MANAGED PORTFOLIO SERIES (KAMO)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (2 Quarters)

No trend data available for this metric.

Ownership Map

Top 24 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders24of 5,944

Avg: 68

Uncrowded76th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.17x

50th percentile

14 buying12 selling

+6

New

-2

Closed

+199K

Net shares

Ownership Concentration

Top 5: 72.8%Top 10: 87.9%

ASSETMARK,31.1%

CoreCap Advisors,15.8%

HERITAGE OAK WEALTH ADVISORS13.9%

ENVESTNET ASSET MANAGEMENT8.0%

LEUTHOLD GROUP,4.0%

Others (19)27.2%

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Conviction-Weighted Ownership

Median weight: 0.03%Avg weight: 0.29%Max: 2.22%High conviction (>1%): 1

ASSETMARK,

CoreCap Advisors,

HERITAGE OAK WEALTH ADVISORS

ENVESTNET ASSET MANAGEMENT

LEUTHOLD GROUP,

Sunbelt Securities,

Atria Investments,

Concurrent Investment Advisors,

GOLDMAN SACHS GROUP

IFP Advisors,

Crowding AnalysisCrowded

Holders24of 5,944

Avg: 68

Uncrowded76th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.17x

50th percentile

14 buying12 selling

+6

New

-2

Closed

+199K

Net shares

Ownership Concentration

Top 5: 72.8%Top 10: 87.9%

ASSETMARK,31.1%

CoreCap Advisors,15.8%

HERITAGE OAK WEALTH ADVISORS13.9%

ENVESTNET ASSET MANAGEMENT8.0%

LEUTHOLD GROUP,4.0%

Others (19)27.2%

Crowding AnalysisCrowded

Holders24of 5,944

Avg: 68

Uncrowded76th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.17x

50th percentile

14 buying12 selling

+6

New

-2

Closed

+199K

Net shares

Ownership Concentration

Top 5: 72.8%Top 10: 87.9%

ASSETMARK,31.1%

CoreCap Advisors,15.8%

HERITAGE OAK WEALTH ADVISORS13.9%

ENVESTNET ASSET MANAGEMENT8.0%

LEUTHOLD GROUP,4.0%

Others (19)27.2%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 24 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 24 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position