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 |
|---|---|---|---|---|---|
| Assetmark | 635k | $16M | -7% | Mar 2026 |
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| CoreCap Advisors | 323k | $8.0M | 100% | Mar 2026 |
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| Heritage Oak Wealth Advisors | 283k | $7.0M | -39% | Mar 2026 |
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| Envestnet Asset Management | 163k | $4.0M | -3% | Mar 2026 |
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| Leuthold Weeden Capital Management | 82k | $2.0M | 100% | Mar 2026 |
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| Sunbelt Securities | 80k | $2.0M | 1% | Mar 2026 |
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| Atria Investments | 69k | $1.7M | 17% | Mar 2026 |
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| Concurrent Investment Advisors | 59k | $1.5M | 3% | Mar 2026 |
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| Goldman Sachs Group | 53k | $1.3M | 100% | Mar 2026 |
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| IFP Advisors | 46k | $1.1M | 10% | Mar 2026 |
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| Arkadios Wealth Advisors | 43k | $1.1M | -1% | Mar 2026 |
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| We Are One Seven | 34k | $856k | 100% | Dec 2025 |
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| Strategic Blueprint | 30k | $747k | -5% | Mar 2026 |
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| Fulcrum Equity Management | 23k | $577k | -7% | Mar 2026 |
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| Legacy Wealth Partners | 23k | $564k | 100% | Mar 2026 |
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| Jane Street | 22k | $537k | -75% | Mar 2026 |
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| Citadel Advisors | 19k | $466k | 100% | Mar 2026 |
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| VisionPoint Advisory Group | 19k | $465k | -5% | Mar 2026 |
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| RFG Advisory | 16k | $399k | -6% | Mar 2026 |
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| Fiscal Wisdom Wealth Management | 8.5k | $210k | -26% | Mar 2026 |
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| CWM | 3.5k | $87k | 100% | Dec 2025 |
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| UBS Group | 1.9k | $46k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 227.00 | $5.6k | 100% | Mar 2026 |
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| Rossby Financial, LCC | 192.00 | $4.7k | 25% | Mar 2026 |
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Who sold out of Managed Portfolio Series?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| TFB Advisors | Dec 2025 | 12k | $308k |
| Sowell Financial Services | Dec 2025 | 8.2k | $205k |