MANAGED PORTFOLIO SERIES (TPYPXXXX)
Institutional ownership reported to the SEC as of Q3 2025, across 28 quarters.
1
Reporting holders
$2.3M
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | $2.3M | 62,739 | 0.01% | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2025 | 1 | $2.3M | 62,739 | 1 | 0 | 0 | 0.0% |
| Q2 2025 | 5 | $15.2M | 423,763 | 0 | 0 | 4 | 0.0% |
| Q1 2025 | 120 | $508.2M | 13,980,348 | 24 | 37 | 34 | 0.0% |
| Q4 2024 | 105 | $442.1M | 12,959,395 | 12 | 26 | 42 | 0.0% |
| Q3 2024 | 99 | $408.0M | 13,001,019 | 9 | 24 | 37 | 0.0% |
| Q2 2024 | 98 | $400.4M | 13,878,818 | 9 | 26 | 36 | 0.0% |
| Q1 2024 | 89 | $361.6M | 12,934,033 | 7 | 32 | 28 | 0.0% |
| Q4 2023 | 93 | $351.9M | 13,563,365 | 5 | 22 | 34 | 0.0% |
| Q3 2023 | 83 | $296.8M | 12,139,720 | 9 | 20 | 29 | 0.0% |
| Q2 2023 | 80 | $307.7M | 12,390,278 | 5 | 22 | 35 | 0.2% |
| Q1 2023 | 82 | $335.6M | 13,777,346 | 7 | 34 | 21 | 0.2% |
| Q4 2022 | 76 | $325.3M | 13,170,777 | 10 | 20 | 24 | 0.0% |
| Q3 2022 | 87 | $352.5M | 15,254,785 | 6 | 35 | 22 | 0.0% |
| Q2 2022 | 86 | $385.4M | 15,890,511 | 8 | 31 | 28 | 0.0% |
| Q1 2022 | 83 | $405.4M | 15,797,038 | 10 | 31 | 26 | 0.0% |
| Q4 2021 | 79 | $322.0M | 14,474,028 | 12 | 27 | 19 | 0.0% |
| Q3 2021 | 72 | $300.8M | 13,797,925 | 6 | 39 | 15 | 0.0% |
| Q2 2021 | 70 | $340.5M | 15,114,763 | 10 | 34 | 15 | 0.0% |
| Q1 2021 | 63 | $292.8M | 14,434,570 | 7 | 29 | 16 | 0.0% |
| Q4 2020 | 59 | $209.9M | 12,090,479 | 10 | 19 | 23 | 0.0% |
| Q3 2020 | 58 | $182.9M | 12,210,865 | 6 | 22 | 19 | 0.0% |
| Q2 2020 | 58 | $235.1M | 14,223,278 | 8 | 18 | 25 | 0.0% |
| Q1 2020 | 62 | $177.5M | 13,064,563 | 7 | 28 | 23 | 0.0% |
| Q4 2019 | 72 | $345.8M | 14,719,061 | 18 | 33 | 9 | 0.0% |
| Q3 2019 | 57 | $236.4M | 10,104,699 | 9 | 28 | 10 | 0.0% |
| Q2 2019 | 57 | $266.7M | 11,155,975 | 7 | 25 | 15 | 0.0% |
| Q1 2019 | 56 | $267.8M | 11,214,686 | 9 | 22 | 12 | 0.0% |
| Q4 2018 | 48 | $196.7M | 9,881,222 | 1 | 1 | 1 | 0.0% |