Security key
56167N183
Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI)
CUSIP: 56167N183
Q4 2024 13F Holders as of 31 Dec 2024
- Type / Class
- Equity / EXHANGE TRADED PRODUCT
- Shares outstanding
- 4,643,983
- Total 13F shares
- 2,270,711
- Share change
- +1,759,709
- Total reported value
- $57,455,158
- Price per share
- $25.27
- Number of holders
- 32
- Value change
- +$44,537,540
- Number of buys
- 30
- Number of sells
- 3
Report period
Q4 2024
Institutions
32
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 56167N183
Recent filing periods:
Top shareholders of KHPI - Managed Portfolio Series - EXHANGE TRADED PRODUCT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) as of Q4 2024
As of 31 Dec 2024,
Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,270,711 shares.
The largest 10 holders included
Bison Wealth, LLC, HERITAGE OAK WEALTH ADVISORS LLC, CoreCap Advisors, LLC, United Advisor Group, LLC, Apollon Wealth Management, LLC, Atria Investments, Inc, Freedom Investment Management, Inc., ENVESTNET ASSET MANAGEMENT INC, Envestnet Portfolio Solutions, Inc., and Atria Wealth Solutions, Inc..
This page lists
32
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
8
Q4 2024 holders
32
Holder diff
24
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.