KHPI

MANAGED PORTFOLIO SERIES

Institutional Ownership · Q4 2025

Filing: Q4 2025

MANAGED PORTFOLIO SERIES (KHPI) is held by 76 institutional investors with combined holdings of $202M. Major holders include LPL Financial LLC, TRB Advisors LP, HERITAGE OAK WEALTH ADVIS.

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Institutional Holders

Total Value

$202.0M

Ownership %

—

🏦 Top Institutional Holders

HERITAGE OAK WEALTH ADVISORS LLC

580.1K shares

$15.0M

Kestra Advisory Services, LLC

345.7K shares

$8.9M

Apollon Wealth Management, LLC

315.9K shares

$8.1M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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