Who Owns MANAGED PORTFOLIO SER (KAMO)? -- Institutional Holders (2026-06-30)
28 institutions reported holding $72.5M of MANAGED PORTFOLIO SER (KAMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($22.9M), ASSETMARK, INC ($17.9M), CoreCap Advisors, LLC ($8.3M), HERITAGE OAK WEALTH ADVISORS LLC ($6.8M), ENVESTNET ASSET MANAGEMENT INC ($3.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $22.9M | 927,968 | New |
| 2 | ASSETMARK, INC | $17.9M | 725,203 | Added |
| 3 | CoreCap Advisors, LLC | $8.3M | 338,782 | Added |
| 4 | HERITAGE OAK WEALTH ADVISORS LLC | $6.8M | 274,361 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 148,800 | Trimmed |
| 6 | LEUTHOLD GROUP, LLC | $2.0M | 81,373 | Trimmed |
| 7 | Atria Investments, Inc | $2.0M | 79,891 | Added |
| 8 | IFP Advisors, Inc | $1.2M | 48,957 | Added |
| 9 | Concurrent Investment Advisors, LLC | $1.2M | 47,180 | Trimmed |
| 10 | Arkadios Wealth Advisors | $1.1M | 42,931 | Trimmed |
| 11 | Global Assets Advisory, LLC | $1.0M | 40,928 | New |
| 12 | MGO ONE SEVEN LLC | $945,519 | 38,373 | Added |
| 13 | Strategic Blueprint, LLC | $698,741 | 28,358 | Trimmed |
| 14 | JANE STREET GROUP, LLC | $616,936 | 25,038 | Added |
| 15 | Legacy Wealth Partners, LLC | $615,409 | 24,976 | Added |
| 16 | Fulcrum Equity Management | $543,880 | 22,073 | Trimmed |
| 17 | Balefire, LLC | $450,419 | 18,280 | Trimmed |
| 18 | RFG Advisory, LLC | $380,142 | 15,428 | Trimmed |
| 19 | United Advisor Group, LLC | $233,158 | 9,401 | New |
| 20 | UBS Group AG | $18,628 | 756 | Trimmed |
| 21 | Continuum Advisory, LLC | $16,903 | 686 | New |
| 22 | Rossby Financial, LCC | $8,107 | 329 | Added |
| 23 | OSAIC HOLDINGS, INC. | $6,109 | 248 | New |
| 24 | Farther Finance Advisors, LLC | $1,873 | 76 | New |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30