| 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 Sep 2025, 66 institutional investors reported holding 6,024,626 shares of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI). This represents 130% of the company’s total 4,643,983 outstanding shares.
The largest institutional shareholders of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) together control 114% 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 | 31% | 1,452,247 | +122% | 0.01% | $37,075,859 |
| HERITAGE OAK WEALTH ADVISORS LLC | 10% | 482,026 | +2% | 4.5% | $12,306,131 |
| Bison Wealth, LLC | 8.8% | 408,040 | +24% | 0.98% | $10,597,591 |
| Kestra Advisory Services, LLC | 7% | 322,965 | +6.5% | 0.04% | $8,245,302 |
| Prospera Financial Services Inc | 6.3% | 291,995 | +14% | 0.13% | $7,454,510 |
| Apollon Wealth Management, LLC | 5.2% | 242,807 | +40% | 0.11% | $6,198,873 |
| United Advisor Group, LLC | 4.9% | 229,698 | +24% | 0.79% | $5,871,647 |
| CoreCap Advisors, LLC | 4.1% | 191,668 | +15% | 0.18% | $4,893,293 |
| Atria Investments, Inc | 3.8% | 174,794 | +16% | 0.05% | $4,462,486 |
| MONEY CONCEPTS CAPITAL CORP | 3.7% | 171,131 | +1358% | 0.27% | $4,368,973 |
| HFG Wealth Management, LLC | 3.6% | 168,472 | +8.4% | 2.3% | $4,301,079 |
| ENVESTNET ASSET MANAGEMENT INC | 2.9% | 132,713 | +0.31% | 0% | $3,388,156 |
| Cambridge Investment Research Advisors, Inc. | 2.3% | 108,280 | +33% | 0.01% | $2,764,000 |
| Arete Wealth Advisors, LLC | 2.3% | 108,193 | -4.7% | 0.17% | $2,762,000 |
| Sigma Planning Corp | 2.3% | 107,146 | 0.08% | $2,735,429 | |
| Aptus Capital Advisors, LLC | 2.2% | 102,484 | +135% | 0.02% | $2,616,417 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2.2% | 102,484 | +135% | 0.17% | $2,616,429 |
| Triumph Capital Management | 2.1% | 96,738 | +170% | 0.67% | $2,469,721 |
| Advisory Services Network, LLC | 1.7% | 78,120 | 0.03% | $1,994,410 | |
| IFP Advisors, Inc | 1.3% | 60,325 | +13% | 0.04% | $1,540,116 |
| Equitable Holdings, Inc. | 1.3% | 60,239 | +70% | 0.01% | $1,537,902 |
| Intrepid Financial Planning Group LLC | 1.3% | 58,141 | -0.89% | 0.57% | $1,484,330 |
| Wealthcare Advisory Partners LLC | 1.2% | 57,133 | +25% | 0.03% | $1,458,616 |
| Strategic Blueprint, LLC | 1.2% | 56,500 | -13% | 0.06% | $1,442,445 |
| CPR Investments Inc. | 1.1% | 50,843 | 0.89% | $1,298,011 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,456,526 | $37,487,083 | +$4,934,936 | $25.66 | 10 |
| 2025 Q3 | 6,024,626 | $154,434,533 | +$44,217,297 | $25.53 | 66 |
| 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 |