13F reference period
Q2 2026
Security Snapshot
Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) Institutional Ownership
CUSIP: 56167N183
13F Institutional Holders and Ownership History from Q3 2024 to Q3 2026
Institutions Reporting
75
Shares (Excl. Options)
11.32M
Full value: 11,321,713 · shares · 30 Jun 2026Price
$25.82
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
Save this security page for your next review
Watchlists follow companies and investors, across their share classes. Bookmark this page to revisit this specific CUSIP and its quarterly holders. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / EXHANGE TRADED PRODUCT
- Symbol
- KHPI
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 11,321,713
- Total 13F value
- $292,601,308
- Portfolio coverage rank
- 0%
- Share change
- +1,185,348
- Value change
- +$31,058,015
- Number of holders
- 75
- Shares outstanding
- 4,643,983
- SEC-reported price per share
- $25.99
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- KHPI - Managed Portfolio Series - EXHANGE TRADED PRODUCT is tracked under CUSIP 56167N183.
- 75 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 74 to 75 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$248.34M
Full value: $248,337,294 · USD · 31 Mar 2026.$292.6M
Full value: $292,601,308 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 75 institutions filings for Q2 2026.
Security key
56167N183
13F reference period
Q2 2026
13F holders
75
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 56167N183:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
KHPI
| 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 30 Jun 2026,
75
institutional investors reported holding
shares of
Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI).
This represents
244%
of the company’s total
outstanding shares.
11.32M
Full value: 11,321,713 · shares · 30 Jun 20264.64M
Full value: 4,643,983 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
215%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 83% | 3,863,440 | +30% | 0.02% | $99,754,017 |
| Apollon Wealth Management, LLC | 18% | 841,405 | +4.5% | 0.26% | $21,725,077 |
| HERITAGE OAK WEALTH ADVISORS LLC | 15% | 715,635 | +1.1% | 5.5% | $18,615,597 |
| Bison Wealth, LLC | 15% | 709,283 | +6.7% | 1.7% | $18,412,995 |
| Kestra Advisory Services, LLC | 10% | 486,835 | -4% | 0.04% | $12,570,084 |
| Prospera Financial Services Inc | 9.6% | 446,845 | +24% | 0.17% | $11,537,294 |
| Delta Investment Management, LLC | 5.8% | 267,264 | +8.9% | 1.1% | $6,900,751 |
| CoreCap Advisors, LLC | 5.1% | 236,882 | -0.18% | 0.18% | $6,116,303 |
| Sanctuary Advisors, LLC | 5% | 230,747 | +94% | 0.03% | $5,957,887 |
| United Advisor Group, LLC | 4.9% | 226,741 | -3.2% | 0.62% | $5,860,217 |
| Sigma Planning Corp | 4.9% | 225,831 | +8.4% | 0.15% | $5,830,967 |
| Cambridge Investment Research Advisors, Inc. | 4.1% | 189,389 | -4.4% | 0.01% | $4,890,000 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 4% | 184,467 | +3.8% | 0.27% | $4,762,938 |
| Aptus Capital Advisors, LLC | 4% | 184,467 | +3.8% | 0.03% | $4,762,938 |
| Atria Investments, Inc | 3.7% | 173,741 | -22% | 0.04% | $4,485,989 |
| HFG Wealth Management, LLC | 3.3% | 153,698 | -12% | 4% | $3,968,486 |
| ENVESTNET ASSET MANAGEMENT INC | 2.7% | 125,091 | -14% | 0% | $3,229,840 |
| Cornerstone Wealth Management, LLC | 2.6% | 121,148 | +3.2% | 0.13% | $3,128,035 |
| Triumph Capital Management | 2.3% | 107,949 | +2.1% | 0.5% | $2,787,253 |
| Equitable Holdings, Inc. | 2% | 94,844 | +13% | 0.01% | $2,448,863 |
| Wealthcare Advisory Partners LLC | 1.9% | 87,026 | +2.7% | 0.04% | $2,247,018 |
| MONEY CONCEPTS CAPITAL CORP | 1.9% | 87,002 | -3% | 0.1% | $2,246,386 |
| Advisory Services Network, LLC | 1.8% | 82,972 | +2.3% | 0.02% | $2,142,328 |
| GOLDMAN SACHS GROUP INC | 1.7% | 77,013 | 0% | $1,988,476 | |
| Summit Financial, LLC | 1.6% | 72,985 | +0.43% | 0.02% | $1,898,423 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Headline period
Q2 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 5,247,595 | $135,766,826 | +$3,677,977 | $25.81 | 32 |
| 2026 Q2 | 11,321,713 | $292,601,308 | +$31,058,015 | $25.82 | 75 |
| 2026 Q1 | 10,191,522 | $248,337,294 | +$56,125,827 | $24.21 | 74 |
| 2025 Q4 | 7,874,544 | $201,401,387 | +$45,696,194 | $25.66 | 72 |
| 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 |