13F Insight
DOSSIER · 13F Holders · Q4 2025Cheap mega-capRe-rated
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
—
▲ 3.8%
vs prior quarter
13F value held
$49M
75.0% inst. owned
of float
Holders
22
-133 QoQ
filers reporting
Activity
+88 / −32
+960 added · −868 reduced
this quarter
Concentration
34.56%
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. -133 net institutions QoQ — distribution reading.

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
$8M323K0.27%Q1 202603
HERITAGE OAK WEALTH ADVISORS LLC
CIK 0002035533
$7M283K2.22%Q1 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
$1M46K0.02%Q1 202610
Arkadios Wealth Advisors
CIK 0001800798
$1M43K0.02%Q1 202611
MGO ONE SEVEN LLC
CIK 0001731444
$917,29037K0.02%Q1 202612
Strategic Blueprint, LLC
CIK 0001767821
$747,27730K0.04%Q1 202613
Fulcrum Equity Management
CIK 0001737888
$576,72123K0.56%Q1 202614
Legacy Wealth Partners, LLC
CIK 0002066638
$563,76523K0.14%Q1 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$537,30922K0.00%Q1 202616
Balefire, LLC
CIK 0001750924
$465,02419K0.09%Q1 202617
RFG Advisory, LLC
CIK 0001633387
$399,25516K0.01%Q1 202618
Fiscal Wisdom Wealth Management, LLC
CIK 0002053757
$210,0429K0.20%Q1 202619
CWM, LLC
CIK 0001535847
$95,2614K0.00%Q1 202620
UBS Group AG
CIK 0001610520
$46,2242K0.00%Q1 2026
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