Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MANAGED PORTFOLIO SERIES (KAMO)

18 + Investors. Track Smart Money conviction in KAMO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

18+

Inst. Holders

Hedge Fund Ownership: KAMO

How many hedge funds hold KAMO — quarterly history vs. share price
Quarterly hedge fund ownership of KAMO vs. share price

Market Analysis: KAMO

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: KAMO

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: KAMO
2026 Q1 Stats Unlock in 17 days 18 + Investors

Track Smart Money conviction in KAMO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 18 0 100%
13F Shares 2M 0 100%
Total Value $46M $0 100%
New Positions 18 0 +18
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KAMO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

18 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KAMO. Verified SEC 13F-HR filings.

Top 8 institutional holders of KAMO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HERITAGE OAK WEALTH ADVISORS LLC 2.22% 283,004 $7.0M
2 Fulcrum Equity Management 0.56% 23,369 $577K
3 CoreCap Advisors, LLC 0.27% 322,783 $8.0M
4 Legacy Wealth Partners, LLC 0.14% 22,844 $564K
5 Strategic Blueprint, LLC 0.04% 30,280 $747K
6 IFP Advisors, Inc 0.02% 46,157 $1.1M
7 Concurrent Investment Advisors, LLC 0.02% 59,051 $1.5M
8 RFG Advisory, LLC 0.01% 16,178 $399K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MANAGED PORTFOLIO SERIES (KAMO)

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.