Who owns Managed Portfolio Series, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
MONEY CONCEPTS CAPITAL CORP: 0.4% · 11,741 shares
Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Managed Portfolio Series they hold.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| LPL Financial LLC | $99.8M | 3,863,440 | 0.02% | — | June 30, 2026 |
| Apollon Wealth Management, LLC | $21.7M | 841,405 | 0.26% | — | June 30, 2026 |
82 more institutional holders behind a free account
See every manager reporting Managed Portfolio Series, how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets.
No fund on record discloses this stock yet.
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