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Managed Portfolio Series shares owned by Atria Investments

Quarter-by-quarter ownership of Managed Portfolio Series (LST) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Series by Atria Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6M 114k 40.45

More positions owned by Atria Investments

NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (BIL)
Apple (AAPL)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Atria Investments

Top funds holding Managed Portfolio Series

LPL Financial
Envestnet Asset Management
Armis Advisers
Welch Financial Planning
Cetera Investment Advisers
CoreCap Advisors
Cambridge Investment Research Advisors
Castleview Partners
Atria Investments
Sigma Planning
Heritage Oak Wealth Advisors
LLBH Private Wealth Management
Leuthold Weeden Capital Management
Ashton Thomas Private Wealth
Commonwealth Equity Services

View all funds holding Managed Portfolio Series