Who Owns MANAGED PORTFOLIO SER (KHPI)? -- Institutional Holders (2026-06-30)

82 institutions reported holding $292.6M of MANAGED PORTFOLIO SER (KHPI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($99.8M), Apollon Wealth Management, LLC ($21.7M), HERITAGE OAK WEALTH ADVISORS LLC ($18.6M), Bison Wealth, LLC ($18.4M), Kestra Advisory Services, LLC ($12.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$99.8M3.9MAdded
2Apollon Wealth Management, LLC$21.7M841,405Added
3HERITAGE OAK WEALTH ADVISORS LLC$18.6M715,635Added
4Bison Wealth, LLC$18.4M709,283Added
5Kestra Advisory Services, LLC$12.6M486,835Trimmed
6Prospera Financial Services Inc$11.5M446,845Added
7Delta Investment Management, LLC$6.9M267,264Added
8CoreCap Advisors, LLC$6.1M236,882Trimmed
9Sanctuary Advisors, LLC$6.0M230,747Added
10United Advisor Group, LLC$5.9M226,741Trimmed
11Sigma Planning Corp$5.8M225,831Added
12Cambridge Investment Research Advisors, Inc.$4.9M189,389Trimmed
13Aptus Capital Advisors, LLC$4.8M184,467Added
14GUARDIAN WEALTH ADVISORS, LLC / NC$4.8M184,467Added
15Atria Investments, Inc$4.5M173,741Trimmed
16HFG Wealth Management, LLC$4.0M153,698Trimmed
17ENVESTNET ASSET MANAGEMENT INC$3.2M125,091Trimmed
18Cornerstone Wealth Management, LLC$3.1M121,148Added
19Triumph Capital Management$2.8M107,949Added
20Equitable Holdings, Inc.$2.4M94,844Added
21Wealthcare Advisory Partners LLC$2.2M87,026Added
22MONEY CONCEPTS CAPITAL CORP$2.2M87,002Trimmed
23Advisory Services Network, LLC$2.1M82,972Added
24GOLDMAN SACHS GROUP INC$2.0M77,013New
25Summit Financial, LLC$1.9M72,985Added

Source: SEC Form 13F filings · as of 2026-06-30