MANAGED PORTFOLIO SER

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KHPI·56167N183·US·ETF·Unknown - Unknown-13D/G

KHPI (MANAGED PORTFOLIO SER) is held by 17 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($99.8M), Kestra Advisory Services, LLC ($12.6M), Sanctuary Advisors, LLC ($6M). Net institutional sentiment: Mixed.

17

Holders

(3 Elite)

$134.9M

Total Value

58% (19)

Consensus

11 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)59

Insider (Form 4)29

Activist (13D/13G)46

Congressional (STOCK Act)34

Holder Quality

35

★★★★★

Elite

43

★★★★

Strong

43

★★★

Solid

81

★★

Below

28

★

Weak

Held by 17 funds

3 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Aug 18, 2025 · Congress none

ActivistMCMONEY CONCEPTS CAPITAL CORP0.4%Aug 18, 2025

View all activist filings

Top Holders

Top Holders (17)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	3.9M(+29.6%)	$99.8M	0.0%	+8.42%	38
Kestra Advisory Services, LLC	Decreased	486,835(-4.0%)	$12.6M	0.0%	+15.41%	0
Sanctuary Advisors, LLC	Increased	230,747(+94.2%)	$6M	0.0%	+6.56%	43
Aptus Capital Advisors, LLC	Increased	184,467(+3.8%)	$4.8M	0.0%	+10.09%	28
ENVESTNET ASSET MANAGEMENT INC	Decreased	125,091(-14.2%)	$3.2M	0.0%	+18.45%	0
GOLDMAN SACHS GROUP INC	New	77,013	$2M	0.0%	+1.49%	36
Private Advisor Group, LLC	Increased	56,481(+230.5%)	$1.5M	0.0%	+4.95%	41
JANE STREET GROUP, LLC	Increased	54,470(+59.8%)	$1.4M	0.0%	+7.73%	37
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	52,844	$1.4M	0.0%	+1.49%	35
Bank of New York Mellon Corp	Increased	38,838(+13.7%)	$1M	0.0%	+14.17%	28
NewEdge Advisors, LLC	Decreased	30,903(-11.1%)	$797,915	0.0%	+8.09%	0
Cetera Investment Advisers	Increased	16,859(+0.6%)	$435,292	0.0%	+9.72%	24
MORGAN STANLEY	Unchanged	4,987	$128,764	0.0%	+9.19%	0
WELLS FARGO & COMPANY/MN	New	2,726	$70,385	0.0%	+1.49%	32
MGMERCER GLOBAL ADVISORS INC /ADV	New	344	$8,882	0.0%	+1.49%	26
ASSETMARK, INC	Unchanged	1	$26	0.0%	+6.83%	0
ROYAL BANK OF CANADA	Decreased	5(-97.9%)	$0	0.0%	+10.12%	0
STIFEL FINANCIAL CORP	Exited	0(-100.0%)	$257,546	0.0%	+5.26%	0
JONES FINANCIAL COMPANIES LLLP	Exited	0(-100.0%)	$604	0.0%	+9.07%	0
Mariner, LLC	Exited	0(-100.0%)	$553,586	0.0%	+8.18%	0

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KHPIMANAGED PORTFOLIO SER

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer