13F Insight
DOSSIER · 13F Holders · Q4 2025
KAMO

MANAGED PORTFOLIO SERIES

22 institutions still hold MANAGED PORTFOLIO SERIES as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 56167R820·22 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$49M
visible holders
Holders
22
filers reporting
Concentration
34.59%
ASSETMARK, INC #1
top holder share
AI Holders Summary · Q4 2025

22 institutions reported KAMO in Q4 2025. ASSETMARK, INC leads at 34.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ASSETMARK, INC
CIK 0001344551
$17M679K0.03%Q4 202502
CoreCap Advisors, LLC
CIK 0001902501
$8M339K0.25%Q2 202603
HERITAGE OAK WEALTH ADVISORS LLC
CIK 0002035533
$7M274K1.99%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M162K0.00%Q1 202605
Sunbelt Securities, Inc.
CIK 0001632932
$2M80K0.12%Q1 202606
Atria Investments, Inc
CIK 0001535865
$2M69K0.02%Q1 202607
Concurrent Investment Advisors, LLC
CIK 0002001015
$1M59K0.02%Q1 202608
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M53K0.00%Q1 202609
IFP Advisors, Inc
CIK 0001641866
$1M49K0.02%Q2 202610
Arkadios Wealth Advisors
CIK 0001800798
$1M43K0.02%Q1 202611
MGO ONE SEVEN LLC
CIK 0001731444
$917K37K0.02%Q1 202612
Strategic Blueprint, LLC
CIK 0001767821
$699K28K0.03%Q2 202613
Legacy Wealth Partners, LLC
CIK 0002066638
$615K25K0.14%Q2 202614
Fulcrum Equity Management
CIK 0001737888
$544K22K0.40%Q2 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$537K22K0.00%Q1 202616
Balefire, LLC
CIK 0001750924
$450K18K0.07%Q2 202617
RFG Advisory, LLC
CIK 0001633387
$380K15K0.01%Q2 202618
CWM, LLC
CIK 0001535847
$95K4K0.00%Q1 202619
UBS Group AG
CIK 0001610520
$46K2K0.00%Q1 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$6K2270.00%Q1 2026
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