MANAGED PORTFOLIO SERIES (KHPI) is held by 18 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling KHPI?

In Q1 2026, 14 institutions opened or increased positions in MANAGED PORTFOLIO SERIES while 4 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on KHPI?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for MANAGED PORTFOLIO SERIES.

How many hedge funds hold KHPI?

18 institutional investors report holding MANAGED PORTFOLIO SERIES (KHPI) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into KHPI?

As of Q1 2026, tracked institutions in MANAGED PORTFOLIO SERIES show 14 buyers versus 4 sellers — net inflows.

MANAGED PORTFOLIO SERIES

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

Holders

Avg rating(8 Elite)

$103.9M

Total Value

78% (19)

Fund Consensus

14 buying - 4 selling

Smart Money Verdict

View all

Held by 18 funds

8 elite

Who's Trading

ActivistMCMONEY CONCEPTS CAPITAL CORP0.4%Aug 18, 2025

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	3M(+39.1%)	$72.2M	0.0%	+4.81%	39
Kestra Advisory Services, LLC	Increased	507,186(+46.7%)	$12.3M	0.0%	+9.19%	38
Aptus Capital Advisors, LLC	Increased	177,729(+37.0%)	$4.3M	0.0%	+4.72%	35
ENVESTNET ASSET MANAGEMENT INC	Increased	145,817(+8.6%)	$3.5M	0.0%	+12.90%	29
Sanctuary Advisors, LLC	Increased	118,801(+172.3%)	$2.9M	0.0%	+5.37%	42
OPOrion Porfolio Solutions, LLC	Increased	93,990(+6.7%)	$2.3M	0.0%	+2.57%	28
Equitable Holdings, Inc.	Increased	84,249(+17.2%)	$2.2M	0.0%	+5.83%	30
NewEdge Advisors, LLC	Increased	34,741(+46.9%)	$841,080	0.0%	-0.04%	34
Bank of New York Mellon Corp	Increased	34,167(+16.8%)	$827,187	0.0%	+10.44%	29
JANE STREET GROUP, LLC	Increased	34,096(+285.5%)	$825,464	0.0%	+4.20%	40
Mariner, LLC	Increased	22,866(+86.8%)	$553,586	0.0%	+3.23%	38
Private Advisor Group, LLC	Decreased	17,088(-27.0%)	$413,702	0.0%	+9.04%	0
Cetera Investment Advisers	Increased	16,752(+2.0%)	$405,576	0.0%	+4.96%	24
STIFEL FINANCIAL CORP	Decreased	10,638(-37.6%)	$257,546	0.0%	+1.96%	0
MORGAN STANLEY	Unchanged	4,987	$120,735	0.0%	+4.41%	0
ROYAL BANK OF CANADA	Increased	236(+60.5%)	$6,000	0.0%	+3.91%	15
JONES FINANCIAL COMPANIES LLLP	New	25	$604	0.0%	+2.08%	17
ASSETMARK, INC	Decreased	1(-92.9%)	$24	0.0%	+1.96%	0
OSAIC HOLDINGS, INC.	Exited	0(-100.0%)	$20,143	0.0%	+0.13%	0