SEC 13F Intelligence

MANAGED PORTFOLIO SERIES

CUSIP 56167N753

Managed Portfolio Series has 2 institutional holders in Filings Flow’s 13F database, together reporting 12.2K shares worth $613 as of Q1 2026. The largest reported holders are Orion Porfolio Solutions, LLC, Osaic Holdings, Inc., and Global Retirement Partners, LLC.

Institutional Holders
2
Q1 2026
Reported Value
$613
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 5Q4 ’18Q1 ’19: 5Q2 ’19: 6Q2 ’19Q3 ’19: 5Q2 ’21: 16Q2 ’21Q4 ’21: 17Q4 ’22: 26Q4 ’22Q4 ’25: 1Q1 ’26: 2Q1 ’26Q2 ’26: 1filingsflow.com
Total reported value
Q4 ’18: $1MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ2 ’19Q3 ’19: $3MQ2 ’21: $7MQ2 ’21Q4 ’21: $11MQ4 ’22: $10MQ4 ’22Q4 ’25: $614Q1 ’26: $613Q1 ’26Q2 ’26: $611filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$387,6097.3KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$279,1545.3KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$16,133303Q3 2025OLDER
CWM, LLC$38.1B AUM0.00%$741.4KQ3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.