KAMO

MANAGED PORTFOLIO SERIES
$24.88-0.10 (-0.40%)BATS

Institutional Holders

25

as of Q4 2025

Total Shares Held

6.787514668771677e+113B

Total Value

$1.698511683400023e+69T

% of Float

—

Price History

$24.88$24.97$25.06$25.15$25.24Dec 25Feb 26Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ASSETMARK, INC678,751$17.0M0.03%Share
2HERITAGE OAK WEALTH ADVISORS LLC466,877$11.7M4.32%Share
3ENVESTNET ASSET MANAGEMENT INC167,668$4.0M0.00%Share
4Sanctuary Advisors, LLC62,739$2.3M0.01%Share
5Sanctuary Advisors, LLC62,739$2.3M0.02%Share
6JANE STREET GROUP, LLC88,573$2.0M0.00%Share
7Sunbelt Securities, Inc.79,149$2.0M0.13%Share
8IFP Advisors, Inc42,073$1.0M0.02%Share
9Atria Investments, Inc58,720$1.0M0.01%Share
10MGO ONE SEVEN LLC34,201$855K0.02%Share
11Strategic Blueprint, LLC31,780$795K0.05%Share
12Concurrent Investment Advisors, LLC28,787$720K0.01%Share
13Concurrent Investment Advisors, LLC28,787$720K0.01%Share
14Fulcrum Equity Management25,065$627K0.60%Share
15Colorado Capital Management, Inc.12,087$614K0.23%Share
16Legacy Wealth Partners, LLC21,714$543K0.14%Share
17Balefire, LLC19,768$494K0.10%Share
18RFG Advisory, LLC17,165$429K0.01%Share
19TFB Advisors LLC12,317$308K0.09%Share
20Fiscal Wisdom Wealth Management, LLC11,499$287K0.27%Share
21Sowell Financial Services LLC8,209$205K0.01%Share
22CWM, LLC3,462$87K0.00%Share
23Rossby Financial, LCC154$3K0.00%Share
24Arkadios Wealth Advisors4,043$00.00%Share
25Arkadios Wealth Advisors39,677$00.00%Share