Managed Portfolio Series - KAMO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | History | New | 678,751 | 16,985 | 0.03% | — | 1 | +678,751 | New | Q4 2025 | Jan 23, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 466,877 | 11,683 | 4.32% | — | 2 | +466,877 | New | Q4 2025 | Jan 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 167,668 | 4,195 | 0.0% | — | 3 | +167,668 | New | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 88,573 | 2,216 | 0.0% | — | 4 | +88,573 | New | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | New | 79,149 | 1,980 | 0.13% | — | 5 | +79,149 | New | Q4 2025 | Feb 20, 2026 |
| Atria Investments, Inc | History | New | 58,720 | 1,469 | 0.02% | — | 6 | +58,720 | New | Q4 2025 | Feb 05, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 57,574 | 1,440 | 0.02% | — | 7 | +57,574 | New | Q4 2025 | Jan 29, 2026 |
| Arkadios Wealth Advisors | History | New | 43,720 | 1,094 | 0.02% | — | 8 | +43,720 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | New | 42,073 | 1,052 | 0.02% | — | 9 | +42,073 | New | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | New | 34,201 | 855 | 0.02% | — | 10 | +34,201 | New | Q4 2025 | Feb 03, 2026 |
| Strategic Blueprint, LLC | History | New | 31,780 | 795 | 0.05% | — | 11 | +31,780 | New | Q4 2025 | Jan 30, 2026 |
| Fulcrum Equity Management | History | New | 25,065 | 627 | 0.6% | — | 12 | +25,065 | New | Q4 2025 | Jan 06, 2026 |
| Legacy Wealth Partners, LLC | History | New | 21,714 | 543 | 0.14% | — | 13 | +21,714 | New | Q4 2025 | Feb 17, 2026 |
| Balefire, LLC | History | New | 19,768 | 494 | 0.1% | — | 14 | +19,768 | New | Q4 2025 | Jan 12, 2026 |
| RFG Advisory, LLC | History | New | 17,165 | 429 | 0.01% | — | 15 | +17,165 | New | Q4 2025 | Feb 03, 2026 |
| TFB Advisors LLC | History | New | 12,317 | 308 | 0.09% | — | 16 | +12,317 | New | Q4 2025 | Feb 13, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | New | 11,499 | 287 | 0.27% | — | 17 | +11,499 | New | Q4 2025 | Jan 27, 2026 |
| Sowell Financial Services LLC | History | New | 8,209 | 205 | 0.01% | — | 18 | +8,209 | New | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | New | 3,462 | 87 | 0.0% | — | 19 | +3,462 | New | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | New | 154 | 3 | 0.0% | — | 20 | +154 | New | Q4 2025 | Feb 12, 2026 |