Institutional Ownership
Advisor Managed Portfolios
CUSIP 00777X538OPTIMIZE STRATEGOPTZQ1 2026
Institutional Holders
1
13F filers
Shares Held
542
Aggregate institutional
Institutional Value
$19.6K
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased0
Sold out1
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ubs Group AG | 542 | $19.6K | +542 | New |