Institutional Ownership
Managed Portfolio Series
CUSIP 56167R820KENSINGTON CR OPKAMOQ1 2026
Institutional Holders
24
13F filers
Shares Held
2.04M
Aggregate institutional
Institutional Value
$50.31M
Q1 2026
Net New Holders
+4
6 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased8
Decreased10
Sold out2
Institutional Holders
24 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 634.6K | $15.66M | −44.2K | Reduced |
| 2 | Corecap Advisors, LLC | 322.8K | $7.97M | +322.8K | New |
| 3 | Heritage Oak Wealth Advisors LLC | 283.0K | $6.98M | −183.9K | Reduced |
| 4 | Envestnet Asset Management Inc | 162.5K | $4.01M | −5.2K | Reduced |
| 5 | Leuthold Group, LLC | 81.6K | $2.01M | +81.6K | New |
| 6 | Sunbelt Securities, Inc. | 80.1K | $1.98M | +947 | Added |
| 7 | Atria Investments, Inc | 68.8K | $1.70M | +10.1K | Added |
| 8 | Concurrent Investment Advisors, LLC | 59.1K | $1.46M | +1.5K | Added |
| 9 | Goldman Sachs Group Inc | 52.9K | $1.31M | +52.9K | New |
| 10 | Ifp Advisors, Inc | 46.2K | $1.14M | +4.1K | Added |
14 more institutional holders on Premium
See every fund holding Managed Portfolio Series, with full quarter-over-quarter share changes.
Unlock all holders