Managed Portfolio Series - KHPI

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$200.4M

QoQ value delta ($000)

+$56.72M (+39.48%)

Implied price effect (QoQ)

-0.4%

Total shares

7,835,448

QoQ shares delta

+2,240,527 (+40.05%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

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
LPL Financial LLC	54,994	2,143,185	0.02%
Bison Wealth, LLC	15,547	636,929	1.75%
HERITAGE OAK WEALTH ADVISORS LLC	14,997	580,088	5.54%
Kestra Advisory Services, LLC	8,870	345,692	0.04%
Apollon Wealth Management, LLC	8,104	315,854	0.14%
Prospera Financial Services Inc	7,588	295,745	0.12%
United Advisor Group, LLC	5,902	229,699	0.74%
Atria Investments, Inc	5,295	206,386	0.06%
Delta Investment Management, LLC	5,129	199,892	0.89%
CoreCap Advisors, LLC	5,086	198,241	0.18%
Sigma Planning Corp	4,619	180,041	0.13%
Cambridge Investment Research Advisors, Inc.	4,490	174,985	0.01%
HFG Wealth Management, LLC	4,429	172,621	2.44%
Arete Wealth Advisors, LLC	3,947	153,837	0.24%
ENVESTNET ASSET MANAGEMENT INC	3,444	134,217	0.0%
Aptus Capital Advisors, LLC	3,329	129,772	0.02%
GUARDIAN WEALTH ADVISORS, LLC / NC	3,329	129,772	0.21%
Triumph Capital Management	2,629	102,468	0.57%
Orion Porfolio Solutions, LLC	2,260	88,077	0.02%
Advisory Services Network, LLC	2,044	79,662	0.03%
Strategic Blueprint, LLC	2,013	78,453	0.12%
Concurrent Investment Advisors, LLC	1,940	75,616	0.02%
Wealthcare Advisory Partners LLC	1,909	74,408	0.04%
Equitable Holdings, Inc.	1,844	71,865	0.01%
IFP Advisors, Inc	1,587	61,876	0.04%