MANAGED PORTFOLIO SERIES KAMO
KENSINGTON CR OP · ETP · CUSIP 56167R820
24
institutional holders
+0 vs Q1 2026
2.9m
shares reported held*
$72.5mreported value*
6 new
8 added
10 reduced
4 sold out
net bought ≈ $24.3m (+985.8k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $24.64.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2025 | 20 |
| Q1 2026 | 24 |
| Q2 2026 | 24 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2026 | 14 | 12 |
| Q2 2026 | 14 | 14 |
Biggest buyers
| LPL Financial LLC | New | +928.0k |
| ASSETMARK, INC | Added | +90.6k |
| Global Assets Advisory, LLC | New | +40.9k |
| CoreCap Advisors, LLC | Added | +16.0k |
| Atria Investments, Inc | Added | +11.1k |
| United Advisor Group, LLC | New | +9.4k |
| JANE STREET GROUP, LLC | Added | +3.3k |
| IFP Advisors, Inc | Added | +2.8k |
| Legacy Wealth Partners, LLC | Added | +2.1k |
| MGO ONE SEVEN LLC | Added | +1.2k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Sold out | -52.9k |
| CITADEL ADVISORS LLC | Sold out | -18.9k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -13.7k |
| Concurrent Investment Advisors, LLC | Reduced | -11.9k |
| HERITAGE OAK WEALTH ADVISORS LLC | Reduced | -8.6k |
| Fiscal Wisdom Wealth Management, LLC | Sold out | -8.5k |
| Strategic Blueprint, LLC | Reduced | -1.9k |
| Fulcrum Equity Management | Reduced | -1.3k |
| UBS Group AG | Reduced | -1.1k |
| RFG Advisory, LLC | Reduced | -750 |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| LPL Financial LLC 0.01% of their portfolio | 928.0k $22.9m | New |
| ASSETMARK, INC 0.03% of their portfolio | 725.2k $17.9m | Added +90.6k |
| CoreCap Advisors, LLC 0.25% of their portfolio | 338.8k $8.3m | Added +16.0k |
| HERITAGE OAK WEALTH ADVISORS LLC 2.00% of their portfolio | 274.4k $6.8m | Reduced -8.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 148.8k $3.7m | Reduced -13.7k |
| LEUTHOLD GROUP, LLC 0.20% of their portfolio | 81.4k $2.0m | Reduced -178 |
| Atria Investments, Inc 0.02% of their portfolio | 79.9k $2.0m | Added +11.1k |
| IFP Advisors, Inc 0.02% of their portfolio | 49.0k $1.2m | Added +2.8k |
| Concurrent Investment Advisors, LLC 0.01% of their portfolio | 47.2k $1.2m | Reduced -11.9k |
| Arkadios Wealth Advisors 0.02% of their portfolio | 42.9k $1.1m | Reduced -231 |
| Global Assets Advisory, LLC 0.22% of their portfolio | 40.9k $1.0m | New |
| MGO ONE SEVEN LLC 0.02% of their portfolio | 38.4k $945.5k | Added +1.2k |
| Strategic Blueprint, LLC 0.03% of their portfolio | 28.4k $698.7k | Reduced -1.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 25.0k $616.9k | Added +3.3k |
| Legacy Wealth Partners, LLC 0.14% of their portfolio | 25.0k $615.4k | Added +2.1k |
| Fulcrum Equity Management 0.44% of their portfolio | 22.1k $543.9k | Reduced -1.3k |
| Balefire, LLC 0.07% of their portfolio | 18.3k $450.4k | Reduced -563 |
| RFG Advisory, LLC 0.01% of their portfolio | 15.4k $380.1k | Reduced -750 |
| United Advisor Group, LLC 0.02% of their portfolio | 9.4k $233.2k | New |
| UBS Group AG 0.00% of their portfolio | 756 $18.6k | Reduced -1.1k |
| Continuum Advisory, LLC 0.00% of their portfolio | 686 $16.9k | New |
| Rossby Financial, LCC 0.00% of their portfolio | 329 $8.1k | Added +137 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 248 $6.1k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 76 $1.9k | New |