Latest Period
Q2 2026
Security Snapshot
MANAGED PORTFOLIO SERIES - TREMBLANT GLOBAL (TOGA) Institutional Ownership
CUSIP: 56167N191
13F Institutional Holders and Ownership History from Q2 2024 to Q2 2026
Institutions Reporting
8
Shares (Excl. Options)
710,596
Price
$31.09
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- Security type / class
- Equity / TREMBLANT GLOBAL
- Symbol
- TOGA
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 710,596
- Total 13F value
- $22,112,105
- Portfolio coverage rank
- 0%
- Share change
- +141,368
- Value change
- +$4,417,639
- Number of holders
- 8
- SEC-reported price per share
- $30.36
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- TOGA - MANAGED PORTFOLIO SERIES - TREMBLANT GLOBAL is tracked under CUSIP 56167N191.
- 8 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 7 to 8 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $15,500,522 to $22,112,105.
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 8 institutions filings for Q2 2026.
Security key
56167N191
Latest holder period
Q2 2026
13F holders
8
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 56167N191:
As of 30 Jun 2026, 8 institutional investors reported holding 710,596 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
9
Latest
Q2 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 710,596 | $22,112,105 | +$4,417,639 | $31.09 | 8 |
| 2026 Q1 | 569,453 | $15,500,522 | -$2,630,204 | $27.22 | 7 |
| 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 |