CUSIP 56167N720
MANAGED PORTFOLIO SERIES
137 institutions · $484.0M total · 14,691,045 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,990,478 | $108.8M | 20.35% | 2025-03-31 |
| 2 | Arvest Bank Trust Division | 1,247,015 | $45.4M | 8.48% | 2025-03-31 |
| 3 | BANK OF AMERICA CORP /DE/ | 963,631 | $35.0M | 6.55% | 2025-03-31 |
| 4 | Magnus Financial Group LLC | 849,398 | $30.9M | 5.78% | 2025-03-31 |
| 5 | TRAPHAGEN INVESTMENT ADVISORS LLC | 692,171 | $25.2M | 4.71% | 2025-03-31 |
| 6 | ATWOOD & PALMER INC | 656,996 | $23.9M | 4.47% | 2025-03-31 |
| 7 | ARVEST INVESTMENTS, INC. | 421,932 | $15.3M | 2.87% | 2025-03-31 |
| 8 | UBS Group AG | 393,060 | $14.3M | 2.67% | 2025-03-31 |
| 9 | Busey Bank | 292,672 | $10.6M | 1.99% | 2025-03-31 |
| 10 | WELLS FARGO & COMPANY/MN | 284,879 | $10.4M | 1.93% | 2025-03-31 |
| 11 | Keudell/Morrison Wealth Management | 267,390 | $9.7M | 1.82% | 2025-03-31 |
| 12 | Cerity Partners LLC | 244,436 | $8.9M | 1.66% | 2025-03-31 |
| 13 | Royal Bank of Canada | 243,349 | $8.9M | 1.65% | 2025-09-30 |
| 14 | Creative Planning | 241,665 | $8.8M | 1.64% | 2025-03-31 |
| 15 | Triangle Securities Wealth Management | 239,459 | $8.7M | 1.62% | 2025-03-31 |
| 16 | Oxbow Advisors, LLC | 214,425 | $7.8M | 1.45% | 2025-03-31 |
| 17 | Parkside Financial Bank & Trust | 211,656 | $7.7M | 1.44% | 2025-03-31 |
| 18 | RAYMOND JAMES FINANCIAL INC | 207,489 | $7.5M | 1.41% | 2025-03-31 |
| 19 | Mariner, LLC | 199,175 | $7.1M | 1.35% | 2025-06-30 |
| 20 | CASTLEKEEP INVESTMENT ADVISORS LLC | 186,746 | $6.8M | 1.27% | 2025-03-31 |
| 21 | Icon Wealth Advisors, LLC | 144,710 | $5.3M | 0.98% | 2025-03-31 |
| 22 | FAS Wealth Partners, Inc. | 114,100 | $4.1M | 0.77% | 2025-03-31 |
| 23 | Ocean Park Asset Management, LLC | 107,700 | $3.9M | 0.73% | 2025-06-30 |
| 24 | COUNTRY CLUB BANK | 104,952 | $3.8M | 0.71% | 2025-03-31 |
| 25 | Smith & Howard Wealth Management, LLC | 105,829 | $3.8M | 0.72% | 2025-06-30 |
| 26 | HBK Sorce Advisory LLC | 101,545 | $3.7M | 0.69% | 2025-03-31 |
| 27 | LPL Financial LLC | 100,797 | $3.7M | 0.68% | 2025-03-31 |
| 28 | Quad-Cities Investment Group, LLC | 97,256 | $3.5M | 0.66% | 2025-03-31 |
| 29 | Battery Global Advisors, LLC | 68,388 | $2.5M | 0.46% | 2025-03-31 |
| 30 | Financial Partners Group, Inc | 66,508 | $2.4M | 0.45% | 2025-03-31 |
| 31 | Financial Enhancement Group LLC | 69,009 | $2.4M | 0.46% | 2025-03-31 |
| 32 | XML Financial, LLC | 63,968 | $2.3M | 0.43% | 2025-03-31 |
| 33 | ENVESTNET ASSET MANAGEMENT INC | 63,472 | $2.3M | 0.43% | 2025-03-31 |
| 34 | Sanctuary Advisors, LLC | 62,739 | $2.3M | 0.42% | 2025-12-31 |
