13F Insight
DOSSIER · 13F Holders · Q2 2026
KAMO

MANAGED PORTFOLIO SERIES

26 institutions still hold MANAGED PORTFOLIO SERIES as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 56167R820·26 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$74M
visible holders
Holders
26
filers reporting
Concentration
30.97%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

26 institutions reported KAMO in Q2 2026. LPL Financial LLC leads at 31.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$23M928K0.01%Q2 202602
ASSETMARK, INC
CIK 0001344551
$16M683K0.03%Q3 202603
CoreCap Advisors, LLC
CIK 0001902501
$9M378K0.26%Q3 202604
HERITAGE OAK WEALTH ADVISORS LLC
CIK 0002035533
$7M275K2.00%Q3 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M149K0.00%Q2 202606
LEUTHOLD GROUP, LLC
CIK 0001170152
$2M81K0.20%Q2 202607
Sunbelt Securities, Inc.
CIK 0001632932
$2M80K0.12%Q1 202608
Atria Investments, Inc
CIK 0001535865
$2M82K0.02%Q3 202609
Bison Wealth, LLC
CIK 0001845251
$2M71K0.14%Q3 202610
IFP Advisors, Inc
CIK 0001641866
$1M49K0.02%Q3 202611
Arkadios Wealth Advisors
CIK 0001800798
$1M43K0.02%Q2 202612
Global Assets Advisory, LLC
CIK 0001942932
$1M41K0.22%Q2 202613
MGO ONE SEVEN LLC
CIK 0001731444
$946K38K0.02%Q2 202614
Legacy Wealth Partners, LLC
CIK 0002066638
$698K29K0.15%Q3 202615
Strategic Blueprint, LLC
CIK 0001767821
$584K24K0.03%Q3 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$537K22K0.00%Q1 202617
Fulcrum Equity Management
CIK 0001737888
$505K21K0.40%Q3 202618
Concurrent Investment Advisors, LLC
CIK 0002001015
$436K18K0.00%Q3 202619
Balefire, LLC
CIK 0001750924
$409K17K0.06%Q3 202620
RFG Advisory, LLC
CIK 0001633387
$380K15K0.01%Q2 2026
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