Institutional Ownership
Managed Portfolio Series
CUSIP 56167N183KENSINGTON HEDGEKHPIQ1 2026
Institutional Holders
73
13F filers
Shares Held
10.16M
Aggregate institutional
Institutional Value
$242.13M
Q1 2026
Net New Holders
+1
6 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased51
Decreased9
Sold out5
Institutional Holders
73 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 2.98M | $72.18M | +838.2K | Added |
| 2 | Apollon Wealth Management, LLC | 805.1K | $19.49M | +489.2K | Added |
| 3 | Bison Wealth, LLC | 665.0K | $17.34M | +28.1K | Added |
| 4 | Heritage Oak Wealth Advisors LLC | 708.0K | $17.27M | +127.9K | Added |
| 5 | Kestra Advisory Services, LLC | 507.2K | $12.28M | +161.5K | Added |
| 6 | Prospera Financial Services Inc | 360.0K | $8.72M | +64.3K | Added |
| 7 | Delta Investment Management, LLC | 245.5K | $5.94M | +45.6K | Added |
| 8 | Corecap Advisors, LLC | 237.3K | $5.74M | +39.1K | Added |
| 9 | United Advisor Group, LLC | 234.1K | $5.68M | +4.4K | Added |
| 10 | Atria Investments, Inc | 222.7K | $5.39M | +16.3K | Added |
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