| 35 | AlphaCore Capital LLC | 55,400 | $2.0M | 0.37% | 2025-03-31 |
| 36 | CAPTRUST FINANCIAL ADVISORS | 49,209 | $1.8M | 0.33% | 2025-03-31 |
| 37 | HighTower Advisors, LLC | 48,493 | $1.8M | 0.33% | 2025-03-31 |
| 38 | STIFEL FINANCIAL CORP | 44,028 | $1.6M | 0.29% | 2025-03-31 |
| 39 | Sandy Spring Bank | 41,715 | $1.5M | 0.28% | 2025-03-31 |
| 40 | DIVERSIFY WEALTH MANAGEMENT, LLC | 36,466 | $1.3M | 0.24% | 2025-03-31 |
| 41 | REGIONS FINANCIAL CORP | 32,954 | $1.2M | 0.22% | 2025-03-31 |
| 42 | Global Retirement Partners, LLC | 34,478 | $1.2M | 0.23% | 2024-12-31 |
| 43 | Rockefeller Capital Management L.P. | 31,824 | $1.2M | 0.21% | 2025-03-31 |
| 44 | HERITAGE OAK WEALTH ADVISORS LLC | 29,975 | $1.1M | 0.20% | 2025-03-31 |
| 45 | WESBANCO BANK INC | 25,272 | $919.1K | 0.17% | 2025-03-31 |
| 46 | Summit Wealth Partners, LLC | 21,431 | $779.5K | 0.14% | 2025-03-31 |
| 47 | Cresset Asset Management, LLC | 20,730 | $754.0K | 0.14% | 2025-03-31 |
| 48 | Objectivity Squared, LLC | 20,035 | $674.2K | 0.13% | 2025-03-31 |
| 49 | NORTHERN TRUST CORP | 18,433 | $670.4K | 0.12% | 2025-03-31 |
| 50 | Atria Wealth Solutions, Inc. | 17,500 | $636.5K | 0.11% | 2025-03-31 |
| 51 | Investment Partners Asset Management, Inc. | 17,325 | $630.1K | 0.11% | 2025-03-31 |
| 52 | Black Swift Group, LLC | 16,970 | $617.2K | 0.11% | 2025-03-31 |
| 53 | NFP Retirement, Inc. | 25,936 | $603.3K | 0.17% | 2024-12-31 |
| 54 | CreativeOne Wealth, LLC | 16,557 | $602.2K | 0.11% | 2025-03-31 |
| 55 | NewEdge Advisors, LLC | 16,469 | $599.0K | 0.11% | 2025-03-31 |
| 56 | TRUIST FINANCIAL CORP | 16,432 | $597.6K | 0.11% | 2025-03-31 |
| 57 | IFP Advisors, Inc | 16,395 | $596.3K | 0.11% | 2025-03-31 |
| 58 | Stokes Capital Advisors, LLC | 14,534 | $528.6K | 0.09% | 2025-03-31 |
| 59 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,437 | $488.7K | 0.09% | 2025-03-31 |
| 60 | WealthCare Investment Partners, LLC | 14,001 | $477.7K | 0.09% | 2025-03-31 |
| 61 | SILVERLAKE WEALTH MANAGEMENT LLC | 13,002 | $472.9K | 0.08% | 2025-03-31 |
| 62 | Cetera Investment Advisers | 12,014 | $436.9K | 0.08% | 2025-03-31 |
| 63 | WEST MICHIGAN ADVISORS, LLC | 11,328 | $412.0K | 0.07% | 2025-03-31 |
| 64 | WealthTrust Axiom LLC | 11,000 | $400.1K | 0.07% | 2025-03-31 |
| 65 | HOWARD FINANCIAL SERVICES, LTD. | 10,726 | $383.2K | 0.07% | 2025-06-30 |
| 66 | MERCER GLOBAL ADVISORS INC /ADV | 9,978 | $362.9K | 0.06% | 2025-03-31 |
| 67 | JANE STREET GROUP, LLC | 10,641 | $362.8K | 0.07% | 2024-12-31 |
| 68 | SteelPeak Wealth, LLC | 9,750 | $354.6K | 0.06% | 2025-03-31 |
| 69 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,672 | $351.8K | 0.06% | 2025-03-31 |
| 70 | Marshall & Sterling Wealth Advisors Inc. | 9,590 | $348.8K | 0.06% | 2025-03-31 |
| 71 | Diversify Advisory Services, LLC | 9,593 | $340.8K | 0.06% | 2025-03-31 |
| 72 | Leading Edge Financial Planning LLC | 9,280 | $337.5K | 0.06% | 2025-03-31 |
| 73 | COMERICA BANK | 9,152 | $332.8K | 0.06% | 2025-03-31 |
| 74 | Strategies Wealth Advisors, LLC | 8,895 | $323.5K | 0.06% | 2025-03-31 |
| 75 | Private Portfolio Partners LLC | 9,376 | $319.6K | 0.06% | 2024-12-31 |
| 76 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,713 | $316.4K | 0.05% | 2025-03-31 |
| 77 | Onyx Bridge Wealth Group LLC | 7,506 | $273.0K | 0.05% | 2025-03-31 |
| 78 | Freedom Investment Management, Inc. | 7,302 | $265.6K | 0.04% | 2025-03-31 |
| 79 | MAI Capital Management | 6,876 | $250.1K | 0.04% | 2025-03-31 |
| 80 | UMB Bank, n.a. | 6,575 | $239.1K | 0.04% | 2025-06-30 |
| 81 | Sterneck Capital Management, LLC | 6,300 | $229.1K | 0.04% | 2025-03-31 |
| 82 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 6,219 | $226.2K | 0.04% | 2025-03-31 |
| 83 | Stratos Investment Management, LLC | 6,145 | $223.5K | 0.04% | 2025-03-31 |
| 84 | Snowden Capital Advisors LLC | 6,073 | $220.9K | 0.04% | 2025-03-31 |
| 85 | Allworth Financial LP | 6,135 | $217.3K | 0.04% | 2025-03-31 |
| 86 | Orion Portfolio Solutions, LLC | 5,888 | $214.1K | 0.04% | 2025-03-31 |
| 87 | Orion Porfolio Solutions, LLC | 5,888 | $214.1K | 0.04% | 2025-06-30 |
| 88 | Argent Trust Co | 5,782 | $210.3K | 0.03% | 2025-03-31 |
| 89 | Legacy Capital Wealth Partners, LLC | 5,621 | $204.5K | 0.03% | 2025-03-31 |
| 90 | Segment Wealth Management, LLC | 5,570 | $202.6K | 0.03% | 2025-03-31 |
| 91 | Steward Partners Investment Advisory, LLC | 5,335 | $194.0K | 0.03% | 2025-03-31 |
| 92 | MATHER GROUP, LLC. | 5,080 | $184.8K | 0.03% | 2025-03-31 |
| 93 | PRIVATE TRUST CO NA | 4,600 | $167.3K | 0.03% | 2025-03-31 |
| 94 | Baird Financial Group, Inc. | 4,422 | $160.8K | 0.03% | 2025-03-31 |
| 95 | Blume Capital Management, Inc. | 3,944 | $143.4K | 0.02% | 2025-03-31 |
| 96 | Principia Wealth Advisory, LLC | 4,145 | $141.3K | 0.02% | 2025-03-31 |
| 97 | CITIGROUP INC | 3,626 | $131.9K | 0.02% | 2025-03-31 |
| 98 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 3,460 | $125.8K | 0.02% | 2025-03-31 |
| 99 | City State Bank | 3,298 | $119.9K | 0.02% | 2025-03-31 |
| 100 | PRINCIPAL SECURITIES, INC. | 3,463 | $118.1K | 0.02% | 2025-03-31 |
| 101 | EVERMAY WEALTH MANAGEMENT LLC | 3,121 | $113.5K | 0.02% | 2025-03-31 |
| 102 | PNC Financial Services Group, Inc. | 3,042 | $110.6K | 0.02% | 2025-03-31 |
