MANAGED PORTFOLIO SERIES (KHPI)

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.

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.

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

Ownership Map

Top 40 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

Holders70of 5,944

Avg: 68

Uncrowded84th percentileCrowded

Institutional Activity

Buy/Sell Ratio4.46x

69th percentile

58 buying13 selling

+6

New

-4

Closed

+2.3M

Net shares

Ownership Concentration

Top 5: 56.8%Top 10: 69.8%

LPL Financial29.9%

Apollon Wealth Management,8.1%

HERITAGE OAK WEALTH ADVISORS7.1%

Bison Wealth,6.7%

Kestra Advisory Services,5.1%

Others (65)43.2%

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Conviction-Weighted Ownership

Median weight: 0.26%Avg weight: 0.97%Max: 5.49%High conviction (>1%): 3

LPL Financial

Apollon Wealth Management,

HERITAGE OAK WEALTH ADVISORS

Bison Wealth,

Kestra Advisory Services,

Prospera Financial Services

Delta Investment Management,

CoreCap Advisors,

United Advisor Group,

Atria Investments,

Institutional Trends (7 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders70of 5,944

Avg: 68

Uncrowded84th percentileCrowded

Institutional Activity

Buy/Sell Ratio4.46x

69th percentile

58 buying13 selling

+6

New

-4

Closed

+2.3M

Net shares

Ownership Concentration

Top 5: 56.8%Top 10: 69.8%

LPL Financial29.9%

Apollon Wealth Management,8.1%

HERITAGE OAK WEALTH ADVISORS7.1%

Bison Wealth,6.7%

Kestra Advisory Services,5.1%

Others (65)43.2%

Crowding AnalysisCrowded

Holders70of 5,944

Avg: 68

Uncrowded84th percentileCrowded

Institutional Activity

Buy/Sell Ratio4.46x

69th percentile

58 buying13 selling

+6

New

-4

Closed

+2.3M

Net shares

Ownership Concentration

Top 5: 56.8%Top 10: 69.8%

LPL Financial29.9%

Apollon Wealth Management,8.1%

HERITAGE OAK WEALTH ADVISORS7.1%

Bison Wealth,6.7%

Kestra Advisory Services,5.1%

Others (65)43.2%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2024-09

$11,954

KHPI · +20%

$13,283

S&P 500 · +33%

−$1,329

behind the index

Total return (5Y)

+20%

S&P 500

+33%

vs. market

-13%

underperformed

Annualized

10.7%

mkt 17.6%

Volatility

10%

annualized

Beta

0.63

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

KHPIS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

KHPI (solid)S&P 500 (outline)Green = positive year, red = negative. Number = KHPI's return.

Beat the market

0 / 3 yrs

0% win rate

Best year

+11%

2025

Worst year

+2%

2024

Worst drawdown

-3%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -3%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 40 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 40 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