Managed Portfolio Series - KHPI

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)
$248.3M
QoQ value delta ($000)
+$46.93M (+23.31%)
Implied price effect (QoQ)
-4.73%
Shares
Total shares
10,191,522
QoQ shares delta
+2,316,978 (+29.42%)
Total shares held by funds (by quarter)

Market chart (KHPI)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
LPL Financial LLC 72,178 2,981,367 0.02%
Apollon Wealth Management, LLC 19,490 805,072 0.32%
Bison Wealth, LLC 17,343 664,998 1.67%
HERITAGE OAK WEALTH ADVISORS LLC 17,266 708,031 5.49%
Kestra Advisory Services, LLC 12,278 507,186 0.05%
Prospera Financial Services Inc 8,715 360,013 0.14%
Delta Investment Management, LLC 5,943 245,514 1.06%
CoreCap Advisors, LLC 5,744 237,298 0.2%
United Advisor Group, LLC 5,675 234,135 0.7%
Atria Investments, Inc 5,391 222,710 0.06%
Sigma Planning Corp 5,042 208,294 0.14%
Cambridge Investment Research Advisors, Inc. 4,796 198,102 0.01%
Aptus Capital Advisors, LLC 4,302 177,729 0.03%
GUARDIAN WEALTH ADVISORS, LLC / NC 4,302 177,729 0.27%
HFG Wealth Management, LLC 4,224 174,490 2.32%
Arete Wealth Advisors, LLC 3,601 148,548 0.27%
ENVESTNET ASSET MANAGEMENT INC 3,530 145,817 0.0%
Sanctuary Advisors, LLC 2,876 118,801 0.02%
Cornerstone Wealth Management, LLC 2,841 117,385 0.14%
Triumph Capital Management 2,577 105,694 0.52%
Orion Porfolio Solutions, LLC 2,275 93,990 0.02%
Strategic Blueprint, LLC 2,220 91,729 0.13%
MONEY CONCEPTS CAPITAL CORP 2,170 89,665 0.12%
Equitable Holdings, Inc. 2,161 84,249 0.01%
Wealthcare Advisory Partners LLC 2,051 84,757 0.04%