| 103 | Empowered Funds, LLC | 3,189 | $108.7K | 0.02% | 2024-12-31 |
| 104 | FMR LLC | 2,606 | $94.8K | 0.01% | 2025-03-31 |
| 105 | JPMORGAN CHASE & CO | 2,048 | $74.5K | 0.01% | 2025-03-31 |
| 106 | BNP PARIBAS FINANCIAL MARKETS | 1,115 | $40.6K | 0.00% | 2025-03-31 |
| 107 | Princeton Global Asset Management LLC | 1,005 | $36.6K | 0.00% | 2025-03-31 |
| 108 | BOKF, NA | 1,025 | $35.6K | 0.00% | 2024-12-31 |
| 109 | Farther Finance Advisors, LLC | 910 | $33.3K | 0.00% | 2025-03-31 |
| 110 | Continuum Advisory, LLC | 883 | $32.1K | 0.00% | 2025-03-31 |
| 111 | Strategic Investment Solutions, Inc. /IL | 705 | $25.6K | 0.00% | 2025-03-31 |
| 112 | FOSTER & MOTLEY INC | 649,290 | $23.6K | 4.41% | 2025-03-31 |
| 113 | CREATIVE FINANCIAL DESIGNS INC /ADV | 630 | $22.9K | 0.00% | 2025-03-31 |
| 114 | CENTRAL TRUST Co | 600 | $21.8K | 0.00% | 2025-03-31 |
| 115 | Smartleaf Asset Management LLC | 574 | $20.8K | 0.00% | 2025-03-31 |
| 116 | OSAIC HOLDINGS, INC. | 566 | $19.3K | 0.00% | 2025-06-30 |
| 117 | HM PAYSON & CO | 509 | $18.5K | 0.00% | 2025-03-31 |
| 118 | Salomon & Ludwin, LLC | 500 | $18.2K | 0.00% | 2025-03-31 |
| 119 | CHILTON CAPITAL MANAGEMENT LLC | 400 | $14.5K | 0.00% | 2025-03-31 |
| 120 | Geneos Wealth Management Inc. | 333 | $11.9K | 0.00% | 2025-06-30 |
| 121 | JONES FINANCIAL COMPANIES LLLP | 294 | $10.7K | 0.00% | 2025-03-31 |
| 122 | Westside Investment Management, Inc. | 279 | $10.1K | 0.00% | 2025-03-31 |
| 123 | COMMONWEALTH EQUITY SERVICES, LLC | 275,411 | $10.0K | 1.87% | 2025-03-31 |
| 124 | CWM, LLC | 270,834 | $9.8K | 1.84% | 2025-03-31 |
| 125 | BELLEVUE ASSET MANAGEMENT, LLC | 242 | $8.8K | 0.00% | 2025-03-31 |
| 126 | First Horizon Advisors, Inc. | 241 | $8.8K | 0.00% | 2025-03-31 |
| 127 | Asset Dedication, LLC | 218 | $7.9K | 0.00% | 2025-03-31 |
| 128 | Janney Montgomery Scott LLC | 113,160 | $4.1K | 0.77% | 2025-03-31 |
| 129 | Caldwell Trust Co | 112 | $4.1K | 0.00% | 2025-09-30 |
| 130 | SALEM INVESTMENT COUNSELORS INC | 75 | $2.7K | 0.00% | 2025-03-31 |
| 131 | Capital Advisors, Ltd. LLC | 32,184 | $1.2K | 0.21% | 2025-03-31 |
| 132 | Cambridge Investment Research Advisors, Inc. | 7,850 | $286 | 0.05% | 2025-03-31 |
| 133 | Palisades Hudson Asset Management, L.P. | 7,252 | $259 | 0.04% | 2025-06-30 |
| 134 | VALLEY NATIONAL ADVISERS INC | 2,505 | $91 | 0.01% | 2025-03-31 |
| 135 | Wayfinding Financial, LLC | 305 | $11 | 0.00% | 2025-03-31 |
| 136 | Transamerica Financial Advisors, LLC | 75 | $3 | 0.00% | 2025-03-31 |
| 137 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-03-31 |