Equitable Holdings »

Managed Portfolio Ser shares owned by Equitable Holdings

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Equitable Holdings from 13F filings

Historical chart of Equitable Holdings investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Equitable Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Equitable Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 60k 25.53
2025-06-30 $895k 35k 25.28

More positions owned by Equitable Holdings

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Equitable Holdings

Top funds holding Managed Portfolio Ser

LPL Financial
Heritage Oak Wealth Advisors
Armis Advisers
Kestra Advisory Services
Prospera Financial Services
Apollon Wealth Management
United Advisor Group
CoreCap Advisors
Atria Investments
Money Concepts Capital Corp
HFG Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors
Arete Wealth Advisors
Sigma Planning

View all funds holding Managed Portfolio Ser