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
$53M
visible holders
Holders
26
filers reporting
Concentration
33.88%
ASSETMARK, INC #1
top holder share
AI Holders Summary · Q2 2026

26 institutions reported KAMO in Q2 2026. ASSETMARK, INC leads at 33.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ASSETMARK, INC
CIK 0001344551
$18M725K0.03%Q2 202602
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
$4M149K0.00%Q2 202605
LEUTHOLD GROUP, LLC
CIK 0001170152
$2M81K0.20%Q2 202606
Sunbelt Securities, Inc.
CIK 0001632932
$2M80K0.12%Q1 202607
Atria Investments, Inc
CIK 0001535865
$2M80K0.02%Q2 202608
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M53K0.00%Q1 202609
IFP Advisors, Inc
CIK 0001641866
$1M49K0.02%Q2 202610
Concurrent Investment Advisors, LLC
CIK 0002001015
$1M47K0.01%Q2 202611
Arkadios Wealth Advisors
CIK 0001800798
$1M43K0.02%Q1 202612
Global Assets Advisory, LLC
CIK 0001942932
$1M41K0.22%Q2 202613
MGO ONE SEVEN LLC
CIK 0001731444
$946K38K0.02%Q2 202614
Strategic Blueprint, LLC
CIK 0001767821
$699K28K0.03%Q2 202615
Legacy Wealth Partners, LLC
CIK 0002066638
$615K25K0.14%Q2 202616
Fulcrum Equity Management
CIK 0001737888
$544K22K0.40%Q2 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$537K22K0.00%Q1 202618
Balefire, LLC
CIK 0001750924
$450K18K0.07%Q2 202619
RFG Advisory, LLC
CIK 0001633387
$380K15K0.01%Q2 202620
United Advisor Group, LLC
CIK 0002004873
$233K9K0.02%Q2 2026
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