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
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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 | 2.1M | $55M | 48% | Dec 2025 |
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| Heritage Oak Wealth Advisors | 580k | $15M | 20% | Dec 2025 |
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| Armis Advisers | 408k | $11M | 24% | Sep 2025 |
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| Kestra Advisory Services | 346k | $8.9M | 7% | Dec 2025 |
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| Apollon Wealth Management | 316k | $8.1M | 30% | Dec 2025 |
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| Prospera Financial Services | 296k | $7.6M | 1% | Dec 2025 |
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| United Advisor Group | 230k | $5.9M | 0% | Dec 2025 |
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| Atria Investments | 206k | $5.3M | 18% | Dec 2025 |
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| Delta Investment Management | 200k | $5.1M | 100% | Dec 2025 |
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| CoreCap Advisors | 198k | $5.1M | 3% | Dec 2025 |
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| Sigma Planning | 180k | $4.6M | 68% | Dec 2025 |
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| Cambridge Investment Research Advisors | 175k | $4.5M | 62% | Dec 2025 |
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| HFG Wealth Management | 173k | $4.4M | 2% | Dec 2025 |
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| Arete Wealth Advisors | 154k | $3.9M | 42% | Dec 2025 |
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| Envestnet Asset Management | 134k | $3.4M | 1% | Dec 2025 |
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| Aptus Capital Advisors | 130k | $3.3M | 27% | Dec 2025 |
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| Guardian Wealth Advisors, Llc / Nc | 130k | $3.3M | 27% | Dec 2025 |
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| Triumph Capital Management | 103k | $2.6M | 6% | Dec 2025 |
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| CLS Investments | 88k | $2.3M | 373% | Dec 2025 |
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| Advisory Services Network | 80k | $2.0M | 2% | Dec 2025 |
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| Strategic Blueprint | 79k | $2.0M | 39% | Dec 2025 |
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| Concurrent Investment Advisors | 76k | $1.9M | 76% | Dec 2025 |
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| Wealthcare Advisory Partners | 74k | $1.9M | 30% | Dec 2025 |
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| Equitable Holdings | 72k | $1.8M | 19% | Dec 2025 |
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| IFP Advisors | 62k | $1.6M | 3% | Dec 2025 |
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| Intrepid Financial Planning Group | 60k | $1.5M | 3% | Dec 2025 |
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| Onyx Bridge Wealth Group | 56k | $1.4M | 11% | Dec 2025 |
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| Ascension Capital Advisors | 55k | $1.4M | 100% | Dec 2025 |
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| Cornerstone Wealth Management | 51k | $1.3M | 40% | Dec 2025 |
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| CPR Investments | 47k | $1.2M | -8% | Dec 2025 |
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| Sanctuary Advisors | 44k | $1.1M | 26% | Dec 2025 |
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| IFG Advisory | 37k | $937k | 100% | Dec 2025 |
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| Summit Financial | 33k | $860k | 37% | Dec 2025 |
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| Money Concepts Capital Corp | 30k | $780k | -82% | Dec 2025 |
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| Joseph P. Lucia & Associates | 30k | $757k | 11% | Dec 2025 |
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| Bank of New York Mellon | 29k | $751k | 3% | Dec 2025 |
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| Diversify Advisory Services | 29k | $735k | 100% | Dec 2025 |
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| VisionPoint Advisory Group | 29k | $731k | -3% | Dec 2025 |
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| Sunbelt Securities | 28k | $724k | 37% | Dec 2025 |
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| Titleist Asset Management | 25k | $636k | 100% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 24k | $613k | 7% | Dec 2025 |
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| Goss Wealth Management | 24k | $607k | 3778% | Dec 2025 |
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| Janney Montgomery Scott | 24k | $606k | 14% | Dec 2025 |
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| Private Advisor | 23k | $600k | 61% | Dec 2025 |
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| Virtue Capital Management | 23k | $590k | 344% | Dec 2025 |
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| SWMG | 23k | $589k | 21% | Dec 2025 |
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| Arkadios Wealth Advisors | 21k | $527k | 14% | Dec 2025 |
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| Rossby Financial, LCC | 19k | $477k | 0% | Dec 2025 |
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| Smartleaf Asset Management | 18k | $457k | 18% | Dec 2025 |
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| Stifel Financial | 17k | $437k | 100% | Dec 2025 |
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| GeoWealth Management | 17k | $436k | -9% | Dec 2025 |
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| Fulcrum Equity Management | 17k | $432k | 1% | Dec 2025 |
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| Cetera Investment Advisers | 16k | $422k | 2% | Dec 2025 |
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| Change Path | 16k | $419k | 100% | Dec 2025 |
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| Ethos Financial Group | 14k | $348k | -18% | Dec 2025 |
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| Kingswood Wealth Advisors | 13k | $329k | 5% | Dec 2025 |
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| Mariner Wealth Advisors | 12k | $314k | 35% | Dec 2025 |
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| AQR Capital Management | 10k | $264k | -21% | Sep 2025 |
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| J.w. Cole Advisors | 9.8k | $251k | 1% | Dec 2025 |
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| Legacy Capital Wealth Partners | 9.5k | $244k | 2% | Dec 2025 |
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| Jane Street | 8.8k | $227k | -52% | Dec 2025 |
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| Ameritas Advisory Services | 8.6k | $221k | 100% | Dec 2025 |
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| Belpointe Asset Management | 8.4k | $216k | 0% | Dec 2025 |
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| Fortis Capital Advisors | 8.4k | $216k | 0% | Dec 2025 |
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| Ausdal Financial Partners | 8.0k | $206k | -3% | Dec 2025 |
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| International Assets Investment Management | 7.3k | $188k | 100% | Dec 2025 |
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| Advisor Group Holdings | 785.00 | $20k | 1108% | Dec 2025 |
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| Bogart Wealth | 213.00 | $5.5k | 100% | Dec 2025 |
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| Royal Bank of Canada | 145.00 | $4.0k | 100% | Sep 2025 |
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| EverSource Wealth Advisors | 60.00 | $1.5k | 0% | Dec 2025 |
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| Assetmark | 14.00 | $359.000600 | 100% | Dec 2025 |
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Who sold out of Managed Portfolio Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 29k | $742k |
| Wolverine Trading | Jun 2025 | 22k | $562k |
| Natural Investments | Sep 2025 | 15k | $817k |
| Simplicity Wealth | Sep 2025 | 12k | $315k |
| Pensionmark Financial Group | Sep 2025 | 11k | $280k |
| Old Mission Capital | Sep 2025 | 8.5k | $218k |