Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / EXHANGE TRADED PRODUCT
-
Shares outstanding
-
4.64M
-
Number of holders
-
32
-
Total 13F shares, excl. options
-
2.27M
-
Shares change
-
+1.76M
-
Total reported value, excl. options
-
$57.5M
-
Value change
-
+$44.5M
-
Number of buys
-
30
-
Number of sells
-
-3
-
Price
-
$25.27
Significant Holders of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) as of Q4 2024
34 filings reported holding KHPI - Managed Portfolio Series - EXHANGE TRADED PRODUCT as of Q4 2024.
Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.27M shares
of 4.64M outstanding shares and own 48.9% of the company stock.
Largest 10 shareholders include Bison Wealth, LLC (406K shares), HERITAGE OAK WEALTH ADVISORS LLC (316K shares), CoreCap Advisors, LLC (183K shares), United Advisor Group, LLC (158K shares), Apollon Wealth Management, LLC (147K shares), Atria Investments, Inc (139K shares), Freedom Investment Management, Inc. (122K shares), ENVESTNET ASSET MANAGEMENT INC (115K shares), Envestnet Portfolio Solutions, Inc. (89.3K shares), and Atria Wealth Solutions, Inc. (89K shares).
This table shows the top 32 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.