CUSIP 56167N183
MANAGED PORTFOLIO SERIES
94 institutions · $208.2M total · 8,499,173 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2,143,185 | $55.0M | 25.21% | 2025-12-31 |
| 2 | HERITAGE OAK WEALTH ADVISORS LLC | 580,088 | $15.0M | 6.82% | 2025-12-31 |
| 3 | Bison Wealth, LLC | 408,040 | $10.6M | 4.80% | 2025-09-30 |
| 4 | Bison Wealth, LLC | 405,711 | $10.3M | 4.77% | 2024-12-31 |
| 5 | Kestra Advisory Services, LLC | 345,692 | $8.9M | 4.06% | 2025-12-31 |
| 6 | Apollon Wealth Management, LLC | 315,854 | $8.1M | 3.71% | 2025-12-31 |
| 7 | Prospera Financial Services Inc | 295,745 | $7.6M | 3.47% | 2025-12-31 |
| 8 | United Advisor Group, LLC | 229,699 | $5.9M | 2.70% | 2025-12-31 |
| 9 | Atria Investments, Inc | 206,386 | $5.3M | 2.42% | 2025-12-31 |
| 10 | Delta Investment Management, LLC | 199,892 | $5.1M | 2.35% | 2025-12-31 |
| 11 | CoreCap Advisors, LLC | 198,241 | $5.1M | 2.33% | 2025-12-31 |
| 12 | Sigma Planning Corp | 180,041 | $4.6M | 2.11% | 2025-12-31 |
| 13 | HFG Wealth Management, LLC | 172,621 | $4.4M | 2.03% | 2025-12-31 |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 134,217 | $3.4M | 1.57% | 2025-12-31 |
| 15 | Aptus Capital Advisors, LLC | 129,772 | $3.3M | 1.52% | 2025-12-31 |
| 16 | GUARDIAN WEALTH ADVISORS, LLC / NC | 129,772 | $3.3M | 1.52% | 2025-12-31 |
| 17 | Freedom Investment Management, Inc. | 128,320 | $3.2M | 1.50% | 2025-06-30 |
| 18 | Triumph Capital Management | 102,468 | $2.6M | 1.20% | 2025-12-31 |
| 19 | Orion Porfolio Solutions, LLC | 88,077 | $2.3M | 1.03% | 2025-12-31 |
| 20 | Advisory Services Network, LLC | 78,718 | $2.0M | 0.92% | 2025-12-31 |
| 21 | Strategic Blueprint, LLC | 78,453 | $2.0M | 0.92% | 2025-12-31 |
| 22 | Wealthcare Advisory Partners LLC | 74,408 | $1.9M | 0.87% | 2025-12-31 |
| 23 | Equitable Holdings, Inc. | 71,865 | $1.8M | 0.84% | 2025-12-31 |
| 24 | Concurrent Investment Advisors, LLC | 70,196 | $1.8M | 0.82% | 2025-12-31 |
| 25 | IFP Advisors, Inc | 61,876 | $1.6M | 0.72% | 2025-12-31 |
| 26 | Intrepid Financial Planning Group LLC | 59,643 | $1.5M | 0.70% | 2025-12-31 |
| 27 | Onyx Bridge Wealth Group LLC | 56,160 | $1.4M | 0.66% | 2025-12-31 |
| 28 | Ascension Capital Advisors, Inc. | 55,367 | $1.4M | 0.65% | 2025-12-31 |
| 29 | Envestnet Portfolio Solutions, Inc. | 51,716 | $1.3M | 0.60% | 2025-06-30 |
| 30 | Cornerstone Wealth Management, LLC | 50,918 | $1.3M | 0.59% | 2025-12-31 |
| 31 | Atria Wealth Solutions, Inc. | 51,078 | $1.3M | 0.60% | 2025-06-30 |
| 32 | CPR Investments Inc. | 46,938 | $1.2M | 0.55% | 2025-12-31 |
| 33 | TOWNSQUARE CAPITAL LLC | 48,256 | $1.2M | 0.56% | 2025-03-31 |
| 34 | Sanctuary Advisors, LLC | 43,633 | $1.1M | 0.51% | 2025-12-31 |
| 35 | IFG Advisory, LLC | 36,521 | $937.1K | 0.42% | 2025-12-31 |
| 36 | Summit Financial, LLC | 33,263 | $860.0K | 0.39% | 2025-12-31 |
| 37 | MONEY CONCEPTS CAPITAL CORP | 30,394 | $779.9K | 0.35% | 2025-12-31 |
| 38 | Joseph P. Lucia & Associates, LLC | 29,497 | $756.9K | 0.34% | 2025-12-31 |
| 39 | Bank of New York Mellon Corp | 29,246 | $750.5K | 0.34% | 2025-12-31 |
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,077 | $742.3K | 0.34% | 2025-09-30 |
| 41 | Diversify Advisory Services, LLC | 28,476 | $734.7K | 0.33% | 2025-12-31 |
| 42 | Balefire, LLC | 28,467 | $730.5K | 0.33% | 2025-12-31 |
| 43 | Sunbelt Securities, Inc. | 28,197 | $723.5K | 0.33% | 2025-12-31 |
| 44 | TITLEIST ASSET MANAGEMENT, LLC | 24,800 | $636.4K | 0.29% | 2025-12-31 |
| 45 | Castleview Partners, LLC | 25,856 | $619.5K | 0.30% | 2025-03-31 |
