Who owns MANAGED PORTFOLIO SERIES?
- Ticker: KAMO
- CUSIP Number: 56167r820
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Analyze quarterly positions in Managed Portfolio Series with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold MANAGED PORTFOLIO SERIES this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Assetmark | 679k | $17M | 100% | Dec 2025 |
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| Heritage Oak Wealth Advisors | 467k | $12M | 100% | Dec 2025 |
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| Envestnet Asset Management | 168k | $4.2M | 100% | Dec 2025 |
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| Jane Street | 89k | $2.2M | 100% | Dec 2025 |
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| Sunbelt Securities | 79k | $2.0M | 100% | Dec 2025 |
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| Atria Investments | 59k | $1.5M | 100% | Dec 2025 |
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| Concurrent Investment Advisors | 58k | $1.4M | 100% | Dec 2025 |
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| Arkadios Wealth Advisors | 44k | $1.1M | 100% | Dec 2025 |
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| IFP Advisors | 42k | $1.1M | 100% | Dec 2025 |
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| We Are One Seven | 34k | $856k | 100% | Dec 2025 |
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| Strategic Blueprint | 32k | $795k | 100% | Dec 2025 |
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| Fulcrum Equity Management | 25k | $627k | 100% | Dec 2025 |
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| VisionPoint Advisory Group | 20k | $495k | 100% | Dec 2025 |
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| RFG Advisory | 17k | $430k | 100% | Dec 2025 |
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| TFB Advisors | 12k | $308k | 100% | Dec 2025 |
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| Fiscal Wisdom Wealth Management | 12k | $288k | 100% | Dec 2025 |
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| Sowell Financial Services | 8.2k | $205k | 100% | Dec 2025 |
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| CWM | 3.5k | $87k | 100% | Dec 2025 |
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