DOSSIER · 13F Holders · Q1 2025

MANAGED PORTFOLIO SERIES

4 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 56167N753·4 13F holders·last filed Mar 31, 2025
Market cap
13F value held
$2M
visible holders
Holders
4
filers reporting
Concentration
64.40%
Orion Portfolio Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2025

4 institutions reported MANAGED PORTFOLIO SERIES in Q1 2025. Orion Portfolio Solutions, LLC leads at 64.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Orion Portfolio Solutions, LLC
CIK 0001802647
$1M24K0.01%Q1 2025
02
Colorado Capital Management, Inc.
CIK 0001664147
$609K12K0.23%Q1 2026
03
Hanson & Doremus Investment Management
CIK 0001393944
$4K740.00%Q1 2026
04
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025