| 46 | U.S. Capital Wealth Advisors, LLC | 23,875 | $612.6K | 0.28% | 2025-12-31 |
| 47 | NewEdge Advisors, LLC | 23,653 | $606.9K | 0.27% | 2025-12-31 |
| 48 | Private Advisor Group, LLC | 23,399 | $600.4K | 0.27% | 2025-12-31 |
| 49 | Virtue Capital Management, LLC | 22,985 | $590.3K | 0.27% | 2025-12-31 |
| 50 | SWMG, LLC | 22,947 | $589.3K | 0.26% | 2025-12-31 |
| 51 | WOLVERINE TRADING, LLC | 22,168 | $561.5K | 0.26% | 2025-06-30 |
| 52 | Arkadios Wealth Advisors | 19,742 | $506.6K | 0.23% | 2025-12-31 |
| 53 | Rossby Financial, LCC | 18,600 | $477.3K | 0.21% | 2025-12-31 |
| 54 | Ballast, Inc. | 18,171 | $459.4K | 0.21% | 2025-06-30 |
| 55 | Smartleaf Asset Management LLC | 17,625 | $456.8K | 0.20% | 2025-12-31 |
| 56 | STIFEL FINANCIAL CORP | 17,042 | $437.3K | 0.20% | 2025-12-31 |
| 57 | GeoWealth Management, LLC | 16,985 | $435.8K | 0.19% | 2025-12-31 |
| 58 | Fulcrum Equity Management | 16,839 | $432.1K | 0.19% | 2025-12-31 |
| 59 | Cetera Investment Advisers | 16,430 | $421.6K | 0.19% | 2025-12-31 |
| 60 | CreativeOne Wealth, LLC | 16,314 | $418.6K | 0.19% | 2025-12-31 |
| 61 | AVANTAX ADVISORY SERVICES, INC. | 15,237 | $385.2K | 0.17% | 2025-06-30 |
| 62 | Ethos Financial Group, LLC | 13,549 | $347.7K | 0.15% | 2025-12-31 |
| 63 | Orion Portfolio Solutions, LLC | 14,341 | $343.6K | 0.16% | 2025-03-31 |
| 64 | KINGSWOOD WEALTH ADVISORS, LLC | 12,821 | $329.0K | 0.15% | 2025-12-31 |
| 65 | Simplicity Wealth,LLC | 12,342 | $315.1K | 0.14% | 2025-09-30 |
| 66 | Mariner, LLC | 12,239 | $314.1K | 0.14% | 2025-12-31 |
| 67 | Gladstone Institutional Advisory LLC | 12,000 | $287.5K | 0.14% | 2025-03-31 |
| 68 | AQR CAPITAL MANAGEMENT LLC | 10,347 | $264.2K | 0.12% | 2025-09-30 |
| 69 | J.W. COLE ADVISORS, INC. | 9,773 | $250.8K | 0.11% | 2025-12-31 |
| 70 | Legacy Capital Wealth Partners, LLC | 9,521 | $244.3K | 0.11% | 2025-12-31 |
| 71 | TT Capital Management LLC | 9,828 | $240.8K | 0.11% | 2025-06-30 |
| 72 | World Investment Advisors | 9,057 | $231.2K | 0.10% | 2025-09-30 |
| 73 | JANE STREET GROUP, LLC | 8,845 | $227.0K | 0.10% | 2025-12-31 |
| 74 | Ameritas Advisory Services, LLC | 8,592 | $220.5K | 0.10% | 2025-12-31 |
| 75 | OLD MISSION CAPITAL LLC | 8,520 | $217.5K | 0.10% | 2025-09-30 |
| 76 | Fortis Capital Advisors, LLC | 8,400 | $215.5K | 0.09% | 2025-12-31 |
| 77 | Belpointe Asset Management LLC | 8,400 | $215.5K | 0.09% | 2025-12-31 |
| 78 | Ausdal Financial Partners, Inc. | 7,929 | $203.5K | 0.09% | 2025-12-31 |
| 79 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7,308 | $187.5K | 0.08% | 2025-12-31 |
| 80 | MORGAN STANLEY | 4,987 | $128.0K | 0.05% | 2025-12-31 |
| 81 | OSAIC HOLDINGS, INC. | 785 | $20.1K | 0.00% | 2025-12-31 |
| 82 | Bogart Wealth, LLC | 213 | $5.5K | 0.00% | 2025-12-31 |
| 83 | Cambridge Investment Research Advisors, Inc. | 174,985 | $4.5K | 2.05% | 2025-12-31 |
| 84 | Royal Bank of Canada | 147 | $4.0K | 0.00% | 2025-12-31 |
| 85 | Arete Wealth Advisors, LLC | 153,837 | $3.9K | 1.81% | 2025-12-31 |
| 86 | COMERICA BANK | 111 | $2.7K | 0.00% | 2025-03-31 |
| 87 | UBS Group AG | 66 | $1.6K | 0.00% | 2025-03-31 |
| 88 | EverSource Wealth Advisors, LLC | 60 | $1.5K | 0.00% | 2025-12-31 |
| 89 | NATURAL INVESTMENTS, LLC | 15,342 | $817 | 0.18% | 2025-09-30 |
| 90 | Janney Montgomery Scott LLC | 23,614 | $606 | 0.27% | 2025-12-31 |
| 91 | JPMORGAN CHASE & CO | 24 | $581 | 0.00% | 2025-03-31 |
| 92 | ASSETMARK, INC | 14 | $359 | 0.00% | 2025-12-31 |
| 93 | HRT FINANCIAL LP | 12,324 | $311 | 0.14% | 2025-06-30 |
| 94 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |