Managed Portfolio Series - KAMO

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$50.3M
QoQ value delta ($000)
+$3.553M (+7.6%)
Implied price effect (QoQ)
-1.38%
Shares
Total shares
2,038,568
QoQ shares delta
+170,129 (+9.11%)
Total shares held by funds (by quarter)

Market chart (KAMO)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
ASSETMARK, INC 15,661 634,595 0.03%
CoreCap Advisors, LLC 7,965 322,783 0.27%
HERITAGE OAK WEALTH ADVISORS LLC 6,984 283,004 2.22%
ENVESTNET ASSET MANAGEMENT INC 4,009 162,455 0.0%
LEUTHOLD GROUP, LLC 2,012 81,551 0.21%
Sunbelt Securities, Inc. 1,976 80,096 0.12%
Atria Investments, Inc 1,697 68,787 0.02%
Concurrent Investment Advisors, LLC 1,457 59,051 0.02%
GOLDMAN SACHS GROUP INC 1,305 52,918 0.0%
IFP Advisors, Inc 1,139 46,157 0.02%
Arkadios Wealth Advisors 1,065 43,162 0.02%
MGO ONE SEVEN LLC 917 37,169 0.02%
Strategic Blueprint, LLC 747 30,280 0.04%
Fulcrum Equity Management 576 23,369 0.56%
Legacy Wealth Partners, LLC 563 22,844 0.14%
JANE STREET GROUP, LLC 537 21,772 0.0%
CITADEL ADVISORS LLC 466 18,891 0.0%
Balefire, LLC 465 18,843 0.09%
RFG Advisory, LLC 399 16,178 0.01%
Fiscal Wisdom Wealth Management, LLC 210 8,511 0.2%
CWM, LLC 95 3,860 0.0%
UBS Group AG 46 1,873 0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5 227 0.0%
Rossby Financial, LCC 4 192 0.0%