MANAGED PORTFOLIO SERIES shareholder history

Current and past MANAGED PORTFOLIO SERIES shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Mariner, LLC 27270.00%0.01%0.04%Q1 2017Q3 202327
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
WELLS FARGO & COMPANY/MN 1020.00%0.00%0.00%Q1 2017Q3 202320
JANE STREET GROUP, LLC 910.00%0.00%0.00%Q2 2018Q3 202316
BANK OF AMERICA CORP /DE/ 1410.00%0.00%0.00%Q1 2017Q3 202115
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
North Star Investment Management Corp. 14140.00%0.00%0.01%Q2 2020Q3 202314
UBS Group AG 910.00%0.00%0.00%Q2 2018Q3 202314
Hanson & Doremus Investment Management 13130.00%0.01%0.02%Q3 2020Q3 202313
JPMORGAN CHASE & CO 1030.00%0.00%0.00%Q2 2017Q4 202213
Key FInancial Inc 12120.02%0.03%0.05%Q4 2020Q3 202312
Ameritas Investment Partners, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Citadel Advisors 520.00%0.00%0.00%Q1 2020Q3 202311
LPL Financial LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
RAYMOND JAMES & ASSOCIATES 10100.00%0.00%0.00%Q2 2021Q3 202310
Raymond James Financial Services Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 530.00%0.00%0.01%Q3 2021Q3 20238
ROYAL BANK OF CANADA 620.00%0.00%0.00%Q3 2021Q3 20238
Brinker Capital Investments, LLC 880.01%0.01%0.01%Q1 2021Q4 20228
WCG Wealth Advisors LLC 660.01%0.13%0.21%Q2 2022Q3 20237
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 770.00%0.00%0.00%Q3 2021Q1 20237
COMMONWEALTH EQUITY SERVICES, LLC 770.00%0.00%0.00%Q4 2017Q2 20197
Walkner Condon Financial Advisors LLC 770.09%0.10%0.11%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.02%0.03%0.04%Q1 2022Q3 20237
LBMC INVESTMENT ADVISORS, LLC 660.03%0.03%0.03%Q2 2021Q3 20226
Advisor Group, Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
CWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Equitable Holdings, Inc. 410.01%0.01%0.01%Q2 2021Q3 20235
MORGAN STANLEY 440.00%0.00%0.00%Q4 2022Q3 20234
BOSTON FINANCIAL MANGEMENT LLC 440.01%0.01%0.01%Q4 2022Q3 20234
LADENBURG THALMANN FINANCIAL SERVICES INC. 440.00%0.00%0.00%Q1 2019Q4 20194
IFP Advisors, Inc 440.00%0.00%0.00%Q2 2017Q1 20184
FMR LLC 110.00%0.00%0.00%Q2 2020Q4 20223
Western Wealth Management, LLC 330.01%0.01%0.02%Q1 2022Q3 20223
Virtu Financial LLC 210.02%0.03%0.05%Q3 2017Q2 20183
RETIREMENT CAPITAL STRATEGIES 210.13%0.32%0.55%Q1 2021Q1 20233
Orion Portfolio Solutions, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Colorado Capital Management, Inc. 330.40%0.60%0.77%Q1 2023Q3 20233
WFA of San Diego, LLC 210.02%0.02%0.03%Q4 2022Q3 20233
Arkadios Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
COLONY GROUP LLC 110.01%0.01%0.01%Q4 2021Q4 20222
Addison Advisors LLC 220.10%0.10%0.10%Q2 2022Q3 20222
Mission Creek Capital Partners, Inc. 220.13%0.15%0.17%Q2 2023Q3 20232
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2017Q3 20172
FLOW TRADERS U.S. LLC 110.02%0.03%0.03%Q3 2021Q1 20222
SUSQUEHANNA INTERNATIONAL GROUP, LLP 220.00%0.00%0.00%Q2 2020Q3 20202
Baystate Wealth Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FURE FINANCIAL CORP 110.00%0.00%0.00%Q3 2020Q3 20201
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2023Q2 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Advisory Services Network, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TCI Wealth Advisors, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SFMG, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Convergence Investment Partners, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GREAT VALLEY ADVISOR GROUP, INC. 110.09%0.09%0.09%Q1 2022Q1 20221
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This page lists all the filers that currently own MANAGED PORTFOLIO SERIES or have owned MANAGED PORTFOLIO SERIES in the past.