Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / EXHANGE TRADED PRODUCT
-
Shares outstanding
-
4.64M
-
Number of holders
-
51
-
Total 13F shares, excl. options
-
4.34M
-
Shares change
-
+880K
-
Total reported value, excl. options
-
$110M
-
Value change
-
+$22.4M
-
Number of buys
-
40
-
Number of sells
-
-16
-
Price
-
$25.28
Significant Holders of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) as of Q2 2025
59 filings reported holding KHPI - Managed Portfolio Series - EXHANGE TRADED PRODUCT as of Q2 2025.
Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) has 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.34M shares
of 4.64M outstanding shares and own 93.52% of the company stock.
Largest 10 shareholders include LPL Financial LLC (654K shares), HERITAGE OAK WEALTH ADVISORS LLC (473K shares), Bison Wealth, LLC (328K shares), Kestra Advisory Services, LLC (303K shares), Prospera Financial Services Inc (257K shares), United Advisor Group, LLC (186K shares), Apollon Wealth Management, LLC (174K shares), CoreCap Advisors, LLC (167K shares), HFG Wealth Management, LLC (155K shares), and Atria Investments, Inc (150K shares).
This table shows the top 51 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.