CUSIP 00777X660
ADVISOR MANAGED PORTFOLIOS
18 institutions · $196.8M total · 4,212,702 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | EP Wealth Advisors, LLC | 4,090,871 | $191.3M | 97.10% | 2025-12-31 |
| 2 | GOLDMAN SACHS GROUP INC | 31,361 | $1.5M | 0.74% | 2025-12-31 |
| 3 | Royal Bank of Canada | 29,802 | $1.4M | 0.70% | 2025-12-31 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,035 | $393.4K | 0.21% | 2025-06-30 |
| 5 | CITADEL ADVISORS LLC | 7,409 | $346.4K | 0.17% | 2025-12-31 |
| 6 | JANE STREET GROUP, LLC | 6,740 | $283.9K | 0.15% | 2024-09-30 |
| 7 | MONTAG A & ASSOCIATES INC | 6,794 | $282.2K | 0.16% | 2025-03-31 |
| 8 | ATTICUS WEALTH MANAGEMENT, LLC | 5,653 | $264.3K | 0.13% | 2025-12-31 |
| 9 | Sage Mountain Advisors LLC | 5,371 | $251.1K | 0.12% | 2025-12-31 |
| 10 | DAVENPORT & Co LLC | 5,276 | $219.8K | 0.12% | 2024-12-31 |
| 11 | GTS SECURITIES LLC | 4,381 | $204.8K | 0.10% | 2025-12-31 |
| 12 | BUCKHEAD CAPITAL MANAGEMENT LLC | 4,357 | $203.7K | 0.10% | 2025-12-31 |
| 13 | WELLS FARGO & COMPANY/MN | 2,786 | $116.0K | 0.06% | 2024-12-31 |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,496 | $57.8K | 0.03% | 2024-06-30 |
| 15 | UBS Group AG | 1,214 | $56.8K | 0.02% | 2025-12-31 |
| 16 | Geneos Wealth Management Inc. | 126 | $5.2K | 0.00% | 2024-12-31 |
| 17 | JPMORGAN CHASE & CO | 30 | $1.4K | 0.00% | 2025-12-31 |
| 18 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |