Managed Portfolio SeriesTPYPETF
13F holders, Q2 2025 (June 30)6holders −125
0new positions
20sold out
$35.89avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding Managed Portfolio Series (TPYP) in their 13F filings, down 125 from Q1 2025. 0 opened new positions and 20 sold out. The largest holders were Mariner, LLC ($7.1M), Ocean Park Asset Management, LLC ($3.9M) and Smith & Howard Wealth Management, LLC ($3.8M).
- Company
- Managed Portfolio Series
- CUSIP
- 56167N720
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 20 | $12.2M |
All 13F filers, Q1 2025 → Q2 2025: 69 shares bought and 376,206 shares sold, net −376,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Mariner, LLC | 0.01% | Reduce -6.1% | 199,175 | $7.1M |
| Ocean Park Asset Management, LLC | 0.14% | No change | 107,700 | $3.9M |
| Smith & Howard Wealth Management, LLC | 0.96% | Reduce -1.6% | 105,829 | $3.8M |
| Howard Financial Services, LTD. | 0.05% | Reduce -2.6% | 10,726 | $383K |
| Palisades Hudson Asset Management, L.P. | 0.10% | Add +1.0% | 7,252 | $259K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -98.7% | 333 | $12K |
"% of holder's portfolio" is TPYP's weight in each manager's 13F, not the share of Managed Portfolio Series the manager owns.