LST

MANAGED PORTFOLIO SERIES

Institutional Ownership · Q4 2025

Filing: Q4 2025

MANAGED PORTFOLIO SERIES (LST) is held by 44 institutional investors with combined holdings of $97M. Major holders include ASSETMARK, INC, HERITAGE OAK WEALTH ADVIS, Legend Financial Advisors.

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Institutional Holders

Total Value

$97.1M

Ownership %

—

🏦 Top Institutional Holders

ASSETMARK, INC

678.8K shares

$17.0M

HERITAGE OAK WEALTH ADVISORS LLC

466.9K shares

$11.7M

Legend Financial Advisors, Inc.

248.0K shares

$9.4M

Welch Financial Planning, LLC

📊 Financials

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

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