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

MANAGED PORTFOLIO SERIES

79 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 56167N183·79 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$253M
visible holders
Holders
79
filers reporting
Concentration
39.41%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

79 institutions reported KHPI in Q2 2026. LPL Financial LLC leads at 39.4% 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
$100M3.9M0.02%Q2 202602
Bison Wealth, LLC
CIK 0001845251
$23M886K1.93%Q3 202603
Apollon Wealth Management, LLC
CIK 0001764387
$21M820K0.24%Q3 202604
HERITAGE OAK WEALTH ADVISORS LLC
CIK 0002035533
$19M712K5.64%Q3 202605
Kestra Advisory Services, LLC
CIK 0001830819
$13M487K0.04%Q2 202606
Prospera Financial Services Inc
CIK 0001541625
$12M447K0.17%Q2 202607
Delta Investment Management, LLC
CIK 0001757043
$7M267K1.14%Q2 202608
CoreCap Advisors, LLC
CIK 0001902501
$7M254K0.19%Q3 202609
Sigma Planning Corp
CIK 0001449126
$6M245K0.16%Q3 202610
Sanctuary Advisors, LLC
CIK 0001777271
$6M231K0.03%Q2 202611
United Advisor Group, LLC
CIK 0002004873
$6M227K0.62%Q2 202612
Atria Investments, Inc
CIK 0001535865
$5M190K0.05%Q3 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M198K0.01%Q1 202614
Aptus Capital Advisors, LLC
CIK 0001664193
$5M184K0.03%Q2 202615
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$5M184K0.27%Q2 202616
HFG Wealth Management, LLC
CIK 0002027836
$4M154K4.01%Q3 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M125K0.00%Q2 202618
Cornerstone Wealth Management, LLC
CIK 0001674117
$3M121K0.13%Q2 202619
Triumph Capital Management
CIK 0001730765
$3M111K0.50%Q3 202620
Wealthcare Advisory Partners LLC
CIK 0001683059
$2M96K0.04%Q3 2026
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