Who owns MANAGED PORTFOLIO SERIES?
- Ticker: KAMO
- CUSIP Number: 56167r820
Tip: Access positions for across all investors
Analyze quarterly positions in Managed Portfolio Series with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Managed Portfolio Series stock
Who bought or sold MANAGED PORTFOLIO SERIES this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 928k | $23M | 100% | Jun 2026 |
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| Assetmark | 725k | $18M | 14% | Jun 2026 |
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| CoreCap Advisors | 339k | $8.3M | 5% | Jun 2026 |
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| Heritage Oak Wealth Advisors | 274k | $6.8M | -3% | Jun 2026 |
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| Envestnet Asset Management | 149k | $3.7M | -8% | Jun 2026 |
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| Leuthold Weeden Capital Management | 81k | $2.0M | 0% | Jun 2026 |
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| Sunbelt Securities | 80k | $2.0M | 1% | Mar 2026 |
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| Atria Investments | 80k | $2.0M | 16% | Jun 2026 |
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| IFP Advisors | 49k | $1.2M | 6% | Jun 2026 |
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| Concurrent Investment Advisors | 47k | $1.2M | -20% | Jun 2026 |
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| Arkadios Wealth Advisors | 43k | $1.1M | -1% | Jun 2026 |
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| Global Assets Advisory | 41k | $1.0M | 100% | Jun 2026 |
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| We Are One Seven | 38k | $946k | 3% | Jun 2026 |
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| Strategic Blueprint | 28k | $699k | -6% | Jun 2026 |
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| Jane Street | 25k | $617k | 15% | Jun 2026 |
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| Legacy Wealth Partners | 25k | $615k | 9% | Jun 2026 |
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| Fulcrum Equity Management | 22k | $544k | -6% | Jun 2026 |
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| VisionPoint Advisory Group | 18k | $450k | -3% | Jun 2026 |
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| RFG Advisory | 15k | $380k | -5% | Jun 2026 |
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| United Advisor Group | 9.4k | $233k | 100% | Jun 2026 |
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| CWM | 3.9k | $95k | 11% | Mar 2026 |
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| UBS Group | 756.00 | $19k | -60% | Jun 2026 |
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| Continuum Advisory | 686.00 | $17k | 100% | Jun 2026 |
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| Rossby Financial, LCC | 329.00 | $8.1k | 71% | Jun 2026 |
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| Advisor Group Holdings | 248.00 | $6.1k | 100% | Jun 2026 |
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| Farther Finance Advisors | 76.00 | $1.9k | 100% | Jun 2026 |
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Who sold out of Managed Portfolio Series?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2026 | 53k | $1.3M |
| Citadel Advisors | Mar 2026 | 19k | $466k |
| Fiscal Wisdom Wealth Management | Mar 2026 | 8.5k | $210k |
| Northwestern Mutual Wealth Management Company | Mar 2026 | 227.00 | $5.6k |