Who Owns MANAGED PORTFOLIO SERIES (KHPI)? -- Institutional Holders (2026-03-31)

78 institutions reported holding $247.5M of MANAGED PORTFOLIO SERIES (KHPI) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($72.2M), Apollon Wealth Management, LLC ($19.5M), Bison Wealth, LLC ($17.3M), HERITAGE OAK WEALTH ADVISORS LLC ($17.3M), Kestra Advisory Services, LLC ($12.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$72.2M3.0MAdded
2Apollon Wealth Management, LLC$19.5M805,072Added
3Bison Wealth, LLC$17.3M664,998Added
4HERITAGE OAK WEALTH ADVISORS LLC$17.3M708,031Added
5Kestra Advisory Services, LLC$12.3M507,186Added
6Prospera Financial Services Inc$8.7M360,013Added
7Delta Investment Management, LLC$5.9M245,514Added
8CoreCap Advisors, LLC$5.7M237,298Added
9United Advisor Group, LLC$5.7M234,135Added
10Atria Investments, Inc$5.4M222,710Added
11Sigma Planning Corp$5.0M208,294Added
12Cambridge Investment Research Advisors, Inc.$4.8M198,102Added
13GUARDIAN WEALTH ADVISORS, LLC / NC$4.3M177,729Added
14Aptus Capital Advisors, LLC$4.3M177,729Added
15HFG Wealth Management, LLC$4.2M174,490Added
16Arete Wealth Advisors, LLC$3.6M148,548Trimmed
17ENVESTNET ASSET MANAGEMENT INC$3.5M145,817Added
18Sanctuary Advisors, LLC$2.9M118,801Added
19Cornerstone Wealth Management, LLC$2.8M117,385Added
20Triumph Capital Management$2.6M105,694Added
21Orion Porfolio Solutions, LLC$2.3M93,990Added
22Strategic Blueprint, LLC$2.2M91,729Added
23MONEY CONCEPTS CAPITAL CORP$2.2M89,665Added
24Equitable Holdings, Inc.$2.2M84,249Added
25Wealthcare Advisory Partners LLC$2.1M84,757Added

Source: SEC Form 13F filings · as of 2026-03-31