CUSIP 56167R606
MANAGED PORTFOLIO SERIES
24 institutions · $31.8M total · 839,266 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Legend Financial Advisors, Inc. | 248,002 | $9.4M | 29.54% | 2025-12-31 |
| 2 | OSAIC HOLDINGS, INC. | 185,634 | $7.1M | 22.11% | 2025-12-31 |
| 3 | Savant Capital, LLC | 133,050 | $5.1M | 15.85% | 2025-12-31 |
| 4 | AVALON CAPITAL MANAGEMENT | 48,074 | $1.8M | 5.72% | 2025-12-31 |
| 5 | GTS SECURITIES LLC | 40,506 | $1.5M | 4.82% | 2025-12-31 |
| 6 | Onyx Bridge Wealth Group LLC | 23,123 | $880.7K | 2.75% | 2025-12-31 |
| 7 | Capital Investment Advisory Services, LLC | 22,702 | $864.7K | 2.70% | 2025-12-31 |
| 8 | LPL Financial LLC | 21,608 | $823.0K | 2.57% | 2025-12-31 |
| 9 | Arcus Capital Partners, LLC | 14,064 | $534.2K | 1.67% | 2025-09-30 |
| 10 | JANE STREET GROUP, LLC | 14,655 | $502.2K | 1.74% | 2025-03-31 |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,007 | $457.3K | 1.43% | 2025-12-31 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 11,860 | $451.7K | 1.41% | 2025-12-31 |
| 13 | Mowery & Schoenfeld Wealth Management, LLC | 10,976 | $418.1K | 1.30% | 2025-12-31 |
| 14 | Dynamic Advisor Solutions LLC | 11,834 | $405.5K | 1.41% | 2025-03-31 |
| 15 | Integrated Wealth Concepts LLC | 8,379 | $318.3K | 0.99% | 2025-09-30 |
| 16 | Royal Bank of Canada | 8,142 | $310.0K | 0.97% | 2025-12-31 |
| 17 | CITADEL ADVISORS LLC | 7,622 | $275.7K | 0.90% | 2025-06-30 |
| 18 | Bond & Devick Financial Network, Inc. | 6,361 | $242.3K | 0.75% | 2025-12-31 |
| 19 | MORGAN STANLEY | 4,440 | $169.1K | 0.52% | 2025-12-31 |
| 20 | RAYMOND JAMES FINANCIAL INC | 2,625 | $95.0K | 0.31% | 2025-06-30 |
| 21 | UBS Group AG | 2,104 | $76.1K | 0.25% | 2025-06-30 |
| 22 | WFA of San Diego, LLC | 1,298 | $49.3K | 0.15% | 2025-12-31 |
| 23 | NVWM, LLC | 200 | $7.6K | 0.02% | 2025-12-31 |
| 24 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |