KHPI MANAGED PORTFOLIO SER: institutional ownership and insider trading
78 funds reported holding $305M of MANAGED PORTFOLIO SER in their latest 13F filings; in Q2 2026 funds net bought $25.7M, with 10 new positions and 7 funds selling out.
Largest institutional holders of KHPI
- LPL Financial LLC — $99.8M
- Bison Wealth, LLC — $23.1M
- Apollon Wealth Management, LLC — $21.2M
- HERITAGE OAK WEALTH ADVISORS LLC — $18.5M
- Kestra Advisory Services, LLC — $12.6M
- Prospera Financial Services Inc — $11.5M
- Bison Wealth, LLC — $10.3M
- Delta Investment Management, LLC — $6.90M
- CoreCap Advisors, LLC — $6.56M
- Sigma Planning Corp — $6.32M