Managed Portfolio Series - KAMO
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ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q4 2025
Value (USD)
Total reported value ($000)
$46.75M
QoQ value delta ($000)
—
Shares
Total shares
1,868,439
QoQ shares delta
—
Total shares held by funds (by quarter)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| ASSETMARK, INC | 16,985 | 678,751 | 0.03% |
| HERITAGE OAK WEALTH ADVISORS LLC | 11,683 | 466,877 | 4.32% |
| ENVESTNET ASSET MANAGEMENT INC | 4,195 | 167,668 | 0.0% |
| JANE STREET GROUP, LLC | 2,216 | 88,573 | 0.0% |
| Sunbelt Securities, Inc. | 1,980 | 79,149 | 0.13% |
| Atria Investments, Inc | 1,469 | 58,720 | 0.02% |
| Concurrent Investment Advisors, LLC | 1,440 | 57,574 | 0.02% |
| Arkadios Wealth Advisors | 1,094 | 43,720 | 0.02% |
| IFP Advisors, Inc | 1,052 | 42,073 | 0.02% |
| MGO ONE SEVEN LLC | 855 | 34,201 | 0.02% |
| Strategic Blueprint, LLC | 795 | 31,780 | 0.05% |
| Fulcrum Equity Management | 627 | 25,065 | 0.6% |
| Legacy Wealth Partners, LLC | 543 | 21,714 | 0.14% |
| Balefire, LLC | 494 | 19,768 | 0.1% |
| RFG Advisory, LLC | 429 | 17,165 | 0.01% |
| TFB Advisors LLC | 308 | 12,317 | 0.09% |
| Fiscal Wisdom Wealth Management, LLC | 287 | 11,499 | 0.27% |
| Sowell Financial Services LLC | 205 | 8,209 | 0.01% |
| CWM, LLC | 87 | 3,462 | 0.0% |
| Rossby Financial, LCC | 3 | 154 | 0.0% |