| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | 0.4% | -92% | $301,274 | -$6,729,438 | 11,741 | -96% | MONEY CONCEPTS CAPITAL CORP | 30 Jun 2025 |
As of 31 Dec 2025, 70 institutional investors reported holding 7,198,519 shares of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI). This represents 155% of the company’s total 4,643,983 outstanding shares.
The largest institutional shareholders of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) together control 135% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 46% | 2,143,185 | +48% | 0.02% | $54,994,131 |
| HERITAGE OAK WEALTH ADVISORS LLC | 12% | 580,088 | +20% | 5.5% | $14,997,693 |
| Kestra Advisory Services, LLC | 7.4% | 345,692 | +7% | 0.04% | $8,870,456 |
| Apollon Wealth Management, LLC | 6.8% | 315,854 | +30% | 0.14% | $8,104,815 |
| Prospera Financial Services Inc | 6.4% | 295,745 | +1.3% | 0.12% | $7,588,672 |
| United Advisor Group, LLC | 4.9% | 229,699 | +0% | 0.76% | $5,902,690 |
| Atria Investments, Inc | 4.4% | 206,386 | +18% | 0.06% | $5,295,868 |
| Delta Investment Management, LLC | 4.3% | 199,892 | 0.89% | $5,129,229 | |
| CoreCap Advisors, LLC | 4.3% | 198,241 | +3.4% | 0.18% | $5,086,874 |
| Sigma Planning Corp | 3.9% | 180,041 | +68% | 0.13% | $4,619,848 |
| Cambridge Investment Research Advisors, Inc. | 3.8% | 174,985 | +62% | 0.01% | $4,490,000 |
| HFG Wealth Management, LLC | 3.7% | 172,621 | +2.5% | 2.4% | $4,429,444 |
| Arete Wealth Advisors, LLC | 3.3% | 153,837 | +42% | 0.24% | $3,947,000 |
| ENVESTNET ASSET MANAGEMENT INC | 2.9% | 134,217 | +1.1% | 0% | $3,444,013 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2.8% | 129,772 | +27% | 0.21% | $3,329,938 |
| Aptus Capital Advisors, LLC | 2.8% | 129,772 | +27% | 0.03% | $3,329,950 |
| Triumph Capital Management | 2.2% | 102,468 | +5.9% | 0.57% | $2,629,329 |
| Orion Porfolio Solutions, LLC | 1.9% | 88,077 | +373% | 0.02% | $2,260,056 |
| Advisory Services Network, LLC | 1.7% | 79,662 | +2% | 0.03% | $2,044,136 |
| Strategic Blueprint, LLC | 1.7% | 78,453 | +39% | 0.12% | $2,013,093 |
| Concurrent Investment Advisors, LLC | 1.6% | 75,616 | +76% | 0.02% | $1,940,302 |
| Wealthcare Advisory Partners LLC | 1.6% | 74,408 | +30% | 0.04% | $1,909,322 |
| Equitable Holdings, Inc. | 1.5% | 71,865 | +19% | 0.01% | $1,844,056 |
| IFP Advisors, Inc | 1.3% | 61,876 | +2.6% | 0.04% | $1,587,738 |
| Intrepid Financial Planning Group LLC | 1.3% | 59,643 | +2.6% | 0.58% | $1,530,428 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 7,198,519 | $184,850,745 | +$40,203,752 | $25.66 | 70 |
| 2025 Q3 | 6,004,442 | $153,919,216 | +$44,170,473 | $25.53 | 65 |
| 2025 Q2 | 4,342,943 | $109,648,823 | +$22,385,116 | $25.28 | 51 |
| 2025 Q1 | 3,477,755 | $83,476,727 | +$39,572,713 | $23.96 | 50 |
| 2024 Q4 | 2,270,711 | $57,455,158 | +$44,537,540 | $25.27 | 32 |
| 2024 Q3 | 497,502 | $12,582,258 | +$12,582,258 | $25.29 | 8 |