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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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$289M
QoQ value delta ($000)
+$40.71M (+16.4%)
Implied price effect (QoQ)
+6.04%
Shares
Total shares
11,187,486
QoQ shares delta
+995,964 (+9.77%)
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.

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 75 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 99,754 3,863,440 0.02%
Apollon Wealth Management, LLC 21,725 841,405 0.26%
HERITAGE OAK WEALTH ADVISORS LLC 18,615 715,635 5.48%
Bison Wealth, LLC 18,412 709,283 1.69%
Kestra Advisory Services, LLC 12,570 486,835 0.04%
Prospera Financial Services Inc 11,537 446,845 0.17%
Delta Investment Management, LLC 6,900 267,264 1.14%
CoreCap Advisors, LLC 6,116 236,882 0.18%
Sanctuary Advisors, LLC 5,957 230,747 0.03%
United Advisor Group, LLC 5,860 226,741 0.62%
Sigma Planning Corp 5,830 225,831 0.15%
Aptus Capital Advisors, LLC 4,762 184,467 0.03%
GUARDIAN WEALTH ADVISORS, LLC / NC 4,762 184,467 0.27%
Atria Investments, Inc 4,485 173,741 0.04%
HFG Wealth Management, LLC 3,968 153,698 3.99%
ENVESTNET ASSET MANAGEMENT INC 3,229 125,091 0.0%
Cornerstone Wealth Management, LLC 3,128 121,148 0.13%
Triumph Capital Management 2,787 107,949 0.5%
Equitable Holdings, Inc. 2,448 94,844 0.01%
Wealthcare Advisory Partners LLC 2,247 87,026 0.04%
MONEY CONCEPTS CAPITAL CORP 2,246 87,002 0.1%
Advisory Services Network, LLC 2,142 82,972 0.02%
GOLDMAN SACHS GROUP INC 1,988 77,013 0.0%
Summit Financial, LLC 1,898 72,985 0.02%
IFP Advisors, Inc 1,744 67,580 0.03%