Institutional Ownership
Managed Portfolio Series
CUSIP 56167R820KENSINGTON CR OPKAMOQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
24
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Assetmark, Inc | 634.6K | $15.66M |
| 2 | Corecap Advisors, LLC | 322.8K | $7.97M |
| 3 | Heritage Oak Wealth Advisors LLC | 283.0K | $6.98M |
| 4 | Envestnet Asset Management Inc | 162.5K | $4.01M |
| 5 | Leuthold Group, LLC | 81.6K | $2.01M |
| 6 | Sunbelt Securities, Inc. | 80.1K | $1.98M |
| 7 | Atria Investments, Inc | 68.8K | $1.70M |
| 8 | Concurrent Investment Advisors, LLC | 59.1K | $1.46M |
| 9 | Goldman Sachs Group Inc | 52.9K | $1.31M |
| 10 | Ifp Advisors, Inc | 46.2K | $1.14M |