Who owns MANAGED PORTFOLIO SERIES?

Tip: Access positions for across all investors

Analyze quarterly positions in Managed Portfolio Series with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Managed Portfolio Series stock

Who bought or sold MANAGED PORTFOLIO SERIES this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Legend Financial Advisors 255k $10M 1% Jun 2026
 View chart
Savant Capital Management 254k $9.8M 97% Jun 2026
 View chart
Advisor Group Holdings 76k $3.0M 84% Jun 2026
 View chart
LPL Financial 62k $2.5M 38% Jun 2026
 View chart
David R. Rahn Inc. dba Avalon Capital Management 47k $1.9M -2% Jun 2026
 View chart
Envestnet Asset Management 30k $1.2M 2% Jun 2026
 View chart
Onyx Bridge Wealth Group 23k $906k 0% Jun 2026
 View chart
Citadel Advisors 21k $834k 20% Jun 2026
 View chart
Gts Securities 19k $764k -61% Jun 2026
 View chart
Capital Investment Advisory Services 17k $669k -24% Jun 2026
 View chart
Centaurus Financial 14k $549k 88% Jun 2026
 View chart
Cambridge Investment Research Advisors 13k $528k 0% Jun 2026
 View chart
Arcus Capital Partners 10k $405k 0% Jun 2026
 View chart
Royal Bank of Canada 10k $403k 6% Jun 2026
 View chart
Mowery & Schoenfeld Wealth Management 9.8k $391k -1% Jun 2026
 View chart
Bond & Devick Financial Network 6.4k $253k 0% Jun 2026
 View chart
Integrated Wealth Concepts 5.8k $230k -17% Jun 2026
 View chart