MANAGED PORTFOLIO SER (KAMO)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
24
Reporting holders
$72.5M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $22.9M | 927,968 | 0.01% | new | NEW |
| ASSETMARK, INC | $17.9M | 725,203 | 0.03% | 3q | +14.3%+$2.2M |
| CoreCap Advisors, LLC | $8.3M | 338,782 | 0.25% | 2q | +5.0%+$394.2K |
| HERITAGE OAK WEALTH ADVISORS LLC | $6.8M | 274,361 | 1.99% | 3q | -3.1%-$213.0K |
| ENVESTNET ASSET MANAGEMENT INC | $3.7M | 148,800 | 0.00% | 3q | -8.4%-$336.5K |
| LEUTHOLD GROUP, LLC | $2.0M | 81,373 | 0.20% | 2q | HELD |
| Atria Investments, Inc | $2.0M | 79,891 | 0.02% | 3q | +16.1%+$273.6K |
| IFP Advisors, Inc | $1.2M | 48,957 | 0.02% | 3q | +6.1%+$69.0K |
| Concurrent Investment Advisors, LLC | $1.2M | 47,180 | 0.01% | 3q | -20.1%-$292.5K |
| Arkadios Wealth Advisors | $1.1M | 42,931 | 0.02% | 3q | -0.5%-$5.7K |
| Global Assets Advisory, LLC | $1.0M | 40,928 | 0.22% | new | NEW |
| MGO ONE SEVEN LLC | $945.5K | 38,373 | 0.02% | 3q | +3.2%+$29.7K |
| Strategic Blueprint, LLC | $698.7K | 28,358 | 0.03% | 3q | -6.3%-$47.4K |
| JANE STREET GROUP, LLC | $616.9K | 25,038 | 0.00% | 3q | +15.0%+$80.5K |
| Legacy Wealth Partners, LLC | $615.4K | 24,976 | 0.14% | 3q | +9.3%+$52.5K |
| Fulcrum Equity Management | $543.9K | 22,073 | 0.40% | 3q | -5.5%-$31.9K |
| Balefire, LLC | $450.4K | 18,280 | 0.07% | 3q | -3.0%-$13.9K |
| RFG Advisory, LLC | $380.1K | 15,428 | 0.01% | 3q | -4.6%-$18.5K |
| United Advisor Group, LLC | $233.2K | 9,401 | 0.02% | new | NEW |
| UBS Group AG | $18.6K | 756 | 0.00% | 2q | -59.6%-$27.5K |
| Continuum Advisory, LLC | $16.9K | 686 | 0.00% | new | NEW |
| Rossby Financial, LCC | $8.1K | 329 | 0.00% | 3q | +71.4%+$3.4K |
| OSAIC HOLDINGS, INC. | $6.1K | 248 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $1.9K | 76 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 24 | $72.5M | 2,940,396 | 6 | 8 | 9 | 0.0% |
| Q1 2026 | 24 | $50.3M | 2,038,568 | 6 | 8 | 10 | 0.0% |
| Q4 2025 | 19 | $46.7M | 1,864,977 | 18 | 0 | 0 | 0.0% |