Latest Period
Q1 2026
Security Snapshot
MANAGED PORTFOLIO SERIES - TREMBLANT GLOBAL (TOGA) Institutional Ownership
CUSIP: 56167N191
13F Institutional Holders and Ownership History from Q2 2024 to Q1 2026
Institutions Reporting
6
Shares (Excl. Options)
569,153
Price
$27.22
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- Security type / class
- Equity / TREMBLANT GLOBAL
- Symbol
- TOGA
- Reported price per share
- $29.50
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 569,153
- Total reported value
- $15,492,356
- Portfolio coverage rank
- 0%
- Share change
- -72,311
- Value change
- -$2,630,204
- Number of holders
- 6
Security identity
Issuer context
Latest holder snapshot
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- TOGA - MANAGED PORTFOLIO SERIES - TREMBLANT GLOBAL is tracked under CUSIP 56167N191.
- 6 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 12 to 6 between Q4 2025 and Q1 2026.
- Reported value moved from $21,986,522 to $15,492,356.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 6 institutions filings for Q1 2026.
Security key
56167N191
Latest holder period
Q1 2026
13F holders
6
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 56167N191:
As of 31 Mar 2026, 6 institutional investors reported holding 569,153 shares of MANAGED PORTFOLIO SERIES - TREMBLANT GLOBAL (TOGA).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Latest
Q1 2026
Rows shown
1-8 of 8
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 569,153 | $15,492,356 | -$2,630,204 | $27.22 | 6 |
| 2025 Q4 | 641,482 | $21,986,522 | -$997,038 | $34.27 | 12 |
| 2025 Q3 | 763,565 | $27,001,274 | +$7,150,373 | $35.57 | 14 |
| 2025 Q2 | 563,604 | $19,485,834 | +$2,594,985 | $34.65 | 11 |
| 2025 Q1 | 495,051 | $14,396,678 | +$1,620,253 | $29.00 | 8 |
| 2024 Q4 | 438,507 | $13,381,136 | +$10,587,300 | $30.04 | 6 |
| 2024 Q3 | 89,602 | $2,533,629 | -$5,567 | $27.90 | 5 |
| 2024 Q2 | 91,010 | $2,334,249 | +$2,334,249 | $25.65 | 2 |