Managed Portfolio Series (KHPI)

BATS · Funds & ETFs

Price

$26.16

Day

-0.04%

Close 2026-09-22.

Institutional holders

Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.

• LPL Financial LLC — $99.75M
• Apollon Wealth Management, LLC — $21.73M
• HERITAGE OAK WEALTH ADVISORS LLC — $18.62M
• Bison Wealth, LLC — $18.41M
• Kestra Advisory Services, LLC — $12.57M
• Prospera Financial Services Inc — $11.54M
• Delta Investment Management, LLC — $6.9M
• CoreCap Advisors, LLC — $6.12M

Recent filings

• CERT — 2026-08-26
• 8-A12B — 2026-08-24
• DEF 14A — 2025-10-17
• SCHEDULE 13G/A — 2025-08-18
• DEFA14A — 2025-07-21
• DEFA14A — 2025-07-08
• DEF 14A — 2025-06-25
• SCHEDULE 13G — 2025-05-07
• DEF 14A — 2023-07-14