED PORTFOLIOS (SHDG) is held by 39 institutional investors with combined holdings of $224M. Major holders include UNITED CAPITAL FINANCIAL , MORGAN STANLEY (MS, MS-P, ROYAL BANK OF CANADA (RY.
Institutional Holders
39
Total Value
$224.5M
Ownership %
—
🏦 Top Institutional Holders
UNITED CAPITAL FINANCIAL ADVISORS, LLC
5.0M shares
$160.9M
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
398.6K shares
$10.0M
ROYAL BANK OF CANADA (RY, RYLBF)
294.0K shares
$8.0M
Castleview Partners, LLC
291.8K shares
$7.7M
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL)
200.0K shares
$5.0M