MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 70 filers reported holding MANAGED PORTFOLIO SERIES in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $201,000 | -95.0% | 7,598 | -95.7% | 0.03% | -94.0% |
| Q2 2021 | $4,001,000 | +7.4% | 177,571 | +1.6% | 0.54% | -35.5% |
| Q1 2021 | $3,726,000 | +1361.2% | 174,825 | +1102.3% | 0.83% | +1070.4% |
| Q4 2020 | $255,000 | +25.0% | 14,541 | +11.5% | 0.07% | +6.0% |
| Q3 2020 | $204,000 | -12.4% | 13,041 | -7.4% | 0.07% | -35.0% |
| Q2 2020 | $233,000 | -49.6% | 14,076 | -58.6% | 0.10% | -59.1% |
| Q1 2020 | $462,000 | +75.7% | 34,010 | +203.9% | 0.25% | +69.1% |
| Q4 2019 | $263,000 | – | 11,192 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 2,765,868 | $56,064,000 | 10.94% |
| Magnus Financial Group LLC | 568,490 | $11,523,000 | 2.78% |
| Busey Bank | 2,046,847 | $41,490,000 | 2.08% |
| Arvest Bank Trust Division | 1,625,016 | $32,939,000 | 1.92% |
| Triangle Securities Wealth Management | 193,013 | $3,912,000 | 1.41% |
| Edmonds Duncan Registered Investment Advisors, LLC | 191,342 | $3,879,000 | 1.29% |
| Smith & Howard Wealth Management, LLC | 124,554 | $2,525,000 | 1.27% |
| FOSTER & MOTLEY INC | 707,319 | $14,337,000 | 1.20% |
| Quad-Cities Investment Group, LLC | 76,462 | $1,550,000 | 1.18% |
| Sterneck Capital Management, LLC | 82,627 | $1,675,000 | 1.17% |