Managed Portfolio SER (KHPI): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of KHPI (all 13F filers)
- LPL Financial3.9 MWealth adviser+882 K
- Apollon Wealth Management841 KWealth adviser+36 K
- Heritage OAK Wealth Advisors716 KWealth adviser+7,604
- Bison Wealth709 KWealth adviser+44 K
- Kestra Advisory Services487 KWealth adviser−20 K
- Prospera Financial Services447 KType not verified+87 K
- Delta Investment Management267 KType not verified+22 K
- CoreCap Advisors237 KType not verified−416
- Sanctuary Advisors231 KType not verified+112 K
- United Advisor Group227 KType not verified−7,394
- Shares
- 3.9 M
- Change
- +882 K
See more
- Type
- Wealth adviser
- Value
- $99.8M
- Shares
- 841 K
- Change
- +36 K
See more
- Type
- Wealth adviser
- Value
- $21.7M
- Heritage OAK Wealth Advisors
- Shares
- 716 K
- Change
- +7,604
See more
- Type
- Wealth adviser
- Value
- $18.6M
- Shares
- 709 K
- Change
- +44 K
See more
- Type
- Wealth adviser
- Value
- $18.4M
- Shares
- 487 K
- Change
- −20 K
See more
- Type
- Wealth adviser
- Value
- $12.6M
- Shares
- 447 K
- Change
- +87 K
See more
- Type
- Type not verified
- Value
- $11.5M
- Delta Investment Management
- Shares
- 267 K
- Change
- +22 K
See more
- Type
- Type not verified
- Value
- $6.9M
- Shares
- 237 K
- Change
- −416
See more
- Type
- Type not verified
- Value
- $6.1M
- Shares
- 231 K
- Change
- +112 K
See more
- Type
- Type not verified
- Value
- $6.0M
- Shares
- 227 K
- Change
- −7,394
See more
- Type
- Type not verified
- Value
- $5.9M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Money Concepts Capital0.4%(fell below 5%)13G · amendmentfiling ↗Event: Jun 30, 2025 · filed: Aug 18, 2025
- Money Concepts Capital5.9%13Gfiling ↗Event: Mar 31, 2025 · filed: May 7, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