12 institutions reported holding $15.5M of MANAGED PORTFOLIO SERIES (TOGA) in SEC 13F filings for 2026-03-31. Largest institutional holders: TRB Advisors LP ($13.6M), Focus Partners Wealth ($1.0M), Royal Bank of Canada ($559,000), JANE STREET GROUP, LLC ($275,875), IFP Advisors, Inc ($16,659). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TRB Advisors LP | $13.6M | 500,000 | Hold |
| 2 | Focus Partners Wealth | $1.0M | 37,645 | Added |
| 3 | Royal Bank of Canada | $559,000 | 20,536 | Hold |
| 4 | JANE STREET GROUP, LLC | $275,875 | 10,135 | Trimmed |
| 5 | IFP Advisors, Inc | $16,659 | 612 | New |
| 6 | Parkside Financial Bank & Trust | $6,125 | 225 | Trimmed |
| 7 | Compass Ion Advisors, LLC | $0 | 0 | Exited |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 9 | STIFEL FINANCIAL CORP | $0 | 0 | Exited |
| 10 | Virtu Financial LLC | $0 | 0 | Exited |
| 11 | Proficio Capital Partners LLC | $0 | 0 | Exited |
| 12 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31