DOSSIER · 13F Holders · Q1 2025

MANAGED PORTFOLIO SERIES

2 institutions still hold MANAGED PORTFOLIO SERIES as of Q1 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 56167N720·2 13F holders·last filed Mar 31, 2025
Market cap
13F value held
$2M
visible holders
Holders
2
filers reporting
Concentration
87.63%
Sandy Spring Bank #1
top holder share
AI Holders Summary · Q1 2025

2 institutions reported MANAGED PORTFOLIO SERIES in Q1 2025. Sandy Spring Bank leads at 87.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sandy Spring Bank
CIK 0001457833
$2M42K0.06%Q1 2025
02
Orion Portfolio Solutions, LLC
CIK 0001802647
$214K6K0.00%Q1 2025