CUSIP 56167R820
MANAGED PORTFOLIO SERIES
20 institutions · $45.8M total · 1,835,609 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 678,751 | $17.0M | 36.97% | 2025-12-31 |
| 2 | HERITAGE OAK WEALTH ADVISORS LLC | 466,877 | $11.7M | 25.43% | 2025-12-31 |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 167,668 | $4.2M | 9.13% | 2025-12-31 |
| 4 | JANE STREET GROUP, LLC | 88,573 | $2.2M | 4.82% | 2025-12-31 |
| 5 | Sunbelt Securities, Inc. | 79,149 | $2.0M | 4.31% | 2025-12-31 |
| 6 | Atria Investments, Inc | 58,720 | $1.5M | 3.19% | 2025-12-31 |
| 7 | IFP Advisors, Inc | 42,073 | $1.1M | 2.29% | 2025-12-31 |
| 8 | Arkadios Wealth Advisors | 39,677 | $992.9K | 2.16% | 2025-12-31 |
| 9 | MGO ONE SEVEN LLC | 34,201 | $855.9K | 1.86% | 2025-12-31 |
| 10 | Strategic Blueprint, LLC | 31,780 | $795.3K | 1.73% | 2025-12-31 |
| 11 | Concurrent Investment Advisors, LLC | 28,787 | $720.4K | 1.56% | 2025-12-31 |
| 12 | Fulcrum Equity Management | 25,065 | $627.3K | 1.36% | 2025-12-31 |
| 13 | Legacy Wealth Partners, LLC | 21,714 | $543.4K | 1.18% | 2025-12-31 |
| 14 | VisionPoint Advisory Group, LLC | 19,768 | $494.7K | 1.07% | 2025-12-31 |
| 15 | RFG Advisory, LLC | 17,165 | $429.6K | 0.93% | 2025-12-31 |
| 16 | TFB Advisors LLC | 12,317 | $308.2K | 0.67% | 2025-12-31 |
| 17 | Fiscal Wisdom Wealth Management, LLC | 11,499 | $287.8K | 0.62% | 2025-12-31 |
| 18 | Sowell Financial Services LLC | 8,209 | $205.4K | 0.44% | 2025-12-31 |
| 19 | Rossby Financial, LCC | 154 | $3.9K | 0.00% | 2025-12-31 |
| 20 | CWM, LLC | 3,462 | $87 | 0.18% | 2025-12-31 |