13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
KHPI

MANAGED PORTFOLIO SERIES

78 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 56167N183·78 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.5%
vs prior quarter
13F value held
$213M
76.0% inst. owned
of float
Holders
78
-106 QoQ
filers reporting
Activity
+25 / −10
+850 added · −851 reduced
this quarter
Concentration
33.88%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

78 institutions reported KHPI in Q1 2026. LPL Financial LLC leads at 33.9% of the visible book. -106 net institutions QoQ — distribution reading.

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
$19M805K0.32%Q1 202603
Bison Wealth, LLC
CIK 0001845251
$17M665K1.67%Q1 202604
HERITAGE OAK WEALTH ADVISORS LLC
CIK 0002035533
$17M708K5.49%Q1 202605
Kestra Advisory Services, LLC
CIK 0001830819
$12M507K0.05%Q1 202606
Bison Wealth, LLC
CIK 0001633172
$10M406K2.26%Q4 202407
Prospera Financial Services Inc
CIK 0001541625
$9M360K0.14%Q1 202608
Delta Investment Management, LLC
CIK 0001757043
$6M246K1.06%Q1 202609
CoreCap Advisors, LLC
CIK 0001902501
$6M237K0.20%Q1 202610
United Advisor Group, LLC
CIK 0002004873
$6M234K0.70%Q1 202611
Atria Investments, Inc
CIK 0001535865
$5M223K0.06%Q1 202612
Sigma Planning Corp
CIK 0001449126
$5M208K0.14%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
Sanctuary Advisors, LLC
CIK 0001777271
$3M119K0.02%Q1 202619
Triumph Capital Management
CIK 0001730765
$3M106K0.52%Q1 202620
Orion Porfolio Solutions, LLC
CIK 0001360533
$2M94K0.02%Q1 2026
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