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Managed Portfolio Series

CUSIP: 56167N720 | 265 institutional holders

Quarters

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
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Institutional Holders — Q2 2025

Mariner, LLC199,175
0.0% of portfolio›$7.1M
Smith & Howard Wealth Management, LLC105,829
1.0% of portfolio›$3.8M
Howard Financial Services, Ltd.10,726
0.1% of portfolio›$383.2K
Palisades Hudson Asset Management, L.P.7,252
0.0% of portfolio›$259
Geneos Wealth Management Inc.333
0.0% of portfolio›$11.9K
StyleTurnoverLocationFiled
Mariner, LLC
199,175$7.1M0.0%GrowthLowOverland Park, KS2025-08-14
Smith & Howard Wealth Management, LLC
105,829$3.8M1.0%ETFLowAtlanta, GA2025-07-15
Howard Financial Services, Ltd.
10,726$383.2K0.1%ETFLowDallas, TX2025-07-02
Palisades Hudson Asset Management, L.P.
7,252$2590.0%ETFVery LowFort Lauderdale, FL2025-08-12
Geneos Wealth Management Inc.
333$11.9K0.0%ETFLowEnglewood, CO2025-08-18