Latest 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 Q2 2026
Institutions Reporting
75
Shares (Excl. Options)
11,321,713
Price
$25.82
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- 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
- $26.01
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.
- 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 $248,337,294 to $292,601,308.
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
Latest holder 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 11,321,713 shares of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI). This represents 244% 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
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
8
Latest
Q2 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |