Managed Portfolio SeriesTPYPETF
13F holders, Q1 2025 (March 31)131holders +14
25new positions
9sold out
$36.35avg. 13F price*
At the end of Q1 2025, 131 institutions reported holding Managed Portfolio Series (TPYP) in their 13F filings, up 14 from Q4 2024. 25 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($108.8M), Bank of America Corp. ($49.5M) and Arvest Bank Trust Division ($45.9M).
- Company
- Managed Portfolio Series
- CUSIP
- 56167N720
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $11.7M |
| Exits | 9 | $2.0M |
All 13F filers, Q4 2024 → Q1 2025: 1,352,166 shares bought and 406,590 shares sold, net +945,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Morgan Stanley | 0.01% | Add +3.0% | 2,992,290 | $108.8M |
| Bank of America Corp. | 0.00% | Add +60.9% | 1,360,834 | $49.5M |
| Arvest Bank Trust Division | 2.90% | Reduce -6.5% | 1,262,180 | $45.9M |
| Magnus Financial Group LLC | 3.00% | Add +2.0% | 849,398 | $30.9M |
| Traphagen Investment Advisors LLC | 2.63% | Reduce -6.1% | 692,171 | $25.2M |
| Atwood & Palmer Inc. | 1.66% | Reduce -0.1% | 656,996 | $23.9M |
| Foster & Motley Inc. | 1.49% | Reduce -4.5% | 649,290 | $23.6M |
| Arvest Investments, Inc. | 2.42% | Add +2.0% | 421,932 | $15.3M |
| Wells Fargo & Company | 0.00% | Add +5.5% | 393,565 | $14.3M |
| UBS Group AG | 0.00% | Add +4.7% | 393,060 | $14.3M |
| Busey Bank | 0.36% | Reduce -2.6% | 294,483 | $10.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.4% | 275,411 | $10.0M |
| Cwm, LLC | 0.04% | Reduce -5.4% | 270,834 | $9.8M |
| Keudell/Morrison Wealth Management | 2.29% | Reduce -0.6% | 267,390 | $9.7M |
| Cerity Partners LLC | 0.02% | Add +0.0% | 244,436 | $8.9M |
| Royal Bank of Canada | 0.00% | Add +143.3% | 243,687 | $8.9M |
| Creative Planning | 0.01% | Reduce -3.1% | 241,665 | $8.8M |
| Triangle Securities Wealth Management | 2.24% | Reduce -2.7% | 239,459 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 228,686 | $8.3M |
| Oxbow Advisors, LLC | 0.84% | Reduce -7.5% | 214,425 | $7.8M |
| Mariner, LLC | 0.01% | Reduce -2.7% | 212,173 | $7.7M |
| Parkside Financial Bank & Trust | 0.98% | Add +44.5% | 211,656 | $7.7M |
| Castlekeep Investment Advisors LLC | 3.49% | Add +63.5% | 186,746 | $6.8M |
| Icon Wealth Advisors, LLC | 0.43% | Reduce -0.5% | 144,710 | $5.3M |
| FAS Wealth Partners, Inc. | 0.34% | Reduce -5.4% | 114,100 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.7% | 113,160 | $4.1M |
| Ocean Park Asset Management, LLC | 0.14% | New | 107,700 | $3.9M |
| Smith & Howard Wealth Management, LLC | 1.07% | Reduce -3.6% | 107,539 | $3.9M |
| Country Club Bank | 0.26% | Reduce -1.8% | 104,952 | $3.8M |
| HBK Sorce Advisory LLC | 0.11% | Reduce -7.6% | 101,545 | $3.7M |
| LPL Financial LLC | 0.00% | Add +7.2% | 100,797 | $3.7M |
| Quad-Cities Investment Group, LLC | 1.75% | Add +0.1% | 97,256 | $3.5M |
| Marshall & Sterling Wealth Advisors Inc. | 1.92% | Add +6.9% | 77,600 | $2.8M |
| Battery Global Advisors, LLC | 1.39% | No change | 68,388 | $2.5M |
| Bollard Group LLC | 0.07% | Add +2.0% | 68,221 | $2.5M |
| Financial Partners Group, Inc | 0.37% | Reduce -6.9% | 66,508 | $2.4M |
| Financial Enhancement Group LLC | 0.38% | Add +17.3% | 69,009 | $2.4M |
| XML Financial, LLC | 0.22% | Reduce -7.8% | 63,968 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 63,472 | $2.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +11.1% | 62,739 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.8% | 60,903 | $2.2M |
| AlphaCore Capital LLC | 0.17% | New | 55,400 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +3.2% | 52,028 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +8.0% | 49,209 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -34.2% | 48,493 | $1.8M |
| Sandy Spring Bank | 0.06% | Add +1.6% | 41,715 | $1.5M |
| Diversify Wealth Management, LLC | 0.10% | Add +23.1% | 36,466 | $1.3M |
| Regions Financial Corp. | 0.01% | Reduce -4.8% | 32,954 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.15% | Add +0.1% | 32,184 | $1.2M |
| Heritage Oak Wealth Advisors LLC | 0.48% | New | 29,975 | $1.1M |
| Wesbanco Bank Inc. | 0.03% | Add +0.2% | 26,422 | $961K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -8.5% | 25,262 | $919K |
| Summit Wealth Partners, LLC | 0.16% | Add +0.1% | 21,431 | $779K |
| Cresset Asset Management, LLC | 0.00% | New | 20,730 | $754K |
| Objectivity Squared, LLC | 0.56% | Reduce -14.7% | 20,035 | $674K |
| Northern Trust Corp. | 0.00% | Add +4.2% | 18,433 | $670K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 17,500 | $636K |
| Investment Partners Asset Management, Inc. | 0.49% | Reduce -1.2% | 17,325 | $630K |
| Black Swift Group, LLC | 0.14% | Add +48.7% | 16,970 | $617K |
| CreativeOne Wealth, LLC | 0.02% | New | 16,557 | $602K |
| NewEdge Advisors, LLC | 0.00% | Add +16369.0% | 16,469 | $599K |
| Truist Financial Corp. | 0.00% | Reduce -39.3% | 16,432 | $598K |
| IFP Advisors, Inc | 0.02% | Reduce -17.3% | 16,395 | $596K |
| Stokes Capital Advisors, LLC | 0.13% | Reduce -1.1% | 14,534 | $529K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.2% | 13,437 | $489K |
| WealthCare Investment Partners, LLC | 0.20% | Reduce -23.3% | 14,001 | $478K |
| Silverlake Wealth Management LLC | 0.18% | Add +2.4% | 13,002 | $473K |
| Cetera Investment Advisers | 0.00% | Add +5.0% | 12,014 | $437K |
| West Michigan Advisors, LLC | 0.14% | New | 11,328 | $412K |
| Howard Financial Services, LTD. | 0.05% | Add +1.2% | 11,017 | $401K |
| WealthTrust Axiom LLC | 0.12% | Reduce -8.5% | 11,000 | $400K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.1% | 9,978 | $363K |
| Osaic Holdings, Inc. | 0.00% | Add +1649.8% | 9,904 | $360K |
| Comerica Bank | 0.00% | Add +3.3% | 9,763 | $355K |
| SteelPeak Wealth, LLC | 0.02% | New | 9,750 | $355K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.0% | 9,672 | $352K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -14.0% | 9,593 | $341K |
| Leading Edge Financial Planning LLC | 0.11% | Reduce -3.9% | 9,280 | $338K |
| Strategies Wealth Advisors, LLC | 0.04% | No change | 8,895 | $324K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | New | 8,713 | $316K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.0% | 7,850 | $286K |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.1% | 7,770 | $283K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +1.6% | 7,506 | $273K |
| Freedom Investment Management, Inc. | 0.02% | Add +22.9% | 7,302 | $266K |
| Palisades Hudson Asset Management, L.P. | 0.12% | Add +2.0% | 7,183 | $261K |
| MAI Capital Management | 0.00% | Add +2.0% | 6,876 | $250K |
| UMB Bank, n.a. | 0.00% | No change | 6,575 | $239K |
| Sterneck Capital Management, LLC | 0.12% | No change | 6,300 | $229K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 6,219 | $226K |
| Stratos Investment Management, LLC | 0.01% | New | 6,145 | $223K |
| Snowden Capital Advisors LLC | 0.01% | New | 6,073 | $221K |
| Allworth Financial LP | 0.00% | No change | 6,135 | $217K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,888 | $214K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 5,888 | $214K |
| Argent Trust Co | 0.01% | New | 5,782 | $210K |
| Legacy Capital Wealth Partners, LLC | 0.05% | New | 5,621 | $204K |
| Segment Wealth Management, LLC | 0.01% | New | 5,570 | $203K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +30.9% | 5,335 | $194K |
| Mather Group, Llc. | 0.00% | New | 5,080 | $185K |
| Private Trust Co. NA | 0.02% | No change | 4,600 | $167K |
"% of holder's portfolio" is TPYP's weight in each manager's 13F, not the share of Managed Portfolio Series the manager owns.