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 | 3.9M | $100M | 30% | Jun 2026 |
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| Apollon Wealth Management | 841k | $22M | 5% | Jun 2026 |
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| Heritage Oak Wealth Advisors | 716k | $19M | 1% | Jun 2026 |
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| Armis Advisers | 709k | $18M | 7% | Jun 2026 |
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| Kestra Advisory Services | 487k | $13M | -4% | Jun 2026 |
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| Prospera Financial Services | 447k | $12M | 24% | Jun 2026 |
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| Delta Investment Management | 267k | $6.9M | 9% | Jun 2026 |
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| CoreCap Advisors | 237k | $6.1M | 0% | Jun 2026 |
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| Sanctuary Advisors | 231k | $6.0M | 94% | Jun 2026 |
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| United Advisor Group | 227k | $5.9M | -3% | Jun 2026 |
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| Sigma Planning | 226k | $5.8M | 8% | Jun 2026 |
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| Cambridge Investment Research Advisors | 189k | $4.9M | -4% | Jun 2026 |
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| Aptus Capital Advisors | 185k | $4.8M | 4% | Jun 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 185k | $4.8M | 4% | Jun 2026 |
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| Atria Investments | 174k | $4.5M | -22% | Jun 2026 |
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| HFG Wealth Management | 154k | $4.0M | -12% | Jun 2026 |
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| Envestnet Asset Management | 125k | $3.2M | -14% | Jun 2026 |
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| Cornerstone Wealth Management | 121k | $3.1M | 3% | Jun 2026 |
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| Triumph Capital Management | 106k | $2.6M | 3% | Mar 2026 |
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| Equitable Holdings | 95k | $2.4M | 13% | Jun 2026 |
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| Wealthcare Advisory Partners | 87k | $2.2M | 3% | Jun 2026 |
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| Money Concepts Capital Corp | 87k | $2.2M | -3% | Jun 2026 |
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| Advisory Services Network | 83k | $2.1M | 2% | Jun 2026 |
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| Goldman Sachs Group | 77k | $2.0M | 100% | Jun 2026 |
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| Summit Financial | 73k | $1.9M | 0% | Jun 2026 |
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| IFP Advisors | 68k | $1.7M | 8% | Jun 2026 |
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| Concurrent Investment Advisors | 66k | $1.7M | -14% | Jun 2026 |
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| Ameritas Advisory Services | 61k | $1.6M | 395% | Jun 2026 |
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| Intrepid Financial Planning Group | 59k | $1.5M | -1% | Jun 2026 |
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| Ascension Capital Advisors | 58k | $1.5M | 2% | Jun 2026 |
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| Private Advisor | 57k | $1.5M | 231% | Jun 2026 |
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| Jane Street | 55k | $1.4M | 60% | Jun 2026 |
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| Susquehanna International | 53k | $1.4M | 100% | Jun 2026 |
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| Arkadios Wealth Advisors | 52k | $1.3M | 64% | Jun 2026 |
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| WCG Wealth Advisors | 49k | $1.3M | 172% | Jun 2026 |
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| IHT Wealth Management | 45k | $1.2M | 100% | Jun 2026 |
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| Strategic Blueprint | 44k | $1.1M | -52% | Jun 2026 |
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| IFG Advisory | 43k | $1.1M | 100% | Jun 2026 |
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| CPR Investments | 41k | $1.1M | -2% | Jun 2026 |
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| Bank of New York Mellon | 39k | $1.0M | 14% | Jun 2026 |
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| Joseph P. Lucia & Associates | 34k | $887k | 6% | Jun 2026 |
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| Virtue Capital Management | 32k | $822k | -12% | Jun 2026 |
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| Titleist Asset Management | 32k | $821k | 13% | Jun 2026 |
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| Goss Wealth Management | 31k | $798k | -11% | Jun 2026 |
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| Diversify Wealth Management | 29k | $756k | 0% | Jun 2026 |
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| Diversify Advisory Services | 29k | $756k | 100% | Jun 2026 |
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| Sunbelt Securities | 29k | $699k | 2% | Mar 2026 |
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| Private Trust Co Na | 27k | $691k | 6% | Jun 2026 |
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| U.S. Capital Wealth Advisors | 26k | $636k | 10% | Mar 2026 |
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| Onyx Bridge Wealth Group | 26k | $675k | -8% | Jun 2026 |
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| Change Path | 25k | $648k | 22% | Jun 2026 |
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| VisionPoint Advisory Group | 25k | $635k | -34% | Jun 2026 |
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| Janney Montgomery Scott | 24k | $621k | 1% | Jun 2026 |
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| SWMG | 22k | $559k | -17% | Jun 2026 |
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| International Assets Investment Management | 19k | $494k | 43% | Jun 2026 |
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| Rossby Financial, LCC | 19k | $480k | 0% | Jun 2026 |
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| Cetera Investment Advisers | 17k | $435k | 1% | Jun 2026 |
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| Hartland & Co | 15k | $395k | 100% | Jun 2026 |
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| Fulcrum Equity Management | 15k | $393k | -16% | Jun 2026 |
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| Legacy Capital Wealth Partners | 15k | $386k | 36% | Jun 2026 |
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| Independent Financial Group | 13k | $331k | -46% | Jun 2026 |
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| GeoWealth Management | 13k | $327k | -38% | Jun 2026 |
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| World Equity Group | 11k | $282k | -32% | Jun 2026 |
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| Kingswood Wealth Advisors | 10k | $268k | -17% | Jun 2026 |
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| Robertson Stephens Wealth Management | 9.0k | $232k | 100% | Jun 2026 |
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| LLBH Private Wealth Management | 8.8k | $226k | 100% | Jun 2026 |
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| Belpointe Asset Management | 8.4k | $217k | 0% | Jun 2026 |
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| Fortis Capital Advisors | 8.4k | $217k | 0% | Jun 2026 |
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| Ausdal Financial Partners | 8.2k | $212k | -17% | Jun 2026 |
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| J.w. Cole Advisors | 7.8k | $201k | 100% | Jun 2026 |
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| Morgan Stanley | 5.0k | $121k | 0% | Mar 2026 |
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| Wells Fargo & Company | 2.7k | $70k | 100% | Jun 2026 |
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| Harbour Investments | 1.3k | $35k | -39% | Jun 2026 |
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| Mercer Global Advisors | 344.00 | $8.9k | 100% | Jun 2026 |
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| Smartleaf Asset Management | 249.00 | $6.5k | 0% | Jun 2026 |
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| Bogart Wealth | 213.00 | $5.5k | 0% | Jun 2026 |
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| EverSource Wealth Advisors | 6.00 | $154.999800 | -90% | Jun 2026 |
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| Royal Bank of Canada | 5.00 | $0 | -98% | Jun 2026 |
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| Assetmark | 1.00 | $26.000000 | 0% | Jun 2026 |
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Who sold out of Managed Portfolio Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Arete Wealth Advisors | Mar 2026 | 149k | $3.6M |
| CLS Investments | Mar 2026 | 94k | $2.3M |
| Mariner Wealth Advisors | Mar 2026 | 23k | $554k |
| Ethos Financial Group | Mar 2026 | 14k | $348k |
| Stifel Financial | Mar 2026 | 11k | $258k |
| Jones Financial Companies, L.L | Mar 2026 | 25.00 | $604.000000 |