Who Owns MANAGED PORTFOLIO SERIES (LST)? -- Institutional Holders (2026-06-30)

Name: MANAGED PORTFOLIO SERIES (LST) Institutional Holders (2026-06-30)
Creator: ko.io

62 institutions reported holding $80.8M of MANAGED PORTFOLIO SERIES (LST) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($10.9M), Bison Wealth, LLC ($10.6M), Welch Financial Planning, LLC ($10.2M), Cambridge Investment Research Advisors, Inc. ($7.0M), Coastal Bridge Advisors, LLC ($6.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$10.9M	234,143	Trimmed
2	Bison Wealth, LLC	$10.6M	226,731	Added
3	Welch Financial Planning, LLC	$10.2M	218,880	Added
4	Cambridge Investment Research Advisors, Inc.	$7.0M	149,885	Added
5	Coastal Bridge Advisors, LLC	$6.9M	146,704	Added
6	Sigma Planning Corp	$4.9M	105,920	Added
7	Castleview Partners, LLC	$4.9M	104,523	Trimmed
8	GTS SECURITIES LLC	$4.3M	92,668	Added
9	LEUTHOLD GROUP, LLC	$4.2M	89,271	Added
10	GOLDMAN SACHS GROUP INC	$3.6M	77,958	New
11	NewEdge Advisors, LLC	$2.5M	52,935	New
12	Ashton Thomas Private Wealth, LLC	$1.7M	35,730	Trimmed
13	COMMONWEALTH EQUITY SERVICES, LLC	$1.5M	33,051	Added
14	Jacobi Capital Management LLC	$1.3M	28,147	Trimmed
15	Sanctuary Advisors, LLC	$964,554	20,641	Trimmed
16	Apollon Wealth Management, LLC	$944,974	20,222	Added
17	IFP Advisors, Inc	$843,523	18,051	Added
18	Prospera Financial Services Inc	$476,259	10,192	New
19	Westhampton Capital, LLC	$438,918	9,393	Hold
20	CITADEL ADVISORS LLC	$425,804	9,112	Trimmed
21	Koshinski Asset Management, Inc.	$319,948	6,847	Hold
22	JANE STREET GROUP, LLC	$319,867	6,845	Trimmed
23	KESTRA PRIVATE WEALTH SERVICES, LLC	$248,884	5,326	New
24	WFA of San Diego, LLC	$219,814	4,543	Trimmed
25	Owen LaRue, LLC	$214,251	4,585	New

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