TOGA — Managed Portfolio Ser Institutional Holders · Q2 2026
Who owns Managed Portfolio Ser (TOGA)? 10 institutions reported holding $22.12M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: TRB Advisors LP ($17.1M), Wealth Enhancement Advisory Services, LLC ($1.5M), Susquehanna International Group, LLP ($1.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TRB Advisors LP | $17.1M | 550,000 | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 47,668 | New |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 39,068 | New |
| 4 | Focus Partners Wealth | $1.2M | 37,260 | Trimmed |
| 5 | Royal Bank of Canada | $638,000 | 20,536 | Hold |
| 6 | JANE STREET GROUP, LLC | $486,994 | 15,664 | Added |
| 7 | Essential Investment Partners LLC | $9,327 | 300 | Hold |
| 8 | Parkside Financial Bank & Trust | $5,974 | 192 | Trimmed |
| 9 | Bare Financial Services, Inc | $3,109 | 100 | New |
| 10 | IFP Advisors, Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30