Who owns MANAGED PORTFOLIO SER?
- Ticker: KHPI
- CUSIP Number: 56167n183
Tip: Access positions for across all investors
Analyze quarterly positions in Managed Portfolio Ser with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Managed Portfolio Ser stock
Who bought or sold MANAGED PORTFOLIO SER this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 1.5M | $37M | 122% | Sep 2025 |
|
| Heritage Oak Wealth Advisors | 482k | $12M | 2% | Sep 2025 |
|
| Armis Advisers | 408k | $11M | 24% | Sep 2025 |
|
| Kestra Advisory Services | 323k | $8.2M | 6% | Sep 2025 |
|
| Prospera Financial Services | 292k | $7.5M | 14% | Sep 2025 |
|
| Apollon Wealth Management | 243k | $6.2M | 40% | Sep 2025 |
|
| United Advisor Group | 230k | $5.9M | 24% | Sep 2025 |
|
| CoreCap Advisors | 192k | $4.9M | 15% | Sep 2025 |
|
| Atria Investments | 175k | $4.5M | 16% | Sep 2025 |
|
| Money Concepts Capital Corp | 171k | $4.4M | 1358% | Sep 2025 |
|
| HFG Wealth Management | 169k | $4.3M | 8% | Sep 2025 |
|
| Envestnet Asset Management | 133k | $3.4M | 0% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 108k | $2.8M | 33% | Sep 2025 |
|
| Arete Wealth Advisors | 108k | $2.8M | -5% | Sep 2025 |
|
| Sigma Planning | 107k | $2.7M | 100% | Sep 2025 |
|
| Aptus Capital Advisors | 103k | $2.6M | 135% | Sep 2025 |
|
| Guardian Wealth Advisors, Llc / Nc | 103k | $2.6M | 135% | Sep 2025 |
|
| Triumph Capital Management | 97k | $2.5M | 170% | Sep 2025 |
|
| Advisory Services Network | 78k | $2.0M | 100% | Sep 2025 |
|
| IFP Advisors | 60k | $1.5M | 13% | Sep 2025 |
|
| Equitable Holdings | 60k | $1.5M | 70% | Sep 2025 |
|
| Intrepid Financial Planning Group | 58k | $1.5M | -1% | Sep 2025 |
|
| Wealthcare Advisory Partners | 57k | $1.5M | 25% | Sep 2025 |
|
| Strategic Blueprint | 57k | $1.4M | -13% | Sep 2025 |
|
| Atria Wealth Solutions | 51k | $1.3M | -29% | Jun 2025 |
|
| CPR Investments | 51k | $1.3M | 100% | Sep 2025 |
|
| Onyx Bridge Wealth Group | 50k | $1.3M | 27% | Sep 2025 |
|
| Concurrent Investment Advisors | 43k | $1.1M | 183% | Sep 2025 |
|
| Cornerstone Wealth Management | 36k | $925k | 100% | Sep 2025 |
|
| VisionPoint Advisory Group | 30k | $752k | 1% | Sep 2025 |
|
| Susquehanna International | 29k | $742k | -49% | Sep 2025 |
|
| Bank of New York Mellon | 29k | $727k | 12% | Sep 2025 |
|
| Joseph P. Lucia & Associates | 27k | $680k | 47% | Sep 2025 |
|
| Summit Financial | 24k | $618k | 100% | Sep 2025 |
|
| U.S. Capital Wealth Advisors | 22k | $571k | 53% | Sep 2025 |
|
| Janney Montgomery Scott | 21k | $527k | 73% | Sep 2025 |
|
| Sunbelt Securities | 21k | $525k | 18% | Sep 2025 |
|
| Virtue Capital Management | 20k | $515k | 10% | Sep 2025 |
|
| SWMG | 19k | $491k | 3% | Sep 2025 |
|
| GeoWealth Management | 19k | $477k | 100% | Sep 2025 |
|
| CLS Investments | 19k | $475k | 100% | Sep 2025 |
|
| Rossby Financial, LCC | 19k | $477k | 0% | Sep 2025 |
|
| Jane Street | 18k | $466k | -79% | Sep 2025 |
|
| Arkadios Wealth Advisors | 18k | $459k | 100% | Sep 2025 |
|
| Ethos Financial Group | 17k | $424k | 100% | Sep 2025 |
|
| Cetera Investment Advisers | 16k | $410k | 100% | Sep 2025 |
|
| Natural Investments | 15k | $817k | 100% | Sep 2025 |
|
| H D Vest Advisory Services | 15k | $385k | 100% | Jun 2025 |
|
| Fulcrum Equity Management | 15k | $379k | 12% | Jun 2025 |
|
| Smartleaf Asset Management | 15k | $384k | 11% | Sep 2025 |
|
| Private Advisor | 15k | $370k | 7% | Sep 2025 |
|
| Simplicity Wealth | 12k | $315k | -34% | Sep 2025 |
|
| Kingswood Wealth Advisors | 12k | $311k | 100% | Sep 2025 |
|
| Pensionmark Financial Group | 11k | $280k | 11% | Sep 2025 |
|
| AQR Capital Management | 10k | $264k | -21% | Sep 2025 |
|
| J.w. Cole Advisors | 9.7k | $247k | 100% | Sep 2025 |
|
| Legacy Capital Wealth Partners | 9.3k | $238k | 2% | Sep 2025 |
|
| Mariner Wealth Advisors | 9.0k | $231k | 100% | Sep 2025 |
|
| Old Mission Capital | 8.5k | $218k | -72% | Sep 2025 |
|
| Fortis Capital Advisors | 8.4k | $215k | 100% | Sep 2025 |
|
| Belpointe Asset Management | 8.4k | $215k | 100% | Sep 2025 |
|
| Ausdal Financial Partners | 8.3k | $211k | 100% | Sep 2025 |
|
| Goss Wealth Management | 610.00 | $16k | 100% | Sep 2025 |
|
| Royal Bank of Canada | 145.00 | $4.0k | 100% | Sep 2025 |
|
| Advisor Group Holdings | 65.00 | $1.7k | 100% | Sep 2025 |
|
| Morgan Stanley | 62.00 | $1.6k | 100% | Jun 2025 |
|
| EverSource Wealth Advisors | 60.00 | $1.5k | 0% | Sep 2025 |
|
Who sold out of Managed Portfolio Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Eqis Capital Management | Jun 2025 | 128k | $3.2M |
| Envestnet Portfolio Solutions | Jun 2025 | 52k | $1.3M |
| Wolverine Trading | Jun 2025 | 22k | $562k |
| Hrt Financial | Jun 2025 | 12k | $311k |