CUSIP 00777X603
ADVISOR MANAGED PORTFOLIOS
16 institutions · $308.9M total · 9,655,004 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 4,985,122 | $160.9M | 51.63% | 2025-12-31 |
| 2 | Apexium Financial, LP | 4,486,247 | $142.1M | 46.46% | 2025-09-30 |
| 3 | Soundwatch Capital LLC | 61,100 | $2.0M | 0.63% | 2025-12-31 |
| 4 | OLD MISSION CAPITAL LLC | 17,949 | $579.7K | 0.18% | 2025-12-31 |
| 5 | Atria Investments, Inc | 16,516 | $533.4K | 0.17% | 2025-12-31 |
| 6 | Advisory Services Network, LLC | 16,516 | $533.4K | 0.17% | 2025-12-31 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,676 | $409.4K | 0.13% | 2025-12-31 |
| 8 | GTS SECURITIES LLC | 12,406 | $400.7K | 0.12% | 2025-12-31 |
| 9 | Crestwood Advisors Group LLC | 11,138 | $359.7K | 0.11% | 2025-12-31 |
| 10 | Navis Wealth Advisors, LLC | 9,338 | $301.6K | 0.09% | 2025-12-31 |
| 11 | Richard P Slaughter Associates Inc | 9,285 | $254.4K | 0.09% | 2024-06-30 |
| 12 | GOLDMAN SACHS GROUP INC | 7,510 | $218.7K | 0.07% | 2024-12-31 |
| 13 | Transcendent Capital Group LLC | 6,200 | $200.2K | 0.06% | 2025-12-31 |
| 14 | MAI Capital Management | 3,000 | $96.9K | 0.03% | 2025-12-31 |
| 15 | UBS Group AG | 1 | $32 | 0.00% | 2025-09-30 |
| 16 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |