Latest Period
Q1 2026
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
74
Shares (Excl. Options)
10,191,522
Price
$24.21
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- Security type / class
- Equity / EXHANGE TRADED PRODUCT
- Symbol
- KHPI
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 10,191,522
- Total 13F value
- $248,337,294
- Portfolio coverage rank
- 0%
- Share change
- +2,316,978
- Value change
- +$56,125,827
- Number of holders
- 74
- Shares outstanding
- 4,643,983
- SEC-reported price per share
- $26.08
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
Key facts
- KHPI - Managed Portfolio Series - EXHANGE TRADED PRODUCT is tracked under CUSIP 56167N183.
- 74 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 72 to 74 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $201,401,387 to $248,337,294.
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 74 institutions filings for Q1 2026.
Security key
56167N183
Latest holder period
Q1 2026
13F holders
74
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 31 Mar 2026, 74 institutional investors reported holding 10,191,522 shares of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI). This represents 219% of the company’s total 4,643,983 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
193%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 64% | 2,981,367 | +39% | 0.02% | $72,178,895 |
| Apollon Wealth Management, LLC | 17% | 805,072 | +155% | 0.32% | $19,490,805 |
| HERITAGE OAK WEALTH ADVISORS LLC | 15% | 708,031 | +22% | 5.5% | $17,266,869 |
| Bison Wealth, LLC | 14% | 664,998 | +4.4% | 1.8% | $17,343,158 |
| Kestra Advisory Services, LLC | 11% | 507,186 | +47% | 0.05% | $12,278,975 |
| Prospera Financial Services Inc | 7.8% | 360,013 | +22% | 0.14% | $8,715,715 |
| Delta Investment Management, LLC | 5.3% | 245,514 | +23% | 1.1% | $5,943,903 |
| CoreCap Advisors, LLC | 5.1% | 237,298 | +20% | 0.2% | $5,744,999 |
| United Advisor Group, LLC | 5% | 234,135 | +1.9% | 0.7% | $5,675,261 |
| Atria Investments, Inc | 4.8% | 222,710 | +7.9% | 0.06% | $5,391,818 |
| Sigma Planning Corp | 4.5% | 208,294 | +16% | 0.14% | $5,042,794 |
| Cambridge Investment Research Advisors, Inc. | 4.3% | 198,102 | +13% | 0.01% | $4,796,000 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 3.8% | 177,729 | +37% | 0.27% | $4,302,830 |
| Aptus Capital Advisors, LLC | 3.8% | 177,729 | +37% | 0.04% | $4,302,819 |
| HFG Wealth Management, LLC | 3.8% | 174,490 | +1.1% | 2.3% | $4,224,398 |
| Arete Wealth Advisors, LLC | 3.2% | 148,548 | -3.4% | 0.27% | $3,601,546 |
| ENVESTNET ASSET MANAGEMENT INC | 3.1% | 145,817 | +8.6% | 0% | $3,530,236 |
| Sanctuary Advisors, LLC | 2.6% | 118,801 | +172% | 0.02% | $2,876,167 |
| Cornerstone Wealth Management, LLC | 2.5% | 117,385 | +131% | 0.14% | $2,841,895 |
| Triumph Capital Management | 2.3% | 105,694 | +3.1% | 0.52% | $2,577,940 |
| Orion Porfolio Solutions, LLC | 2% | 93,990 | +6.7% | 0.02% | $2,275,498 |
| Strategic Blueprint, LLC | 2% | 91,729 | +17% | 0.13% | $2,220,763 |
| MONEY CONCEPTS CAPITAL CORP | 1.9% | 89,665 | +195% | 0.12% | $2,170,786 |
| Wealthcare Advisory Partners LLC | 1.8% | 84,757 | +14% | 0.04% | $2,051,958 |
| Equitable Holdings, Inc. | 1.8% | 84,249 | +17% | 0.02% | $2,161,829 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
7
Latest
Q1 2026
Rows shown
1-7 of 7
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |