Managed Portfolio Series - TPYP

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$637.8M
QoQ value delta ($000)
$0 (0.0%)
Implied price effect (QoQ)
0.0%
Shares
Total shares
15,208,930
QoQ shares delta
+2 (+0.0%)
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 (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 1 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
MORGAN STANLEY 146,113 3,484,693 0.01%
BANK OF AMERICA CORP /DE/ 41,765 996,071 0.0%
Arvest Bank Trust Division 39,001 930,151 1.9%
TRAPHAGEN INVESTMENT ADVISORS LLC 37,125 885,428 2.65%
Magnus Financial Group LLC 36,206 863,496 2.56%
ATWOOD & PALMER INC 28,107 670,333 1.5%
FOSTER & MOTLEY INC 27,078 645,797 1.25%
Keudell/Morrison Wealth Management 15,739 375,370 2.97%
ARVEST INVESTMENTS, INC. 14,497 345,746 1.75%
Parkside Financial Bank & Trust 12,101 288,602 0.83%
UBS Group AG 11,708 279,251 0.0%
Busey Bank 11,184 266,738 0.27%
Cerity Partners LLC 10,071 240,203 0.01%
Triangle Securities Wealth Management 9,425 224,795 1.87%
Creative Planning 9,416 224,568 0.01%
CASTLEKEEP INVESTMENT ADVISORS LLC 8,853 211,148 4.43%
COMMONWEALTH EQUITY SERVICES, LLC 8,505 202,848 0.01%
Mariner, LLC 8,355 199,274 0.01%
WELLS FARGO & COMPANY/MN 8,142 194,195 0.0%
RAYMOND JAMES FINANCIAL INC 7,975 190,215 0.0%
CITADEL ADVISORS LLC 7,377 175,953 0.0%
Eagle Strategies LLC 7,350 175,309 0.73%
Rockefeller Capital Management L.P. 6,005 143,215 0.01%
Icon Wealth Advisors, LLC 5,696 135,865 0.34%
ROYAL BANK OF CANADA 5,166 123,199 0.0%