Latest Period
Q4 2025
Security Snapshot
Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) Institutional Ownership
CUSIP: 56167N183
13F Institutional Holders and Ownership History from Q3 2024 to Q1 2026
Institutions Reporting
71
Shares (Excl. Options)
7,835,448
Price
$25.66
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place.
- Type / Class
- Equity / EXHANGE TRADED PRODUCT
- Symbol
- KHPI
- Shares outstanding
- 4,643,983
- Price per share
- $24.21
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 7,835,448
- Total reported value
- $200,398,177
- % of total 13F portfolios
- 0%
- Share change
- +1,810,822
- Value change
- +$45,790,931
- Number of holders
- 71
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- KHPI - Managed Portfolio Series - EXHANGE TRADED PRODUCT is tracked under CUSIP 56167N183.
- 71 institutions reported positions in Q4 2025.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 71 to 21 between Q4 2025 and Q1 2026.
- Reported value moved from $200,398,177 to $74,503,339.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 71 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 56167N183?
CUSIP 56167N183 identifies KHPI - Managed Portfolio Series - EXHANGE TRADED PRODUCT in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 56167N183:
Significant Owners of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) based on Schedule 13D/G filings
| 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, 71 institutional investors reported holding 7,835,448 shares of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI). This represents 169% of the company’s total 4,643,983 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) together control 148% 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 |
| Bison Wealth, LLC | 14% | 636,929 | +56% | 1.8% | $15,547,432 |
| 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 |
Institutional Holders of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 3,071,902 | $74,503,339 | +$18,491,893 | $24.21 | 21 |
| 2025 Q4 | 7,835,448 | $200,398,177 | +$45,790,931 | $25.66 | 71 |
| 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 |