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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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$74.51M
QoQ value delta ($000)
+$24.21M (+48.14%)
Implied price effect (QoQ)
-0.15%
Shares
Total shares
3,024,352
QoQ shares delta
+985,784 (+48.36%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (KAMO)

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 24 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
LPL Financial LLC 22,865 927,968 0.01%
ASSETMARK, INC 17,869 725,203 0.03%
CoreCap Advisors, LLC 8,347 338,782 0.25%
HERITAGE OAK WEALTH ADVISORS LLC 6,760 274,361 1.99%
ENVESTNET ASSET MANAGEMENT INC 3,666 148,800 0.0%
LEUTHOLD GROUP, LLC 2,005 81,373 0.2%
Sunbelt Securities, Inc. 1,976 80,096 0.12%
Atria Investments, Inc 1,968 79,891 0.02%
IFP Advisors, Inc 1,206 48,957 0.02%
Concurrent Investment Advisors, LLC 1,162 47,180 0.01%
Arkadios Wealth Advisors 1,057 42,931 0.02%
Global Assets Advisory, LLC 1,008 40,928 0.22%
MGO ONE SEVEN LLC 945 38,373 0.02%
Strategic Blueprint, LLC 698 28,358 0.03%
JANE STREET GROUP, LLC 616 25,038 0.0%
Legacy Wealth Partners, LLC 615 24,976 0.14%
Fulcrum Equity Management 543 22,073 0.4%
Balefire, LLC 450 18,280 0.07%
RFG Advisory, LLC 380 15,428 0.01%
United Advisor Group, LLC 233 9,401 0.02%
CWM, LLC 95 3,860 0.0%
UBS Group AG 18 756 0.0%
Continuum Advisory, LLC 16 686 0.0%
Rossby Financial, LCC 8 329 0.0%
OSAIC HOLDINGS, INC. 6 248 0.0%