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 | 3.0M | $72M | 39% | Mar 2026 |
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| Apollon Wealth Management | 805k | $20M | 155% | Mar 2026 |
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| Heritage Oak Wealth Advisors | 708k | $17M | 22% | Mar 2026 |
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| Armis Advisers | 665k | $17M | 4% | Mar 2026 |
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| Kestra Advisory Services | 507k | $12M | 47% | Mar 2026 |
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| Prospera Financial Services | 360k | $8.7M | 22% | Mar 2026 |
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| Delta Investment Management | 246k | $5.9M | 23% | Mar 2026 |
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| CoreCap Advisors | 237k | $5.7M | 20% | Mar 2026 |
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| United Advisor Group | 234k | $5.7M | 2% | Mar 2026 |
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| Atria Investments | 223k | $5.4M | 8% | Mar 2026 |
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| Sigma Planning | 208k | $5.0M | 16% | Mar 2026 |
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| Cambridge Investment Research Advisors | 198k | $4.8M | 13% | Mar 2026 |
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| Aptus Capital Advisors | 178k | $4.3M | 37% | Mar 2026 |
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| HFG Wealth Management | 175k | $4.2M | 1% | Mar 2026 |
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| Arete Wealth Advisors | 149k | $3.6M | -3% | Mar 2026 |
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| Envestnet Asset Management | 146k | $3.5M | 9% | Mar 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 130k | $3.3M | 27% | Dec 2025 |
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| Sanctuary Advisors | 119k | $2.9M | 172% | Mar 2026 |
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| Cornerstone Wealth Management | 117k | $2.8M | 131% | Mar 2026 |
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| Triumph Capital Management | 106k | $2.6M | 3% | Mar 2026 |
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| CLS Investments | 94k | $2.3M | 7% | Mar 2026 |
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| Strategic Blueprint | 92k | $2.2M | 17% | Mar 2026 |
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| Money Concepts Capital Corp | 90k | $2.2M | 195% | Mar 2026 |
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| Wealthcare Advisory Partners | 85k | $2.1M | 14% | Mar 2026 |
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| Equitable Holdings | 84k | $2.2M | 17% | Mar 2026 |
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| Advisory Services Network | 80k | $2.0M | 2% | Dec 2025 |
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| Concurrent Investment Advisors | 77k | $1.9M | 1% | Mar 2026 |
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| Summit Financial | 73k | $1.8M | 118% | Mar 2026 |
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| IFP Advisors | 63k | $1.5M | 1% | Mar 2026 |
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| Intrepid Financial Planning Group | 60k | $1.5M | 1% | Mar 2026 |
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| Ascension Capital Advisors | 56k | $1.4M | 2% | Mar 2026 |
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| CPR Investments | 42k | $1.0M | -10% | Mar 2026 |
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| VisionPoint Advisory Group | 38k | $908k | 32% | Mar 2026 |
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| Virtue Capital Management | 36k | $866k | 57% | Mar 2026 |
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| Goss Wealth Management | 35k | $841k | 47% | Mar 2026 |
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| Bank of New York Mellon | 34k | $827k | 17% | Mar 2026 |
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| Jane Street | 34k | $826k | 285% | Mar 2026 |
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| Arkadios Wealth Advisors | 32k | $767k | 54% | Mar 2026 |
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| Joseph P. Lucia & Associates | 30k | $757k | 11% | Dec 2025 |
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| Diversify Wealth Management | 29k | $747k | 100% | Mar 2026 |
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| Sunbelt Securities | 29k | $699k | 2% | Mar 2026 |
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| Onyx Bridge Wealth Group | 29k | $690k | -49% | Mar 2026 |
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| Titleist Asset Management | 28k | $682k | 14% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 26k | $636k | 10% | Mar 2026 |
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| SWMG | 26k | $629k | 13% | Mar 2026 |
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| Private Trust Co Na | 25k | $614k | 100% | Mar 2026 |
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| Janney Montgomery Scott | 24k | $577k | 1% | Mar 2026 |
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| Independent Financial Group | 24k | $575k | -44% | Mar 2026 |
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| Mariner Wealth Advisors | 23k | $554k | 87% | Mar 2026 |
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| Change Path | 21k | $496k | 26% | Mar 2026 |
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| GeoWealth Management | 20k | $493k | 20% | Mar 2026 |
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| Rossby Financial, LCC | 19k | $453k | 0% | Mar 2026 |
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| Fulcrum Equity Management | 18k | $439k | 8% | Mar 2026 |
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| WCG Wealth Advisors | 18k | $436k | 100% | Mar 2026 |
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| Private Advisor | 17k | $414k | -27% | Mar 2026 |
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| Cetera Investment Advisers | 17k | $406k | 2% | Mar 2026 |
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| World Equity Group | 16k | $388k | 100% | Mar 2026 |
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| Ethos Financial Group | 14k | $348k | 0% | Mar 2026 |
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| International Assets Investment Management | 13k | $326k | 83% | Mar 2026 |
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| Kingswood Wealth Advisors | 13k | $304k | -2% | Mar 2026 |
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| Ameritas Advisory Services | 12k | $296k | 42% | Mar 2026 |
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| Stifel Financial | 11k | $258k | -38% | Mar 2026 |
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| Ausdal Financial Partners | 9.8k | $238k | 22% | Mar 2026 |
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| Legacy Capital Wealth Partners | 9.5k | $244k | 2% | Dec 2025 |
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| Belpointe Asset Management | 8.4k | $203k | 0% | Mar 2026 |
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| Fortis Capital Advisors | 8.4k | $203k | 0% | Mar 2026 |
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| Morgan Stanley | 5.0k | $121k | 0% | Mar 2026 |
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| Harbour Investments | 2.2k | $53k | 100% | Mar 2026 |
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| Advisor Group Holdings | 785.00 | $20k | 1108% | Dec 2025 |
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| Smartleaf Asset Management | 249.00 | $6.0k | -99% | Mar 2026 |
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| Royal Bank of Canada | 236.00 | $6.0k | 63% | Mar 2026 |
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| Bogart Wealth | 213.00 | $5.2k | 0% | Mar 2026 |
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| EverSource Wealth Advisors | 60.00 | $1.5k | 0% | Mar 2026 |
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| Assetmark | 1.00 | $24.000000 | -93% | Mar 2026 |
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Who sold out of Managed Portfolio Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| IFG Advisory | Dec 2025 | 37k | $937k |
| Susquehanna International | Sep 2025 | 29k | $742k |
| Diversify Advisory Services | Dec 2025 | 29k | $735k |
| J.w. Cole Advisors | Dec 2025 | 9.8k | $251k |
| Old Mission Capital | Sep 2025 | 8.5k | $218k |