CUSIP 56167R705
MANAGED PORTFOLIO SERIES
23 institutions · $34.6M total · 923,048 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Welch Financial Planning, LLC | 197,395 | $7.9M | 21.38% | 2025-12-31 |
| 2 | Bison Wealth, LLC | 171,747 | $6.8M | 18.60% | 2025-09-30 |
| 3 | Castleview Partners, LLC | 113,005 | $4.5M | 12.24% | 2025-12-31 |
| 4 | Sigma Planning Corp | 71,901 | $2.9M | 7.78% | 2025-12-31 |
| 5 | Coastal Bridge Advisors, LLC | 71,119 | $2.9M | 7.70% | 2025-12-31 |
| 6 | Ashton Thomas Private Wealth, LLC | 34,052 | $1.4M | 3.68% | 2025-12-31 |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 32,698 | $1.3M | 3.54% | 2025-12-31 |
| 8 | GTS SECURITIES LLC | 31,696 | $1.3M | 3.43% | 2025-12-31 |
| 9 | Jacobi Capital Management LLC | 29,593 | $1.2M | 3.20% | 2025-12-31 |
| 10 | LEUTHOLD GROUP, LLC | 23,222 | $932.4K | 2.51% | 2025-12-31 |
| 11 | JANE STREET GROUP, LLC | 15,882 | $633.5K | 1.72% | 2025-09-30 |
| 12 | SWMG, LLC | 14,336 | $616.1K | 1.55% | 2025-12-31 |
| 13 | LPL Financial LLC | 14,694 | $590.0K | 1.59% | 2025-12-31 |
| 14 | CITADEL ADVISORS LLC | 11,047 | $443.5K | 1.19% | 2025-12-31 |
| 15 | Westhampton Capital, LLC | 9,243 | $371.1K | 1.00% | 2025-12-31 |
| 16 | Koshinski Asset Management, Inc. | 7,043 | $282.8K | 0.76% | 2025-12-31 |
| 17 | WFA of San Diego, LLC | 6,242 | $250.6K | 0.67% | 2025-12-31 |
| 18 | Fulcrum Equity Management | 5,500 | $202.2K | 0.59% | 2025-06-30 |
| 19 | UBS Group AG | 2,235 | $82.2K | 0.24% | 2025-06-30 |
| 20 | ISLAY CAPITAL MANAGEMENT, LLC | 1,541 | $61.9K | 0.16% | 2025-12-31 |
| 21 | Cambridge Investment Research Advisors, Inc. | 52,794 | $2.1K | 5.71% | 2025-12-31 |
| 22 | Arete Wealth Advisors, LLC | 6,063 | $243 | 0.65% | 2025-12-31 |
| 23 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |