TOGA MANAGED PORTFOLIO SER: institutional ownership and insider trading
11 funds reported holding $25.4M of MANAGED PORTFOLIO SER in their latest 13F filings; in Q2 2026 funds net bought $4.39M, with 3 new positions and 1 funds selling out.
Largest institutional holders of TOGA
- TRB Advisors LP — $17.1M
- FULLCIRCLE WEALTH LLC — $3.23M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $1.52M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP — $1.21M
- Focus Partners Wealth — $1.16M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $638K
- JANE STREET GROUP, LLC — $487K
- Essential Investment Partners LLC — $9.33K
- Parkside Financial Bank & Trust — $5.97K
- Bare Financial Services, Inc — $3.11K