Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / EXHANGE TRADED PRODUCT
-
Shares outstanding
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4.64M
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Number of holders
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50
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Total 13F shares, excl. options
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3.48M
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Shares change
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+1.65M
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Total reported value, excl. options
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$83.5M
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Value change
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+$39.6M
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Number of buys
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38
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Number of sells
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-15
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Price
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$23.96
Significant Holders of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) as of Q1 2025
53 filings reported holding KHPI - Managed Portfolio Series - EXHANGE TRADED PRODUCT as of Q1 2025.
Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) has 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.48M shares
of 4.64M outstanding shares and own 74.89% of the company stock.
Largest 10 shareholders include HERITAGE OAK WEALTH ADVISORS LLC (470K shares), Bison Wealth, LLC (323K shares), MONEY CONCEPTS CAPITAL CORP (274K shares), Kestra Advisory Services, LLC (214K shares), LPL Financial LLC (205K shares), United Advisor Group, LLC (177K shares), CoreCap Advisors, LLC (149K shares), HFG Wealth Management, LLC (149K shares), Apollon Wealth Management, LLC (145K shares), and ENVESTNET ASSET MANAGEMENT INC (140K shares).
This table shows the top 50 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.