13F Insight
DOSSIER · 13F Holders · Q1 2026
KHPI

MANAGED PORTFOLIO SERIES

79 institutions still hold MANAGED PORTFOLIO SERIES as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 56167N183·79 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$216M
visible holders
Holders
79
filers reporting
Concentration
33.34%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

79 institutions reported KHPI in Q1 2026. LPL Financial LLC leads at 33.3% 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
$72M3.0M0.02%Q1 202602
Apollon Wealth Management, LLC
CIK 0001764387
$22M841K0.26%Q2 202603
HERITAGE OAK WEALTH ADVISORS LLC
CIK 0002035533
$19M716K5.48%Q2 202604
Bison Wealth, LLC
CIK 0001845251
$18M709K1.69%Q2 202605
Kestra Advisory Services, LLC
CIK 0001830819
$12M507K0.05%Q1 202606
Prospera Financial Services Inc
CIK 0001541625
$12M447K0.17%Q2 202607
CoreCap Advisors, LLC
CIK 0001902501
$6M237K0.18%Q2 202608
Delta Investment Management, LLC
CIK 0001757043
$6M246K1.06%Q1 202609
United Advisor Group, LLC
CIK 0002004873
$6M234K0.70%Q1 202610
Atria Investments, Inc
CIK 0001535865
$5M223K0.06%Q1 202611
Sigma Planning Corp
CIK 0001449126
$5M208K0.14%Q1 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M198K0.01%Q1 202613
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$4M178K0.27%Q1 202614
Aptus Capital Advisors, LLC
CIK 0001664193
$4M178K0.03%Q1 202615
HFG Wealth Management, LLC
CIK 0002027836
$4M174K2.32%Q1 202616
Arete Wealth Advisors, LLC
CIK 0001600151
$4M149K0.27%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M146K0.00%Q1 202618
Cornerstone Wealth Management, LLC
CIK 0001674117
$3M121K0.13%Q2 202619
Sanctuary Advisors, LLC
CIK 0001777271
$3M119K0.02%Q1 202620
Triumph Capital Management
CIK 0001730765
$3M108K0.50%Q2 2026
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