Managed Portfolio Ser (TOGA) institutional ownership
MANAGED PORTFOLIO SER · 13F, 2026Q2
| Managers holding | 8 |
|---|---|
| Shares held | 710,596 |
| Reported value | $22.1m |
| Quarter flows | 3 new, 2 added, 1 trimmed, 2 exited |
Top 8 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| TRB Advisors LP | 550,000 | $17.1m | 7.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 47,668 | $1.5m | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,068 | $1.2m | 0.0% |
| Focus Partners Wealth | 37,260 | $1.2m | 0.0% |
| ROYAL BANK OF CANADA | 20,536 | $638,000 | 0.0% |
| JANE STREET GROUP, LLC | 15,664 | $486,994 | 0.0% |
| Essential Investment Partners LLC | 300 | $9,327 | 0.0% |
| Bare Financial Services, Inc | 100 | $3,109 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("TOGA"). TOGA price history · All 13F data