Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / EXHANGE TRADED PRODUCT
-
Shares outstanding
-
4,643,983
-
Total 13F shares
-
3,460,872
-
Share change
-
+607,476
-
Total reported value
-
$88,931,397
-
Price per share
-
$25.66
-
Number of holders
-
37
-
Value change
-
+$15,190,559
-
Number of buys
-
30
-
Number of sells
-
7
Institutional Holders of Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) as of Q4 2025
As of 31 Dec 2025,
Managed Portfolio Series - EXHANGE TRADED PRODUCT (KHPI) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,460,872 shares.
The largest 10 holders included
HERITAGE OAK WEALTH ADVISORS LLC, Apollon Wealth Management, LLC, Prospera Financial Services Inc, United Advisor Group, LLC, Atria Investments, Inc, Delta Investment Management, LLC, CoreCap Advisors, LLC, Sigma Planning Corp, Cambridge Investment Research Advisors, Inc., and HFG Wealth Management, LLC.
This page lists
38
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.